Joaquin E. Wallace
Behavioral finance strategist, author of "Generational Wealth Begins with Generational Knowledge," creator of the Seven-Stage Generational Wealth Model, and adjunct instructor at Golden Gate University.
12
APPEARANCES
4
PODCASTS
Oct 18, 2026
Joaquin E. WallaceGUEST
Because, you know, although I was in the business, again, as I mentioned earlier, you know, we have this relationship with money and we don't know why we have it.
Joaquin E. WallaceGUEST
Based upon that, I created a model, which is the seven stage generational wealth model.
Joaquin E. WallaceGUEST
Stage one of the model is our internal and external ecosystem, walls in and walls out.
14 MINS LATER
Joaquin E. WallaceGUEST
Because, you know, although I was in the business, again, as I mentioned earlier, you know, we have these, this relationship with money, and we don't know why we have it.
Joaquin E. WallaceGUEST
And so based upon that, I created a model which is the seven-stage generational wealth model.
Joaquin E. WallaceGUEST
Stage one of the model is our internal and external ecosystem, walls in and walls out, which creates our inherited financial narratives and encoded financial behaviors.
Joaquin E. WallaceGUEST
Stage two is our financial genetic code, which focuses on financial trauma and anxiety, which is a byproduct of stage one.
Joaquin E. WallaceGUEST
Stage three is financial healing, reprogramming our financial genetic code, stages two and one.
Joaquin E. WallaceGUEST
Stage four is financial edification, which focuses on financial literacy and inclusion.
13 MINS LATER
Joaquin E. WallaceGUEST
Although I was in the business, again, as I mentioned earlier, we have this relationship with money and we don't know why we have it.
Joaquin E. WallaceGUEST
And so based upon that, I created a model, which is the seven stage generational wealth model.
Joaquin E. WallaceGUEST
Stage one of the model is our internal and external ecosystem, walls in and walls out.
14 MINS LATER
Joaquin E. WallaceGUEST
Because, you know, although I was in the business, again, as I mentioned earlier, you know, we have these, this relationship with money, and we don't know why we have it.
Joaquin E. WallaceGUEST
And so based upon that, I created a model, which is the seven-stage generational wealth model.
Joaquin E. WallaceGUEST
Stage one of the model is our internal and external ecosystem, walls in and walls out, which creates our inherited financial narratives and encoded financial behaviors.
Joaquin E. WallaceGUEST
Stage two is our financial genetic code, which focuses on financial trauma and anxiety, which is a byproduct of stage one.
Joaquin E. WallaceGUEST
Stage three is financial healing, reprogramming our financial genetic code, stages two and one.
Joaquin E. WallaceGUEST
Stage four is financial edification, which focuses on financial literacy and inclusion.
9 MINS LATER
Joaquin E. WallaceGUEST
Although I was in the business, again, as I mentioned earlier, we have this relationship with money and we don't know why we have it.
Joaquin E. WallaceGUEST
And so based upon that, I created a model, which is the seven stage generational wealth model.
Joaquin E. WallaceGUEST
Stage one of the model is our internal and external ecosystem, walls in and walls out.
14 MINS LATER
Joaquin E. WallaceGUEST
Because, you know, although I was in the business, again, as I mentioned earlier, you know, we have these, this relationship with money, and we don't know why we have it.
Joaquin E. WallaceGUEST
And so based upon that, I created a model which is the seven-stage generational wealth model.
Joaquin E. WallaceGUEST
Stage one of the model is our internal and external ecosystem, walls in and walls out, which creates our inherited financial narratives and encoded financial behaviors.
Joaquin E. WallaceGUEST
Stage two is our financial genetic code, which focuses on financial trauma and anxiety, which is a byproduct of stage one.
Joaquin E. WallaceGUEST
Stage three is financial healing, reprogramming our financial genetic code, stages two and one.
Joaquin E. WallaceGUEST
Stage four is financial edification, which focuses on financial literacy and inclusion.
6 MINS LATER
Joaquin E. WallaceGUEST
Because, you know, although I was in the business, again, as I mentioned earlier, you know, we have these, this relationship with money and we don't know why we have it.
Joaquin E. WallaceGUEST
And so based upon that, I created a model, which is the seven stage generational wealth model.
Joaquin E. WallaceGUEST
Stage one of the model is our internal and external ecosystem, walls in and walls out, which creates our inherited financial narratives and encoded financial behaviors.
Joaquin E. WallaceGUEST
Stage two is our financial genetic code, which focuses on financial trauma and anxiety, which is a byproduct of stage one.
Joaquin E. WallaceGUEST
Stage three is financial healing, reprogramming our financial genetic code, stages two and one.
Joaquin E. WallaceGUEST
Stage four is financial edification, which focuses on financial literacy and inclusion.
6 MINS LATER
Joaquin E. WallaceGUEST
Because, you know, although I was in the business, again, as I mentioned earlier, you know, we have this relationship with money and we don't know why we have it.
Joaquin E. WallaceGUEST
Based upon that, I created a model, which is the seven stage generational wealth model.
Joaquin E. WallaceGUEST
Stage one of the model is our internal and external ecosystem, walls in and walls out.
14 MINS LATER
Joaquin E. WallaceGUEST
Because You know, although I was in the business, again, as I mentioned earlier, you know, we have these, this relationship with money, and we don't know why we have it.
Joaquin E. WallaceGUEST
And so based upon that, I created a model, which is the seven-stage generational wealth model.
Joaquin E. WallaceGUEST
Stage one of the model is our internal and external ecosystem, walls in and walls out, which creates our inherited financial narratives and encoded financial behaviors.
Joaquin E. WallaceGUEST
Stage two is our financial genetic code, which focuses on financial trauma and anxiety, which is a byproduct of stage one.
Joaquin E. WallaceGUEST
Stage three is financial healing, reprogramming our financial genetic code, stages two and one.
Joaquin E. WallaceGUEST
Stage four is financial edification, which focuses on financial literacy and inclusion.
7 MINS LATER
Joaquin E. WallaceGUEST
Although I was in the business, again, as I mentioned earlier, we have this relationship with money and we don't know why we have it.
Joaquin E. WallaceGUEST
And so based upon that, I created a model, which is the seven stage generational wealth model.
Joaquin E. WallaceGUEST
Stage one of the model is our internal and external ecosystem, walls in and walls out.
18 MINS LATER
speaker_3ADVERTISER
But for the
Joaquin E. WallaceGUEST
Although I was in the business, again, as I mentioned earlier, we have this relationship with money and we don't know why we have it.
Joaquin E. WallaceGUEST
And so based upon that, I created a model, which is the seven stage generational wealth model.
Joaquin E. WallaceGUEST
Stage one of the model is our internal and external ecosystem, walls in and walls out.
17 MINS LATER
Joaquin E. WallaceGUEST
Because, you know, although I was in the business, again, as I mentioned earlier, you know, we have this relationship with money and we don't know why we have it.
Joaquin E. WallaceGUEST
Based upon that, I created a model, which is the seven stage generational wealth model.
Joaquin E. WallaceGUEST
Stage one of the model is our internal and external ecosystem, walls in and walls out.
18 MINS LATER