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/

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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 Confidence02:57 Understanding SEO Basics06:07 Building a Strong Website08:49 Adapting to Industry Changes11:44 The Importance of Content Strategy14:31 Navigating Challenges in Business17:34 The Role of Networking in Business20:33 Defining Wealth and Success23:36 Lessons from Mistakes26:40 The Future of SEO and AI29:41 Leveraging Podcasts for Growth32:40 Final Thoughts and AdviceMore from Wes:<a href="https://calendly.com/url?hmac=d07e8c60971ca52a01de83ed277fe8aaf50669275459c8c86bc7385344afc69d&q=https%3A%2F%2Fuplift360.com.au%2F&stage=1&user_uuid=BDFALW6GAKFXY5OY" rel="nofollow">https://uplift360.com.au/</a>🔥 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 You can buy me a coffee: https://buymeacoffee.com/aboutthatwalletSign up for the monthly newsletter - https://aboutthatwallet.com/newsletterDisclaimer: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

348: [ Wes Towers] Unlocking Financial Confidence Through SEO

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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 &#34;Zero Stress&#34; through a unique blend of timeless Buddhist wisdom and modern science. Saw shares her journey from a childhood &#34;mental jail&#34; to becoming the &#34;Altruistic Broker&#34;, explaining how she uses the&#34;Buddha Way&#34; 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&#34; 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 &#34;Wake Up&#34; to the present moment, release attachment to the past, and make clear-headed decisions that honor both your wallet and your peace of mind.Takeaways1. **Emotions are &#34;Side Effects,&#34; 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 &#34;echo&#34; 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 &#34;dragging on&#34; past mistakes and focus 100% on the present reality.3. **Impermanence is a Tool for Resilience:** By acknowledging that both &#34;good and bad&#34; moments are fleeting, caregivers can find a balanced state that prevents burnout and allows them to navigate life&#39;s chaos without losing themselves.Contact Informationhttps://www.facebook.com/likesawkmyint/Support 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/aboutthatwalletJoin the newsletterhttps://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 345

347: [Saw K Myint] The Buddha Way to Financial Clarity

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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 Empowerment01:02 The Myth of Limitless Money02:57 Navigating Education Costs05:19 Lessons Learned from Marriage and Debt06:45 The Importance of Future Vision for Money09:32 Three Simple Steps to Financial Success13:02 Investing Wisely for the Future15:53 Mindset and Financial Decisions19:43 Setting Boundaries with Finances22:11 Navigating Financial Discussions in Relationships23:37 Navigating Financial Conversations in Relationships28:05 Building Financial Confidence Together31:46 Empowerment Through Financial Awareness32:01 Defining Wealth and Personal Growth34:10 Lessons from Financial Mistakes37:10 Finding Joy in Food and Life38:09 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: https://buymeacoffee.com/aboutthatwalletSign up for the monthly newsletter: https://aboutthatwallet.com/newsletterLearn 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

346: [Prisca Benson] Complaining About It Will Not Make You Rich

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Navigating Financial Wisdom for Generations: Insights from Chad TaylorDiscover 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:<ul><li>The truth about chasing quick money versus slow, disciplined growth</li><li>How to use financial plans to visualize retirement goals and reduce anxiety</li><li>The importance of financial education for children and its impact on future wealth</li><li>Practical strategies for short-term savings, including bonds and high-yield accounts</li><li>The importance of consistency and automation in building wealth</li><li>Key lessons from the 2007–2008 financial crisis</li><li>The psychological and emotional dynamics of market fluctuations</li><li>Tips for self-employed individuals on tax planning and savings buckets</li><li>An introduction to different types of bonds based on investment horizon</li><li>The value of educational books like The Philosophy of Money in shaping financial perspectives</li></ul> Timestamps:<ul><li>00:00 - Episode overview</li><li>00:30 - Chad&#39;s journey</li><li>01:14 - Fast money myth</li><li>02:41 - Mindset shift growth</li><li>03:22 - Retirement goals planning</li><li>05:11 - Teaching money children</li><li>06:13 - Education vs. dollar</li><li>07:10 - Market downturns resilience</li><li>08:58 - Diversified investing averaging</li><li>09:23 - Teaching fiscal responsibility</li><li>13:18 - Bonds accounts savings</li><li>16:23 - Vacation savings planning</li><li>20:08 - Bond types introduction</li><li>26:32 - Recommended financial reading</li><li>28:16 - Personal favorite dish</li><li>29:22 - Final thoughts education</li></ul> Connect with Chad Taylor:<ul><li><a href="https://www.seapointwealth.com/" rel="nofollow">https://www.seapointwealth.com/</a></li><li><a href="mailto:Chad@CPointWealth.com" rel="nofollow">Email: Chad@CPointWealth.com</a></li></ul>Final Takeaway:Building wealth isn&#39;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&#39;t to bring amazing guest on the show) Buy me a coffee: https://buymeacoffee.com/aboutthatwalletLearn more on: https://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: 345

345: [Chad Taylor] Navigating Financial Wisdom for Generations

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2026/6/2/6/eb72a28c-5ddd-4e41-a4c5-db671c84eb8a_devona_mccoy_x_about_that_wallet_podcast.mp3

Me having a chat with my mom.Like Avon products as much as my mom?https://www.avon.com/?rep=devonaparkerCheck out more episodes: https://aboutthatwallet.comDisclaimerThe 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

344: [Devona McCoy] Mom and Son Conversation

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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 schoolsGet Steve and Mark&#39;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 Freedom03:01 Understanding the 50-20-30 Model05:58 The Importance of Saving First08:39 Navigating College Savings and Financial Priorities11:40 The Need for Financial Education14:31 Personal Experiences and Financial Planning17:25 The Role of Financial Advisors20:09 Building Financial Habits Early23:05 The Power of Positive Thinking26:12 The Simple Road to Financial Freedom28:57 The Future of Financial Education32:03 Final Thoughts and Resources Check out About That Wallet: https://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 343

343: [Steve Short and Mark Schlipman ] Your Savings Plan Doesn't Have to Feel Like Punishment

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In this episode, Anthony Weaver sits down with Michael Cobb, a seasoned entrepreneur and investor, to explore the transformative power of stepping outside your comfort zone in the world of finance. Michael &#34;Mike&#34; shares his journey from traditional investments to alternative asset classes, emphasizing the importance of taking calculated risks and overcoming the fear of failure. He discusses how he built successful businesses in Central America, including a bank and a timber company, and the unique opportunities available for savvy investors looking to diversify their portfolios.Key insights include:// The significance of investing outside of traditional asset classes// Understanding the difference between risk and the perception of risk// The importance of preparation and research before making investment decisions// How to approach international investments with confidence and due diligence// The impact of service and community development on business success =|| Chapters ||=00:00 - Intro00:23 - About that Wallet podcast helps the Samwich generation build strong financial habits01:12 - So what is it is a cool financial tool that you found along your journey09:04 - People perceive investing overseas or outside their home country differently, Anthony says13:19 - A mortgage company was born in 1994 in Belize17:35 - Forestry management companies23:33 - Timber is a great way to build wealth28:34 - Sawmill in Panama 32:06 - Third segment37:46 - Final Four Questions39:36 - Last questionConnect with Michael Cobb:Website: <a href="https://ecidevelopment.com/" rel="nofollow">https://ecidevelopment.com/</a>Email: <a href="mailto:Mike.cobb@ecidevelopment.com" rel="nofollow">Mike.cobb@ecidevelopment.com</a>Request Mike&#39;s free book: Send an email with &#34;Mike&#39;s book&#34; in the subject line!Note: This episode is packed with valuable insights for anyone looking to expand their financial horizons and invest with confidence. Don&#39;t miss out on the chance to learn from Mike&#39;s extensive experience!__________Follow Me:IG: <a href="https://instagram.com/aboutthatwallet" rel="nofollow">aboutthatwallet</a>Twitter: <a href="https://twitter.com/aboutthatwallet" rel="nofollow">aboutthatwallet</a>Website: <a href="https://aboutthatwallet.com/" rel="nofollow">aboutthatwallet.com</a>Or Buy me a coffee: <a href="https://buymeacoffee.com/aboutthatwallet" rel="nofollow">https://buymeacoffee.com/aboutthatwallet</a>DISCLAIMER: The information in this podcast is for educational purposes only and does not constitute financial, legal, or tax advice. Please consult a qualified professional for advice tailored to your individual circumstances.Episode #342

342: [Michael Cobb] Risk, Reward, and Real Estate

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A lot of people wish they could retire, but they just don&#39;t know where to put their money to start retirement. Today&#39;s guest is going to share his story about how to retire within 10 years after being fired at 63.  David Nassief is a #1 Amazon Hot New Release author and a veteran of the B2B sales and accounting world. After an 18-year corporate career ended abruptly at age 63, David faced the &#34;Sandwich Generation&#34; nightmare: nearly broke with a family legacy at stake. Refusing to stay down, he developed the One-Page Wealth Compass, a boring, unsexy, and safe system that took him to a seven-figure net worth in just six years. Today, he helps others find financial sovereignty through radical simplicity and disciplined automation. https://onepagewealthcompass.com/media-press/What would you do if you were fired at 63? More from David Nassief: https://www.youtube.com/@davidn1269 https://www.linkedin.com/company/111549991 https://www.onepagewealthcompass.comSupport the show (Every dollar helps keep the lights on and for me to continue 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 341

341: [David Nassief] Got Fired at 63 retired at 69 | About That Wallet Live

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In this episode, Anthony Weaver welcomes Victor Idoko, a seasoned financial planner and founder of CFV Advisor, to discuss essential strategies for building financial confidence and wealth. Victor emphasizes the importance of starting small, even with just $10, to cultivate good investing habits that can be passed down to future generations. He shares insights on the common challenges faced by the sandwich generation, especially when navigating financial stress during significant life events.Key insights include:// The significance of starting to invest early, regardless of how small the amount// Strategies for managing financial stress during life-changing events, such as having a baby or dealing with illness// The universal principles of money management across different countries// The crucial role of saving and investing as foundational steps to wealth building// Understanding the importance of estate planning and protection of your most valuable asset: your ability to earn =|| Chapters ||=00:00 - Introduction to Victor Idoko and his journey in finance02:15 - Starting small with investing: the $10 strategy05:00 - Managing financial stress during significant life events08:20 - Universal principles of money management12:45 - The importance of saving and investing for wealth building15:30 - Estate planning and protecting your earning potential19:00 - The impact of mindset on financial success22:15 - Victor’s journey through financial certifications and education25:00 - Embracing opportunities and challenges in a new country28:50 - The role of AI in enhancing financial services32:30 - Final thoughts on financial empowerment and resources Connect with Victor Idoko:Instagram: <a href="https://www.instagram.com/IamVictorIdoko" rel="nofollow">https://www.instagram.com/IamVictorIdoko</a>LinkedIn:<a href="https://www.linkedin.com/in/victor-idoko/" rel="nofollow"> https://www.linkedin.com/in/victor-idoko/</a>YouTube: <a href="https://www.youtube.com/@victoridokocfv" rel="nofollow">https://www.youtube.com/@victoridokocfv</a> Note: This episode highlights the importance of proactive financial planning and the mindset needed to navigate life&#39;s financial challenges. Tune in to gather practical tips that can help you build a secure financial future! Be a guest like Victor and join me on Podmatch: <a href="https://www.joinpodmatch.com/wallet" rel="nofollow">https://www.joinpodmatch.com/wallet </a>__________Follow Me:IG: <a href="https://instagram.com/aboutthatwallet" rel="nofollow">aboutthatwallet</a>Twitter: <a href="https://twitter.com/aboutthatwallet" rel="nofollow">aboutthatwallet</a>Website: <a href="https://aboutthatwallet.com/" rel="nofollow">aboutthatwallet.com</a>Or Buy me a coffee: <a href="https://buymeacoffee.com/aboutthatwallet" rel="nofollow">https://buymeacoffee.com/aboutthatwallet</a>--DISCLAIMER: The information in this podcast is for educational purposes only and does not constitute financial, legal, or tax advice. Please consult a qualified professional for advice tailored to your individual circumstances.Episode #340

340: [Victor Idoko] Lessons for New Parents, Starting Over in a New Country

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In this episode, we dive deep into the world of budgeting with Andy Bennetts, a former educator turned financial empowerment coach and the founder of Empowered Wealth Solutions. Andy shares his insights on how to transition from a burdensome debt situation to financial freedom, emphasizing the importance of a forward-looking approach to budgeting, which he likens to driving with a clear windshield. He discusses the significance of naming your financial goals and the concept of a &#34;financial birthday cake,&#34; which illustrates the layers of financial security needed for a stable future. Key takeaways include:// The difference between budgeting and a spending plan: shifting the mindset for success// The importance of forecasting your financial future rather than just analyzing past spending// Strategies for naming and taming your financial goals to create clarity// How to teach financial literacy to children through simple practices// The role of storytelling in making budgeting engaging and relatable =|| Chapters ||=00:00 - Introduction to Andy and his approach to budgeting02:15 - The concept of a spending plan vs. budgeting05:00 - The importance of forecasting in financial planning08:20 - Naming your financial goals for better clarity12:45 - The financial birthday cake analogy explained15:30 - Teaching financial literacy to children19:00 - The impact of storytelling in budgeting22:15 - Overcoming the fear of confronting financial realities25:00 - Final thoughts on achieving financial freedom Connect with Andy:Website: https://empowerwealth.solutionsEmail: empowerwealthsolutionsmail.com Note: This episode highlights the transformative power of a positive mindset in financial management and the importance of proactive planning. Tune in to find out how you can take control of your financial future!__________Follow Me:IG: https://instagram.com/aboutthatwalletTwitter: https://twitter.com/aboutthatwalletWebsite: https://aboutthatwallet.com--DISCLAIMER: The information in this podcast is for educational purposes only and does not constitute financial, legal, or tax advice. Please consult a qualified professional for advice tailored to your individual circumstances.Episode #339

339: [Andy Bennetts] The Financial GPS

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.

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