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 amidst uncertainty.
The conversation also delves into behavioral biases in investing, consumer spending habits in inflationary times, and the influence of AI on financial decision-making. The episode concludes with key takeaways for listeners to control their financial futures amidst market volatility.
To learn more about James and his work, visit:
https://edgefa.com/
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To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com
LinkedIn:
https://www.linkedin.com/in/the-new-wealth-wave-podcast/
https://www.linkedin.com/in/dr-joaquin-wallace-91819514
Instagram: https://www.instagram.com/dr.joaquinwallace
Twitter: https://twitter.com/_Joaquinmedia
YouTube: https://youtube.com/@thenewwealthwavepodcast
keywords: generational wealth, financial literacy, financial inclusion, behavioral finance, financial education, wealth gap, financial wellbeing, financial planning, financial empowerment, financial harmony, financial empowerment, financial inclusion, automation, self-forgiveness, representation, financial education, retirement planning, money management, personal finance, wealth building
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