The Role of Mental Health in Wealth Management (S2, E2)

Legacy Lessons with JaQ & Dr. Chan

In today's fast-paced world, the importance of mental health cannot be overstated, especially when it comes to financial well-being. JaQ Campbell, founder and CEO of Alexander Legacy Private Wealth, and Dr. Anthony Chan, partnership development consultant and former chief economist at JP Morgan Chase, sit down to discuss the crucial topic of mental health. Together, we’ll explore the importance of maintaining mental and physical health, especially post-COVID, and how it impacts financial decisions and generational wealth.

Dr. Chan shares his personal morning routine that has kept him mentally sharp for over 40 years and emphasizes the need for balance in life—enjoying the present while planning for the future. The conversation also explores the effects of the pandemic on mental health, consumer behavior, and the economic landscape, including commercial real estate and retirement savings.

Join us for valuable insights and practical advice on achieving a balanced life, both mentally and financially.

Here’s what we discuss in this episode:

0:00 – Intro

0:57 – Keeping your mind right

3:38 – Mental health impact on financial decisions

10:03 – How the pandemic changed things

13:20 – Don’t ignore the future

16:37 – Changes impact mental health

20:44 – Vegas favorites

23:32 – Mental health in young people
RESOURCES:
Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy
Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH

Kapitler

1. Mental Health and Wealth in Conversation (00:00:00)

2. Balance Present and Future Importance (00:07:11)

3. Navigating Mental Health and Gradual Changes (00:17:36)