7 episodes
Ballentine Broadcast: Conversations on Black Wealth Akeiva Ellis
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- Business
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.
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Achieving FI/RE on a 5-Figure Salary with Jackie Cummings Koski
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 ...
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Earning & Impacting Millions by age 25 with Jeff Badu
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’...
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Real Estate Investing for Social Good with Richelle Delia
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 - Intro01:46 - Richelle's upbringing & critical financial experiences08:13 - Her real estate investing journey & setting wealth building goals18:56 - Building wealth with a spouse22:19 - Investing in asset cl...
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Building Wealth from Identity with Steven Stack
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 - Intro01:32 - Steven's upbringing & critical financial experiences06:29 - Steven's wealth building journey & resources used18:17 - Lessons learned on his wealth building journey23:00 - Challenges faced as a wealth...
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Building Wealth while Serving Low-Income Communities with Saundra Davis
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.orgInstagram: @sage.moneyFacebook: https://www.facebook.com/sagemoneyTwitter: https://twitter.com/sagemoney?lang=enLinkedIn:...
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Becoming a Snack Foods Millionaire with James Lindsay
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: @askfly1Con...