Legacy Lessons with JaQ & Dr. Chan

Legacy Lessons with JaQ & Dr. Chan

Join Jacqueline Campbell and Dr. Anthony Chan on the "Legacy Lessons with JaQ" Podcast for empowering conversations and connections with today's top thought leaders and innovators. This podcast will have a little bit of everything from conversations about money and finances to philanthropy. From entrepreneurship to women's empowerment. From supporting vulnerable communities to leadership secrets. Whatever the specific focus of the day, you can always expect to experience motivation, education and empowerment. Don't miss the opportunity to get swept up in JaQ's infectious personality as she and others impart great stories, experiences, and guidance to improve both your career and personal goals. Find out more about JaQ at https://www.jaqperience.com/ and don't hesitate to reach out!

Episodes

July 12, 2024 30 mins

In our latest episode, we explore a topic that is not only crucial for personal growth but also essential for professional success: diversity, equity, and inclusion (DEI). This episode is filled with insights, personal stories, and actionable advice that will leave you inspired and motivated to embrace DEI in your own life and work. 

We’ll kick things off by sharing some nostalgic memories of Las Vegas and its evolution over the yea...

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The first step to building a legacy is educating yourself in the world of financial planning. Today we’re going to start breaking down some key concepts and definitions to help you better understand your investment options. Join JaQ Campbell and Dr. Anthony Chan for a comprehensive journey through the world of asset classes. 

An asset class is essentially a group of investment options that have similar financial characteristics. The...

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In today's fast-paced world, the importance of mental health cannot be overstated, especially when it comes to financial well-being. JaQ Campbell, founder and CEO of Alexander Legacy Private Wealth, and Dr. Anthony Chan, partnership development consultant and former chief economist at JP Morgan Chase, sit down to discuss the crucial topic of mental health. Together, we’ll explore the importance of maintaining mental and physic...

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Welcome to season two of Legacy Lessons with JaQ Campbell and Dr. Anthony Chan! In this first episode, we are thrilled to bring you a wealth of knowledge on financial literacy, long-term investing, and economic trends with, and Dr. Chan, a partnership development consultant and former chief economist at JPMorgan Chase. 

Today we look back on our time together at the Black Enterprise Women of Power Summit in 2019 and reminisce about ...

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You’re in for a treat on episode 13 of the Legacy Lessons Podcast as JaQ Campbell brings her mother, Linda Taylor, into the studio to discuss cultural money shifts, wealth dynamics, and the wealth building journey women are facing in 2023 and the years ahead.

Linda Taylor is a CPA and the CEO & Founder of Global CFO Accounting. On this episode, she’ll share her vision of how women will become increasingly important in the financ...

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Wealth without service to those around you is a wasted opportunity, which is why it’s on us to empower and uplift those in our community. 

Alexander Legacy considers itself social entrepreneurs with a priority on social impact, and we want to be solving problems and helping those in the community. It’s 2023 and time to make progress on these social issues and provide financial opportunities to those around us, and Toussaint Bailey o...

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Today’s guest is Shaun Marshall. Shaun is a Pastor, Author, Consultant, and Speaker. He is the Founder and Principal Consultant of Navigate Consulting, and Pastor of Ministries of the Salem Baptist Church of Chicago.

In this episode, Sean shares what legacy means to him. We create an impromptu acronym that paints a picture of the process of leaving a legacy, starting with growth and ending with action. 

 Here are some of today's...

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Today’s show features Dr. David Rhoiney, US Navy Surgeon, Cryptologist, Cyber Security Expert, Mathematician, husband, and father. David is retiring from podcasting, and we have been given the honor of interviewing him for his last podcast- one you won’t want to miss.

In this episode, we are taken on David’s journey from poverty to the road that led him to achieve the various titles listed above. He shares how two generations ago, h...

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We would like to welcome today’s guest, Lazetta Rainey Braxton, MBA, CFP®. She is passionate about amplifying diversity, inclusion, equality, and belonging in the financial planning profession, and does so through financial planning, public speaking, consulting, and coaching.

In this episode, Lazetta shares how an encounter with a racist client impacted her and led her to keep #doingthework. We discuss how our shared faith has impac...

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Kyra Hardwick has a consulting firm called The Kyra Company, she runs a non-profit called Imagine Excellence, and more recently co-founded a media company that shares the stories of black women.

Kyra has an abundance of passion for the communities she serves and shares how she advocates for businesses and leads them towards success. JaQ and Kyra discuss her story of perseverance and love as she took steps toward building her legacy ...

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Valerie Rainford is the Founder & CEO of Elloree Talent Strategies. Her company aims to advance racial equity in the workforce and help out c-suite executives that want to have diverse representation on their leadership teams. On today's show, Valerie shares her experience of struggle grit, and determination to do better for herself in order to achieve ultimate freedom.

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Larvetta Loftin is the CEO and Founder of the L3 Agency, a full-service firm focused on creating authentic engagements for brands targeting women, millennials, and Gen Z audiences. Larvetta will share her story on how she got to the position she is in today, embracing her differences, and how mentorship opens up opportunities to the next generation.

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Dr. Preston Cherry is the Founder & President of Concurrent Financial Planning, a comprehensive financial planning firm that helps households and business owners achieve their financial goals. Dr. Cherry and JaQ will spend this episode discussing the importance of setting up the next generation for success in this industry, why self worth is such valuable investment, and what legacy means to him.

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Special guest Dominique Henderson is the founder of DJH Capitol Management and has spent nearly two decades in the financial services industry. In this episode, Dominique and JaQ will discuss the importance of a financial plan, how financial advisors need to develop deeper relationships with their clients, how to become unstuck to achieve your goals, and much more.

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Raina Bonds joins us on this episode of the podcast. Her company Reflections Life Planning aims to empower their clients to live financially fulfilling lives and establish meaningful legacies. JaQ and Raina will talk about some basic estate planning documents, different generational wealth strategies, and why it's crucial to get this foundation established before it is too late.

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Welcome to the first podcast of Legacy Lessons with JaQ! We're kicking off the first show with two great guests who will discuss helpful tips and some of the important work their organizations are doing to help close the opportunity divide.

Aprill Hawkins from Year Up tells us how her organization helps young adults advance their skills and experience and provides them support to assist them in reaching their career a...

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