Legacy Lessons with JaQ

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

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 conversations with. He joins us on the show today to talk about uplifting others, solving problems, and the legacy he wants to leave behind. Here’s some of what we discuss in this show: · How the journey to uplift others began at home and in the community. (2:04) · What gives her hope that these social issues can be solved? (6:55) · What resources can we use to provide more opportunities and what people can do to take action today? (10:37) · How does Toussaint view his legacy? (21:34) · Why self-care is vital in maintaining drive and focus. (25:56) · What does Toussaint want to be known for when he’s gone? (33:45) RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

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: (7:06)(10:26)(14:00)(18:43)RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

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 poverty to the road that led him to achieve the various titles listed above. He shares how two generations ago, his grandmother grew up on a plantation and was married as a young teenager. His mother lived through traumas of her own, and both women have impacted him with their strength. Beyond his background, we look into the future and explore industry topics. We discuss hopes for future changes and more. Here are some of today's Legacy Lessons: · Here he shares his experience with poverty and the lasting effects it has on a person. (3:47) · Learn how he persevered through challenges that taught him to meet his objectives. (13:22) · Listen to the emotional story about his grandmother who grew up on a plantation in Texas and his mother who lived through abuse. He shares how their strength impacts him to this day. (18:49) RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

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 with a racist client impacted her and led her to keep #doingthework. We discuss how our shared faith has impacted us as businesswomen and has freed us from the gatekeeping that holds so many women back. We strive to build each other up and encourage you to join with the strong women you have come across to move each other closer to success. Here is what you will learn in today's episode: · Here is the inspiration behind the hashtag Lazetta adopted, #doingthework. (7:10) · Why she became passionate about helping people like her parents become financially free. (10:00) · How we feel black women can come together to build each other up and share success. (28:04) Learn more about Lazetta: https://www.lazetta.com/ RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

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 success. JaQ and Kyra discuss her story of perseverance and love as she took steps toward building her legacy and overcame the obstacles in her way. Here is what you will learn in today's episode: · Learn who Kyra is and how she supports businesses through her consulting firm and other business ventures. (2:01) · How her grandmother’s story sparked her passion and determination for the spaces she is in. (7:06) · The story of how Kyra discovered her need for freedom as she was mentally and physically taken over by stress. (16:17) · Kyra is a visionary, who puts her plans into motion in her own business and for the businesses she helps. (24:43) RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Kyra Hardwick - https://www.thekyracompany.com/ RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

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 herself in order to achieve ultimate freedom. RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Valerie Rainford- https://www.elloreetalent.com/ RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

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 opportunities to the next generation. RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Larvetta Loftin - https://thel3agency.com/ RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

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, why self worth is such valuable investment, and what legacy means to him. RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Dr. Preston Cherry - https://www.concurrentfp.com/ RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

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 unstuck to achieve your goals, and much more. RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Dominique Henderson - https://www.domhendersonsr.com/ RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

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 get this foundation established before it is too late. RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Raina Bonds - https://reflectionslifeplanning.com/ RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

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 their skills and experience and provides them support to assist them in reaching their career and higher education potential. And Wil Lewis, the first-ever Chief Diversity, Equity and Inclusion Officer for Experian, provides his perspective on the role improving credit can play in enhancing lives. Join these two guests and JaQ as they explore a wide range of topics about money, access, and opportunities and celebrate the launch of Legacy Lessons! RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Wil Lewis - https://bit.ly/3uorowF Aprill Hawkins & Year Up - https://www.yearup.org/ SPONSORED BY: Achieve your financial goals with the right information and tools. Jump-start your credit with Experian Go. Build your credit for free so you can start achieving your financial goals today. https://bit.ly/3AmCjuA RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy

This is just a little teaser of the kind of energy and excitement JaQ is going to bring to each episode of Legacy Lessons! Find out more: https://www.jaqperience.com/ Email: info@jaqperience.com RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy