In this season's final episode, Akeiva has a conversation with Jackie Cummings Koski, HSAe, CEPF®. Jackie is a financial literacy advocate and the author of "Money Letters 2 my Daughter," which was awarded the "Excellence in Financial Literacy Education" (EIFLE) Award. Jackie shares her story about growing up with limited financial means and learning her way to financial independence after her divorce by investing in the stock market. She also touches on the role communities play in building and managing wealth and the value of educating and helping people early in their wealth-building journe ..read more

In this episode, Akeiva chats with Jeff Badu, a Certified Public Accountant (CPA) and founder and CEO of Badu Enterprises, LLC, which is a multinational conglomerate that owns several key companies with specialties in tax and real estate investment. A millionaire since the age of 25, Jeff speaks about his passion for helping people invest their money to build multi-generational wealth. He also opens up about the experiences that motivated him along his journey, including discovering his life’s purpose, learning entrepreneurial skills at an early age, and learning from his spouse about the impo ..read more

In this episode, Akeiva interviews real estate investor Richelle Delia, PhD. We discuss her journey to becoming a real estate millionaire, the powerful lessons learned along the way, and the values she considers when assembling her team of financial professionals. Timestamps: 00:00 - Intro 01:46 - Richelle's upbringing & critical financial experiences 08:13 - Her real estate investing journey & setting wealth building goals 18:56 - Building wealth with a spouse 22:19 - Investing in asset classes outside of real estate 24:09 - Lessons learned on her wealth building journey 26:20 - Chal ..read more

In this episode, Akeiva chats with financial coach Steven Stack. We discuss his journey to becoming a millionaire at age 31, his pointed views on the purpose of wealth, and tips for financial services professionals seeking to work with Black wealthy clients. Timestamps: 00:00 - Intro 01:32 - Steven's upbringing & critical financial experiences 06:29 - Steven's wealth building journey & resources used 18:17 - Lessons learned on his wealth building journey 23:00 - Challenges faced as a wealth holder 24:33 - Experiences working with financial professionals 27:32 - Values Steven considers ..read more

In this episode, Akeiva sits down with Saundra Davis, MSFP,  APFC®, FBS®, CSC, Founder of Sage Financial Solutions. We discuss her multi-faceted wealth building journey and candid thoughts on what the financial services industry should be doing to help close the racial wealth gap. Connect with Saundra: Financial Fitness Coach Certification: www.sagefinancialsolutions.org Instagram: @sage.money Facebook: https://www.facebook.com/sagemoney Twitter: https://twitter.com/sagemoney?lang=en LinkedIn: https://www.linkedin.com/in/saundradavis Connect with Ballentine Partners: Website: www.ballen ..read more

In this episode, Akeiva sits down with James Lindsay, highly successful Miami-based entrepreneur and the Founder & CEO of Rap Snacks. James scaled Rap Snacks to a multi-million dollar company selling mostly twenty-five cent bags of chips. We discuss his entrepreneurial journey and the role philanthropy has played in his life. James also shares advice for aspiring entrepreneurs and financial services professionals seeking to work with Black clients. Connect with James: Instagram: @askfly1 Connect with Ballentine Partners: Website: www.ballentinepartners.com E-mail: info@ballentinepartners ..read more

Welcome to the Ballentine Broadcast: Conversations on Black Wealth! On this podcast, you’re going to hear from Black millionaires and 7+ figure business owners on their wealth-building journeys, experiences working with financial services professionals, and their thoughts on what the financial services industry can do to help close the racial wealth gap. In this trailer, your host, Akeiva Ellis dishes on the who, what, and why behind the podcast. Happy listening! Connect with Ballentine Partners: Website: www.ballentinepartners.com E-mail: info@ballentinepartners.com LinkedIn: https://www.li ..read more