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

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 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.

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.

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.

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.