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 – Recrui...
Aug 23, 2024
29 min
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 Ca...
Aug 9, 2024
31 min
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'...
Jul 26, 2024
28 min
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...
Jul 12, 2024
30 min
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 ...
Jun 28, 2024
32 min
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 deci...
Jun 14, 2024
29 min
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. S...
May 31, 2024
24 min
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 tra...
Jan 26, 2023
53 min
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 progress on these social issues and provide financial opportunities to those around us, and Toussaint Bailey of Uplifting Capital is a great person to have these conv...
Jan 13, 2023
41 min
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 of the process of leaving a legacy, starting with growth and ending with action. Here are some of today's Legacy Lessons: How discovery can bring you deep joy. ...
Dec 1, 2022
34 min
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