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.
25, $27K in Debt & On His Own — Plus Market Swings, House Poor & More | Ft. Jacob Stewart, CFP®
The internet has money opinions. We have wealth advisors with answers.This is Episode 4 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 Jacob Stewart, CFP®, Wealth Advisor at WealthMore, to go deep on five real situations — from a 25-year-old drowning in a bad car note to a couple wondering how much house they can really afford.We cover:✔️ What do daily stock market swings actually mean for everyday investors — and when should you be concerned?✔️ A person earning $125K who is supporting their whole household, has $26K in credit card debt and no emergency fund — where do they start?✔️ A 25-year-old completely on their own, stuck in a 20% APR car loan with $20K remaining and a dropping credit score✔️ A couple with $100K combined income, no debt, ready to buy their first home — getting wildly different answers online about how much to spend✔️ Someone who put $10K from a credit card into a friend's business — balance transfer or sell investments?Five real situations. Five honest answers. No jargon. No finance bro talk.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 Market Fluctuations and Their Meaning for Investors03:55 Understanding Market Corrections, Pullbacks, and Crashes09:50 The Impact of Market Swings on Personal and Broader Economy15:06 Managing Your Investment Portfolio and Risk Tolerance19:52 The Pitfalls of Overextending on Car and Home Purchases26:58 How to Approach Buying a Home Responsibly34:01 Balancing Lifestyle and Financial Goals in Homeownership40:05 Evaluating Investment Opportunities and Debt Management StrategiesYou don't have to navigate money alone. Get a dedicated wealth advisor, an AI wealth coach, unlimited investing in a portfolio matched to your goals, and a plan. Plans start at $25/month at 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.
24 Sept 2026
Girlfriend Has $70K in Cash and Won't Invest— Plus 5 More Money Questions | Ft. Desiree Fisher, CFP®
The internet has money opinions. We have wealth advisors with answers.
This is Episode 3 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 Desiree Fisher, CFP®, Wealth Advisor at WealthMore, to go deep on six real situations — covering everything from retirement accounts to CDs to Roth IRAs to the emotional side of investing.
We cover:
✔️ A 24-year-old who rolled $50K into an IRA in 2021 — four years later it's worth $55K. What went wrong, and what to do now
✔️ A boyfriend who wants to help his girlfriend invest her $70K in cash — but who should really be driving that conversation
✔️ The investor who admits he hates figuring out investing — and the honest, no-shame framework for making it simple
✔️ A mom who wants to help her son save for a car using CDs — and can't understand why short-term CD rates are better than long-term right now
✔️ A 22-year-old looking for direction on what to actually invest in
✔️ A 46-year-old trying to decide between a Roth IRA and a brokerage account
Six situations. Six honest answers. No jargon. No finance bro talk. 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 — Desiree Fisher, CFP®
02:02 Managing and optimizing retirement accounts and fees 04:47 Strategies for young investors starting early
07:03 Approaching investment and savings with emotional intelligence
12:00 Estate planning essentials for high net worth individuals 15:55 The importance of professional estate and financial planning
21:01 Tips for lazy investors and simplifying investment strategies
27:05 Understanding CD rates and reinvestment strategies 30:02 Starting and choosing investments for new investors 35:01 Deciding between Roth IRA and brokerage accounts 42:59 Holistic financial planning and the role of professional advisors
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
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.
16 Sept 2026
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.
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