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 journey. 

Connect with Jackie:
LinkedIn: https://www.linkedin.com/in/jackiecummingskoski
Instagram: @finomenal_woman

Connect with Ballentine Partners:
Website: www.ballentinepartners.com
E-mail: [email protected]
LinkedIn: https://www.linkedin.com/company/ballentine-partners-llc/

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 importance of maintaining a balanced life. 

Connect with Jeff:
Website: https://jeffbadu.com
Email: [email protected]
Phone: 773-819-5675
Twitter: @jbadu32
Instagram: @jbadu32

Connect with Ballentine Partners:
Website: www.ballentinepartners.com
E-mail: [email protected]
LinkedIn: https://www.linkedin.com/company/ballentine-partners-llc/

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 - Challenges faced on her wealth building journey
31:37 - Experiences working with financial professionals & the values she considers when hiring
41:50 - Advice for FinServ professionals
45:59 - What FinServ can do help close the racial wealth gap

Connect with Richelle:
Website: https://housingjv.com
LinkedIn: https://www.linkedin.com/in/richellethomasdelia

Connect with Ballentine Partners:
Website: www.ballentinepartners.com
E-mail: [email protected]
LinkedIn: https://www.linkedin.com/company/ballentine-partners-llc/

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 when hiring financial professionals
35:36 - How Steven is setting his daughter up for financial success
38:41 - What FinServ professionals should know when seeking to work with wealthy Black clients
44:13 - What FinServ can do help close the racial wealth gap

Connect with Steven:
Website: https://www.stevenlstack.com
Instagram: @stackingwithstack

Connect with Ballentine Partners:
Website: www.ballentinepartners.com
E-mail: [email protected]
LinkedIn: https://www.linkedin.com/company/ballentine-partners-llc/

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.ballentinepartners.com
E-mail: [email protected]
LinkedIn: https://www.linkedin.com/company/ballentine-partners-llc/

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: [email protected]
LinkedIn: https://www.linkedin.com/company/ballentine-partners-llc/

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: [email protected]
LinkedIn: https://www.linkedin.com/company/ballentine-partners-llc/