All The Wealth

WealthMore

Welcome to All The Wealth, where WealthMore's team of advisors discuss all things related to money, investing, and wealth building. Hosted by Mical Jeanlys-White, CEO of WealthMore, former Wall Street exe, you'll walk away informed, empowered and inspired to build more wealth. Investors with advisors do better. Ready for more? Join us @wealthmore.net Note: The information presented is for educational purposes only and not an offer or solicitation for any specific investments. You should consult with a qualified financial advisor and/or tax professional before implementing any strategy.

  1. 4d ago

    Ep 31: Should You Buy SpaceX? The AI Bubble & What Every Investor Needs to Know | 2026 Recap Pt. 2

    SpaceX just had the largest IPO in history. Should you buy it?That question — and the thinking behind it — is exactly what Part 2 of our mid-year market recap is about. Because the second half of 2026 is going to be defined by how investors respond to the biggest market moments of the year. The right response is a strategy. Not emotion. Not FOMO.In Part 2, Mical Jeanlys-White and WealthMore advisor Matt Levy tackle the three biggest conversations in markets right now: the AI bubble, the SpaceX IPO, and how everyday investors should think about IPOs in general.We cover:✔️ Is the AI bubble real — and what happens to your portfolio if it bursts?✔️ What does a $2 trillion SpaceX valuation actually mean for everyday investors?✔️ How to evaluate any IPO before you invest✔️ Why the biggest IPOs historically underperform in their first year✔️ How to build real AI exposure without taking on outsized concentration risk✔️ The AI ecosystem explained: who the real players are and where the risk lives✔️ Why professional advice matters most when markets are at their most exciting✔️ How to stay focused on long-term wealth building when everything feels urgentThe IPO market is heating up. AI stocks are trading at valuations that make even Wall Street nervous. And everyday investors are being asked to make decisions in real time with incomplete information. This episode gives you the framework to make those decisions with confidence.Chapters00:00 Introduction to the episode and guest00:30 Current state of AI and its impact on markets01:20 The AI ecosystem and circular investment risks02:36 Different sectors within AI and investment strategies06:04 Public vs. private AI companies and investment considerations09:35 Market behavior around IPOs and recent SpaceX IPO analysis11:07 Understanding IPO dynamics and investor risks13:37 Advice for investors on IPOs and market volatility16:14 The role of AI in long-term wealth building18:00 Final thoughts: staying informed and strategic investingAnd if you're looking for more than content — if you want a plan and someone in your corner:Work 1:1 with a CFP® professional at WealthMore.📈 Invest+ Plan is $25 per month📈 Premium Advice+ Plan is $125 per month📱 Get Started: https://www.wealthmore.net/Watch Part 1 — Markets, Diversification & Risk Management:The information presented is for educational purposes only and not an offer or solicitation for any specific investments. Investments involve risk and are not guaranteed. You should consult with a qualified financial advisor and/or tax professional before implementing any strategy. Past performance does not guarantee future results.

    Ep 31: Should You Buy SpaceX? The AI Bubble & What Every Investor Needs to Know | 2026 Recap Pt. 2
  2. 5d ago

    Ep 31: War, Inflation & Rising Debt — Why Is the Market Still Up? | 2026 Mid-Year Recap Pt. 1

    The market is up in 2026. But is your portfolio actually working for you?The first half of 2026 has been one of the most confusing market environments in recent memory. War in Iran sent oil prices surging. Inflation hit a 3-year high. Consumer debt is rising. And yet — markets kept climbing. If that feels contradictory, you're not alone.In Part 1 of our mid-year market recap, Mical Jeanlys-White sits down with WealthMore advisor Matt Levy to break down everything that drove market performance in the first half of 2026 — in plain English. No jargon. No finance bro talk. Just the clarity you need to make confident decisions heading into the second half of the year.We cover:✔️ Why markets are up despite war, inflation, and rising consumer debt✔️ How geopolitics and oil prices are shaping market expectations✔️ What the Fed's next move means for your investments✔️ The concentration risk hiding inside most index funds✔️ How to think about sector rotation and diversification right now✔️ What Apple and AI tell us about where the market is headed✔️ How to build a portfolio strategy built for long-term wealth — not short-term headlinesHere's what most people miss: a rising market doesn't mean your portfolio is diversified. The S&P 500's gains are increasingly concentrated in a small number of mega-cap tech stocks. If you're in an index fund, you may be carrying more risk than you realize.This episode is the conversation your portfolio needs before you make another move.Chapters00:00 Introduction and Market Overview00:30 Market Performance in the First Half of 202602:03 Why Are Markets Optimistic Despite Risks?04:16 Oil Prices, Geopolitics, and Market Expectations05:12 Inflation, Federal Reserve, and Interest Rates06:21 Market Valuations and Earnings Growth07:28 Risks of Overpriced Markets and Tech Stocks08:58 Diversification and Sector Rotation09:33 The Concentration Risk of the S&P 50010:35 Apple and the AI Investment Landscape12:43 Portfolio Performance and Strategies14:52 Inflation, Fixed Income, and the Fed's Outlook17:15 Market Expectations and Long-Term Investing18:45 Portfolio Diversification and Risk ManagementAnd if you're looking for more than content — if you want a plan and someone in your corner:Work 1:1 with a CFP® professional at WealthMore.📈 Invest+ Plan is $25 per month📈 Premium Advice+ Plan is $125 per month📱 Get Started: https://www.wealthmore.net/Watch Part 2 — The AI Bubble, SpaceX IPO & How to Think About IPOs:https://youtu.be/4uZsMqM_HkEThe information presented is for educational purposes only and not an offer or solicitation for any specific investments. Investments involve risk and are not guaranteed. You should consult with a qualified financial advisor and/or tax professional before implementing any strategy. Past performance does not guarantee future results.

    Ep 31: War, Inflation & Rising Debt — Why Is the Market Still Up? | 2026 Mid-Year Recap Pt. 1
  3. Apr 23

    Episode 30: Closing the gender investing gap. Don't go through life limp betting it.

    Don't go through life limp betting it. We said that on our latest episode of All The Wealth — and we meant every word. In poker, a limp bet is when you're wishy washy. You're not folding. You're not going all in. You're just… hovering. Seeing what happens. Hoping for the best without committing. Sound familiar? It's how too many women approach investing. Not because we don't have the knowledge. Not because we don't have the resources. But because we've been conditioned to need 90%+ confidence before we act — while men are out here making moves at 60%. That gap — right there — is part of the gender investing gap. In Episode #30 of All The Wealth, I sat down with Jenny Just — self-made billionaire, co-founder of Peak 6 and Poker Power — to talk about exactly this. Jenny introduced me to Poker Power, where I learned about limp bets. And I haven't stopped applying it since — to fundraising, to our product roadmap, to how I assess every decision we make at WealthMore. Are you going all in? Or are you limp betting it? "Women are missing out on huge monetary opportunities. We have to get in the game that's being played — and then change it." — Jenny Just This episode is for every woman who has been hovering. Over that investment. Over that business decision. Over that financial plan you keep saying you'll start next month. We cover:✔️ Jenny's journey from Wisconsin to Wall Street✔️ Breaking barriers in a male-dominated industry✔️ How poker teaches women risk management and decision-making✔️ How fintech platforms like APEX are democratizing investing✔️ Practical steps for women to start investing today✔️ Teaching the next generation financial confidence✔️ What the AI investment revolution means for everyday investors April is Financial Literacy Month. This is your nudge. Take action. Chapters 00:00 Empowering Women in Finance 04:40 Jenny's Journey to Wall Street 09:51 Breaking Barriers in a Male-Dominated Industry 13:06 Democratizing Finance with Apex 17:21 Encouraging Women to Invest 22:27 Teaching the Next Generation 27:27 The AI Investment Revolution 29:50 Final Thoughts on Confidence and Risk-Taking And if you're looking for more than content — if you want a plan and someone in your corner:Work 1:1 with a CFP® professional at WealthMore.📈 Invest+ Plan is $25 per month📈 Premium Advice+ Plan is $125 per month📱 Get Started: https://www.wealthmore.net/Learn more about Jenny Just and her work:🃏 Poker Power: https://pokerpower.org/📈 Peak 6: https://peak6.com/💼 APEX Fintech Solutions: https://apexfintech.com/ The information presented is for educational purposes only and not an offer or solicitation for any specific investments. Investments involve risk and are not guaranteed. You should consult with a qualified financial advisor and/or tax professional before implementing any strategy. Past performance does not guarantee future results.

    Episode 30: Closing the gender investing gap. Don't go through life limp betting it.
  4. Apr 5

    Episode 29: Iran, Oil Prices, Inflation, Recession Fears: How To Navigate The Markets Now.

    We're 33 days (As of April 1) into Operation Epic Fury. Markets feel uncertain. Geopolitical tensions, rising oil prices, and inflation concerns are driving volatility — and for many investors, it’s hard to know what to do next. In this episode of All The Wealth, Mical Jeanlys-White sits down with Matthew Levy to break down what’s really happening — and how to navigate it with confidence. We cover: ✔️ How geopolitical events impact markets and oil prices ✔️ What rising oil prices mean for inflation and stocks ✔️ Why market corrections are normal — and can be often opportunities ✔️ The importance of diversification in volatile markets ✔️ How to build a disciplined, system-based investment approach ✔️ Why emotional investing hurts long-term outcomes If the market feels overwhelming, you’re not alone. But reacting to headlines is not a strategy. Chapters 00:00 Market Overview and Recent Volatility 01:06 Geopolitical Events and Their Market Impact 02:40 Oil Prices and Inflation Concerns 03:49 Market Corrections and Normal Fluctuations 05:31 Consumer Spending and Inflation Expectations 07:45 Stagflation Risks and Economic Outlook 09:37 Importance of a Systematic Investment Approach 11:30 Bond and Stock Market Dynamics in Inflationary Times 13:04 Emotional Investing and Staying the Course 15:36 Long-term Investment Strategies and Market Cycles 17:13 Working with Advisors and Systematic Planning 19:18 Diversification and Portfolio Resilience 21:04 US Economic Strengths and Global Opportunities 23:13 Historical Perspective on War and Economic Growth 24:54 Building a Financial System for Success 26:32 Final Tips for Staying Invested and Confident And if you’re looking for more than content — if you want a plan and someone in your corner: Work 1:1 with a CFP® professional at WealthMore. 📈 Invest+ Plan is $25 per month 📈 Premium Advice+ Plan is $125 per month 📱Get Started: https://www.wealthmore.net/ The information presented is for educational purposes only and not an offer or solicitation for any specific investments. Investments involve risk and are not guaranteed. You should consult with a qualified financial advisor and/or tax professional before implementing any strategy. Past performance does not guarantee future results.

    Episode 29: Iran, Oil Prices, Inflation, Recession Fears: How To Navigate The Markets Now.
  5. Mar 3

    All The Wealth| Ep. 28: Black Wealth, Then & Now with Leslie Lewis, Daughter Of Legendary Business Icon Reginald L. Lewis

    This Black History Month, we’re sharing a conversation that feels both personal and necessary.Mical Jeanlys-White sat down with friend and WealthMore member Leslie Lewis — founder of MultiGenerational and daughter of Reginald F. Lewis, the first Black billionaire and author of Why Should White Guys Have All the Fun?Leslie and Mical have had many conversations about wealth and legacy — but this one goes deeper.They discuss her father’s groundbreaking achievements and what ownership truly meant to him.But they also explore something that isn’t discussed nearly enough — and something Leslie is passionate about bringing to light:Financial trauma.Because building wealth — especially in our community and for many first-generation wealth creators — often comes with pressure, responsibility, and emotional weight.Today:💡 The median Black household holds a fraction of the wealth of the median White household.💡 Fewer than 40% of Black households participate in the stock market.💡 Only a small percentage work with professional financial advisors.Black History Month is about celebrating the accomplishments of our ancestors and the progress we've made. It’s also about acknowledging the work that still needs to be done — and offering real solutions toward the future we want for our community.Investors with wealth advisors do better. Work 1:1 with our wealth advisors and enjoy unlimited investing. No account minimum. One flat fee. Get started today.🙌🏻 Community Membership is FREE📈 Invest+ Plan is $25 per month📈 Premium Advice+ Plan is $125 per month 📱Get Started: https://www.wealthmore.net/Chapters:00:00 Celebrating Black History and Wealth01:38 The Legacy of Reginald Lewis04:27 Mergers and Acquisitions: A Path to Wealth09:35 Building Wealth Beyond Money11:11 Democratizing Investment Knowledge13:43 The Impact of Trauma on Financial Decisions19:22 Collective Economics and Community Wealth23:31 Normalizing Wealth Conversations27:26 Trusting Financial Advisors28:36 The Importance of Early Financial Planning31:41 Understanding Your Financial Landscape34:23 Building Financial Confidence Through Education37:14 Normalizing Financial Conversations39:50 The Role of Financial Advisors43:01 Taking Action: Your Financial Homework45:47 Learning from Other Communities49:34 First Generation Wealth Builders52:10 Empowering the Next GenerationThe information presented is for educational purposes only and not an offer or solicitation for any specific investments. Investments involve risk and are not guaranteed. You should consult with a qualified financial advisor and/or tax professional before implementing any strategy. Past performance does not guarantee future results.

    All The Wealth| Ep. 28: Black Wealth, Then & Now with Leslie Lewis, Daughter Of Legendary Business Icon Reginald L. Lewis
  6. Feb 20

    First Live Event: Wealth in the Age of Social Media, Anti Baby Boomer Economics, and AI

    Our first live All The Wealth 🎙️ event is here — and it feels full circle.We headed back to Villanova University, my alma mater, to host a money conversation through the Anne Welsh McNulty Institute for Women's Leadership and the Eugenia Gecas Endowed Funds for Financial Wellness program.In this episode of All The Wealth, Mical Jeanlys-White sat down with Villanova undergraduate student Nayanna Fleullen and graduate student Ashley Scott.The theme of the conversation:Building wealth in the age of social media, anti-baby-boomer economics, and AI.Because the rules feel different now.Young professionals are navigating:💡 A housing market their parents didn’t face💡 Social media that distorts financial reality💡 Career paths reshaped by AI💡 A growing skepticism toward traditional institutionsAnd yet — the fundamentals still matter.Ownership still matters.Discipline still matters.Long-term thinking still wins.Chapters00:00 Introduction to Financial Empowerment00:41 Personal Experiences with Money04:59 Navigating Social Media and Financial Advice08:33 Generational Perspectives on Financial Success12:13 Defining New Paths to Financial Stability15:42 Finding Peace in Financial Planning18:06 Engaging in Financial Conversations22:55 Closing Thoughts and Q&A🔔 Subscribe for market insights, long-term investing guidance, and real financial conversations.📲 Learn more at wealthmore.netInvestors with wealth advisors do better. Work 1:1 with our wealth advisors and enjoy unlimited investing. No account minimum. One flat fee. Get started today.🙌🏻 Community Membership is FREE📈 Invest+ Plan is $25 per month📈 Premium Advice+ Plan is $125 per month 📱Get Started: https://www.wealthmore.net/The information presented is for educational purposes only and not an offer or solicitation for any specific investments. Investments involve risk and are not guaranteed. You should consult with a qualified financial advisor and/or tax professional before implementing any strategy. Past performance does not guarantee future results.

    First Live Event: Wealth in the Age of Social Media, Anti Baby Boomer Economics, and AI
  7. Feb 13

    All The Wealth: Episode 26 - What 2025 Taught Investors—and How to Prepare for 2026

    Markets in 2025 surprised many investors.Despite volatility, headlines, and ongoing uncertainty, the markets showed resilience — reinforcing a core truth of long-term investing: staying invested matters.In this episode of All The Wealth, Mical Jeanlys-White and WealthMore Portfolio Strategy Lead Matthew Levy break down:✅ How markets performed in 2025 and why headline returns don’t tell the full story✅ What diversification and risk management actually looked like inside portfolios✅ Why retail investors played a meaningful role in the market’s recovery✅ Key economic trends shaping 2026, including Federal Reserve policy expectations✅ How investors should think about cash, inflows, and long-term positioningThis conversation is designed to help investors move from reaction to intention — and into 2026 with clarity and confidence.Chapters00:00 Market Overview and 2025 Performance06:30 Investment Strategies and Portfolio Performance12:09 Diversification and Risk Management19:02 Looking Ahead to 202622:56 WealthMore's New Offerings and Conclusion🔔 Subscribe for market insights, long-term investing guidance, and real financial conversations.📲 Learn more at wealthmore.netInvestors with wealth advisors do better. Join the wealth community led by experts.🙌🏻 Community Membership is FREE📈 Invest+ Plan is $25 per month📈 Premium Advice+ Plan is $125 per month 📱Get Started: https://www.wealthmore.net/The information presented is for educational purposes only and not an offer or solicitation for any specific investments. Investments involve risk and are not guaranteed. You should consult with a qualified financial advisor and/or tax professional before implementing any strategy. Past performance does not guarantee future results.

    All The Wealth: Episode 26 - What 2025 Taught Investors—and How to Prepare for 2026

About

Welcome to All The Wealth, where WealthMore's team of advisors discuss all things related to money, investing, and wealth building. Hosted by Mical Jeanlys-White, CEO of WealthMore, former Wall Street exe, you'll walk away informed, empowered and inspired to build more wealth. Investors with advisors do better. Ready for more? Join us @wealthmore.net Note: The information presented is for educational purposes only and not an offer or solicitation for any specific investments. You should consult with a qualified financial advisor and/or tax professional before implementing any strategy.