What if the biggest obstacle to building wealth isn't your income, but the financial stories passed down through your family? In this powerful episode of The New Wealth Wave podcast, Dr. Joaquin Wallace reunites with Rahkim Sabree, AFC®, to unpack the hidden forces that sabotage our financial success before we even realize it.

Rahkim opens up about his upcoming book "Overcoming Financial Trauma" and reveals how the unconscious money beliefs inherited from previous generations can either propel us toward wealth or keep us trapped in cycles of financial struggle.

"Do you feel safe in your body when it comes to money?" Rahkim asks. "And a lot of times the answer that I receive when phrased that way... is a resounding no." This simple but profound question reveals how financial trauma lives not just in our minds, but in our nervous systems – affecting every money decision we make.

This episode dives deep into the second stage of Dr. Wallace's seven-stage generational wealth model, exploring how childhood money memories, family financial narratives, and inherited trauma create invisible barriers to wealth building. Rahkim reveals his six sources of financial trauma and explains why traditional financial advice often fails when trauma is involved.

💰 What you'll discover:

• Rahkim's six sources of financial trauma (generational/genetic, vicarious, poverty, institutional, workplace, and familial/societal/religious)

• How financial trauma lives in your body, not just your mind

• Why healing requires both education and somatic work

• The role of community in breaking cycles of financial trauma

• How capitalism keeps us in a state of dysregulation

• Why financial literacy alone isn't enough for lasting change

• The difference between individual and collective approaches to wealth building

Rahkim shares how writing his book became a healing journey, forcing him to examine his own financial trauma and the pain that drives his work. He reveals why trauma-informed approaches are essential for financial professionals and challenges the systems that perpetuate financial harm.

Whether you've struggled with money despite knowing what to do, or you're ready to ensure your children inherit wealth instead of financial trauma, this episode provides the tools to create lasting change.

Pre-Order Rahkim's book, “Overcoming Financial Trauma" on Amazon: https://amzn.to/3UynNZH

To learn more about Rahkim and his work, visit: ⁠⁠https://www.rahkimsabree.com/ ⁠⁠

Subscribe to The New Wealth Wave Podcast and grab a copy of Dr. Wallace's bestseller, "Generational Wealth Begins with Generational Knowledge," on Amazon: ⁠https://amzn.to/4lsZfw8 ⁠

To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com

Are you driving your financial future, or just along for the ride? This powerful episode of The New Wealth Wave Podcast will force you to confront an uncomfortable truth: most of us are financial passengers in our own lives, wondering why we never reach our destination.Dr. Joaquin Wallace sits down with Brian L. Thomas, a speaker, author, and mentor who's dedicated his life to breaking the dangerous silence around money that keeps families trapped in financial mediocrity. If you've ever wondered "Why wasn't I taught this in school?" or "How do I even start building wealth?" – Brian's insights will be your roadmap.Brian introduces the game-changing concept of the "Spectrum of Intention" – a tool that reveals exactly where you stand in your wealth-building journey and why you might be stuck. Are you a passenger (reactive and dependent), a driver (proactive and growing), or somewhere in between? The answer determines whether you'll build generational wealth or pass down generational struggle."The comfort zone is the most dangerous place to be," Brian warns. Through raw conversation, he exposes how our relationship with discomfort directly impacts our bank account, and why growth requires us to embrace what feels scary.🔑 Navigate your financial journey:✓ Why most adults are still financial passengers despite having jobs and responsibilities✓ How your "financial identity" secretly controls every money decision you make✓ The uncomfortable truth about why financial literacy isn't taught in schools✓ How breaking the silence around money can transform your family's future✓ Why trust issues in marginalized communities create investment barriers✓ The mentorship gap that's keeping you stuck in financial survival mode✓ How to shift from scarcity mindset to abundance thinking✓ Why "money flows toward those who add value" – and how to become that personWhether you're drowning in debt or earning six figures but still feeling stuck, this conversation provides the clarity and action steps you need. Your financial independence isn't just about you – it's about breaking cycles and creating possibilities for the next generation. The question isn't whether you can afford to invest in your financial education. It's whether you can afford not to.Ready to grab the wheel of your financial future? Your journey from passenger to driver starts here.Subscribe to The New Wealth Wave Podcast for more candid conversations that bridge the gap between financial literacy and lasting wealth. Your journey from passenger to driver starts now.____________________To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.comFollow us on social media at:Instagram: https://www.instagram.com/dr.joaquinwallaceX/Twitter: https://twitter.com/_JoaquinmediaYouTube: https://youtube.com/@TheNewWealthWavePodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

A heartfelt thank you to our esteemed guests from Q2 of 2025 for The New Wealth Wave Podcast. Your discussions were not only challenging but also instrumental in driving change and making a significant impact on our audience. Let's revisit each guest's most viewed highlights.

These moments have enriched our conversations and inspired actions toward creating generational wealth beyond mere financial literacy.

The Hidden Cost of Consumption: Are Your Feelings Bankrupting Your Future?

Ever wonder why your paycheck vanishes despite your best intentions? In this raw and revealing episode of The New Wealth Wave Podcast, Dr. Joaquin Wallace brings you a conversation that might just save your financial future.

Meet Jaelyn Vickery, LSW – not your typical financial advisor. As someone who's experienced both financial trauma and emotional consumption, Jaelyn bridges the worlds of mental health and money management through her company, Dimensional Wealth LLC. Her personal journey from financial anxiety to empowerment will hit home if you've ever felt overwhelmed by money decisions.

"Why do I keep buying things I don't need?" "Why can't I save no matter how hard I try?" If these questions haunt you, Jaelyn's Disordered Consumption™ concept provides the missing piece. She exposes how our emotional wiring drives our spending habits, and why traditional budgeting advice fails so many of us.

🔍 What you'll discover:

• Why financial literacy fails without addressing emotional triggers

• How childhood money messages create adult spending patterns

• The shocking connection between emotional eating and impulse purchases

• Why social media creates a "wealth illusion" that's destroying your bank account

• The 8 dimensions of wealth you're probably ignoring

• How taking just 20 minutes for daily self-care can transform your finances

• Why your limiting beliefs actually reveal what you truly value

• How generational knowledge, not just money, builds lasting family wealth

Through Jaelyn's FIVEREPS™ Methodology, you'll learn practical steps to break free from emotional spending cycles and build intentional wealth that aligns with your deepest values, not societal expectations.

Your relationship with money mirrors your relationship with yourself. If you're trapped in a cycle of financial shame, anxiety, or compulsive spending, this conversation offers the compassionate roadmap to healing you've been searching for.

Subscribe to The New Wealth Wave Podcast for more insights on building holistic wealth that lasts for generations. Your financial healing starts with understanding, not judgment – and it begins right here.

To learn more about Jaelyn and her work, visit:

https://www.jaevic.com

LinkedIn: 

https://www.linkedin.com/in/jaelyn-vickery/

https://www.linkedin.com/company/dimensional-wealth-llc

Substack: 

https://substack.com/@jaelynvickery 

https://disorderedconsumption.substack.com/

Instagram: 

https://www.instagram.com/jaelynvickery/

https://www.instagram.com/dimensionalwealth/

Finance, Fitness, & Finesse Podcast: 

You’re Not Woke, You’re Broke!™

Finance, Fitness, & Finesse (F3) is a podcast dedicated to empowering individuals to take control of their finances, careers, and overall well-being.

Follow the F3 Podcast on Instagram, Facebook, and LinkedIn.

Spotify: https://open.spotify.com/show/1mTHBl6nSfyz9JS9jDnsoG 

___________

To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com

LinkedIn:

https://www.linkedin.com/in/the-new-wealth-wave-podcast/

https://www.linkedin.com/in/dr-joaquin-wallace-91819514

Instagram: https://www.instagram.com/dr.joaquinwallace

Twitter: https://twitter.com/_Joaquinmedia

YouTube: ⁠https://youtube.com/@thenewwealthwavepodcast ⁠

keywords: generational wealth, financial literacy, financial inclusion, behavioral finance, financial education, wealth gap, financial wellbeing, financial planning, financial empowerment, financial harmony, financial empowerment, financial inclusion, financial education, retirement planning, money management, personal finance, wealth building

In this episode of the New Wealth Wave podcast, Dr. Joaquin Wallace is joined again by James Alexander, CFP®, Partner at Edge Financial Advisors, to discuss the current state of the economy, focusing on market sentiment, systemic and non-systemic risks, and the impact of tariffs on consumers. They explore the differences between market behavior and economic reality, the importance of de-risking portfolios, and how to remain calm amidst uncertainty. 

The conversation also delves into behavioral biases in investing, consumer spending habits in inflationary times, and the influence of AI on financial decision-making. The episode concludes with key takeaways for listeners to control their financial futures amidst market volatility.

To learn more about James and his work, visit:

https://edgefa.com/

___________

To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com

LinkedIn:

https://www.linkedin.com/in/the-new-wealth-wave-podcast/

https://www.linkedin.com/in/dr-joaquin-wallace-91819514

Instagram: https://www.instagram.com/dr.joaquinwallace

Twitter: https://twitter.com/_Joaquinmedia

YouTube: https://youtube.com/@thenewwealthwavepodcast

keywords: generational wealth, financial literacy, financial inclusion, behavioral finance, financial education, wealth gap, financial wellbeing, financial planning, financial empowerment, financial harmony, financial empowerment, financial inclusion, automation, self-forgiveness, representation, financial education, retirement planning, money management, personal finance, wealth building

In this episode of The New Wealth Wave Podcast, Dr. Joaquin Wallace is joined by Dr. Preston D. Cherry, Certified Financial Planner®, author, speaker, educator, and the Founder and CEO of Concurrent Wealth Management.

Together, they delve into the intricacies of Dr. Wallace’s Seven-Stage Generational Wealth Model, and discuss financial literacy, the journey to generational wealth, and the systemic barriers that hinder financial inclusion. They explore the themes of financial empowerment, the importance of automation in finance, and the necessity of self-forgiveness in financial planning.

Dr. Cherry also emphasizes that financial success does not require deprivation and that individuals can align their financial goals with their well-being.

Dr. Cherry shares insights from his book, 'Wealth and the Key of Life,' emphasizing the importance of understanding one's financial ecosystem and the transformative power of informed and intentional financial decisions.

Together, they discuss actionable steps for building a financially inclusive future, the role of representation in financial expertise, and the significance of living one's financial truth. Tune in to learn more about how financial literacy is more than just numbers, but about informed decisions, self-awareness, and the humanity of money.

This episode is full of incredible gems and deep insights that you don’t want to miss!

To learn more about Dr. Preston Cherry and his work, visit:https://drprestoncherry.com/ https://www.concurrentfp.com/

Life Money Balance® Podcast: https://www.concurrentfp.com/podcast/

LinkedIn:

https://www.linkedin.com/in/drprestoncherry/

https://www.linkedin.com/company/concurrentwealth/

YouTube: https://www.youtube.com/@lifemoneybalance

Instagram: https://www.instagram.com/drprestoncherry/ https://www.instagram.com/concurrentwealth/

Facebook: https://www.facebook.com/drprestoncherry/

Twitter: https://x.com/DrPrestonCherry https://x.com/ConcurWealth

Life Money Balance® Podcast

https://www.concurrentfp.com/podcast/

Concurrent Financial helps you let your life lead your money and welcomes you to an emotion-forward, shame-, and judgment-free zone that talks about finances for the affluent and abundant-minded.

___________

To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com

LinkedIn: https://www.linkedin.com/in/the-new-wealth-wave-podcast/ https://www.linkedin.com/in/dr-joaquin-wallace-91819514Instagram: https://www.instagram.com/dr.joaquinwallaceTwitter: https://twitter.com/_JoaquinmediaYouTube: https://youtube.com/@thenewwealthwavepodcast

keywords: generational wealth, financial literacy, financial inclusion, behavioral finance, financial education, wealth gap, financial wellbeing, financial planning, financial empowerment, financial harmony, financial empowerment, financial inclusion, automation, self-forgiveness, representation, financial education, retirement planning, money management, personal finance, wealth building

A heartfelt thank you to our esteemed guests from Q1 of 2025 for The New Wealth Wave Podcast. Your discussions were not only challenging but also instrumental in driving change and making a significant impact on our audience.

Let's revisit each guest's most viewed highlights. These moments have enriched our conversations and inspired actions toward creating generational wealth beyond mere financial literacy.

Episode 28: Behavioral Finance and Making Strategic Financial Decisions with James AlexanderJames Alexander, CFP®, Partner at Edge Financial Advisors, explores the importance of financial edification, feeling emotionally secure in our decisions, and recognizing how our behaviors affect our financial choices. James shares his own story about moving from having student debt to feeling financially confident, showing how education helped him overcome challenges and make better choices with money.Full Episode: https://youtu.be/XIJwk2R5Yj4

Episode 29: Income-Focused Investing for Financial Independence with Steve Selengut

Steve helps explain how to shift your focus from chasing market value "returns" to creating a consistent stream of spending money. Selengut shares his personal experiences and insights on wealth preservation, common mistakes families make in wealth transfer, and the critical role of understanding investment quality. Full Episode: https://youtu.be/le6iRPguwjc

Episode 30: Building and Protecting Generational Wealth with Estate Planner Martin C. Johnson, Esq. Part 3

Martin shares his expertise, offering listeners actionable insights into estate planning, tax preparation, and tax planning. This episode covers the importance of having an estate plan, understanding probate, strategies for minimizing tax liabilities, and the vital role life insurance plays in securing financial stability for future generations.Full Episode: https://youtu.be/oMPTqusgAg4

Episode 31: Empowering Women through Financial Literacy with Dr. Severine Bryan

Dr. Bryan helps women transform financial challenges into opportunities for empowerment, drawing from her own experiences with late-life divorce and financial rebuilding. The discussion emphasizes the importance of reshaping one's money mindset and practical strategies for achieving financial literacy and inclusion.

Full Episode: https://youtu.be/-NFqUsWm5aA

Thank you once again to all our guests. Your insights and passion are vital, breathing life into the essential messages our listeners need the most.

___________

This podcast is hosted by Dr. Joaquin Wallace and edited and produced by Rei Haycraft.

To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.comFollow us on social media at:Instagram: https://www.instagram.com/dr.joaquinwallaceX/Twitter: https://twitter.com/_JoaquinmediaYouTube: https://youtube.com/@thenewwealthwavepodcast LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514

In this episode of The New Wealth Wave Podcast, host Dr. Joaquin Wallace dives into the intricacies of stage four of his seven-stage generational wealth model with special guest Dr. Bryan, Financial Educator, Accredited Financial Counselor®, and Founder of Sev Talks Money. Together, they explore how Dr. Bryan helps women transform financial challenges into opportunities for empowerment, drawing from her own experiences with late-life divorce and financial rebuilding. The discussion emphasizes the importance of reshaping one's money mindset and practical strategies for achieving financial literacy and inclusion. 

GUEST LINKS: 

To learn more about Dr. Severine Bryan and her work, visit:

Website: https://www.sevtalksmoney.com 

LinkedIn: https://www.linkedin.com/in/severinebryan 

YouTube: https://www.youtube.com/c/DrSeverineBryan--SevTalksMoney 

Instagram: https://www.instagram.com/sevtalksmoney 

Facebook: https://www.facebook.com/SevTalksMoney 

Dr. Sev Talks Money on Spotify: https://open.spotify.com/show/0aRExrXe5OfF3V1QQg82JO 

The Dr. Sev Talks Money Podcast’s mission is to empower women to approach money confidently, reframe their financial habits, and build a future where their money is a tool for opportunity and security. 

Dr. Sev is an Accredited Financial Counselor® helping busy women master their money so they can live life on their terms, no matter what stage of life they're in. 

In this episode, host Dr. Joaquin Wallace welcomes back Martin Johnson, Esq., estate planning attorney and Founder of Johnson Law and Tax, to dive into the crucial topic of estate and tax planning.

The discussion focuses on stage six of the seven-stage generational wealth model: generational knowledge. Martin shares his expertise, offering listeners actionable insights into estate planning, tax preparation, and tax planning.

This episode covers the importance of having an estate plan, understanding probate, strategies for minimizing tax liabilities, and the vital role life insurance plays in securing financial stability for future generations.

With practical advice and illustrative anecdotes, this episode is a goldmine for anyone looking to build and preserve wealth for the next generation. Make sure you subscribe to stay informed with the latest in wealth-building strategies.

To learn more about Martin and his work, visit: https://www.360epi.com

LinkedIn: https://www.linkedin.com/in/martincjohnson Instagram: https://www.instagram.com/martinjohnsonesq

Schedule a consultation: https://calendly.com/360_361/estate-planning-initial-meeting

In this episode, Dr. Joaquin Wallace is joined by Steve Selengut, bestselling author and retirement coach, to delve into stages four and five of the seven-stage generational wealth model. They discuss the importance of financial literacy and the journey to financial independence through income-focused investing.

Steve helps explain how to shift your focus from chasing market value "returns" to creating a consistent stream of spending money.

Selengut shares his personal experiences and insights on wealth preservation, common mistakes families make in wealth transfer, and the critical role of understanding investment quality. The conversation emphasizes the need for education in financial matters to empower individuals in their investment decisions and secure their financial futures.

Steve Selengut discusses the complexities of investing, particularly focusing on the risks associated with new public companies, the importance of diversification, and the need for a shift in mindset from traditional market value to income generation. He emphasizes the significance of understanding financial risk minimizers and the role of behavioral finance in investment decisions. The discussion also highlights the necessity of balancing growth, security, and preservation to achieve lasting financial stability and build long-term wealth.

To purchase Steve's book, "Retirement Money Secrets," visit:

www.RetirementMoneySecrets.com

www.TheIncomeCoach.net

Key Takeaways: