The New Wealth Wave Podcast With Dr. Wallace
Welcome to 'The New Wealth Wave' Podcast, hosted by Dr. Joaquin Wallace. We’re diving deep into the intricate layers of the Seven Stage Generational Wealth Model. Our mission? To offer you invaluable insights on legacy building and financial growth across generations. Our guests are experts in their field and will guide us through each stage of the generational model. We’re breaking down the dynamics of wealth accumulation and preservation, and teaching you how you can apply this knowledge to your own financial journey.
Episodes
In this episode of the New Wealth Wave podcast, Dr. Joaquin Wallace is joined again by James Alexander, CFP®, Partner at Edge Financial Advisors, to discuss the current state of the economy, focusing on market sentiment, systemic and non-systemic risks, and the impact of tariffs on consumers. They explore the differences between market behavior and economic reality, the importance of de-risking portfolios, and how to remain calm am...
In this episode of The New Wealth Wave Podcast, Dr. Joaquin Wallace is joined by Dr. Preston D. Cherry, Certified Financial Planner®, author, speaker, educator, and the Founder and CEO of Concurrent Wealth Management.
Together, they delve into the intricacies of Dr. Wallace’s Seven-Stage Generational Wealth Model, and discuss financial literacy, the journey to generational wealth, and the systemic barriers that hinder financial inc...
A heartfelt thank you to our esteemed guests from Q1 of 2025 for The New Wealth Wave Podcast. Your discussions were not only challenging but also instrumental in driving change and making a significant impact on our audience.
Let's revisit each guest's most viewed highlights. These moments have enriched our conversations and inspired actions toward creating generational wealth beyond mere financial literacy.
Episode 28: Beh...
In this episode of The New Wealth Wave Podcast, host Dr. Joaquin Wallace dives into the intricacies of stage four of his seven-stage generational wealth model with special guest Dr. Bryan, Financial Educator, Accredited Financial Counselor®, and Founder of Sev Talks Money. Together, they explore how Dr. Bryan helps women transform financial challenges into opportunities for empowerment, drawing from her own experiences with late-li...
In this episode, host Dr. Joaquin Wallace welcomes back Martin Johnson, Esq., estate planning attorney and Founder of Johnson Law and Tax, to dive into the crucial topic of estate and tax planning.
The discussion focuses on stage six of the seven-stage generational wealth model: generational knowledge. Martin shares his expertise, offering listeners actionable insights into estate planning, tax preparation, and tax planning.
This e...
In this episode, Dr. Joaquin Wallace is joined by Steve Selengut, bestselling author and retirement coach, to delve into stages four and five of the seven-stage generational wealth model. They discuss the importance of financial literacy and the journey to financial independence through income-focused investing.
Steve helps explain how to shift your focus from chasing market value "returns" to creating a consistent strea...
In our first episode of Season 2 of The New Wealth Wave Podcast, Dr. Joaquin Wallace is joined by James Alexander, CFP®, Partner at Edge Financial Advisors, to discuss the importance of financial edification as part of the generational wealth model. They explore the seven stages of wealth, emphasizing the need for financial literacy, emotional well-being, and understanding behavioral finance.
James shares his personal journey from...
A heartfelt thank you to our esteemed guests from Q4 of the New Wealth Wave Podcast. Your discussions were not only challenging but also instrumental in driving change and making a significant impact on our audience. As we wrap up 2024, let's revisit each guest's most viewed highlights. These moments have enriched our conversations and inspired actions toward creating generational wealth beyond mere financial literacy. Episode 23: ...
In this episode of the New Wealth Wave Podcast, Dr. Joaquin Wallace is joined by Dr. Wendy Ashley, a psychotherapist, educator, social worker and training facilitator. Together, they delve into the complexities of generational wealth, focusing on the stages of financial trauma, healing, and the influences of personal and community environments on financial behaviors.
Dr. Ashley explores the impact of adverse childhood experiences ...
In this episode of the New Wealth Wave podcast, Dr. Joaquin Wallace and Anmol Singh delve into the intricacies of generational wealth, financial literacy, and the emotional aspects of investing. They discuss the importance of understanding the differences between investing and trading, the challenges faced by marginalized communities in accessing financial education, and the critical need for financial inclusion.
Anmol shares his...
Join Dr. Joaquin Wallace in this upcoming episode of the New Wealth Wave podcast as he welcomes expert financial planner Brian Seymour, principal and founder of Prosperitage Wealth.
The discussion zeroes in on stages four and five of a seven-stage generational wealth model, which focuses on financial edification and wellbeing. Brian shares his insights as a financial planner dedicated to closing the racial wealth gap by offering ...
The New Wealth Wave Podcast is thrilled to welcome Nathan Astle, CFT-I™, MFT to the studio! Nate, a certified financial therapist and founder of the Financial Therapy Clinical Institute, shares his expertise on financial trauma and anxiety, financial conflict in relationships, and creating lasting financial behavior changes. Financial stress and anxiety can really affect how we handle our money and the beliefs we have about it. ...
A heartfelt thank you to our esteemed guests from Q3 of the New Wealth Wave Podcast. Your discussions were not only challenging but also instrumental in driving change and making a significant impact on our audience. Before diving into Q4, let's revisit each guest's most viewed highlights. These moments have enriched our conversations and inspired actions toward creating generational wealth beyond mere financial literacy....
From Poverty to Prosperity: Mayor Torrance Harvey's Journey to Generational Wealth | The New Wealth Wave Podcast In this special episode of the New Wealth Wave Podcast, host Dr. Wallace takes a unique approach by interviewing Mayor Torrance Harvey of Newburgh, New York, who shares his personal journey through the seven stages of the generational wealth model. Mayor Harvey shares personal stories of overcoming financial barri...
Building Generational Wealth with Tony Award Winner LaChanze 🏆 | The New Wealth Wave Podcast In this eye-opening episode of The New Wealth Wave Podcast, host Dr. Wallace is joined by the incredible LaChanze, a four-time Tony Award winner, to discuss her journey and insights on healing financial trauma, finding financial well-being, and building generational wealth. Financial trauma and anxiety are real, and talking about our fina...
Empowering Underserved Communities Through Financial Literacy with Louis Barajas | The New Wealth Wave Podcast Join Dr. Joaquin Wallace and special guest Louis Barajas on this enlightening episode of the New Wealth Wave Podcast. In this discussion, they delve into the intricacies of the Generational Wealth Model, focusing on stages four and five. Louis Barajas, Certified Financial Planners (CFP), shares his extensive experience an...
A heartfelt thank you to our esteemed guests from Q2 of the New Wealth Wave Podcast. Your discussions were not only challenging but also instrumental in driving change and making a significant impact on our audience. Before diving into Q3, let's revisit each guest's most viewed highlights. These moments have enriched our conversations and inspired actions toward creating generational wealth beyond mere financial literacy....
In this episode of The New Wealth Wave Podcast, Dr. Joaquin Wallace hosts Dominique Henderson, CFP, to discuss Stages Four and Five of the Seven-Stage Generational Wealth Model, Financial Edification and Financial Well-Being.
Dominique, a top financial coach and founder of DJH Capital Management and Founder of Jumpstart Coaching Lab, shares his expertise and personal journey in the financial industry. They cover important topi...
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 talkin...
#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. Imp...
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