The Wilson Wealth Show

Wilson Wealth
  • 5.0 (3)
  • Investing
  • Updated Biweekly

Welcome to the Wilson Wealth Show, a thought-provoking show about building wealth in the new economy. Each week members of the Wilson Wealth team and their guests will discuss how to navigate the world of personal finance, stocks, real estate, and entrepreneurship to help you build wealth in the new economy.

  1. Sep 20

    Ep 55: The Wealth Shift: Wilson Wealth at Quad A's 25th Anniversary VISION Conference - Part 3

    In this episode of the Wilson Wealth Show, the team reflects on their experience at the Association of African‑American Financial Advisors (Vision) conference. For the first time Wilson Wealth had a booth in the exhibit hall, Toccara Houston moderated a panel on Independent IRAs, and Chris Watson served on an advanced estate planning panel. The conversation centers on what the event meant for the firm and the industry. The hosts discuss key themes from Vision including the importance of representation in financial services, paths for young Black professionals, the value of mentorship, and the power of building intentional professional relationships. They also highlight how independence, collaboration, and media presence can shape a firm’s growth and impact. Each panelist shares personal takeaways — renewed commitment to professionalism, the need to tell Wilson Wealth’s story more clearly, and the long‑term value of relationships and networks. The episode outlines concrete goals inspired by Vision: expanding the firm’s presence, recruiting advisors, deepening partnerships with attorneys and CPAs, and growing a media library to make their work accessible. Overall, the episode emphasizes that building and protecting wealth must be paired with creating legacy, opening doors for the next generation, and turning conference connections into lasting impact for families and the industry.

    Ep 55: The Wealth Shift: Wilson Wealth at Quad A's 25th Anniversary VISION Conference - Part 3

  2. Sep 19

    Ep 54: The Wealth Shift: Wilson Wealth at Quad A’s 25th Anniversary Vision Conference - Part 2

    In this episode of the Wilson Wealth Show we recap Wilson Wealth’s experience at the Quad A 25th anniversary Vision Conference. The team reflects on attending with their first exhibit booth, Takara Houston moderating the Independent IRA Playbook panel, and Chris Watson serving on the Estate Planning Mastery 2.0 panel. Hosts discuss why Wilson Wealth attended, who attends Quad A, and major industry trends they heard at the conference — including the rise of independent RIAs, growing use of AI and technology, and the increasing prominence of women as wealth builders. Key takeaways include the importance of ownership and control (owning assets, businesses, and books of business), advanced estate planning topics (trust structure, beneficiary checks, and tax implications), and the need for coordinated teams of advisors supported by technology. The episode stresses practical advice for families: shift from trading income for lifestyle to acquiring assets, begin estate planning early, document intentions, and educate the next generation so they can steward inherited wealth responsibly. Overall, Wilson Wealth returns energized with renewed focus on independence, team-based advice, tech-enabled efficiency, and intentional legacy-building for the next era of financial services.

  3. Sep 18

    Ep 53: The Wealth Shift: Wilson Wealth at Quad A’s 25th Anniversary Vision Conference Part 1

    Welcome to the Wilson Wealth Show’s special recap of the Association of African American Financial Advisors (Quad A) Vision Conference. In this episode the Wilson Wealth team—Maurice Wilson, Jonathan Bolston, Chris Watson, and others—reflect on attending the 25th anniversary Vision Conference, where this year’s theme was The Wealth Shift: Ownership, Legacy, and the Next Era. For the first time, Wilson Wealth staffed a booth in the exhibit hall, Takara Houston moderated a panel titled Independent IRA Playbook, and Chris Watson spoke on an Estate Planning Mastery 2.0 panel. The team discusses what Quad A is, why it matters for Black financial professionals, and what they learned about the industry: stronger representation, career and recruiting opportunities, the rise of independent RIA models, and growing client demand for holistic, multigenerational services. They share how the booth helped showcase Wilson Wealth’s culture, independence, and advisor-focused model, and how conversations at Vision sparked new relationships, referrals, and ideas. The episode closes with practical takeaways about industry trends—advice succession, younger advisors entering the field, and the need for deeper tax, estate, and multigenerational planning—and what Wilson Wealth plans to bring to future conferences.

    Ep 53: The Wealth Shift: Wilson Wealth at Quad A’s 25th Anniversary Vision Conference Part 1

  4. Jun 23

    Ep 52: Married, Single, or Somewhere In Between: Who Has More Wealth?

    In this episode of the Wilson Wealth Show, hosts Ablavi Gbenyon-Little and Maurice Wilson explore whether married people are actually wealthier than singles and why the answer isn’t simple. Research shows married households often have higher net worth on average, but correlation doesn’t equal causation — factors like income, education, age, and when people marry play a big role. Maurice explains how marriage can offer financial advantages (tax and legal benefits, combined incomes, estate planning) but also creates risks when partners have different money habits, hidden debt, or face divorce. He also discusses how marriage is increasingly aligning with socioeconomic status and why trusts, prenuptial/postnuptial agreements, and clear financial conversations matter for protecting family wealth. For singles and couples alike, the episode emphasizes practical steps: live below your means, save consistently, invest for the long term, protect your income and assets, and create a written financial plan. Whether you’re single, married, engaged, or somewhere in between, intentional financial behavior — not marital status — determines your financial future. Ultimately, relationship status may influence your financial journey but it does not determine your destination; smart planning and honest communication can help anyone build and preserve wealth.

  5. May 26

    Ep 51: Should Business Owners Use Debt to Grow Their Business

    On this episode of The Wilson Wealth Show, host Ablavi Gbenyon-Little welcomes founder and CIO Maurice Wilson and guest Kimi Walker to debate whether business debt helps growth or harms stability. The conversation opens with each expert sharing their background and why financial security matters. Maurice argues that strategic, productive debt can accelerate growth—when it funds staff, inventory, equipment, or marketing that produces returns. He stresses having a plan, measuring cash flow and ROI, and using lower-cost options like securities-backed loans when appropriate. He also warns about inflation and interest risks and the danger of unmanaged lifestyle debt. Kimi emphasizes caution, especially for service-based businesses with human-limited capacity. She recommends using liquid reserves over high-interest credit, focusing on profitability rather than flashy revenue numbers, and ensuring you can cover living and business expenses before taking on large loans. The hosts discuss practical metrics—profit margins, working capital, and replacement salary—urging business owners to track cash flow weekly, consult credentialed accountants and advisors, and build several months or years of runway to avoid having to return to a job. Quick-fire takeaways include: only borrow with a clear plan, avoid emotional borrowing, and make number-checking a regular habit. Bottom line: there is no one-size-fits-all answer. Debt can be a powerful tool when used strategically and monitored closely, but it can become a trap without strong cash flow, planning, and discipline. Business owners should match debt choices to their model, risk tolerance, and long-term goals.

  6. May 20

    Ep 50: Does College Still Make Sense in 2026?

    On this episode of the Wilson Wealth Show, host Ablavi Gbenyon-Little sits down with Founder and CIO Maurice Wilson to tackle a question many parents are asking in 2026: Does college still make sense for our kids? With rising tuition costs, student loan concerns, and changing career opportunities, Maurice explains why families must approach higher education more strategically than ever. The conversation explores when college is still a worthwhile investment—especially for careers like medicine, law, engineering, accounting, nursing, and education—and when alternative paths such as skilled trades, entrepreneurship, cybersecurity, software development, sales, and real estate may offer strong financial outcomes with less debt. Maurice breaks down the importance of evaluating the return on investment (ROI) of education by considering cost, earning potential, job demand, and a student’s strengths and interests. He also shares practical advice for parents, including using 529 plans, teaching financial literacy, encouraging career exploration, and balancing college savings with retirement planning. Drawing from personal experience as a father with a daughter in college, Maurice offers thoughtful perspective on preparing kids not just for school—but for long-term success. Ablavi also reflects on the emotional side of parenting and how quickly children grow. Whether you’re raising young kids or preparing for college decisions now, this episode will help you think differently about education, debt, and building a future with intention.

  7. May 12

    Ep 49: Is It Too Late to Build Wealth at 40?

    On this episode of the Wilson Wealth Show, host Ablavi Gbenyon-Little speaks with founder and CIO Maurice Wilson about whether its too late for 40-year-olds to build wealth for retirement. Maurice explains that 20–30 years is still plenty of time for compounding to work and gives a clear example of how consistent investing can grow into a meaningful nest egg. The episode covers practical first steps: assess your current finances, increase contributions, capture your employer match, pay down high-interest debt, and invest with a strategy that matches your goals and risk tolerance. Maurice also emphasizes tax-efficient planning to keep more of what you earn. For entrepreneurs, Maurice outlines options like solo 401(k)s, SEP IRAs, and cash balance plans, and stresses the importance of having an exit strategy and working with an advisor. He also warns against common mistakes—waiting for the perfect time, taking excessive risks, keeping too much cash, ignoring taxes and inflation, and trying to do everything alone. The episode closes with encouragement: start immediately, be consistent, invest wisely, and seek professional guidance. Your financial future can change dramatically with focused action today.

  8. May 5

    Ep 48: High Earner, Unhappy Life I make $250K and I Hate My Job

    On this episode of the Wilson Wealth Show, host Ablavi Gbenyon-Little and founder Maurice Wilson explore a common but seldom-discussed problem: earning six figures yet feeling unfulfilled. Their guest, Shawnte Bell, a former HR executive turned entrepreneur, shares her journey from corporate leadership to building two businesses. Shawnte explains why money alone doesn’t guarantee happiness—covering burnout, workplace isolation, microaggressions, and the false sense of security that comes with a steady paycheck. She describes the practical and emotional factors that pushed her to leave a high-paying role and pursue entrepreneurship. The conversation also covers financial realities for high earners: higher taxes, lifestyle creep, fewer job options at the top, and the importance of building financial cushions and multiple income streams. Maurice and Shawntae discuss strategies for preparing to transition—saving deliberately, treating major purchases differently, building networks, and making business ideas concrete. Shawnte’s advice is straightforward: identify fears and blind spots, write a plan, act deliberately, and balance faith and wisdom in the leap. She emphasizes that entrepreneurship isn’t for everyone but urges listeners to create financial flexibility so work is a choice, not an identity. To connect with Shawnte, find her on LinkedIn (Shawnte Bell) and follow Sparkle Squad NW Gwinnett on social channels. The episode closes with a reminder that making money matters, but building a life you enjoy is priceless.

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Ratings & Reviews

5
out of 5
3 Ratings

About

Welcome to the Wilson Wealth Show, a thought-provoking show about building wealth in the new economy. Each week members of the Wilson Wealth team and their guests will discuss how to navigate the world of personal finance, stocks, real estate, and entrepreneurship to help you build wealth in the new economy.

Information

  • Creator
    Wilson Wealth
  • Years Active
    2021 - 2026
  • Episodes
    55
  • Rating
    Clean
  • Copyright
    © Copyright 2021 All rights reserved.
  • Show Website
    The Wilson Wealth Show