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
Your parents' money struggles don't have to become yours. But first, you need to understand what financial patterns you actually inherited.
James Alexander, CFP and Partner at Edge Financial, returns for his third appearance this year to discuss how understanding your financial genetic code changes everything about wealth building.
After reading Dr. Wallace's book in just four days, James shares why the biggest breakthro...
A heartfelt thank you to our esteemed guests from Q3 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.
What if the biggest barrier to your financial success isn't what you don't know, but what you've unknowingly inherited? In this powerful episode of The New Wealth Wave podcast, Dr. Joaquin Wallace sits down with Dr. Prince Sarpong, Associate Professor of Finance and author of "Portfolio Management for Financial Advisors," to explore how inherited financial narratives shape our money decisions across generations.Dr. Sarpong reveals ...
What if the biggest obstacle to building wealth isn't your income, but the financial stories passed down through your family? In this powerful episode of The New Wealth Wave podcast, Dr. Joaquin Wallace reunites with Rahkim Sabree, AFC®, to unpack the hidden forces that sabotage our financial success before we even realize it.
Rahkim opens up about his upcoming book "Overcoming Financial Trauma" and reveals how the unconscious money...
Are you driving your financial future, or just along for the ride? This powerful episode of The New Wealth Wave Podcast will force you to confront an uncomfortable truth: most of us are financial passengers in our own lives, wondering why we never reach our destination.Dr. Joaquin Wallace sits down with Brian L. Thomas, a speaker, author, and mentor who's dedicated his life to breaking the dangerous silence around money that keeps ...
A heartfelt thank you to our esteemed guests from Q2 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.
The Hidden Cost of Consumption: Are Your Feelings Bankrupting Your Future?
Ever wonder why your paycheck vanishes despite your best intentions? In this raw and revealing episode of The New Wealth Wave Podcast, Dr. Joaquin Wallace brings you a conversation that might just save your financial future.
Meet Jaelyn Vickery, LSW – not your typical financial advisor. As someone who's experienced both financial trauma and emotional consu...
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....
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