Achieving FI/RE on a 5-Figure Salary with Jackie Cummings Koski

In this season's final episode, Akeiva has a conversation with Jackie Cummings Koski, HSAe, CEPF®. Jackie is a financial literacy advocate and the author of "Money Letters 2 my Daughter," which was awarded the "Excellence in Financial Literacy Education" (EIFLE) Award. Jackie shares her story about growing up with limited financial means and learning her way to financial independence after her divorce by investing in the stock market. She also touches on the role communities play in building and managing wealth and the value of educating and helping people early in their wealth-building journey. 

Connect with Jackie:
LinkedIn: https://www.linkedin.com/in/jackiecummingskoski
Instagram: @finomenal_woman

Connect with Ballentine Partners:
Website: www.ballentinepartners.com
E-mail: info@ballentinepartners.com
LinkedIn: https://www.linkedin.com/company/ballentine-partners-llc/

Chapters

• 0:00 Intro
• 1:45 Jackie's backstory (upbringing, divorce & critical money experiences)
• 9:06 Wealth building/ Financial Independence Journey
• 20:58 Challenges faced as a Black wealth holder
• 27:08 What FinServ should know when working with wealthy Black clients
• 29:46 Experience working with financial professionals
• 35:03 Values Jackie considers when hiring financial professionals
• 38:54 The types of advice Jackie seeks now vs. during her wealth accumulation phase
• 40:39 How Jackie helped set her daughter up for financial success
• 44:43 What the financial services industry can do to help close the racial wealth gap