• Building Wealth From The Inside Out With Dr. Michael Thomas, Jr.
    Jun 18 2024
    Understanding money goes beyond just knowing facts; you also need the confidence to make smart choices. In this episode of the New Wealth Wave Podcast, Dr. Joaquin Wallace chats with Dr. Michael G. Thomas, Jr. about his book, Black Financial Culture, and the Generational Wealth Model. They cover the importance of understanding both internal and external systems, and Dr. Thomas stresses the need for being open and real when talking about money and how self-love and healing play a big role in creating wealth. Trust is key when it comes to making financial decisions, and addressing both internal and external factors can help you build it. Taking the leap to trust the financial healing process and get help from pros can set you on the path towards lasting wealth. Dr. Michael Thomas also talks about his own therapy experiences and why addressing the emotional side of mental health is crucial. He wants folks to know that just knowing about finances isn't enough to pass wealth down through generations – it also takes trust and self-assurance in making financial decisions. Michael G. Thomas Jr., Ph.D., is an Accredited Financial Counselor (AFC®) and a lecturer at the University of Georgia. His research focuses on financial empathy, data visualization’s effects on financial behavior, and the connection between brain function and money. Dr. Thomas’ philosophy on how to effectively interact with money can be summed up in his Ted Talk: Financial Empathy: Understanding the Story Beneath the Numbers. Purchase Dr. Thomas’ book, Black Financial Culture, here: https://amzn.to/4cnYPmK To learn more about Dr. Thomas and his work, visit: https://www.blackfinancialculture.com/ https://keynote.financial/michael-g-thomas-jr/ Follow him on social media at: LinkedIn: http://linkedin.com/in/MoneyandWellness Instagram: http://www.instagram.com/modomsolutions X/Twitter: https://twitter.com/ModomSolutions YouTube: https://www.youtube.com/channel/UC9oWG3g0pSDxRVSzHXrkr-Q TikTok: https://www.tiktok.com/@modomsolutions Read the first article of the five-part series on the Generational Wealth Model: https://www.drjwallace.com/securing-tomorrow-the-generational-wealth-model #FutureWealthBuilders #GenerationalWealth #EstatePlanning #FinancialLiteracy #LegacyBuilding #FinancialFootprints #WealthManagement To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@thenewwealthwavepodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514
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    56 mins
  • Finding Financial Freedom, Wellness, and Lasting Wealth with Dasarte Yarnway
    Jun 4 2024

    #wealthbuilding #wealthymindset Our guest this week is Dasarte Yarnway, Founder of Yarnway Wealth Management, who discusses Stages 4, 5, and 6 of the Generational Wealth Model and these stages impact on your financial journey. Dasarte's mission and motto is a powerful one: "my heart has been sculpted to serve." Our conversation emphasizes the power of mindset and the role of financial information as a resource. Implementation is more important than knowledge alone, and taking action is necessary for financial success. Tune in on YouTube or your favorite podcast platform: https://youtube.com/@TheNewWealthWavePodcast

    https://podcasters.spotify.com/pod/show/the-new-wealth-wave

    Connect with Dasarte:

    https://www.linkedin.com/company/yarnwaywealth

    https://theadvisorjourney.com/ #financialliteracy #financialeducation #generationalwealth #wealthbuilding #wealthmanagement To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@thenewwealthwavepodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

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    37 mins
  • Building and Protecting Generational Wealth with Estate Planner Martin C. Johnson, Esq.
    Jun 1 2024

    Today we delve deep into Stage 6: Generational Wealth featuring our esteemed guest, estate planner Martin C. Johnson, ESQ. This episode promises to be a wealth of information focusing on state planning and discussing the differences between wills and trust. We will also provide you with valuable insights into the advantages and disadvantages of designing your trust as your life insurance beneficiary while exploring the significance of considering a fiduciary in your state planning journey. To learn more about Martin and his work, visit: https://www.360epi.com LinkedIn: https://www.linkedin.com/in/martincjohnson Instagram: https://www.instagram.com/martinjohnsonesq

    Schedule a consultation: https://calendly.com/360_361/estate-planning-initial-meeting To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@thenewwealthwavepodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

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    50 mins
  • The Power of Financial Literacy, Education, and Independence with Brian L. Thomas
    May 7 2024

    The Power of Financial Literacy, Education, and Independence with Brian L. Thomas In this episode, Dr. Joaquin Wallace is joined by Brian L. Thomas to lead the discussion on the future of our youth and the importance of financial literacy and education, focusing on Stage 4 of the Seven Stage Generational Wealth Model, "Financial Edification."


    Brian is a financial literacy speaker, author, and mentor. Brian wants students to understand all the possible ways to make money and emphasizes personal growth as the means for financial growth, which puts students in the proper mindset for career growth and financial independence. He is a Ramsey Certified Financial Coach, a Certified Life Coach, and a SCORE Business Mentor and volunteer. Brian emphasizes the need for financial literacy and education, especially for high school and college students. Brian shares his personal journey to becoming an advocate for financial literacy, highlighting the importance of starting early and gradually building financial knowledge. The conversation also addresses the lack of parent involvement in financial literacy programs and the essential concepts that should be taught to young adolescents. Strategies for teaching money management, impulse buying, and the value of money are explored, along with the role of parents in teaching financial literacy at home and resources available to schools and educators. To learn more about Brian and his work, visit: https://brianlthomas.com Connect with Brian on social media: LinkedIn: https://www.linkedin.com/in/1brianlthomas Instagram: https://www.instagram.com/1brianlthomas Email: brian@brianlthomas.com To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@thenewwealthwavepodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

    The New Wealth Wave Podcast is hosted by Dr. Joaquin Wallace and edited and produced by Rei Haycraft.

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    39 mins
  • Finding Financial Healing with Saundra D. Davis, MSFP, APFC®, MCC, FBS®, CSC
    Apr 23 2024

    In this episode, we sit down with Saundra Davis to discuss the first, second, and third stages of the generational wealth model. They dive into topics like the internal and external environment, financial DNA, financial healing, and the significance of financial knowledge. Saundra opens up about her own financial journey and the obstacles she faced in getting financially secure. Financial literacy is a necessary component of creating generational wealth, but it is not the most essential. The ability to act on financial knowledge is equally important. Financial influencers play a valuable role in raising awareness about financial topics, but they should be accountable for providing accurate and comprehensive information. Practical ways to educate younger generations about financial literacy and wealth building include starting early, teaching the difference between needs and wants, and involving children in financial decision-making. Early financial education and modeling are crucial for children to develop healthy money habits. Cultural and societal factors shape attitudes towards money and wealth accumulation. Financial professionals should approach their work with cultural humility and curiosity. Empathy and compassion are essential in the financial space, both for oneself and for clients. Practical steps for building wealth include self-reflection, defining personal wealth, and seeking appropriate support. To learn more about Saundra and her work, visit: https://sagefinancialsolutions.org/ Follow him on social media at: Instagram: https://www.instagram.com/sage.money Facebook: https://www.facebook.com/people/Sage-Financial-Solutions/100064003667058 X/Twitter: https://twitter.com/sagemoney YouTube: https://www.youtube.com/ @sagemoneytalks To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@thenewwealthwavepodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

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    50 mins
  • Unpacking Financial Trauma and Literacy with Rahkim Sabree, AFC®
    Apr 9 2024

    Today we have Rahkim Sabree with us to discuss the seven-stage generational wealth model. Rahkim is a financial coach, Accredited Financial Counselor (AFC®), and consultant focused on financial and personal empowerment in marginalized communities.

    Together, we explore the past, present, and future stages of the model, focusing on financial trauma, healing, and edification. Rakim shares his personal journey and aha moment that led him to become a financial therapist as well as his potential strategies and solutions for addressing and healing financial trauma within the African-American community.

    We examine the impact of historical economic disparities on present-day financial trauma and anxiety in the African-American community as well as the importance of exposure, education, and execution in achieving financial success.

    Rahkim also shares his thoughts on the challenges of authenticity and conformity in the pursuit of success and the influence of social media on shaping unrealistic expectations about wealth generation.

    Key takeaways from this episode:

    - Historical economic disparities contribute to present-day financial trauma and anxiety in the African-American community.

    - Social media can shape unrealistic expectations about wealth generation, leading to financial challenges and misinformation.

    - Addressing and healing financial trauma requires a combination of exposure, education, and execution.

    - Mentorship plays a crucial role in overcoming psychological barriers and embracing an abundant mindset.

    - Authenticity can be challenging in a society that often values conformity, but it is essential for personal growth and success.

    - Generational Wealth Begins With Generational Knowledge™.

    To learn more about Rahkim and his work, visit:https://www.rahkimsabree.com/

    Follow him on social media at:Instagram: https://www.instagram.com/rahkimsabree Facebook: https://www.facebook.com/RahkimSabree/ X/Twitter: https://twitter.com/rahkimsabreeYouTube: https://www.youtube.com/channel/UCI_ZIf3l2YEznCNlkjZONfg?

    To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com

    Follow us on social media at:Instagram: https://www.instagram.com/dr.joaquinwallaceX/Twitter: https://twitter.com/_JoaquinmediaYouTube: https://youtube.com/@thenewwealthwavepodcastLinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

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    48 mins
  • The New Wealth Wave Podcast - Episode 10: First Quarter Recap
    Mar 26 2024

    The New Wealth Wave Podcast reflects on my Seven-Stage Generational Wealth Model. Our first quarter introduced everyone to the importance of a holistic approach to financial literacy by examining the many components that affect our relationship with money. The guests who appeared in the first quarter were critical in shifting the narrative by providing an educational approach as Generational Wealth Begins With Generational Knowledge™

    Episode 4: Generational Wealth With Martin C. Johnson, ESQ. Today we delve deep into Stage 6: Generational Wealth featuring our esteemed guest, estate planner Martin C. Johnson, ESQ. To learn more about Martin and his work, visit: https://www.360epi.com LinkedIn: https://www.linkedin.com/in/martincjohnson Instagram: https://www.instagram.com/martinjohnsonesq Schedule a consultation: https://calendly.com/360_361/estate-planning-initial-meeting Episode 5: Neuroscience and Reprogramming Your Financial Genetic Code With Dr. Marcia Ruben In this episode of The New Wealth Wave Podcast, we’re exploring stage two of the generational wealth model, Financial Genetic Code, with a special focus on an incredibly powerful tool: our brain. To learn more about Dr. Ruben and her work, visit: https://www.leadershiptangles.com Follow her on social media at: Instagram: https://www.instagram.com/docmarcia Facebook: www.facebook.com/leadershiptangles X/Twitter: https://twitter.com/tangledoctor Episode 6: Building Wealth Through Financial Literacy with Jasper Smith (#MrBuildWealth) We're delving into Stage Four, Financial Edification, focusing on financial literacy with our guest, Jasper Smith of the #BuildWealthMovement. To learn more about Jasper and his work, visit: https://www.thebuildwealthmovement.com Follow him on social media at: Instagram: https://www.instagram.com/mr_buildwealth Facebook: www.facebook.com/jasper.smith.9 X/Twitter: https://twitter.com/mr_buildwealth Episode 7: Navigating Our Internal and External Ecosystems For Lasting Wealth with Tiffany Grant, AFC® In this episode, we delve into Stage One of the Generational Wealth Model, our Internal and External Ecosystem with our guest, Tiffany Grant, AFC certified, blogger, podcaster, and financial evangelist. (⁠ @MoneyTalkWithT ⁠) To learn more about Tiffany and her work, visit: https://moneytalkwitht.com/ Follow her on social media at: Instagram: hhttps://www.instagram.com/moneytalkwitht/ Facebook: https://www.facebook.com/moneytalkwithT/ X/Twitter: https://twitter.com/moneytalkwitht YouTube: https://www.youtube.com/c/MoneyTalkWithTiff TikTok: https://www.tiktok.com/@moneytalkwitht Episode 8: Generational Knowledge and Long-Term Care Planning with Kelly Augspurger, CLTC®, CSA This episode delves into stage six of the Generational Wealth Model, Generational Knowledge, financial planning, to help us navigate Stage 6 will be Kelly Augspurger, CLTC®, CSA. To learn more about Kelly and her work, visit: www.SteadfastAgents.com Listen to Kelly's podcast, "Steadfast Care Planning": https://steadfastcareplanning.buzzsprout.com/ Follow her on social media at: LinkedIn: https://www.linkedin.com/in/kelly-augspurger/ Instagram: http://instagram.com/steadfastagents Facebook: https://www.facebook.com/steadfastagents YouTube: https://www.youtube.com/channel/UCqn0cM0jLTwDTTzkrPfSkTg To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com Follow us on social media at: Instagram: https://www.instagram.com/dr.joaquinwallace X/Twitter: https://twitter.com/_Joaquinmedia YouTube: https://youtube.com/@dr.joaquinwallace LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

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    22 mins
  • Using Neuroscience to Reprogram Your Financial Genetic Code (Part 2) With Dr. Marcia Ruben
    Mar 12 2024

    Today we're bringing back Dr. Marcia Ruben by popular demand to dive deeper into what it means to Reprogram Your Financial Genetic Code and the science behind how our brain learns and forms habits.


    In this conversation, Marcia Ruben discusses the importance of examining beliefs and assumptions, the concept of immunity to change, cognitive behavioral therapy, and becoming friends with your own thinking. She also explores how to deal with influence from others, reframe relationships, and change your story. Dr. Ruben emphasizes the power of reprogramming your brain and believing in your ability to create generational wealth.


    Key takeaways from this episode:

    • Examine your beliefs and assumptions to determine if they are serving you and leading you towards your goals. Identify competing commitments and assumptions that may be hindering your progress.
    • Cognitive behavioral therapy can help to address cognitive distortions and reprogram your thinking.
    • Become friends with your own thinking by challenging your beliefs and actions.
    • Redouble your commitment and set strong boundaries when dealing with influence from others.
    • Reframe relationships and surround yourself with supportive friends who want what is best for you.
    • Change your story and create empowering narratives about yourself and your circumstances.
    • Engage in lifelong learning and personal growth to expand your knowledge and skills and gain a deeper understanding of the brain and its impact on behavior.
    • You can reprogram your brain by consciously choosing your thoughts and beliefs.
    • Believe in your ability to create generational wealth and align your thinking with success.


    To learn more about Dr. Ruben and her work, visit:

    https://www.leadershiptangles.com

    Follow her on social media at:

    Instagram: https://www.instagram.com/docmarcia

    Facebook: https://www.facebook.com/leadershiptangles X/Twitter: https://twitter.com/TangleDoctor


    To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com


    Follow us on social media at:

    Instagram: https://www.instagram.com/dr.joaquinwallace

    X/Twitter: https://twitter.com/_Joaquinmedia

    YouTube: https://youtube.com/@thenewwealthwavepodcast

    LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514


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    38 mins