The Legacy Lounge Live – Episode 3: The Wealth Playbook

In this special Black History Month episode of The Legacy Lounge Live, host Tasha Rodriguez leads a powerful conversation honoring the legacy, resilience, and achievements that have shaped generations. This episode reflects on the historical impact of Black leaders, innovators, and communities while also exploring how those lessons continue to influence conversations around wealth, opportunity, education, and legacy today.

Through t...

In this episode of Legacy Lounge Spotlights, host Tasha Rodriguez sits down with author Latoya Cadlett for a conversation about her journey into writing and the inspiration behind her book.

Latoya shares her background, what led her to become an author, and the process of turning her ideas into a published work. It’s an inspiring discussion about storytelling, perseverance, and the power of sharing your voice.

Legacy Lounge Spotlight...

Rising healthcare costs, changing coverage, and financial stress affect more than just our budgets — they affect our quality of life. In this episode, Healthy Wallets, Healthy Lives, we unpack the connection between health, insurance decisions, financial planning, and long-term legacy building.

Our panel breaks down common misconceptions around health insurance, explores how financial and housing decisions intersect with wellness, a...

What happens when homeownership stretches across half a century?

In this episode of Legacy Lounge Live, we dive headfirst into the controversial 50-year mortgage—who it’s really for, how it impacts affordability, and what it could mean for long-term wealth, equity, and legacy planning. Is it a creative solution in today’s market… or a shiny option with hidden costs?

Joined by our core panel and special guest loan officer Mike Mendiol...

This episode carried that warm November spirit — the kind that feels like a soft sweater and a moment to breathe. We dug into the blessings we often rush past, the hard-earned lessons that refined us this year, and the quiet growth happening behind the scenes. The conversation felt like a Thanksgiving table of wisdom: heartfelt, honest, a little funny, and full of clarity you can carry into the next season. It was a gentle reminder...

This month inside The Legacy Lounge Live, we switched from textbooks to playbooks — tackling the real game plan for wealth, protection, and long-term success.

Host Tasha Rodriguez, Realtor®, Estate Planner, and founder of Legacy Luxe Solutions, led an all-star lineup that broke down the strategies every family should know to turn income into impact and financial moves into legacy plays.

Our dynamic panel included:
🏦 Reid Pierson ...

This month in The Legacy Lounge Live, we went Back to School — but not to talk about pencils, pep rallies, or report cards. We unpacked the lessons that life should’ve taught us long before graduation.

Host Tasha Rodriguez and her powerhouse panel — Reid Pierson (Financial Advisor), Nicolette Nemdali (Life Insurance & Mortgage Protection), Candace Gilbert (Realtor®), and Sarah McMullin (Estate Planning & Business Attorney) —...