Family wealth should be a blessing - but without clear boundaries, it can quickly become the source of drama, conflict, and even heartbreak. In this episode of the LEGACY Pregame Podcast, we share one of our most difficult client stories — a nine-figure settlement that nearly tore a family apart. We unpack why 70% of wealth is lost by the second generation and how unhealed trauma, poor communication, and fuzzy boundaries sabotage legacies. You’ll also hear insights from Tyler Perry’s powerful perspective on family, money, and accountability — including why he believes “I want to help you build, not be welfare to you.”

Listen in to learn how to:

• Set boundaries that protect your wealth and peace

• Host meaningful family conversations without the drama

• Decide who truly belongs “on the boat” of your legacy journey

Ready to build a drama-free legacy?

Download your free LEGACY Clarity Workbook at LEGACYPregamePodcast.com and move from reflection to strategy.

Estate planning isn’t just about legal documents - it’s about protecting your values, your voice, and your loved ones. In this episode, I’m joined by Elsa W. Smith, an Afro-Cuban estate planning attorney serving Maryland and DC, for an honest conversation on the realities first-generation wealth builders face when preparing their legacy.

Elsa shares why planning should start at age 18, how to keep your plan evolving as life changes, and the emotional and cultural barriers that often stop people from taking action. We also explore the role of communication in avoiding family conflicts, and why social media “advice” isn’t enough when it comes to your financial future.

Whether you’re just beginning your wealth-building journey or managing a growing portfolio, this episode will help you approach estate planning with clarity, compassion, and confidence.

Download your free L.E.G.A.C.Y. Clarity Workbook: www.LEGACYPregamePodcast.com

Contact us for information on how we can work together.

Email - Info@legacybuildergroup.com

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Contact Elsa W. Smith’s law firm for a complimentary 15-minute assessment call.

Special Offer: Schedule a full consultation within 14 days of this episode airing and mention the LEGACY Pregame Podcast to receive a $100 credit toward a protection plan.

Connect with Elsa: https://www.elsawsmithlaw.com

(Linktree): https://linktr.ee/elsawsmithlaw

LinkedIn: https://www.linkedin.com/in/elsawsmithlaw/

YouTube: https://www.youtube.com/@ElsaWSmithLaw

Apple Podcasts: https://podcasts.apple.com/us/podcast/wills-women-wealth-podcast-with-attorney-elsa-w-smith/id1664612752

Spotify: https://open.spotify.com/show/01fGMA9t2FyTICHlgkf8G8

Financial literacy tells you what to do with your money. Financial intelligence helps you actually do it, especially when your emotions get in the way.

In this episode of the LEGACY Pregame Podcast, Marcella and Mark share the powerful story of Lauren and David, a high-income couple who looked financially stable but were crumbling behind the scenes. Their issue wasn’t a lack of money - it was emotional misalignment, trust issues, and conflicting money behaviors rooted in fear and scarcity.

Tune in to learn:

• The key difference between financial literacy and financial intelligence

• How emotional spending and financial anxiety show up in relationships

• Why identifying your core values is the first step to healthy money decisions

• A 3-part money practice you can start using today: Pause, Process, Practice

• How couples (or individuals) can create a purpose-driven capital strategy

Whether you’re married, single, or managing money with loved ones, this episode will stretch your thinking and help you move from stress to strategy.

Download your free L.E.G.A.C.Y. Clarity Workbook: www.LEGACYPregamePodcast.com

Contact us for information on how we can work together.

Email - Info@legacybuildergroup.com

Queenie Donaldson didn’t plan on Hollywood—Hollywood found her. In this episode, she shares how her path from psychology and teaching led to building a 25-year legacy as one of the most respected dealmakers in the entertainment industry.

From surviving industry volatility to redefining legacy outside the traditional family structure, Queenie opens up about mentorship, boundaries, money mindset, and what it takes to lead with integrity in a high-stakes world.

Whether you're a first-gen entrepreneur, creative, or legacy builder with no blueprint—you’ll walk away empowered.

Download the free LEGACY Clarity Workbook at LEGACYPregamePodcast.com

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Connect with Queenie:

www.queensentertainmentgroup.com

Linkedin.com/in/queeniedonaldson

https://linktr.ee/qeginc

You’ve done the work, cast your 100-year vision, mastered your emotions, clarified your values, aligned your habits, and crafted a capital strategy. Now what?

In this final episode of the L.E.G.A.C.Y. Pregame Framework series, Marcella and Mark break down the “Y” - Your Next Move - and show you how to turn reflection into real-life action.

You’ll learn how to overcome decision paralysis, take bold yet simple steps forward, and gain the accountability you need to keep your legacy in motion.

Because legacy isn’t built by thinking. It’s built by moving. And your next move? It matters.

Download the free LEGACY Clarity Workbook to activate today’s Pregame Practice: LEGACYPregamePodcast.com

You’ve earned the income - but have you built a strategy?

In Episode 5, Marcella and Mark dive into the “C” of the L.E.G.A.C.Y. Pregame Framework: Capital Strategy.

This episode is your go-to guide for structuring wealth with purpose, not just profit. They walk you through a powerful capital strategy — life insurance, investing, estate planning, and funding a trust — and how each one aligns with the Wealth Framework (Rate of Return, Safety of Principal, Liquidity, and Tax Advantages).

Whether you're trying to protect your money, grow it, or pass it on with intention — this conversation gives you the blueprint to do it right.

Plus: Don’t miss the 3-step Pregame Practice to help you assess your current financial positioning and start building with clarity.

Download the free LEGACY Clarity Workbook at LEGACYPregamePodcast.com\