ABOUT THAT WALLET

Epizody

• 347: [Saw K Myint] The Buddha Way to Financial Clarity 30.06.2026 40min

  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.Takeaways1. **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 Informationhttps://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: 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
• 346: [Prisca Benson] Complaining About It Will Not Make You Rich 25.06.2026 39min

  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 BloopersThank 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
• 345: [Chad Taylor] Navigating Financial Wisdom for Generations 08.06.2026 30min

  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:The truth about chasing quick money versus slow, disciplined growthHow to use financial plans to visualize retirement goals and reduce anxietyThe importance of financial education for children and its impact on future wealthPractical strategies for short-term savings, including bonds and high-yield accountsThe importance of consistency and automation in building wealthKey lessons from the 2007–2008 financial crisisThe psychological and emotional dynamics of market fluctuationsTips for self-employed individuals on tax planning and savings bucketsAn introduction to different types of bonds based on investment horizonThe value of educational books like The Philosophy of Money in shaping financial perspectivesTimestamps:00:00 - Episode overview00:30 - Chad's journey01:14 - Fast money myth02:41 - Mindset shift growth03:22 - Retirement goals planning05:11 - Teaching money children06:13 - Education vs. dollar07:10 - Market downturns resilience08:58 - Diversified investing averaging09:23 - Teaching fiscal responsibility13:18 - Bonds accounts savings16:23 - Vacation savings planning20:08 - Bond types introduction26:32 - Recommended financial reading28:16 - Personal favorite dish29:22 - Final thoughts educationConnect with Chad Taylor:https://www.seapointwealth.com/Email: Chad@CPointWealth.comFinal 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/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
• 344: [Devona McCoy] Mom and Son Conversation 02.06.2026 49min

  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
• 343: [Steve Short and Mark Schlipman ] Your Savings Plan Doesn't Have to Feel Like Punishment 19.05.2026 47min

  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'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 ResourcesCheck 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
• 342: [Michael Cobb] Risk, Reward, and Real Estate 22.04.2026 41min

  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 "Mike" 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: https://ecidevelopment.com/Email: Mike.cobb@ecidevelopment.comRequest Mike's free book: Send an email with "Mike's book" 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't miss out on the chance to learn from Mike's extensive experience!__________Follow Me:IG: aboutthatwalletTwitter: aboutthatwalletWebsite: aboutthatwallet.comOr Buy me a coffee: https://buymeacoffee.com/aboutthatwalletDISCLAIMER: 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
• 341: David Nassief Got Fired at 63 retired at 69 | About That Wallet Live 17.04.2026 1h 7min

  A lot of people wish they could retire, but they just don't know where to put their money to start retirement. Today'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 "Sandwich Generation" 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
• 340: [Victor Idoko] Lessons for New Parents, Starting Over in a New Country 14.04.2026 31min

  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 resourcesConnect with Victor Idoko:Instagram: https://www.instagram.com/IamVictorIdokoLinkedIn: https://www.linkedin.com/in/victor-idoko/YouTube: https://www.youtube.com/@victoridokocfvNote: This episode highlights the importance of proactive financial planning and the mindset needed to navigate life'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: https://www.joinpodmatch.com/wallet __________Follow Me:IG: aboutthatwalletTwitter: aboutthatwalletWebsite: aboutthatwallet.comOr Buy me a coffee: https://buymeacoffee.com/aboutthatwallet--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
• 339: [Andy Bennetts] The Financial GPS 07.04.2026 35min

  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 "financial birthday cake," 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 freedomConnect with Andy:Website: https://empowerwealth.solutionsEmail: empowerwealthsolutionsmail.comNote: 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
• 338: [Ann Pells] Transforming Financial Struggles into Empowering Opportunities 02.04.2026 58min

  In this episode, Ann Pells shares her transformative journey from financial uncertainty to empowerment through knowledge and community. She reflects on the pivotal moment when her husband received a pink slip, pushing her to confront their financial struggles head-on. Ann emphasizes the importance of asking the right questions, building financial muscle, and partnering with others to achieve success.Key insights include:// Understanding the true purpose of money: creating memorable experiences// The significance of asking questions and seeking help when needed// Strategies for paying off mortgage debt quickly and effectively// The value of partnerships in business and financial ventures// Celebrating small wins and maintaining a positive mindset=|| Chapters ||=00:00 - Introduction to Ann Pells and her journey02:15 - The impact of unexpected financial changes05:00 - The concept of financial muscle and ownership08:20 - Asking the right questions for financial clarity12:45 - Strategies for eliminating mortgage debt15:30 - The role of partnerships in business success19:00 - Celebrating wins and maintaining a positive mindset22:15 - Lessons learned from past financial mistakes25:00 - The importance of continuous learning and growth28:50 - Finding and acquiring businesses32:30 - Future aspirations and mindset shifts36:10 - Final thoughts and advice for listenersConnect with Ann Pells:Website: https://annsplan.com/Website: https://lifegiverlegacy.com/LinkedIn: Ann PellsWant to be on my show like Ann? Check out Podmatch: https://www.joinpodmatch.com/wallet Note: This episode highlights the importance of resilience, collaboration, and the pursuit of knowledge in overcoming financial challenges and achieving personal growth. Tune in to learn how you can build a better financial future.__________Follow Me:IG: https://instagram.com/aboutthatwalletTwitter (X) : https://x.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 #338Show notes created by Headliner: https://make.headliner.app/sign-up#via=atw
• 337: [Ashlee Marie] How to Share Your Story Through Podcasting As A Guest 24.03.2026 44min

  This episode explores how sharing your personal journey on a podcast can serve as a powerful tool for healing, connection, and empowerment. Our guest, Ashlee Marie, emphasizes the importance of storytelling, especially around overcoming adversity, healing, and financial literacy, highlighting how crafted narratives can inspire others and foster community.In this episode://Strategies for closing stories with impactful calls to action and next steps//The potential of storytelling to build mental health awareness and financial literacy//Tips for telling age-appropriate stories that empower children and teach life lessons//The future of storytelling: community building, of peer-led narratives and growth through shared experiences=|| Chapters ||=00:00 - Why sharing your story on a podcast matters for healing & connection00:40 - Ashley Marie's journey from being on the run to sharing her story1:20 - The importance of storytelling when healed2:43 - How to know if you're healed enough to share your story4:09 - Podcasting as therapy and healing6:20 - Legal considerations and crafting your story safely8:53 - Elements of creating a captivating story: hooks, details, and hooks again11:14 - The significance of growth and transformation in storytelling12:43 - How to identify the climax or turning point in your story14:21 - When and how to cut off a story effectively15:48 - Recap on storytelling techniques and closing strategies17:11 - Empowering children through their stories19:41 - The future of storytelling and community building20:15 - The importance of sharing financial stories to inspire change25:45 - The potential of future storytelling formats including TV and series29:16 - Personal account: overcoming domestic violence using storytelling34:41 - The emotional connection and the catalyst of a story36:32 - What does wealth really mean? — Personal reflections38:23 - Worst money mistakes and lessons learned39:21 - Books that inspire and guide personal growth40:42 - Favorite dishes and personal passions as storytelling elements42:39 - How to find and connect with Ashlee Marie onlineConnect with Ashley Marie:TikTok: https://www.tiktok.com/@amarietalks https://linktr.ee/amarietalks LinkedIn: Ashley MarieNote: This episode underscores how storytelling, when done with intention and authenticity, can be a catalyst for personal empowerment and community transformation. Whether sharing struggles or triumphs, your story holds the potential to inspire change and foster resilience.__________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 #337
• 336: [Jennifer Benson] Why Trauma Transformation Holds You Back and How to Overcome It 17.03.2026 31min

  In this episode, Jennifer Benson shares her powerful story of turning childhood trauma into a tool for healing and inspiration. We explore how writing, sharing, and storytelling can foster connection, understanding, and personal growth. Discover how her upcoming podcast, The Impossible Shift, encourages others to embrace agency and make meaningful choices.Website: https://jennifersbenson.com/https://x.com/jennifersbenson=|| Chapters ||=00:00 - Intro & Overview01:00 - Processing Trauma02:06 - Publishing Decision04:19 - Honoring Mother05:25 - Mother-Daughter Talk10:02 - Personal Power14:01 - Military Influence18:10 - Clarity & Stories24:10 - Podcast Concept28:28 - Wealth & Choices__________Listen to the show on Audible: Try Audible and get 2 free books - https://amzn.to/3tWuDdJ __________Follow Me:IG: https://instagram.com/aboutthatwallet Twitter: https://twitter.com/aboutthatwallet Website: https://aboutthatwallet.com Buy me a coffe: https://buymeacoffee.com/aboutthatwallet--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 336
• 335: [Wanda Belle] Breaking Down Your Money Decisions and Reduce Impulse Buying 10.03.2026 35min

  In this conversation, Wanda Belle discusses her journey from being an impulse buyer to recognizing the emotional triggers behind her shopping habits. She reflects on the fleeting satisfaction derived from purchases and the subsequent regret that often follows, emphasizing the importance of mindful spending.Takeaways: //Reviewing inflows and outflows quarterly//The importance of intentional spending before holidays//Overcoming emotional and impulse buying//The role of therapy in changing money mindset//Future financial milestones and personal growthMore about Wanda Belle: https://bellfinancialservices.com/ =||Chapters||=00:00 Introduction to Financial Wellness01:43 Preparing Finances for the Holiday Season03:58 Managing Family Expenses08:41 Overcoming Impulse Buying10:03 Controlling Emotional Spending17:33 Understanding Credit and Financial Education21:26 Future Plans and Milestones24:34 Final Four Questions and Insights33:21 BLOOPERSCheck out more shows athttps://aboutthatwallet.com Buy me a coffe: https://buymeacoffee.com/aboutthatwalletDisclaimerThe 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: 335
• 334: [Sandra Park] Building Wealth Without the Hype 03.03.2026 1h 7min

  In this episode of the About That Water podcast, host Anthony Weaver engages with Sandra Park, a financial coach and engineer, discussing her journey from being a corporate employee to a multimillionaire and entrepreneur. They explore the importance of financial education, the challenges of public speaking, and the impact of social circles on financial growth. Sandra shares her insights on budgeting, raising financially savvy children, and the transformative power of podcasting. The conversation emphasizes the significance of taking ownership of one's financial journey and the value of pursuing work that brings fulfillment.Takeaways://Embracing discomfort can lead to personal and financial growth.//Social circles can significantly impact financial growth.//Overcoming financial challenges requires intentionality and focus.More from Sandra Park: https://www.engineerherpath.comhttps://www.youtube.com/@engineerherpathhttps://www.linkedin.com/in/engineerherpath/https://www.instagram.com/engineerherpath/=||Chapters||=00:00:00 Introduction to Financial Empowerment00:02:54 The Journey of Public Speaking00:05:48 Transformative Financial Experiences00:08:35 Shifting Mindsets on Money Management00:11:27 The Path to Financial Independence00:13:49 Learning from Financial Mistakes00:16:59 The Impact of Social Influences on Spending00:19:43 Cultural Perspectives on Work and Success00:22:34 Finding Balance in Life and Hobbies00:25:01 Embracing Imperfection in Hobbies00:26:30 Navigating Millionaire Status and Social Circles00:28:15 The Journey of Openness and Self-Perception00:29:47 Surrounding Yourself with Positive Influences00:31:21 The Importance of Action Over Dreams00:33:15 Investing in Personal Development00:34:57 Teaching Financial Literacy to the Next Generation00:37:48 Starting Early: Investing for Children00:40:42 Choosing the Right Financial Advisor00:47:29 Investment Strategies: Dollar Cost Averaging00:49:22 Lessons from Bad Financial Advice00:51:21 Reflections on Career and Life Goals00:54:51 Embracing Change and Pursuing Passion00:57:03 The Power of Podcasting01:01:39 Final Thoughts and Personal InsightsDisclaimerThe 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 334
• 333: [Kyle Beltle]: Proactive Tax Planning for Entrepreneurs 24.02.2026 38min

  In this episode, Anthony Weaver and Kyle Beltle discuss essential tax strategies for entrepreneurs and business owners. They emphasize the importance of proactive tax planning, exploring various deductions and strategies that can significantly reduce tax liabilities. Key topics include the Qualified Business Income (QBI) deduction, the Pass-Through Entity Tax (P-TET), and the benefits of maximizing retirement contributions. The conversation also touches on the implications of real estate investments and the future of tax planning in an evolving economic landscape.Takeaways: //Planning for taxes should start on January 1st.//Most business owners are only paying taxes on 80% of their profits.//The QBI deduction can save significant amounts on taxes.//P-TET allows for full deduction of business taxes in certain states.More about Kyle Beltle: https://x.com/kylebeltlehttps://www.linkedin.com/in/kylebeltle/https://ProactiveCPA.co =||Chapters||=00:00 Introduction to Proactive Tax Strategies02:48 Understanding Taxes and Their Importance05:29 Top Tax Strategies for Entrepreneurs08:09 Maximizing Deductions: QBI and P-TET10:43 Retirement Contributions and Tax Savings13:29 Client Stories: Real-Life Tax Strategies16:13 Navigating Real Estate and Tax Implications19:01 LLC Considerations for Small Businesses21:11 The Future of Tax Planning and AI24:10 Final Thoughts and Key TakeawaysTHANK YOU FOR LISTENING! For more check out https://Aboutthatwallet.comDisclaimer: 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 333
• 332: [Ashlee Edwards] Ai Review 20.02.2026 4min

  Ai Review of Episode 332 with Ashlee Edwards the owner of LNDR$ & FRNDS. Leave a review and listen to the full podcast episode! https://aboutthatwallet.com
• 332: [Ashlee Edwards] How to Become a Private Lender 17.02.2026 50min

  In this episode of the About That Wallet podcast, I discuss with Ashlee Edwards, an attorney and private money lender, the intricacies of private lending and wealth building. They explore how to alleviate risks in real estate investing without becoming a landlord, the importance of understanding the lending process, and the time investment required to set up a lending business. Ashlee shares her personal experiences, mistakes made in real estate, and the significance of building relationships in lending. The conversation also touches on creative financing strategies and the future of community-based lending.Takeaways//Private lending is a viable way to build wealth.//Understanding your source of funds is crucial.//Mistakes in real estate can be costly without proper agreements.//Passive income in real estate is often overstated.//Niche lending can provide unique opportunities.//Building relationships is key in the lending business.More About Ashlee: - https://www.instagram.com/lndrsnfrnds/- https://www.youtube.com/@ashealways- https://www.facebook.com/lndrsnfrndsMy affiliate links for the May and August accelerators.//May: https://abouthatwallet--genfinity.thrivecart.com/pmlamay26///August: https://abouthatwallet--genfinity.thrivecart.com/pmlaaug26/Chapters00:00 Introduction to Private Lending and Wealth Building02:55 Understanding the Lending Process05:50 Time Investment in Setting Up Lending08:58 Navigating 1031 Exchanges and Mistakes11:55 The Reality of Real Estate Investing15:00 Finding the Right Borrowers and Projects17:46 Establishing a Lending Business20:57 Securing Loans and Managing Risks23:47 Building Relationships in Lending28:15 Red Flags in Lending: Lessons from Relationships29:55 Decision-Making Frameworks in Lending31:59 Identifying What You Want in Loans34:59 The Importance of Emotional Management in Business37:48 Building a Network for Empowered Lending40:04 Creative Financing: Exploring Diverse Funding Sources41:41 Defining Wealth: Freedom and Opportunity42:52 Learning from Money Mistakes45:18 Books that Inspire: Shifting Perspectives47:12 Cooking and Seasoning: A Culinary Philosophy49:51 Connecting with Ashlee: Where to Find MoreCheck out more episodes: https://aboutthatwallet.comDisclaimer: 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 332
• 331: [Toni Kennedy] Ai Review 16.02.2026 4min

  Ai Review episode of episode 331 with Toni Kennedy. Episode 331 bonus
• 331: [Toni Kennedy] STORYTELLING, GRIEF & BUILDING A CHILDREN'S MEDIA BUSINESS 10.02.2026 1h 46min

  Toni Kennedy, author and creator of the children's audio adventure "What's Poppin' Penny?" joins the show to share the incredible, emotional journey that led her to build a purpose-driven media business.This is more than just a conversation about money; it’s a masterclass on turning deep personal experiences into a successful, mission-focused enterprise. Toni dives into the nuts and bolts of budgeting a scripted podcast, the power of storytelling, and the importance of passing on a valuable legacy to the next generation.In this episode, you will learn://The Emotional Why: Toni shares the deeply personal story of her husband's illness and how her granddaughter inspired the creation of "What's Poppin' Penny?"//Building a Podcast on a Budget: Get a breakdown of the key financial line items, from actor fees and studio time to editing costs.//The Art of Storytelling: How Toni purposefully crafts narratives that reflect "Black realism" and introduce complex topics like grief and segregation to children in a safe, hopeful way.//From Audio to Vertical Growth: Toni's plans to expand the project into tangible children's books to promote literacy and bring American Sign Language (ASL) to her videos to be more inclusive.//Respecting Money Over Coveting: Toni’s personal philosophy on wealth, financial lessons learned through costly mistakes, and the importance of professional due diligence.=|| Chapters ||=00:00 Introduction to What's Poppin' Penny?01:26 The Inspiration Behind the Podcast03:00 Finding Joy in Storytelling During Hard Times07:18 The Importance of Multi-Generational Stories09:33 Reality vs. Fantasy in Children's Entertainment10:50 The Role of Parents and Grandparents in Children's Lives12:28 Showcasing Black Realism in Storytelling17:41 The Legacy of Work Ethic and Family Values19:43 Creating a Podcast: Budgeting and Planning29:20 Navigating the Podcasting Industry35:02 The Importance of Actionable Feedback37:57 Managing Finances in Podcasting40:31 The Role of Editing in Podcast Quality42:35 Creating Meaningful Content for Children45:29 The Legacy of Storytelling in Podcasting48:51 Navigating Difficult Conversations Through Story52:46 The Impact of Podcasting on Family Dynamics56:10 The Journey from Podcast to Book59:57 The Art of Storytelling in Finance01:02:49 Curiosity as a Host's Superpower01:10:25 Integrating Literacy with Podcasting01:13:37 Empowering Children Through Music01:16:05 The Importance of Predictability in Learning01:18:26 Understanding Routines and Rewards01:20:18 Patience and Opportunity in Success01:22:18 Learning from Financial Mistakes01:27:25 Respecting Money and Relationships01:29:50 The Need for Inclusivity in Education01:32:07 Defining Wealth and Living Within Means01:34:30 Lessons from Past Financial Mistakes01:36:45 Influential Books and Their Impact01:41:51 Favorite Dishes and Family Traditions__________Follow Toni:Website https://whatspoppinpenny.comInstagram https://instagram.com/heywhatspoppinpennyTiktok https://tiktok.com/@heywhatspoppinpennyFacebook https://facebook.com/HeyWhatsPoppinPennyWant more shows like this? - go to https://aboutthatwallet.comDisclaimer: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 331
• 330: [Lane Kawaoka] Building Your Business for Your Family 03.02.2026 43min

  This episode with Lane Kawaoka outlines a strategic wealth-building framework focused on concentrating capital, not diversifying it, especially for newer investors to reach critical mass. The key strategy involves leveraging the "1% Rule" for cash-flowing rentals and viewing homeownership as a valuable "forced piggy bank" for the non-wealthy. The long-term goal is to climb the "Wealth Elevator," transitioning from actively managing small properties to operating as the "Chief Investment Officer" of a passive, large-scale commercial asset portfolio.Links: https://theWealthElevator.comhttps://www.linkedin.com/in/lanekawaoka/ We talked about://The one money mistake everyone makes and how to fix it immediately.//Why the traditional advice on real estate is often wrong.//The system for turning a passive income stream into a real, durable asset.//The secret to surviving market downturns without panic-selling.Key Moments with Timestamps00:00 - Intro02:48 - Lane's Start: How being "homeless" and living off the company dime fueled early wealth.04:42 - The Pitfall of Scaling: Why managing 11 rental properties became a chore.09:38 - Advice for the Sandwich Generation: The barrier to entry for a $100K rental property.11:09 - The 1% Rule and how to find investment properties that cash flow.16:15 - How to choose your market: Defining A, B, and C-class areas.23:08 - Understanding Syndications34:36 - The Future of Investing & Why Concentration is Necessary for Growth.36:45 - Final 4 Questions.41:30 - The importance of accountability and hiring a committed coach.__________Follow Me:Website: https://aboutthatwallet.com Episode 330--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.