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 student debt to financial empowerment, highlighting the significance of education in overcoming biases and making informed financial decisions.
The conversation also touches on the integration of values and goals in financial planning, underscoring that financial well-being is a continuous journey that requires both patience and proactive learning. In this engaging conversation, Dr. Joaquin Wallace and James Alexander explore the complexities of financial wellbeing, emphasizing the importance of understanding personal goals, risk tolerance, and the impact of behavioral finance on decision-making. They discuss how life stages influence financial strategies and the necessity of maintaining discipline during market fluctuations. The dialogue highlights the significance of financial health and the need for continuous education in personal finance, ultimately aiming to empower listeners to take control of their financial futures.
To learn more about James and his work, visit:
https://edgefa.com/
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!