It’s hard to believe we’re already celebrating three years for Alexander Legacy Private Wealth, but it’s been an amazing journey that we’re incredibly proud of. Today we’re giving JaQ the chance to share her story, discuss our great partnership with the Carson Group, and talk about the importance of independence in wealth management.

Here’s what we discuss in this episode:

0:00 – Intro

1:13 – 3-year anniversary of Alexander Legacy

3:32 – Relationship with the Carson Group

6:00 – Recruiting wealth advisors

10:08 – JaQ’s advice for young wealth advisors

18:24 – Independence

22:15 – Big takeaways

RESOURCES:
Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH

Today we want to break down some critical economic concepts that you hear in the news. This will be a deep dive into the global economy, recession, and inflation with Dr. Chan. Our goal is to lay the groundwork by defining these terms and then go a little deeper before leaving you with a little inspiration.

Here’s what we discuss in this episode:

0:00 – Intro

2:30 – Global economy

5:38 – Recession

11:46 – Inflation

15:32 – Inspiration for The People’s Economist

17:30 – Mariah Carey

23:00 – The role of the BLS

25:29 – Dr. Chan’s advice to future economists


Sign up for the People’s Economist Substack - https://thepeopleseconomist.substack.com/

RESOURCES:
Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH

This ​is ​what ​we ​like ​to ​call ​a ​special ​edition ​version ​of ​Legacy ​Lessons ​after ​Dark, ​where ​it's ​just ​two ​friends ​having ​some ​great ​conversation ​over ​some wonderful wine. This show gives us the chance to sound off on topics that we’re paying close attention to or feel passionately about.

In this episode, we’ll cover a range of topics from the Detroit Lions' recent playoff run to the economic revival of Detroit. We’ll also weigh in on subjects like Katt Williams' interview and the impact of celebrities like Dennis Rodman and Kareem Abdul-Jabbar.

We’ll close it all out with a discussion on the importance of financial education for young athletes and entertainers, emphasizing strategies for sustaining wealth and creating lasting legacies.

Here’s what we discuss in this episode:

0:00 – Intro

1:10 – Detroit & the Lions

4:08 – Katt Williams

6:30 – Dennis Rodman

8:20 – Dr. Chan’s work with Kareem Abdul-Jabbar

15:16 – Sustaining wealth

20:52 – Advice for young professionals

RESOURCES:
Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH

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 years. From being a haven for entertainment and gambling to becoming a hub for various sports teams, Las Vegas has diversified its offerings to keep the economy thriving. This sets the stage for a broader discussion on the importance of diversification, not just in investments but also in human capital.

We’ll spend time on the definitions and significance of diversity, equity, and inclusion, emphasizing the benefits of diverse ideas and equitable opportunities. Tune in for an inspiring conversation about creating a more inclusive world and the mission behind Alexander Legacy Private Wealth Management.

Here’s what we discuss in this episode:

0:00 – Intro

1:18 – Diversification in Las Vegas

5:42 – Diversity

12:08 – Equity

14:17 – Inclusion

17:40 – Why it mattered to us

24:00 – Jamie Dimon on DEI

25:18 – Our backgrounds

28:59 – Key takeaway

RESOURCES:
Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH

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. These can range from fixed income securities like bonds to equities such as stocks. Understanding the different types of asset classes is crucial for any investor looking to diversify their portfolio and manage risk effectively.

From alternative investments to ESG, technology, and AI, we’ll cover a broad spectrum of topics to ensure you're well-informed and inspired. Don't miss out on insights on risk appetite, diversification, and the future of ESG and AI in the investment world.

Here’s what we discuss in this episode:

0:00 – Intro

2:31 – Asset class

4:24 – Alternative investments

9:18 – ESG investments

13:14 – Technology & AI

19:48 – A.S.S.E.T

22:53 – Evaluating asset classes

28:46 – New asset classes to watch

RESOURCES:
Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH

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 physical health, especially post-COVID, and how it impacts financial decisions and generational wealth.

Dr. Chan shares his personal morning routine that has kept him mentally sharp for over 40 years and emphasizes the need for balance in life—enjoying the present while planning for the future. The conversation also explores the effects of the pandemic on mental health, consumer behavior, and the economic landscape, including commercial real estate and retirement savings.

Join us for valuable insights and practical advice on achieving a balanced life, both mentally and financially.

Here’s what we discuss in this episode:

0:00 – Intro

0:57 – Keeping your mind right

3:38 – Mental health impact on financial decisions

10:03 – How the pandemic changed things

13:20 – Don’t ignore the future

16:37 – Changes impact mental health

20:44 – Vegas favorites

23:32 – Mental health in young people

RESOURCES:
Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH

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 the energy and enthusiasm of the people in attendance. Some of the concepts and trends discussed then still hold true in 2024 and we’ll highlight how simplifying complex financial concepts can empower individuals to take control of their financial futures.

We’re excited to introduce you to Dr. Chan and begin tapping into his expertise and passion for helping people create a powerful legacy for future generations.

Here’s what we discuss in this episode:

0:00 – Intro

1:21 – Empowering women through investing

6:20 – Simplifying investing strategies

7:25 – Growth in black investors

10:55 – Dr. Chan’s poetry

13:21 – Dr. Chan’s interests

17:44 – Thoughts on the economy this year

RESOURCES:
Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH

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 financial landscape of the entire world due to the great wealth transfer. She’ll also share a word of advice for younger listeners.

Linda and JaQ will underscore why philanthropy is an essential part of personal wealth building and they’ll bring the entire conversation to life with personal anecdotes.

Don’t miss out on the energy and impact of this special episode!

Here’s some of what we discuss in this show:

· Linda shares her perspective on the coming global wealth transfer that will greatly impact women across the world. (5:27)

· Two career households are now the rule vs. the exception in American society. Black women are starting businesses at three times the rate of other cultures. JaQ and Linda reflect on stats like these, and Linda shares her opinion on how a female’s protective nature influences how she treats money and wealth. (16:05)

· Linda has a few words of warning, advice and wisdom for younger listeners. (31:30)

· “It created a muscle in me.” JaQ remembers why philanthropy was such a building block of her childhood and Linda explains why philanthropy is an important part of someone’s wealth building journey. (40:35)

· Listen to Linda’s words of advice for everyone in 2023. (47:53)

Learn more about Global CFO Accounting LLC

https://globalcfoaccountingconsulting.com/

Follow Linda on Facebook

https://www.facebook.com/linda.wallacetaylor/

RESOURCES:
Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH