Building Wealth from Identity with Steven Stack

Ballentine Broadcast: Conversations on Black Wealth

11/02/21 • 49 min

In this episode, Akeiva chats with financial coach Steven Stack. We discuss his journey to becoming a millionaire at age 31, his pointed views on the purpose of wealth, and tips for financial services professionals seeking to work with Black wealthy clients.
Timestamps:
00:00 - Intro
01:32 - Steven's upbringing & critical financial experiences
06:29 - Steven's wealth building journey & resources used
18:17 - Lessons learned on his wealth building journey
23:00 - Challenges faced as a wealth holder
24:33 - Experiences working with financial professionals
27:32 - Values Steven considers when hiring financial professionals
35:36 - How Steven is setting his daughter up for financial success
38:41 - What FinServ professionals should know when seeking to work with wealthy Black clients
44:13 - What FinServ can do help close the racial wealth gap
Connect with Steven:
Website: https://www.stevenlstack.com
Instagram: @stackingwithstack
Connect with Ballentine Partners:
Website: www.ballentinepartners.com
E-mail: [email protected]
LinkedIn: https://www.linkedin.com/company/ballentine-partners-llc/

11/02/21 • 49 min

Ballentine Broadcast: Conversations on Black Wealth - Building Wealth from Identity with Steven Stack

Transcript

[akeiva_ellis]00:00:02.160

Hello, everyone, and welcome to the show. I'm your host, a Kiva Ellis, and today I am thrilled to have Steven Stack on the show. Stephens Stack is a financial coach whose mission is to help others build. We holistically. he is one hundred percent debt free, which includes paying off a six figure mortgage at the age of thirty two in just three years. He also became a millionaire by a thirty one through consistent money management, and investi

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