About That Wallet is a financial lifestyle podcast hosted by Anthony Weaver. It&#39;s designed to help the sandwich generation build strong financial habits and make smarter money decisions. The podcast covers a wide range of personal finance topics, including Budgeting and saving, Investing, and Debt management. #aboutthatwallet #financial #sandwichgeneration #money Support this podcast: https://www.aboutthatwallet.com/

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/10/19/23/118dac98-2393-4f5b-bdc4-2bdb42b65916_rhett_fruitman_x_about_that_wallet.mp3

Inheriting real estate can be a life-changing financial milestone—or an overwhelming legal and tax headache if you don’t prepare. In this live session of ABOUT THAT WALLET, special guest Rhett Fruitman breaks down everything you need to know about inheriting property the right way, protecting generational wealth, and avoiding costly mistakes.Whether you&#39;ve recently inherited a home, expect to in the future, or want to ensure your own estate is passed down seamlessly to your loved ones, this replay provides practical, actionable insights you can implement today.What You’ll Learn in This Stream:<ul><li>The Step-by-Step Inheritance Process: What to do immediately after inheriting property.</li><li>Taxes &amp; Hidden Costs: Understanding step-up in basis, capital gains, property taxes, and existing mortgages.</li><li>To Keep, Rent, or Sell? How to evaluate your options to build long-term wealth.</li><li>Avoiding Sibling &amp; Family Disputes: Smart communication and legal structures that prevent conflict.</li><li>Estate Planning Essentials: How proper planning today protects the next generation tomorrow.</li></ul> =|| Chapters ||=0:00 - Welcome &amp; Introduction to Rhett Fruitman03:15 - Common Myths Around Inheriting Real Estate08:30 - Tax Implications You Need to Know (Step-Up in Basis)15:10 - Deciding Whether to Sell, Rent, or Move In22:45 - Live Q&amp;A: Viewer Scenarios &amp; Estate Planning Tips28:20 - Final Takeaways &amp; Resources 💬 Disclaimer:The information shared in this broadcast is for educational and informational purposes only and does not constitute formal legal, tax, or financial advice. Always consult with a qualified attorney, CPA, or financial advisor regarding your personal situation.Episode: 368

368: [Rhett Fruitman] How to Inherit Property The Right Way

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/10/16/22/b0a1bd90-611a-4a76-8ac0-3a1f0afbb07b_erik_oliver_x_about_that_wallet.mp3

In this episode of About That Wallet, we sit down with cost segregation and wealth strategist Erik Oliver to uncover how savvy real estate investors and business owners are unknowingly leaving six figures on the table every year. From overlooked tax-saving strategies to the power of accelerated depreciation and cost segregation, Erik breaks down actionable steps you can take today to protect your wealth, reduce tax liability, and keep more money working for you.<h4>=||Chapters||=</h4><ul><li>[00:00] – Introduction: Welcoming Erik Oliver &amp; why high earners miss out on massive tax savings</li><li>[04:15] – The Biggest Blind Spot: How smart investors leave six figures behind</li><li>[12:30] – Cost Segregation Demystified: What it is and who qualifies</li><li>[21:45] – Accelerated Depreciation in Action: Case studies and real dollar savings</li><li>[33:10] – Proactive vs. Reactive Tax Planning: Why your CPA might not be telling you everything</li><li>[44:00] – Next Steps: How to audit your assets and keep your hard-earned wealth</li></ul> <h4>Notable Quotes from the Episode</h4><blockquote>&#34;You don’t build wealth just by what you make; you build wealth by what you keep.&#34;</blockquote><blockquote>&#34;Leaving six figures on the table isn’t an investment failure—it’s an education gap in tax strategy.&#34;</blockquote> More from ErikLearn more at https://www.mavencostseg.com.THANK YOU FOR LISTENING!#AboutThatWallet Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter Follow Me:IG: https://instagram.com/aboutthatwallet Twitter: https://twitter.com/aboutthatwallet Website: https://aboutthatwallet.com --DISCLAIMER: I am not a CPA, attorney, insurance, contractor, lender, or financial advisor. The content in this audio are for educational purposes only. You must do your own research and make the best choice for you. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments. If you need advice, please contact a qualified CPA, CFP, an attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Episode 367

367:  [Erik Oliver] Why Smart Investors Are Leaving Six Figures on the Table

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/10/12/4/e1658891-8427-4c62-b078-cd51179222b9_salisha_thomas_x_about_that_wallet_podcast.mp3

In this episode of ABOUT THAT WALLET, we sit down with actress, Broadway performer, speaker, and host Salisha Thomas Weiss. Building a lasting career in entertainment requires more than just talent—it demands sharp financial discipline, strong mindset shifts, and intentional career pivots. Salisha opens up about her journey from Disney and Broadway to voice acting and entrepreneurship, sharing practical lessons on managing unpredictable income, avoiding the &#34;starving artist&#34; trap, and building true wealth while staying true to your passion.=|| Chapters ||=00:00 – Welcome to the About That Wallet podcast01:15 – Meet Salisha Thomas Weiss: Life on stage and behind the mic06:40 – The financial reality of the entertainment industry14:20 – Mindset shifts: Overcoming the &#34;starving artist&#34; narrative22:50 – Managing fluctuating income &amp; budgeting between gigs31:10 – Diversifying your craft: Voiceover, speaking, and digital brand building41:30 – Salisha’s golden rule for long-term financial peace of mind48:00 – Where to connect with Salisha &amp; final takeawaysMemorable Quotes:&#34;You don’t have to sacrifice your financial security just to do what you love.&#34;&#34;When you treat your creativity like a business, your relationship with money completely transforms.&#34;More of Salisha!<a href="https://www.thesalishashow.com/" rel="nofollow">https://www.thesalishashow.com/</a>THANK YOU FOR LISTENING!#AboutThatWallet Join the About That Wallet Newsletter! <a href="https://aboutthatwallet.com/newsletter" rel="nofollow">https://aboutthatwallet.com/newsletter </a>Continue to support the show by subscribing, sharing and leaving comments on your favorite platforms. This help others like yourself find me.  Follow Me:IG: https://instagram.com/aboutthatwallet Twitter: https://twitter.com/aboutthatwallet Website: <a href="https://aboutthatwallet.com" rel="nofollow">https://aboutthatwallet.com </a>--DISCLAIMER: I am not a CPA, attorney, insurance, contractor, lender, or financial advisor. The content in this audio are for educational purposes only. You must do your own research and make the best choice for you. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments. If you need advice, please contact a qualified CPA, CFP, an attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Episode 366

366: [Salisha Thomas Weiss] Navigating Money, Mindset & Broadway

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/10/10/13/a9b12ef4-1930-42e3-bc1c-7059bf3cdcac_bob_martin_x_about_that_wallet.mp3

In this stream of ABOUT THAT WALLET, we sit down with Bob Martin, Owner of The Flow Media, to break down problem solving through three distinct lenses. Whether tackling business hurdles, personal finance decisions, or everyday challenges, learning how to shift perspectives can dramatically improve your decision-making and outcomes.<h4>Key Takeaways &amp; Highlights</h4><ul><li>The First Lens: Looking at problems from an immediate, practical angle—identifying root causes versus surface symptoms.</li><li>The Second Lens: Viewing challenges through the framework of systems, patterns, and long-term impact.</li><li>The Third Lens: The human and psychological perspective—managing mindset, emotions, and stakeholder expectations.</li><li>Frameworks in Action: Practical ways to apply these three perspectives to your everyday life and wallet.</li></ul><h4>Timestamp Template (Chapters)</h4>(Adjust timestamps to match your exact stream moments)<ul><li>00:00 – Welcome &amp; Stream Introduction</li><li>02:15 – Introducing Bob Martin</li><li>05:30 – Defining the Core Problem-Solving Challenge</li><li>12:45 – Lens 1: Immediate &amp; Tactical Analysis</li><li>24:10 – Lens 2: Strategic &amp; Systems Thinking</li><li>37:20 – Lens 3: Mindset &amp; the Human Element</li><li>48:00 – Audience Q&amp;A / Live Discussion</li><li>56:30 – Final Thoughts &amp; Where to Connect</li></ul> More about Bob:My guest today spent forty years in courtrooms — as a prosecutor, a defense attorney, and a trial lawyer who&#39;s seen just about everything, including organized crime cases. Then he went back to school for clinical social work and spent years working as a therapist and addiction counselor. Somewhere along the way, both careers taught him the same thing: a huge number of people are sitting on a legal problem they don&#39;t understand, too stressed and too unsure of the cost to ever pick up the phone. So he built something new — a legal consulting practice that helps people figure out what&#39;s actually going on and what their real options are, without ever stepping in as their lawyer. Please welcome Bob Martin.More about Bob<a href="https://theflowmedia.com/" rel="nofollow">https://theflowmedia.com/</a>Support the show (Every dollar helps keep condiments in the fridge)  Buy me a coffee: <a href="https://buymeacoffee.com/aboutthatwallet" rel="nofollow">https://buymeacoffee.com/aboutthatwallet</a>Patreon: <a href="https://patreon.com/aboutthatwallet" rel="nofollow">https://patreon.com/aboutthatwallet</a><a href="https://aboutthatwallet.com" rel="nofollow">https://aboutthatwallet.com </a>Join Monthly newsletter: <a href="https://aboutthatwallet.com/newsletter" rel="nofollow">https://aboutthatwallet.com/newsletter</a>DisclaimerThe information in this podcast is for general informational and educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your individual circumstances.Episode 365

365: [Bob Martin] Problem Solving Through Three Lenses

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/10/5/1/1c9f8011-421d-431e-b084-fdb81b0e1f3b_greg_junge_x_about_that_wallet_podcast_364.mp3

In this live episode of ABOUT THAT WALLET, we sit down with Greg Junge to unpack the psychological barriers and financial habits that keep people trapped in a &#34;poor money mindset.&#34; We discuss practical shifts to overcome limiting beliefs, build healthy financial habits, and take control of your wealth-building journey.Key Takeaways &amp; Discussion Highlights<ul><li>The Root of Limiting Beliefs: How our background and environment shape our relationship with money.</li><li>Scarcity vs. Abundance: Identifying the core habits that define a poor money mindset and how to reframe them.</li><li>Actionable Financial Steps: Simple, everyday adjustments to move from financial anxiety to intentional wealth-building.</li><li>Viewer Q&amp;A: Live audience questions answered with practical, real-world advice.</li></ul> =||Chapters||=00:00 - Introduction &amp; Welcome02:15 - Meet Greg Junge05:30 - What Is a &#34;Poor Money Mindset&#34;?10:45 - Breaking Free from Financial Scarcity &amp; Fear16:20 - Core Habits for Building Financial Wealth21:50 - Live Q&amp;A / Audience Questions27:10 - Final Takeaways &amp; Where to Find Greg28:45 - Wrap-Up &amp; Next StepsConnect &amp; ResourcesGuest: Greg JungeFree resource: MoneyMindsetAcademy.com/freeteenbookInsta: https://www.instagram.com/gregmoneymindset/Website: https://www.moneymindsetacademy.com/LinkedIn: https://www.linkedin.com/company/moneymindsetacademyofficial/home/ ==Support the show (Every dollar helps keep condiments in the fridge)  Buy me a coffee: https://buymeacoffee.com/aboutthatwalletPatreon: https://patreon.com/aboutthatwallethttps://aboutthatwallet.com Join Monthly newsletter: https://aboutthatwallet.com/newsletter DisclaimerThe information in this podcast is for general informational and educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your individual circumstances. Episode 364Leave a Comment: What was your biggest mindset shift around money? Let us know below!

364: [Greg Junge] The Poor Money Mindset

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/10/3/0/cf430594-8640-47cb-818f-8023ffe92e61_jullion_cooper_x_about_that_wallet_363.mp3

Welcome back to ABOUT THAT WALLET! In this episode, we sit down with real estate investor Jullion Cooper to break down his incredible journey of acquiring a 23-unit apartment building in just six months. Whether you&#39;re an aspiring real estate investor or looking to scale your portfolio into multifamily properties, this conversation delivers actionable strategies, mindset shifts, and practical insights to help you build wealth.Key Takeaways &amp; Highlights- The Multifamily Leap: How Jullion transitioned into commercial multifamily real estate.- Finding &amp; Analyzing Deals: The criteria and market research used to pinpoint the right 23-unit property.- Creative Financing &amp; Capital Raising: How the deal was structured, funded, and closed within six months.- Overcoming Obstacles: Navigating due diligence, underwriting, and closing table challenges.- Actionable Advice for Beginners: How you can take the first step toward your own real -Testate investments today.=||Chapters||=00:00 – Introduction &amp; Welcome Jullion Cooper03:15 – Jullion’s Background &amp; Entry into Real Estate08:45 – Why Multifamily? Choosing 23 Units Over Single Family16:20 – Finding the Deal &amp; Conducting Due Diligence24:10 – Structuring the Financing &amp; Raising Capital32:40 – Lessons Learned &amp; Biggest Challenges Faced38:50 – Key Advice for Aspiring Real Estate Investors42:30 – Where to Connect with Jullion &amp; Closing ThoughtsMore about Jullioninstagram: <a href="https://www.instagram.com/jullioncooper" rel="nofollow">https://www.instagram.com/jullioncooper </a>LinkedIn: <a href="https://www.linkedin.com/in/jullion-cooper-74981b8" rel="nofollow">https://www.linkedin.com/in/jullion-cooper-74981b8</a>Website: <a href="https://propertiesbyjmc.com/invest" rel="nofollow">https://propertiesbyjmc.com/invest</a>Support the show (Every dollar helps keep condiments in the fridge)  Buy me a coffee: <a href="https://buymeacoffee.com/aboutthatwallet" rel="nofollow">https://buymeacoffee.com/aboutthatwallet</a>Patreon: <a href="https://patreon.com/aboutthatwallet" rel="nofollow">https://patreon.com/aboutthatwallet</a><a href="https://aboutthatwallet.com" rel="nofollow">https://aboutthatwallet.com </a>Join Monthly newsletter: aboutthatwallet.com/newsletterDisclaimerThe content in this video and description is for educational and informational purposes only and should not be considered financial, legal, or investment advice. Always consult a qualified professional before making any financial or investment decisions. Episode 363

363: [Jullion Cooper] Owning 23-Unit Apartment Building in Six Months

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/10/1/5/3e6675c8-43dd-4d03-840a-b281fdd0f28c_eric_chapman_x_about_that_wallet.mp3

In this episode, Eric Chapman the owner of Cygile, shares insights on balancing family life, entrepreneurship, and cybersecurity. He discusses time management, the importance of self-care, and strategies for small businesses to enhance cybersecurity posture, especially during mergers and acquisitions.Key topics<ul><li>Work-life balance and time management</li><li>Self-care and mental health for entrepreneurs</li><li>Cybersecurity best practices for small businesses</li><li>Cyber risks in mergers and acquisitions</li><li>Branding and marketing strategies for cybersecurity firms</li></ul> =||Chapters||=00:00 Introduction and Personal Growth02:44 Balancing Family and Entrepreneurship05:56 Mindset Shift: Working Smart, Not Hard08:54 Prioritizing Health and Well-being11:40 The Importance of Support and Relationships17:24 Business Evolution and Branding26:48 Building a Cybersecurity Team31:39 Focus on Cybersecurity for Small Businesses39:02 Cyber Due Diligence in Mergers and Acquisitions45:52 The Human Element of Cybersecurity AwarenessMore about Eric:https://cygile.com/Buy me a coffee: https://buymeacoffee.com/aboutthatwalletPatreon: https://patreon.com/aboutthatwallethttps://aboutthatwallet.com Join Monthly newsletter: https://aboutthatwallet.com/newsletterDisclaimerThe information in this podcast is for general informational and educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your individual circumstances.Episode 362

362: [Eric Chapman] Cyber Security Awareness

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/9/29/0/4ae76412-52d3-4687-a6fd-d6f7660da6ce_karlesha_hewitt_x_about_that_wallet.mp3

I get the opportunity to speak with Karlesha Hewitt, Owner of the Wisdom Child Consulting, about how she came to pay off almost $60k in two years, had mindset shifts and changed life decisions. Karlesha V. Hewitt, Esq. founded WisdomChild Consulting in 2023 with a heart toward equipping people with the tools, resources, and wisdom needed for life changing empowerment and long-term financial stability.  Primarily through Financial Literacy Education, she helps people Get Wisdom That Cannot Be Taken! Karlesha&#39;s perspective comes from learned and lived experience. After exposure to various perspectives on saving, budgeting, paying off debt, and wealth building as well as practical application, Karlesha paid off close to $60,000 in debt over a two year period (not including student loans). Then she began leading and teaching others through dynamic, interactive, and interpersonal financial literacy workshop courses.More about Karleshainstagram: <a href="https://www.instagram.com/wisdomchildconsulting/" rel="nofollow">https://www.instagram.com/wisdomchildconsulting/ </a>@wisdomchildconsultingWebsite: <a href="http://www.wisdomchildconsulting.com" rel="nofollow">www.wisdomchildconsulting.com</a> Support the show (Every dollar helps keep condiments in the fridge)  Buy me a coffee: <a href="https://buymeacoffee.com/aboutthatwallet" rel="nofollow">https://buymeacoffee.com/aboutthatwallet</a>Patreon: <a href="https://patreon.com/aboutthatwallet" rel="nofollow">https://patreon.com/aboutthatwallet</a><a href="https://aboutthatwallet.com" rel="nofollow">https://aboutthatwallet.com </a>Join Monthly newsletter: https://aboutthatwallet.com/newsletter DisclaimerThe information in this podcast is for general informational and educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your individual circumstances. Episode 361

361: [Karlesha Hewitt] Paid off almost $60k in Two Years

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/9/28/21/2934ae78-df10-4a2d-af18-b5f2434846f2_tina_larsson_x_about_that_wallet.mp3

I get the opportunity to speak with Tina Larsson, Owner of the Folson Group, about why nearly 66 million Americans living in co-ops, condos, and HOAs are sitting on a financial blind spot that could cost them far more than they realize. Tina Larsson is the co-founder of The Folson Group, a New York City co-op and condo consultant. After saving her own building $340,000, she and her husband, Mark Foley started The Folson Group to help NYC coop and condo owners increase their property values. She is the author of Living the High Life, frequent podcast guest and speaker, and holds a LEED Green Associate designation. Tina also created the Folson Board Academy, an online course that gives co-op and condo board members the business framework they need before something goes wrong. Tina is on a mission to support NYC condo and co-op boards optimize their buildings, because smart coop and condo boards don&#39;t go it alone.  More about Tina, LinkedIn: https://www.linkedin.com/in/tinalarssonli/YouTube: https://www.youtube.com/@folsongrpInstagram: https://www.instagram.com/folsongrp/?hl=en Support the show (Every dollar helps keep condiments in the fridge)  Buy me a coffee: https://buymeacoffee.com/aboutthatwalletPatreon: https://patreon.com/aboutthatwallethttps://aboutthatwallet.com Join Monthly newsletter: aboutthatwallet.com/newsletter DisclaimerThe information in this podcast is for general informational and educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your individual circumstances. Episode 360

360: [Tina Larsson] The money most co-op and condo owners don't think to question

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/9/21/23/6f9c354b-40a8-40d8-a4dd-0db5502882e0_jaden_sterling_x_about_that_wallet.mp3

In this episode of ABOUT THAT WALLET, we sit down with Jaden Sterling to discuss practical and mindset-driven strategies for building wealth through the stock market. Whether you&#39;re just starting your investing journey or looking to refine your strategy, this conversation breaks down actionable steps to grow your portfolio, avoid common pitfalls, and make your money work harder for you. 👤 Guest: Jaden SterlingExpertise: Author, wealth strategist, and seasoned investor with deep expertise in stock market fundamentals, intuitive investing, and financial mindset development.Key Focus: Helping everyday individuals navigate the stock market with clarity, discipline, and sustainable wealth-building practices.📌 Key Takeaways &amp; Highlights Stock Market Fundamentals: Demystifying the basics of investing and building confidence for beginners. Stacking Your Portfolio: Practical strategies for selecting stocks, balancing risk, and maintaining long-term consistency. Wealth Mindset: How emotional discipline and clear financial goals directly impact your investment success. Common Mistakes to Avoid: Navigating market volatility without letting panic drive your decisions. ⏱️ Timestamps / Chapter Outline00:00 – Welcome &amp; Episode Introduction03:30 – Meet Jaden Sterling: Journey into Investing10:15 – Core Principles of Stacking Your Wallet with Stocks20:45 – Mindset, Discipline, and Market Volatility32:10 – Actionable Steps for New &amp; Growing Investors42:00 – Final Thoughts &amp; Where to Connect with Jaden 🔗 Connect &amp; Resources Follow ABOUT THAT WALLET: Don&#39;t forget to like, subscribe, and share this episode! Want to be a guest like Jaden? Check out Podmatch - https://www.joinpodmatch.com/wallet   Guest Links:  //https://sterlingstockpicker.com/vip (software)https://www.youtube.com/@UCt5pYeT0_9TifgdtJlTbugg  Disclaimer: This content is for educational and informational purposes only and should not be taken as professional financial advice. Episode 359

359: [Jaden Sterling] Stack Your Wallet with Stocks

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/9/8/0/a5494058-5002-4c08-b6d5-81f67b9cb696_jeffrey_panik_x_about_that_wallet_podcast.mp3

In this episode of the About That Water podcast, Anthony Weaver and Jeff Panik, principal of Balance Wealth Partners and author of Your Future Is Now, delve into the importance of financial literacy, discussing practical strategies for overcoming procrastination, the significance of teaching financial habits to the next generation, and the necessity of a financial life inventory plan. They explore the emotional aspects of spending, the impact of social influences, and the role of technology, including AI, in financial planning. The conversation emphasizes the need for continuous learning and proactive financial management to achieve long-term financial security.Takeaways- Financial literacy is crucial for everyone, especially the sandwich generation.- Procrastination can prevent individuals from making necessary financial decisions.- Teaching children about money management should start early. Chapters00:00 Introduction to Financial Literacy00:58 Overcoming Procrastination in Financial Decisions04:14 The Importance of Financial Education06:03 Navigating College as a First-Generation Student09:27 Teaching Financial Literacy to the Next Generation11:37 The Lifelong Journey of Learning13:17 Creating a Financial Life Inventory Plan15:11 Starting Your Financial Journey18:40 Core Principles of Financial Literacy23:00 Navigating Emotional Spending and Saving24:58 The Journey of Financial Education26:36 Learning from Past Financial Mistakes29:28 The Role of Automation in Financial Management30:38 The Future of Financial Security31:40 The Importance of Pensions and Diverse Income Sources34:02 Leveraging AI in Financial Planning35:32 Breaking Through Financial Fog37:59 Final Thoughts on Wealth and Financial LiteracyBalance Wealth Partnershttps://www.balancewealthpartners.com/404-441-9387//Support the show (Every dollar helps keep condiments in the fridge)  Buy me a coffee: https://buymeacoffee.com/aboutthatwalletPatreon: https://patreon.com/aboutthatwallethttps://aboutthatwallet.com Join Monthly newsletter: aboutthatwallet.com/newsletterDisclaimerThe information in this podcast is for general informational and educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your individual circumstances.Episode 358

358: [Jeff Panik] Overcoming Financial Procrastination

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/9/2/2/7fae888d-0389-4176-b806-d777b5da8e1d_rob_townend_x_about_that_wallet.mp3

In this episode, Rob Townend dives into the IRS tax codes 72(t) and 72(q), which allow you to withdraw from retirement accounts before age 59 ½ without the 10% early withdrawal penalty. We discuss the importance of financial strategies to avoid outliving your money and how to use Substantially Equal Periodic Payments (SEPP) to fund an early retirement.Rob Townend is a CPA who specializes in helping people access their 401(k), IRA, or other deferred retirement plans early, before age 59 1/2, penalty-free. Rob founded Early Retirement Access, a firm that helps hundreds of clients fund their early retirement with a 72(t) SEPP plan for a low flat fee.<h3>More about Rob</h3><ul><li>https://www.earlyretirementaccess.com </li><li>https://www.linkedin.com/in/robert-townend-817a2a37/</li><li>https://www.facebook.com/profile.php?id=61583712074386</li></ul><h3>Key Discussion Points</h3><ul><li>The Reality of Retirement: Why some retirees are returning to work (like the Costco sample lady at 80) and how to avoid that path.</li><li>What is IRS Code 72(t)?: An explanation of how to access your IRA or 401(k) penalty-free using SEPP.</li><li>The 5329 Form: The specific IRS form needed to report additional taxes or claim exceptions for early distributions.</li><li>72(t) vs. 72(q): Understanding the difference between retirement accounts and non-qualified annuity contracts.</li><li>Mandatory Distributions: Why your bank (Fidelity, Merrill Lynch, etc.) might not tell you about these options and how to ask for them.</li></ul> Support the show (Every dollar helps keep condiments in the fridge)  Buy me a coffee: https://buymeacoffee.com/aboutthatwalletPatreon: https://patreon.com/aboutthatwallethttps://aboutthatwallet.com Join Monthly newsletter: aboutthatwallet.com/newsletterDisclaimerThe information in this podcast is for general informational and educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your individual circumstances. Episode 357

357: [Rob Townend]  Required Minimum Distributions Code 72T 72Q

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/8/17/1/c0482c82-66d5-494f-b286-600376e6f3fe_dr_tommy_rhee_x_about_that_wallet_podcast.mp3

I had the opportunity to chat with Dr. Tommy Rhee, owner of RheeGen, about how stem cells have impacted the sports industry for speedy recoveries and how everyday people like you and I could benefit from the research. Dr. Tommy Rhee, a sports chiropractor and pioneer in regenerative wellness, has dedicated over three years to the development of RheeGen®. Recognizing the limitations and risks of injection-based stem cell therapies, Dr. Rhee envisioned a safer, more accessible alternative — one that could deliver the healing power of regenerative medicine without using live cells or invasive procedures.More of Dr. Tommy Rhee<a href="https://rheegen.com/" rel="nofollow">https://rheegen.com/ </a>=|| Chapters ||=00:00 Introduction to Stem Cells and Their Importance03:13 Understanding Aging and Cellular Regeneration05:46 The Role of Telomeres in Aging08:55 The Evolution of Stem Cell Therapy12:02 Controversies Surrounding Stem Cell Sources14:55 Applications of Stem Cells in Athletic Recovery18:12 Testing and Efficacy of Stem Cell Treatments20:56 Future of Stem Cell Therapy and Cost Analysis24:37 The Future of Regenerative Medicine30:02 The Risks of Cloning and Genetic Manipulation35:53 Personal Journey and Insights on Wealth39:40 Final Thoughts and ResourcesSupport the show (Every dollar helps keep condiments in the fridge)  <ul><li>Buy me a coffee: </li><li><a href="https://buymeacoffee.com/aboutthatwallet" rel="nofollow">https://buymeacoffee.com/aboutthatwallet</a></li><li>Patreon: <a href="https://patreon.com/aboutthatwallet" rel="nofollow">https://patreon.com/aboutthatwallet</a></li><li><a href="https://aboutthatwallet.com" rel="nofollow">https://aboutthatwallet.com </a></li><li>Join Monthly newsletter: <a href="https://aboutthatwallet.com/newsletter" rel="nofollow">https://aboutthatwallet.com/newsletter</a></li></ul>Disclaimer:The information in this podcast is for general informational and educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your individual circumstances.Episode 356

356: [Dr. Tommy Rhee] Stem Cells for Sports Recovery

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/8/18/1/47390bee-a2b8-4a95-99ca-abaeb51d8152_tiffany_grant_x_about_that_wallet_355.mp3

I had an amazing time catching up with Tiffany Grant, an accredited financial counselor and author, about her new book &#39;Money Moves and Mindset Shifts.&#39; We discuss her journey, the importance of financial literacy, legacy building, and practical strategies for financial success.<ul><li>Tiffany Grant&#39;s motivation for writing her book</li><li>The importance of financial literacy and mindset</li><li>Legacy building beyond money</li><li>Practical strategies for financial success</li><li>Overcoming financial trauma and fear of tracking finances</li></ul>More about Tiffany: <a href="https://moneytalkwitht.com/" rel="nofollow">https://moneytalkwitht.com/ </a>Support the show (Every dollar helps keep condiments in the fridge)  Buy me a coffee: <a href="https://buymeacoffee.com/aboutthatwallet" rel="nofollow">https://buymeacoffee.com/aboutthatwallet</a>Patreon: <a href="https://patreon.com/aboutthatwallet" rel="nofollow">https://patreon.com/aboutthatwallet</a><a href="https://aboutthatwallet.com" rel="nofollow">https://aboutthatwallet.com </a>Join Monthly newsletter: <a href="https://aboutthatwallet.com/newsletter" rel="nofollow">https://aboutthatwallet.com/newsletter</a>DisclaimerThe information in this podcast is for general informational and educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your individual circumstances.Episode 355

355: [Tiffany Grant] Money Moves and Mindset Shifts

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/8/16/20/d1130a46-b290-407b-8250-01aab9e8c625_354_denise_joseph_x_about_that_wallet.mp3

I get the opportunity to speak with Denise Joseph of Called to Confidence about how we can turn our thoughts into action, build confidence and overcome imposter syndrome.  Denise Joseph’s main focus is on the intersection of cognitive thinking patterns, effective communication, and personal purpose, often framed through a faith-based lens. Her work centers on the idea that understanding how one&#39;s mind is &#34;wired&#34; is the key to both professional success and personal fulfillment. More about Denisehttps://www.youtube.com/@Calledintoconfidencewww.linkedin.com/in/dmdjoseSupport the show (Every dollar helps keep condiments in the fridge)  Buy me a coffee: https://buymeacoffee.com/aboutthatwalletPatreon: https://patreon.com/aboutthatwallethttps://aboutthatwallet.com Join Monthly newsletter: aboutthatwallet.com/newsletterDisclaimerThe information in this podcast is for general informational and educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your individual circumstances.Episode 354

354: [Denise Joseph] Build Confidence with Whole Brain Thinking

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/8/3/22/971a7203-c502-4a8f-a6cd-904a190addd3_mike_ryan_x_about_that_wallet_audio.mp3

I get the opportunity to speak with Mike Ryan, the CEO of Bullet Point Network, about how investors can avoid garbage in; garbage out with Ai and raising money even when your business is not AI focused.Mike Ryan is the CEO of Bullet Point Network and former Partner at Goldman Sachs, where he served as Global Co-Head of Equities. A former Investment Committee member for the Harvard Endowment, he brings more than 20 years of experience in investing, leadership, and strategic advisory.More about Mike<ul><li>https://bpnai.com/</li><li>https://www.linkedin.com/in/mike-ryan-bpn/</li></ul> Support the show (Every dollar helps keep condiments in the fridge)<ul><li>Buy me a coffee: https://buymeacoffee.com/aboutthatwallet</li><li>Patreon: https://patreon.com/aboutthatwallet</li><li>https://aboutthatwallet.com</li><li>Join Monthly newsletter: aboutthatwallet.com/newsletter</li></ul> DisclaimerThe information in this podcast is for general informational and educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your individual circumstances. Episode 353

353: [Mike Ryan of BPNai.com] talks about the AI Trust Problem

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/7/31/22/4f90da3f-0d1a-488a-ba5f-572b7366bac2_tina_berger_x_about_that_wallet.mp3

I get the opportunity to speak with Tina Berger, Author of Invest Like a Mother, to discuss how to invest, evaluate investments and how to ask better questions before we invest. Tina Berger is the author of Invest Like a Mother and a former investment advisor who spent more than twenty years helping Fortune 500 companies make better strategic decisions. Today, she helps people rethink one of the biggest assumptions in investing: that financial return is the only return worth evaluating.More about Tina<ul><li>https://investlikeamother.net </li><li>https://www.tiktok.com/@tina_berger_us</li><li>https://www.linkedin.com/in/tina-berger-358103/</li><li>https://www.youtube.com/@tinaberger-investlikeamother</li></ul> Support the show (Every dollar helps keep condiments in the fridge) <ul><li>Buy me a coffee: </li><li>https://buymeacoffee.com/aboutthatwallet</li><li>Patreon: https://patreon.com/aboutthatwallet</li><li>https://aboutthatwallet.com </li><li>Join Monthly newsletter: aboutthatwallet.com/newsletter</li></ul> DisclaimerThe information in this podcast is for general informational and educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your individual circumstances.Episode 352

352: [Tina Berger] Invest Like a Mother

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/7/26/14/2b97b507-634f-47ea-a024-524c75483291_duane_youngblood_x_about_that_wallet.mp3

I get the opportunity to speak with Duane Youngblood, The Success King, to discuss how to Go From Bad Credit to Building a Fundable Business.Duane Youngblood, known as The Success King, is the founder of Bizstart Group Inc. and creator of the CBL Wealth Blueprint, a system that has helped over 7,000 entrepreneurs fix their credit, build fundable businesses, and create lasting wealth. He spent 18 months studying consumer credit law to repair his own credit from scratch and turned that into a 37-year career helping others do the same.More about Duanehttps://bizcapitalsolutions.com/TikTok: https://www.tiktok.com/@theeduaneyblood YouTube: https://www.youtube.com/@duanethesuccessking LinkedIn: https://www.linkedin.com/in/duanethesuccesskingSupport the show (Every dollar helps keep condiments in the fridge) Buy me a coffee: https://buymeacoffee.com/aboutthatwallethttps://aboutthatwallet.com Join Monthly newsletter: aboutthatwallet.com/newsletterDisclaimerThe information in this podcast is for general informational and educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your individual circumstances.Episode 351

351: [Duane Youngblood] The Success King

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/7/26/14/802da40f-30b2-4f26-bef0-127d73530204_lane_kawaoka_x_about_that_wallet.mp3

I get the opportunity to speak with Lane Kawaoka, owner and founder of The Wealth Elevator, to discuss challenges many people face when getting to their first 1 million dollars. Coming back from episode 330! Lane Kawaoka currently owns 10,000+ units across the US. He lives in Hawaii with his wife and daughter, after quitting his day job as a Professional Engineer with a MS in Civil Engineering &amp; Construction Management and a BS in Industrial Engineering. Lane partners with investors who want to build their portfolio, but are too busy to mess with “tenants, toilets, and termites” by curating opportunities in his “Hui Deal Pipeline Club” where his investors have personal access to him and know that Lane is personally putting his money on the line too. The Hui Deal Pipeline Club has acquired over $2.1B dollars of real estate acquired by syndicating over $200 Million Dollars of private equity since 2016. He has returned over $45 million dollars to his investors in distributions. Lane reverse engineers the wealth building strategies that the rich use to the middle class via the Top-50 Investing Podcast The Wealth Elevator. Lane’s mission is to help hard working professionals out of the rat race, one free strategy call at a time.We will be discussing: <ol><li>Why high-income earners can still feel financially stuck and how to break the cycle. </li><li>Building passive income through alternative investments and real estate. </li><li>Common investing myths that keep people from creating long-term wealth.</li><li> </li></ol>More about Lanehttps://thewealthelevator.com/Support the show (Every dollar helps keep condiments in the fridge) Buy me a coffee: https://buymeacoffee.com/aboutthatwallethttps://aboutthatwallet.com DisclaimerThe information in this podcast is for general informational and educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your individual circumstances.Episode 350

350: [Lane Kawaoka] Money Moves and Mindset Shifts

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/7/20/23/7e94c537-55ad-4246-85dc-e0a5bacecd4c_remiah_trask_x_about_that_walelt.mp3

In this episode, Remiah Trask ⁨@remiah⁩ shares his journey of leveraging AI to build websites rapidly, including a viral project with Kurt Franklin, and discusses the future of web design and AI tools. He emphasizes the importance of a childlike curiosity and the power of taking bold steps in business and technology.Remiah Trask is the founder and CEO of Freaking Amazing Marketing, a premium web design and digital marketing agency serving artists, coaches, faith leaders, and growing businesses. Remiah helps clients turn content into conversations and conversations into customers, blending sharp brand strategy with custom-built websites and marketing systems. He is the author of three books, including his first, “You Can Build a Freaking Amazing Website Even If You Have Zero Creative Ability,” along with “12 Laws of Marketing” and “The Serious CEO.” He is also the creator of the Drop Suite product family, including DemoDrop, an AI-powered web platform. A faith-forward entrepreneur, Remiah is focused on building multi-generational wealth and equipping others to lead and grow with purpose. He lives in the Dallas area with his wife Nikyla and their three children.More from Remiah: https://www.freakingamazingmarketing.com =|| Chapters ||=00:00 - Introduction and guest introduction01:10 - The &#39;100 websites in 100 days&#39; campaign02:34 - Rebuilding Kurt Franklin&#39;s website and viral success04:00 - The importance of childlike curiosity in innovation05:45 - Early experiences with the internet and AI07:08 - Building a system to automate website creation09:39 - Remiah&#39;s upbringing and family influence12:08 - Lessons learned from underbidding a project13:11 - Children&#39;s interests and following their passions17:30 - The role of AI in the future of web design21:55 - Top AI tools for business and creativity35:35 - Where to find Remiah Trask onlineSupport the show (Every dollar helps keep the lights on and for me to con&#39;t to bring amazing guest on the show) Buy me a coffee: https://buymeacoffee.com/aboutthatwallethttps://aboutthatwallet.com DisclaimerThe information in this podcast is for general informational and educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your individual circumstances.Episode #349

349: [Remiah Trask] How AI Helped Me Build 100 Websites in 100 Days

Helping The Sandwich Generation  Build Strong Financial Habits!

About That Wallet is a financial lifestyle podcast hosted by Anthony Weaver. It's designed to help the sandwich generation build strong financial habits and make smarter money decisions. The podcast covers a wide range of personal finance topics, including Budgeting and saving, Investing, and Debt management.

 #aboutthatwallet #financialhabits #sandwichgeneration Support this podcast: <a href="https://www.aboutthatwallet.com/">https://www.aboutthatwallet.com/</a>