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. Season 2 Trailer

    "Invested $50K in 2021. It's now at $55K" ft. Desiree Fisher, Wealth Advisor - New Series Starting 9/9

    Someone posted this on social media. We brought it to a wealth advisor."Invested $50K in 2021. It's now at $55K."Working with a financial advisor is one of the smartest decisions a person can make — but how to work with one of the least talked about. Desiree Fisher, Wealth Advisor at WealthMore, walks through how to work with an advisor and stay on top of your account.Social media needs a wealth advisor. We have an entire team at WealthMore.This is part of a new series from All The Wealth — dropping weekly starting September 9. We go to the personal finance communities where real people post their real money questions and bring those questions to WealthMore's team of wealth advisors.Subscribe so you don't miss the full series.You don't have to navigate money alone. Work 1:1 with a WealthMore wealth advisor:📈 Invest+ Plan — $25/month📈 Premium Advice+ — $125/month📅 60-Minute Wealth Plan Session — $199, no membership required📱 wealthmore.netP.S. — This series still doesn't have a name and we're letting the community decide. Drop your best suggestion in the comments.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.

    "Invested $50K in 2021. It's now at $55K" ft. Desiree Fisher, Wealth Advisor - New Series Starting 9/9
  2. Season 2 Trailer

    "First Paycheck After Divorce. Starting With Nothing" ft. Rick Taborda, Wealth Advisor - New Series Starting 9/9

    Someone posted this on social media. We brought it to a wealth advisor."Just got my first paycheck after my divorce. Starting with nothing. Not sure where to go."Starting over financially after divorce is one of the most overwhelming situations a person can face — and one of the least talked about. Rick Tarboda, Wealth Advisor at WealthMore, walks through exactly where to start when everything feels like ground zero.Social media needs a wealth advisor. We have an entire team.This is part of a new series from All The Wealth — dropping weekly starting September 9. We go to the personal finance communities where real people post their real money questions and bring those questions to WealthMore's team of wealth advisors.Subscribe so you don't miss the full series.You don't have to navigate money alone. Work 1:1 with a WealthMore wealth advisor:📈 Invest+ Plan — $25/month📈 Premium Advice+ — $125/month📅 60-Minute Wealth Plan Session — $199, no membership required📱 wealthmore.netP.S. — This series still doesn't have a name and we're letting the community decide. Drop your best suggestion in the comments.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 Paycheck After Divorce. Starting With Nothing" ft. Rick Taborda, Wealth Advisor - New Series Starting 9/9
  3. Season 2 Trailer

    "Stupid. Stupid me. I co-signed on a car loan." ft. Kevin Matthews II, Wealth Advisor - New Series

    Someone posted this on social media. We brought it to a wealth advisor."Stupid. Stupid me. I co-signed on a car loan for someone — and now I'm on the hook."If you've ever made a financial decision you immediately regretted, this one is for you. Our host Mical Jeanlys-White and Kevin Matthews II, Wealth Advisor at WealthMore, break down exactly what your options are when a co-signed loan goes wrong — and what to do before it gets worse.Social media needs a wealth advisor. We have an entire team.This is part of a new series from All The Wealth — dropping weekly starting September 9. We go to the personal finance communities where real people post their real money questions and bring those questions to WealthMore's team of wealth advisors.Subscribe so you don't miss the full series.You don't have to navigate money alone. Work 1:1 with a WealthMore wealth advisor:📈 Invest+ Plan — $25/month📈 Premium Advice+ — $125/month📅 60-Minute Wealth Plan Session — $199, no membership required📱 wealthmore.netP.S. — This series still doesn't have a name and we're letting the community decide. Drop your best suggestion in the comments.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.

    "Stupid. Stupid me. I co-signed on a car loan." ft. Kevin Matthews II, Wealth Advisor - New Series
  4. Jul 15

    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
  5. Jul 14

    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

Trailers

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.