Ep 10: Trials Leading to Perseverance with Dr. David Rhoiney
Today’s show features Dr. David Rhoiney, US Navy Surgeon, Cryptologist, Cyber Security Expert, Mathematician, husband, and father. David is retiring from podcasting, and we have been given the honor of interviewing him for his last podcast- one you won’t want to miss. In this episode, we ar …
Ep 9: Doing the Work with Lazetta Rainey Braxton
We would like to welcome today’s guest, Lazetta Rainey Braxton, MBA, CFP®. She is passionate about amplifying diversity, inclusion, equality, and belonging in the financial planning profession, and does so through financial planning, public speaking, consulting, and coaching. In this episod …
Ep 7: Leaving a Legacy of Purpose with Kyra Hardwick
Kyra Hardwick has a consulting firm called The Kyra Company, she runs a non-profit called Imagine Excellence, and more recently co-founded a media company that shares the stories of black women. Kyra has an abundance of passion for the communities she serves and shares how she advocates for …
Ep 6: When You Know Better, You Do Better With Valerie Rainford
Valerie Rainford is the Founder & CEO of Elloree Talent Strategies. Her company aims to advance racial equity in the workforce and help out c-suite executives that want to have diverse representation on their leadership teams. On today’s show, Valerie shares her experience of stru …
Ep 5: A Legacy Of Opening Doors & Creating Opportunities With Larvetta Loftin
Larvetta Loftin is the CEO and Founder of the L3 Agency, a full-service firm focused on creating authentic engagements for brands targeting women, millennials, and Gen Z audiences. Larvetta will share her story on how she got to the position she is in today, embracing her differences, and h …
Ep 4: Investing In The Next Generation With Dr. Preston Cherry
Dr. Preston Cherry is the Founder & President of Concurrent Financial Planning, a comprehensive financial planning firm that helps households and business owners achieve their financial goals. Dr. Cherry and JaQ will spend this episode discussing the importance of setting up the next ge …
Ep 3: Building Deeper Relationships with Our Clients with Dominique Henderson
Special guest Dominique Henderson is the founder of DJH Capitol Management and has spent nearly two decades in the financial services industry. In this episode, Dominique and JaQ will discuss the importance of a financial plan, how financial advisors need to develop deeper relationships wit …
Ep 2: Building Generational Wealth With Raina Bonds
Raina Bonds joins us on this episode of the podcast. Her company Reflections Life Planning aims to empower their clients to live financially fulfilling lives and establish meaningful legacies. JaQ and Raina will talk about some basic estate planning documents, different generational wealth …
Ep 1: Closing The Opportunity Divide with Experian & Year Up
Welcome to the first podcast of Legacy Lessons with JaQ! We’re kicking off the first show with two great guests who will discuss helpful tips and some of the important work their organizations are doing to help close the opportunity divide. Aprill Hawkins from Year Up tells us how her …
