Best JaQ Campbell Podcasts (2024)

1
Why Diversity, Equity, and Inclusion Matters (S2, E4) 30:34

1d ago30:34

30:34

Send us a Text Message. 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 a…

1
Covering Your Assets: Key Investing Terms & Concepts (S2, E3) 32:45

15d ago32:45

32:45

Send us a Text Message. 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.…

1
The Role of Mental Health in Wealth Management (S2, E2) 29:07

1M ago29:07

29:07

Send us a Text Message. 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…

1
2024 Financial Trends & Insights with Dr. Chan (S2, E1) 24:03

2M ago24:03

24:03

Send us a Text Message. 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…

1
Investment Due Diligence 101 LIVE From The Exchange ETF Conference: Featuring Cinthia Murphy 30:33

1+ y ago30:33

30:33

When it comes to building investment portfolios, there are a lot of considerations. Passive vs. active, performance, fees, the list goes on. As an industry, we have become hyper focused on fees. Large passive asset managers like Blackrock, Vanguard and State Street have risen to dominate the ETF market. Are fees really the cornerstone for which inv…

1
Exploring Cultural Shifts & Wealth Dynamics with Linda Taylor (JaQ’s Mom!) (S1, E13) 53:00

1+ y ago53:00

53:00

Send us a Text Message. 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 Accounti…

1
Uplifting the Next Generation with Toussaint Bailey (S1, E12) 41:39

1+ y ago41:39

41:39

Send us a Text Message. Wealth without service to those around you is a wasted opportunity, which is why it’s on us to empower and uplift those in our community. Alexander Legacy considers itself social entrepreneurs with a priority on social impact, and we want to be solving problems and helping those in the community. It’s 2023 and time to make p…

1
The Growth Before Your Legacy with Pastor Shaun Marshall (S1, E11) 34:18

1+ y ago34:18

34:18

Send us a Text Message. Today’s guest is Shaun Marshall. Shaun is a Pastor, Author, Consultant, and Speaker. He is the Founder and Principal Consultant of Navigate Consulting, and Pastor of Ministries of the Salem Baptist Church of Chicago. In this episode, Sean shares what legacy means to him. We create an impromptu acronym that paints a picture o…

1
Trials Leading to Perseverance with Dr. David Rhoiney (S1, E10) 38:13

1+ y ago38:13

38:13

Send us a Text Message. Today’s show features Dr. David Rhoiney, US Navy Surgeon, Cryptologist, Cyber Security Expert, Mathematician, husband, and father. David is retiring from podcasting, and we have been given the honor of interviewing him for his last podcast- one you won’t want to miss. In this episode, we are taken on David’s journey from pov…

1
Doing the Work with Lazetta Rainey Braxton (S1, E9) 53:37

1+ y ago53:37

53:37

Send us a Text Message. We would like to welcome today’s guest, Lazetta Rainey Braxton, MBA, CFP®. She is passionate about amplifying diversity, inclusion, equality, and belonging in the financial planning profession, and does so through financial planning, public speaking, consulting, and coaching. In this episode, Lazetta shares how an encounter …

1
Changing the Face of Finance: Special Guest Sonya Dreizler 33:59

2y ago33:59

33:59

For decades the financial services industry has been dominated by middle-aged white men. It's the image we saw on television, in movies and on industry conference stages. Today, the field is as diverse as it has ever been, yet still the stereotype of the old boys club remains. Sonya Dreizler and her partner Liv Gagnon have set out to change that as…

1
Inspiring Legacy: Special Guest Jacqueline "JaQ" Campbell 41:55

2y ago41:55

41:55

A Mission Focused, Multi-Generational Wealth Expert Jacqueline "Jaq" Campbell is a charismatic and inspiring leader in the wealth management industry. Jaq joined hosts Shana Orczyk Sissel and Suzanne Lundeen Abrams to discuss her journey in the financial industry and how legacy planning empowers families to build multi-generational wealth and break…

1
Leaving a Legacy of Purpose with Kyra Hardwick (S1, E7) 33:17

2y ago33:17

33:17

Send us a Text Message. Kyra Hardwick has a consulting firm called The Kyra Company, she runs a non-profit called Imagine Excellence, and more recently co-founded a media company that shares the stories of black women. Kyra has an abundance of passion for the communities she serves and shares how she advocates for businesses and leads them towards …

1
Live from EXCELL! The Queen of Alternatives: Featuring Shana Orczyk Sissel 31:32

2y ago31:32

31:32

The Black Swans Podcast recorded LIVE from the Cosmopolitan in Las Vegas at the Carson Excell Conference. In this episode hosts Suzanne Lundeen Abrams and Shana Orczyk Sissel discuss the recent challenges Shana has faced in her life and career. In this candid conversation Shana discusses her journey to launch Banrion Capital Management, what it mea…

1
When You Know Better, You Do Better With Valerie Rainford (S1, E6) 56:14

2y ago56:14

56:14

Send us a Text Message. Valerie Rainford is the Founder & CEO of Elloree Talent Strategies. Her company aims to advance racial equity in the workforce and help out c-suite executives that want to have diverse representation on their leadership teams. On today's show, Valerie shares her experience of struggle grit, and determination to do better for…

1
A Legacy Of Opening Doors & Creating Opportunities With Larvetta Loftin (S1, E5) 53:39

2y ago53:39

53:39

Send us a Text Message. Larvetta Loftin is the CEO and Founder of the L3 Agency, a full-service firm focused on creating authentic engagements for brands targeting women, millennials, and Gen Z audiences. Larvetta will share her story on how she got to the position she is in today, embracing her differences, and how mentorship opens up opportunitie…

1
Investing In The Next Generation With Dr. Preston Cherry (S1, E4) 44:14

2y ago44:14

44:14

Send us a Text Message. Dr. Preston Cherry is the Founder & President of Concurrent Financial Planning, a comprehensive financial planning firm that helps households and business owners achieve their financial goals. Dr. Cherry and JaQ will spend this episode discussing the importance of setting up the next generation for success in this industry, …

1
Building Deeper Relationships with Our Clients with Dominique Henderson (S1, E3) 50:13

2y ago50:13

50:13

Send us a Text Message. Special guest Dominique Henderson is the founder of DJH Capitol Management and has spent nearly two decades in the financial services industry. In this episode, Dominique and JaQ will discuss the importance of a financial plan, how financial advisors need to develop deeper relationships with their clients, how to become unst…

1
Building Generational Wealth With Raina Bonds (S1, E2) 45:32

2y ago45:32

45:32

Send us a Text Message. Raina Bonds joins us on this episode of the podcast. Her company Reflections Life Planning aims to empower their clients to live financially fulfilling lives and establish meaningful legacies. JaQ and Raina will talk about some basic estate planning documents, different generational wealth strategies, and why it's crucial to…

1
Closing The Opportunity Divide with Experian & Year Up (S1, E1) 51:59

2y ago51:59

51:59

Send us a Text Message. Welcome to the first podcast of Legacy Lessons with JaQ! We're kicking off the first show with two great guests who will discuss helpful tips and some of the important work their organizations are doing to help close the opportunity divide. Aprill Hawkins from Year Up tells us how her organization helps young adults advance …

1
The Evolution of Indexing: Special Guest Joy Yang 49:34

2y ago49:34

49:34

Live from the ETF Exchange Conference at the Fontainebleau Miami Beach Joy Yang discusses her journey from Chinese immigrant to a sought after quantitative research analyst. Joy walks us through how John Bogle’s little idea of index investing became a multi-trillion dollar business & why indexing is more than passive exposure to the S&P 500. Joy Ya…

1
Portfolio Strategy and Predicting Inflation: Special Guest Frances Newton Stacy 43:36

3y ago43:36

43:36

Shortly after first discovering her passion for day trading, Frances Newton Stacy was among the few to predict and trade the 2007 stock market crash. Today, she regularly appears on Fox Business News and CNBC and is the Director of Portfolio Strategy at Optimal Capital. On this episode, hear the finance wonk discuss her work bringing an institution…

1
Hedge Fund Activism: Special Guest Nicole Boyson 55:00

3y ago55:00

55:00

While Dr. Nicole Boyson didn’t come from a family of academics, she found an interest in studying investments and corporate finance, which led her to become a professor of finance at Northeastern University. On this episode, hear Dr. Boyson discuss “hedge fund activism” - a relevant academic interest on which she has extensive knowledge - and what …

1
Taking Risks, Business Confidence, and Adversity: Special Guest Velera Wilson 51:51

3y ago51:51

51:51

Not only is Velera Wilson a strategic driver for top brands worldwide and the founder of Positive Identity, a company inspires and equips women to own their greatness; she’s also the author of a new book, “You’re Absolutely Worth It”, which continues her mission of teaching women to succeed without hesitation. On this episode, hear the global speak…

1
Tax Proposals and Estate Planning: Special Guest Megan Gorman 46:17

3y ago46:17

46:17

Beginning the new season of The Black Swans podcast is Megan Gorman, who breaks down the latest tax proposals in Biden’s American Jobs Plan and American Families Plan, which cover child tax credits, capital gains rates, and more. Gorman found her passion for taxes after leaving her small hometown in New Jersey for college; today, she’s a founder an…

1
Hedge Funds, GameStop & The Future of Investing: Special Guest Dominique Mielle 56:14

3+ y ago56:14

56:14

Dominique Mielle is a former partner and senior portfolio manager at hedge fund Canyon Capital, is currently a full-time corporate board director, and ws named as Ernst & Young's 2017 "Top 50 Women in Hedge Funds." In this episode, Mielle discusses changes in the financial industry, retail investing and the ongoing GameStop phenomenon, and her fort…

1
Bridging the Generational Divide: Special Guest Julia Carreon 51:06

3+ y ago51:06

51:06

Julia Carreon is a strategic adviser whose specialty is in Gen Z, Wealth Tech & Digital Transformation. Her relentless focus on execution has served her and her teams well. She has led 400+ person teams at a Fortune 50 company where she was responsible for everything from strategy to launch of end-to-end digital initiatives for clients and employee…

1
Our Money Stories: Special Guest Eugenie George 49:46

3+ y ago49:46

49:46

Have you ever thought about how your personal history, ancestry, and environment plays a role in your money habits? People rarely connect their personal history with their health, wealth, relationships, and career. Eugenie George is a financial wellness specialist and educator and this is her specialty! Eugenie attributes her success in personal fi…

1
Bitcoin 101: Special Guest Morgen Rochard, CFA 47:38

3+ y ago47:38

47:38

Morgen Rochard is a fee-only CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst and Registered Life Planner. Prior to founding Origin Wealth Advisers LLC in 2014, Rochard managed portfolios at UBS Financial Services for high net worth investors. She also worked at Merrill Lynch providing financial analysis for a large private wealth team. Sh…

1
COVID-19 Separating Fact from Fiction: Special Guest Dr. Carrie Mantha 49:19

3+ y ago49:19

49:19

Dr. Carrie Mantha returns to the podcast to help us separate fact from fiction on all things CoVID-19. Dr. Carrie Mantha is the managing director of Aporia Capital, a Nordic focused life science venture fund based in Oslo, Norway. She is an experienced investor, serial entrepreneur, and trusted advisor with a passion for bringing paradigm-changing …

1
Winning by Investing in Women: Special Guest Shelly Porges 43:16

3+ y ago43:16

43:16

Shelly Porges is Co-Founder and Managing Partner of The Billion Dollar Fund for Women and Beyond the Billion. She is also a Board Member of the Financial Alliance for Women and on the Advisory Board for Cornerstone Capital, Mindshift Capital, Different Funds and Global Invest Her. Ms. Porges also served as President of the North American Jury for C…

1
Confessions of an Allocator: Special Guest Vanessa Wieliczko 54:36

3+ y ago54:36

54:36

Vanessa Wieliczko is the Director of Investments for HoyleCohen Wealth Management, overseeing $2.5 billion in AUM, and serving in the leadership of an RIA with 49 employees, and offices in San Diego, Santa Monica, Sacramento & Phoenix. She leads the firm’s Investment Committee, helping to define future growth and development of investment managemen…

1
All About Responsibility: Special Guest Liz Simmie 50:13

3+ y ago50:13

50:13

Liz Simmie is the co-founder of Honeytree Investment Management, an asset management firm focused on responsible growth, based in Toronto. Together with the team she manages Honeytree’s concentrated active investment strategies for institutional and private clients. Honeytree believes what is traditionally seen as ‘ESG’ data is just as important to…

1
The Psychology of Money: Special Guest Dr. Joy Lere 45:47

3+ y ago45:47

45:47

Joy Lere is a licensed clinical psychologist and consultant who practices where Freud meets finance. She has previously served as an Associate Clinical Professor in Clinical Psychology at George Washington University and has held research and clinical positions with Penn Medicine Princeton Health, the Department of Defense, and Children's National …

1
Turning the Tables: Special Guest Penny Phillips 59:19

3+ y ago59:19

59:19

After a decade of working with financial advisors and institutions on practice management, Penny launched Thrivos Consulting with a vision of building a firm that would transcend the traditional norms of industry consulting. Founded on the belief that in order to thrive one must successfully navigate change, Thrivos offers services designed to supp…

1
COVID-19 A Global Perspective: Special Guest Dr. Carrie Mantha 51:07

3+ y ago51:07

51:07

A scientist by education and physician by training, Dr. Mantha spent many years on Wall Street, leading healthcare investments for the Galleon Group, one of the largest and most influential asset managers in the US. Over the course of her career, she directed more than two billion dollars of investment capital into cutting-edge biotechnology and me…

1
Investing in Freedom: Special Guest Perth Tolle 48:20

3+ y ago48:20

48:20

Perth Tolle is the founder of Life + Liberty Indexes. Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in CA and TX. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Through her China experien…

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JaQ Campbell Podcasts

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