All The Wealth

WealthMore
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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. 2d ago

    Quit the 9-to-5, a Co-Sign Gone Wrong & The 22-Year-Old Getting It Right | Ft. Kevin Matthews II

    The internet has money opinions. We have wealth advisors with answers. This is Episode 2 of a new series from All The Wealth — Social Media Needs a Wealth Advisor. 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. No scripts. No hypotheticals. Real questions. Real answers.In this episode, Mical Jeanlys-White sits down with Kevin Matthews II, Wealth Advisor at WealthMore, to go deep on three real situations — and the conversation behind each one goes exactly where it needs to go. We cover: ✔️ A 31-year-old married super saver who wants to exit the 9-to-5 and gain financial independence — but needs help investing and doesn't know where to start ✔️ A good deed gone wrong — co-signed a roommate's car note and the roommate stopped paying. Kevin walks through every option for getting out ✔️ A 22-year-old living at home, already ahead of the game, who wants to maximize their wealth-building runway before life gets expensiveThree very different situations. One thread connecting all of them: the right guidance at the right moment changes everything.Social media needs a wealth advisor. We have an entire team.New episodes drop every Wednesday. Subscribe so you don't miss one. Chapters 00:00 Introduction to financial planning for young adults00:47 Setting a target date for early retirement 06:15 Risks and pitfalls of co-signing loans 08:19 Using inversion thinking to avoid worst-case scenarios 16:26 Living at home in your 20s and getting a head start 19:27 Strategies for young adults living at home 25:00 The importance of consistent investing and discipline Your advisor, AI, portfolio, and planYou deserve a system built for progress. Get a dedicated wealth advisor, an AI wealth coach, unlimited investing in an investment portfolio matched for your goals, and a plan. 📈 Invest+ Plan — $25/month 📈 Premium Advice+ — $125/month 📅 60-Minute Wealth Plan Session — $199, no membership required 📱 wealthmore.net P.S. — This series still doesn't have a name. 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.

    Quit the 9-to-5, a Co-Sign Gone Wrong & The 22-Year-Old Getting It Right | Ft. Kevin Matthews II

  2. Sep 9

    Starting Over After Divorce, Whole Life Insurance & Your 401(k) | Ft. Rick Tarboda, CFP®

    The internet has money opinions. We have wealth advisors with answers.This is Episode 1 of a new series from All The Wealth — Social Media Needs a Wealth Advisor. We went to the personal finance communities where real people post their real money questions and brought those questions to WealthMore's team of wealth advisors. Real questions. Real answers.In this episode, Mical Jeanlys-White sits down with Rick Tarboda, Wealth Advisor at WealthMore, to tackle five real questions from social media — covering divorce, whole life insurance, 401(k) decisions, ETFs, and what happens when you get tired of paying fees.We cover:✔️ Should I decrease my 401(k) contributions — and does it really matter at this point?✔️ How do you actually roll over a 401(k) when you're tired of paying quarterly fees?✔️ Whole life insurance — should you surrender, pay up, or keep the policy going?✔️ First paycheck after divorce — where do you even start when you have nothing?✔️ Are all ETFs too tech heavy — and what should you do about it?Social media needs a wealth advisor. We have an entire team.New episodes drop every Wednesday. Subscribe so you don't miss one.Chapters00:00 Introduction to Social Media Q&A Series02:05 Impact of Reducing 401k Contributions on Retirement04:00 Tax Considerations and Retirement Planning Strategies06:10 The Importance of Professional Financial Advice07:05 How 401k Rollovers Are Processed08:54 The Role of Life Insurance in Financial Planning10:49 Evaluating Whole Life vs Term Life Insurance12:56 Managing Finances Post-Divorce18:00 Are ETFs Too Tech Heavy and Diversification20:48 The Value of Working with a Wealth Advisor22:57 Series Wrap-Up and Community EngagementYou deserve a system built for progress.Get a dedicated wealth advisor, an AI wealth coach, unlimited investing in an investment portfolio matched for your goals, and a plan. 📈 Plans start at $25/month📅 60-Minute Wealth Plan Session — $199, no membership required📱 wealthmore.netP.S. — This series still doesn't have a name. 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.

    Starting Over After Divorce, Whole Life Insurance & Your 401(k) | Ft. Rick Tarboda, CFP®

  3. Season 2 Trailer

    The internet has money questions. We have wealth advisors with answers. New Series. Starting 9/9

    The internet has money questions. We have wealth advisors with answers. Social media needs a wealth advisor. We have an entire team at WealthMore. New series. Starting September 9. Real questions. Real answers.Link in bio. 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.net 👇This series doesn't have a name — drop your suggestion below.... 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. #AllTheWealth #WealthMore #SocialMediaNeedsAWealthAdvisor #PersonalFinance #WealthAdvisor #FinancialLiteracy #WealthBuilding #WealthIsForUsAll #NewSeries

    The internet has money questions. We have wealth advisors with answers. New Series. Starting 9/9

  4. Season 2 Trailer

    "Tell my mom she is set and to stop worrying" ft. Cory Falade, Wealth Advisor, New Series Starts 9/9

    Someone posted this on social media. We brought it to a wealth advisor."Tell my mom she is set and to stop worrying"Cory Falade, Wealth Advisor at WealthMore, walks through how to think about whether you're OK in retirement.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.

    "Tell my mom she is set and to stop worrying" ft. Cory Falade, Wealth Advisor, New Series Starts 9/9

  5. Season 2 Trailer

    Should I buy a $250 or $400K house? ft. Jacob Stewart, Wealth Advisor - New Series Starts 9/9

    Someone posted this on social media. We brought it to a wealth advisor."Should I buy a $250 or $400K house."Jacob Stewart, Wealth Advisor at WealthMore, walks through how to think about how much house to buy.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.

    Should I buy a $250 or $400K house? ft. Jacob Stewart, Wealth Advisor - New Series Starts 9/9

  6. 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

  7. 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

  8. 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
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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.

Information

  • Creator
    WealthMore
  • Years Active
    2026
  • Episodes
    45
  • Rating
    Clean
  • Copyright
    © WealthMore
  • Show Website
    All The Wealth