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

• Work-life balance and time management
• Self-care and mental health for entrepreneurs
• Cybersecurity best practices for small businesses
• Cyber risks in mergers and acquisitions
• Branding and marketing strategies for cybersecurity firms

=||Chapters||=

00:00 Introduction and Personal Growth

02:44 Balancing Family and Entrepreneurship

05:56 Mindset Shift: Working Smart, Not Hard

08:54 Prioritizing Health and Well-being

11:40 The Importance of Support and Relationships

17:24 Business Evolution and Branding

26:48 Building a Cybersecurity Team

31:39 Focus on Cybersecurity for Small Businesses

39:02 Cyber Due Diligence in Mergers and Acquisitions

45:52 The Human Element of Cybersecurity Awareness

More about Eric:

https://cygile.com/

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https://aboutthatwallet.com 

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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 362

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'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 Karlesha

instagram: https://www.instagram.com/wisdomchildconsulting/ @wisdomchildconsulting

Website: www.wisdomchildconsulting.com

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https://aboutthatwallet.com 

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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 361

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't go it alone. 

More about Tina, 

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

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

Instagram: https://www.instagram.com/folsongrp/?hl=en

Support the show (Every dollar helps keep condiments in the fridge) 

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https://aboutthatwallet.com 

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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 360

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'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 Sterling

Expertise: 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 & 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 Outline

00:00 – Welcome & Episode Introduction

03:30 – Meet Jaden Sterling: Journey into Investing

10:15 – Core Principles of Stacking Your Wallet with Stocks

20:45 – Mindset, Discipline, and Market Volatility

32:10 – Actionable Steps for New & Growing Investors

42:00 – Final Thoughts & Where to Connect with Jaden

🔗 Connect & Resources

Follow ABOUT THAT WALLET: Don'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

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.

Chapters

00:00 Introduction to Financial Literacy

00:58 Overcoming Procrastination in Financial Decisions

04:14 The Importance of Financial Education

06:03 Navigating College as a First-Generation Student

09:27 Teaching Financial Literacy to the Next Generation

11:37 The Lifelong Journey of Learning

13:17 Creating a Financial Life Inventory Plan

15:11 Starting Your Financial Journey

18:40 Core Principles of Financial Literacy

23:00 Navigating Emotional Spending and Saving

24:58 The Journey of Financial Education

26:36 Learning from Past Financial Mistakes

29:28 The Role of Automation in Financial Management

30:38 The Future of Financial Security

31:40 The Importance of Pensions and Diverse Income Sources

34:02 Leveraging AI in Financial Planning

35:32 Breaking Through Financial Fog

37:59 Final Thoughts on Wealth and Financial Literacy

Balance Wealth Partners

https://www.balancewealthpartners.com/

404-441-9387

//

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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 358

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.

More about Rob

• https://www.earlyretirementaccess.com 
• https://www.linkedin.com/in/robert-townend-817a2a37/
• https://www.facebook.com/profile.php?id=61583712074386

Key Discussion Points

• The Reality of Retirement: Why some retirees are returning to work (like the Costco sample lady at 80) and how to avoid that path.
• What is IRS Code 72(t)?: An explanation of how to access your IRA or 401(k) penalty-free using SEPP.
• The 5329 Form: The specific IRS form needed to report additional taxes or claim exceptions for early distributions.
• 72(t) vs. 72(q): Understanding the difference between retirement accounts and non-qualified annuity contracts.
• Mandatory Distributions: Why your bank (Fidelity, Merrill Lynch, etc.) might not tell you about these options and how to ask for them.

Support the show (Every dollar helps keep condiments in the fridge)  

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https://aboutthatwallet.com 

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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 357

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

https://rheegen.com/

=|| Chapters ||=

00:00 Introduction to Stem Cells and Their Importance

03:13 Understanding Aging and Cellular Regeneration

05:46 The Role of Telomeres in Aging

08:55 The Evolution of Stem Cell Therapy

12:02 Controversies Surrounding Stem Cell Sources

14:55 Applications of Stem Cells in Athletic Recovery

18:12 Testing and Efficacy of Stem Cell Treatments

20:56 Future of Stem Cell Therapy and Cost Analysis

24:37 The Future of Regenerative Medicine

30:02 The Risks of Cloning and Genetic Manipulation

35:53 Personal Journey and Insights on Wealth

39:40 Final Thoughts and Resources

Support the show (Every dollar helps keep condiments in the fridge)  

• Buy me a coffee: 
• https://buymeacoffee.com/aboutthatwallet
• Patreon: https://patreon.com/aboutthatwallet
• https://aboutthatwallet.com 
• Join Monthly newsletter: https://aboutthatwallet.com/newsletter

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

I had an amazing time catching up with Tiffany Grant, an accredited financial counselor and author, about her new book 'Money Moves and Mindset Shifts.' We discuss her journey, the importance of financial literacy, legacy building, and practical strategies for financial success.

• Tiffany Grant's motivation for writing her book
• The importance of financial literacy and mindset
• Legacy building beyond money
• Practical strategies for financial success
• Overcoming financial trauma and fear of tracking finances

More about Tiffany: https://moneytalkwitht.com/

Support the show (Every dollar helps keep condiments in the fridge)  

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https://aboutthatwallet.com 

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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 355

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's mind is "wired" is the key to both professional success and personal fulfillment. 

More about Denise

https://www.youtube.com/@Calledintoconfidence

www.linkedin.com/in/dmdjose

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https://aboutthatwallet.com 

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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 354

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

• https://bpnai.com/
• https://www.linkedin.com/in/mike-ryan-bpn/

Support the show (Every dollar helps keep condiments in the fridge)

• Buy me a coffee: https://buymeacoffee.com/aboutthatwallet
• Patreon: https://patreon.com/aboutthatwallet
• https://aboutthatwallet.com
• Join Monthly newsletter: aboutthatwallet.com/newsletter

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 353

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

• https://investlikeamother.net
• https://www.tiktok.com/@tina_berger_us
• https://www.linkedin.com/in/tina-berger-358103/
• https://www.youtube.com/@tinaberger-investlikeamother

Support the show (Every dollar helps keep condiments in the fridge)

• Buy me a coffee:
• https://buymeacoffee.com/aboutthatwallet
• Patreon: https://patreon.com/aboutthatwallet
• https://aboutthatwallet.com
• Join Monthly newsletter: aboutthatwallet.com/newsletter

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 352

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 Duane

https://bizcapitalsolutions.com/

TikTok: https://www.tiktok.com/@theeduaneyblood

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

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

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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 351

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 & 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:

1. Why high-income earners can still feel financially stuck and how to break the cycle.
2. Building passive income through alternative investments and real estate.
3. Common investing myths that keep people from creating long-term wealth.
4. 
   

More about Lane

https://thewealthelevator.com/

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https://aboutthatwallet.com

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 350

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 introduction

01:10 - The '100 websites in 100 days' campaign

02:34 - Rebuilding Kurt Franklin's website and viral success

04:00 - The importance of childlike curiosity in innovation

05:45 - Early experiences with the internet and AI

07:08 - Building a system to automate website creation

09:39 - Remiah's upbringing and family influence

12:08 - Lessons learned from underbidding a project

13:11 - Children's interests and following their passions

17:30 - The role of AI in the future of web design

21:55 - Top AI tools for business and creativity

35:35 - Where to find Remiah Trask online

Support the show (Every dollar helps keep the lights on and for me to con't to bring amazing guest on the show) 

Buy me a coffee: https://buymeacoffee.com/aboutthatwallet

https://aboutthatwallet.com 

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 #349

In this episode, Anthony Weaver speaks with Wes Towers is the founder of Uplift 360 in Australia. They discuss the basics of SEO, the significance of having a well-structured website, and the need for a solid content strategy. Wes shares his experiences with adapting to industry changes, the value of networking, and the lessons learned from past mistakes. The conversation also touches on the future of SEO in the age of AI and the benefits of leveraging podcasts for business growth.

=||Chapters||=

00:00 Introduction to Financial Confidence

02:57 Understanding SEO Basics

06:07 Building a Strong Website

08:49 Adapting to Industry Changes

11:44 The Importance of Content Strategy

14:31 Navigating Challenges in Business

17:34 The Role of Networking in Business

20:33 Defining Wealth and Success

23:36 Lessons from Mistakes

26:40 The Future of SEO and AI

29:41 Leveraging Podcasts for Growth

32:40 Final Thoughts and Advice

More from Wes:

https://uplift360.com.au/

🔥 Support the Show, I love reading and hearing what yall think of each show!

So, if you enjoy what you hear, leave a comment (Spotify), share it with someone. It truly helps more listeners discover conversations like this one.

You can also share your favorite episode on social and tag @aboutthatwallet

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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 348

In this episode of About That Wallet, we dive into the high-pressure world of the sandwich generation, those balancing the financial and emotional weight of raising children while caring for aging parents. 

Joining us is Saw Myint, a CPA-qualified finance broker and property developer who has mastered the art of "Zero Stress" through a unique blend of timeless Buddhist wisdom and modern science. Saw shares her journey from a childhood "mental jail" to becoming the "Altruistic Broker", explaining how she uses the"Buddha Way" to navigate complex mortgage decisions and high-stakes property flips with absolute calm. 

We explore her science-backed theory that our feelings are merely side effects" of events that have already passed, as the mind and body change millions of times per second. Whether you are drowning in caregiving fatigue or paralyzed by financial uncertainty, Saw provides a strategy to "Wake Up" to the present moment, release attachment to the past, and make clear-headed decisions that honor both your wallet and your peace of mind.

Takeaways

1. **Emotions are "Side Effects," Not Permanent Truths:** Science shows our mind and body move millions of times per second, meaning the stress or grief we feel is often just an "echo" of a moment that has already passed.

2. **Financial Clarity Requires Letting Go:** Making clear-headed financial decisions, such as managing home loans or investments, is only possible when we stop "dragging on" past mistakes and focus 100% on the present reality.

3. **Impermanence is a Tool for Resilience:** By acknowledging that both "good and bad" moments are fleeting, caregivers can find a balanced state that prevents burnout and allows them to navigate life's chaos without losing themselves.

Contact Information

https://www.facebook.com/likesawkmyint/

Support the show (Every dollar helps keep the lights on and for me to con't to bring amazing guest on the show) 

Buy me a coffee: 

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Join the newsletter

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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 345

In this episode of the About That Water podcast, host Anthony Weaver speaks with money coach Prisca Benson about her journey to financial empowerment. They discuss the myths surrounding money, the importance of education and intentionality in financial decisions, and the three simple steps to achieving financial success: paying yourself first, decreasing expenses, and investing wisely. Prisca shares her personal experiences with debt, the significance of mindset in wealth building, and the necessity of setting boundaries in financial relationships. The conversation emphasizes the power of belief in oneself and the importance of making informed financial choices.

Prisca Benson is a money coach and founder of Our Green Life who helps professional women build a clear money plan to pay off debt, grow savings, and invest with confidence. After growing her investment accounts by more than $490K in eight years, she now shares practical financial strategies that help women live well today while building wealth for the future.

 Takeaways

//Your money is not limitless; moderation is key.

//Take advantage of scholarships and research before college.

//Pay yourself first to build savings consistently.

//Investing, even in small amounts, can lead to significant growth over time.

More about Prisca: 

https://ourgreenlifenj.com/work-with-me/

https://www.instagram.com/ourgreenlifenj/

https://www.linkedin.com/in/prisca-j-benson/

=||Chapters||=

00:00 Introduction to Financial Empowerment

01:02 The Myth of Limitless Money

02:57 Navigating Education Costs

05:19 Lessons Learned from Marriage and Debt

06:45 The Importance of Future Vision for Money

09:32 Three Simple Steps to Financial Success

13:02 Investing Wisely for the Future

15:53 Mindset and Financial Decisions

19:43 Setting Boundaries with Finances

22:11 Navigating Financial Discussions in Relationships

23:37 Navigating Financial Conversations in Relationships

28:05 Building Financial Confidence Together

31:46 Empowerment Through Financial Awareness

32:01 Defining Wealth and Personal Growth

34:10 Lessons from Financial Mistakes

37:10 Finding Joy in Food and Life

38:09 Closing Thoughts and Bloopers

Thank you for Watching / Listening!!! 

Support the show (Every dollar keeps me from showing toe pics and continue to bring amazing guest on the show) 

Buy me a coffee: 

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Sign up for the monthly newsletter: https://aboutthatwallet.com/newsletter

Learn more on: https://aboutthatwallet.com 

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 346

Navigating Financial Wisdom for Generations: Insights from Chad Taylor

Discover how decades of financial experience shape the mindset of building legacy and financial discipline. Chad Taylor, the President and Wealth Advisor for Seapoint Wealth Advisors, shares practical advice on saving, investing, and educating the next generation, demystifying complex strategies into actionable steps.

In this episode:

• The truth about chasing quick money versus slow, disciplined growth
• How to use financial plans to visualize retirement goals and reduce anxiety
• The importance of financial education for children and its impact on future wealth
• Practical strategies for short-term savings, including bonds and high-yield accounts
• The importance of consistency and automation in building wealth
• Key lessons from the 2007–2008 financial crisis
• The psychological and emotional dynamics of market fluctuations
• Tips for self-employed individuals on tax planning and savings buckets
• An introduction to different types of bonds based on investment horizon
• The value of educational books like The Philosophy of Money in shaping financial perspectives

Timestamps:

• 00:00 - Episode overview
• 00:30 - Chad's journey
• 01:14 - Fast money myth
• 02:41 - Mindset shift growth
• 03:22 - Retirement goals planning
• 05:11 - Teaching money children
• 06:13 - Education vs. dollar
• 07:10 - Market downturns resilience
• 08:58 - Diversified investing averaging
• 09:23 - Teaching fiscal responsibility
• 13:18 - Bonds accounts savings
• 16:23 - Vacation savings planning
• 20:08 - Bond types introduction
• 26:32 - Recommended financial reading
• 28:16 - Personal favorite dish
• 29:22 - Final thoughts education

Connect with Chad Taylor:

• https://www.seapointwealth.com/
• Email: Chad@CPointWealth.com

Final Takeaway:

Building wealth isn't about quick wins but about consistency, disciplined planning, and fostering financial literacy. The legacy you leave depends not only on dollar amounts but on the education and habits you instill in the next generation.

Support the show (Every dollar helps keep the lights on and for me to con't to bring amazing guest on the show) 

Buy me a coffee: 

https://buymeacoffee.com/aboutthatwallet

Learn more on: https://aboutthatwallet.com 

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: 345

Me having a chat with my mom.

Like Avon products as much as my mom?

https://www.avon.com/?rep=devonaparker

Check out more episodes: https://aboutthatwallet.com

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 344

Today’s guest is Steve Short — a retired corporate executive and co-author of The Simple Road Toward Financial Freedom, a personal finance guide with a foreword by Will Ferrell. Steve often appears alongside his co-author, financial advisor Mark Schlipman. Together, they’re known as the #GenZMoneyMentors, helping young adults take control of their money through real-life strategies. They’re here to simplify personal finance and help you build habits that lead to lasting financial freedom.

In this episode, financial experts Mark and Steve discuss the simple 50-20-30 savings model, the importance of financial literacy, and practical strategies for building wealth and financial freedom. They share insights on teaching kids about money, planning for college, and the future of financial education.

Key  Topics:

//The 50-20-30 savings model explained

//The importance of financial literacy in youth

//Strategies for saving for college and retirement

//The impact of early financial education

//The future of financial education in schools

Get Steve and Mark's Book - The Simple Road Toward Financial Freedom: A Guide to Helping Young Adults Build Wealth: 

https://www.simpleroadbook.com 

https://amzn.to/4eW4Lrx 

=||Chapters||=

00:00 Introduction to Financial Freedom

03:01 Understanding the 50-20-30 Model

05:58 The Importance of Saving First

08:39 Navigating College Savings and Financial Priorities

11:40 The Need for Financial Education

14:31 Personal Experiences and Financial Planning

17:25 The Role of Financial Advisors

20:09 Building Financial Habits Early

23:05 The Power of Positive Thinking

26:12 The Simple Road to Financial Freedom

28:57 The Future of Financial Education

32:03 Final Thoughts and Resources

Check out About That Wallet: 

https://aboutthatwallet.com 

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 343