Why is legacy wealth important to the black community?
Dr. Pamela Jolly is the Founder and CEO of Torch Enterprises. She's helped 1000s of entrepreneurs, national non-profits, trade organizations, the Federal Government, foundations and financial institutions.
She's a smart and committed woman who's developing data-driven strategies that will help lead us to wealth as a legacy in the African American Community.
In today's conversation, we talked about her meaning of the term legacy wealth and why it is important to the black community. We discuss what needs to happen to shift us from looking at this gratification of the now to a perspective further down the road. Lastly, she walks us through the steps involved to chart our path toward legacy wealth and ownership.
An Estate Plan determines how your assets will be dealt with when you die. Do you have one?
Art Steele is an estate planning and intellectual property attorney who has been practicing law for nearly 10 years. She left corporate America to launch her own law firm in 2014 and recently founded ArtSteele.co - an online resource that provides simple legal solutions.
In this conversation, Art shares why estate planning is for everyone, especially people of color. And you will be moved by Art's explanation on why it's the single most significant factor determining whether our next generation will have a leg up!
"Start with the mind. We need to change how we think and feel about money!"
Dr. Cozette M. White is an acclaimed bestselling author, nationally recognized finance and tax strategist, international speaker and philanthropist.
In this conversation, Dr. White shares an exercise we can begin over the next 14-21 days to help us undergo a permanent financial mind shift.
Of the 525 US Stock Mutual Funds that existed 30 years ago, only 223 are still operating today & only six are run by the same manager. One of those six remaining managers is our guest today, Mr. John Rogers Jr.
John W. Rogers, Jr. is Founder, Chairman, Chief Executive Officer and Chief Investment Officer of Ariel Investments, which is the largest minority lead mutual fund in the country. Headquartered in Chicago, the firm offers six no-load mutual funds for individual investors and defined contribution plans as well as separately managed accounts for institutions and high net worth individuals. Together they manage some $12 billion in assets.
On this episode we discussed: How John's parents impacted and influenced his goals growing up - How much of John's success in business he credited to his time playing basketball - What's still driving John in the work he's doing with Ariel some 34 years after he started the company - How he balances success and humility - Why John loves leading people - One of his biggest failures - The most important habits or traits that young minority leaders need to develop to become great leaders - the most common financial mistakes we've been making as investors - Stocks that John likes heading into 2018 - How much time John spends each day or week reading and learning and thinking - Books John has read and recommends we read - The One action John thinks we should take right now that will help us on our own journey to blaze our trail
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