ABOUT THAT WALLET Anthony Weaver

Ever made a financial mistake that made you cringe? Share your experience and let's start a conversation about financial decisions. Your insights could help others avoid similar missteps. Let's engage!

💬 Show Notes
Embark on a journey to financial literacy and empowerment with Eric Brotman, a Baltimore native who shares his passion for educating the community on the importance of estate planning, not just for the wealthy, but for everyone. In this episode, we delve into the essentials of estate planning, the power of financial decision-making, and how to break free from the paycheck-to-paycheck cycle.

In this episode, you'll learn:

- The four key documents that every adult should have in their estate plan.
- The importance of paying yourself first and strategies to improve your financial situation.
- Insights into the real ROI of education and the pitfalls of consumerism.
- Eric's personal journey from financial instability to creating a successful financial advisory firm.

The key moments in this episode are:
00:00:00 - Full-time Commitment
00:01:23 - Importance of Estate Planning
00:04:38 - Non-traditional Path to Financial Literacy
00:08:40 - The Three Secrets to the Happiest Retirees
00:12:03 - Challenges in Accessing Funding
00:13:22 - Financial Struggles and Career Choices
00:15:10 - Government Inefficiency
00:17:13 - Pay Yourself First
00:20:00 - Financial Literacy
00:24:38 - Eric's Journey to Financial Success
00:27:12 - The Importance of Hiring Young Talent
00:29:10 - Estate Planning Essentials
00:32:59 - Beneficiaries and Estate Planning
00:35:27 - Homeownership as an Investment
00:38:21 - Access to Financial Resources
00:40:07 - Lifelong Learning and Retirement Plans
00:40:33 - Making an Impact and Reaching Many
00:41:48 - Defining Wealth and Money Mistakes
00:43:29 - Favorite Books and Philosophy
00:46:33 - Culinary Expertise

More about Eric Brotman:
https://www.bfgfa.com/
Brotman Media: https://brotmanmedia.com/

THANK YOU FOR LISTENING!
#EstatePlanning #FinancialLiteracy #AboutThatWallet #BaltimoreFinance

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Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter

Continue to support the show by subscribing, sharing, and leaving comments on your favorite platforms. This helps others find valuable financial insights.

Follow Me:
IG: https://instagram.com/aboutthatwallet
Twitter: https://twitter.com/aboutthatwallet
Website: https://aboutthatwallet.com
Email: Anthony@aboutthatwallet.com

--
DISCLAIMER: The content in this audio is for educational purposes only. You must do your own research and make the best choice for you. If you need advice, please contact a qualified professional.
Episode 253

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Considering retiring in a tax-free state to optimize your finances? In this episode, we're joined by Angelina King from 718 Tax Services to demystify post-tax season strategies and how to prepare for the next. Whether you're a W-2 employee, a small business owner, or on the brink of retirement, Angelina shares invaluable tips on reducing tax liability and making the most of your financial planning.



In this episode, you'll learn:



- How to adjust your withholdings to avoid owing taxes at the end of the year.

- The benefits of maximizing contributions to retirement accounts like 401(k)s and IRAs.

- The importance of understanding capital gains and losses for tax harvesting.

- Strategies for homeowners planning to sell their property and relocate for retirement.

- Tips for new parents on creating financial security for their children's future.



The key moments in this episode are:00:00:00 - Maximizing Retirement Contributions 00:01:54 - Introduction and Post-Tax Return Preparation 00:03:12 - Taking Advantage of Pre-Tax Services 00:07:36 - Adjusting Withholdings and Standard Deduction 00:11:39 - Extension Deadline and Filing Process 00:17:48 - Investing in Dividend Accounts 00:19:42 - Lost IRS Check 00:20:53 - Proposed Capital Gains Tax 00:28:11 - Retiring and Moving to Tax-Free States 00:33:02 - Being a Good Steward of Money 00:34:46 - The Importance of Lending 00:35:13 - Worst Money Mistakes 00:35:48 - Favorite Financial Books 00:38:36 - Favorite Dish and Cultural Roots 00:39:44 - Connecting with Angelina



More about Angelina King:

https://www.718taxservices.com/

IG: @718taxservices



THANK YOU FOR LISTENING!

#TaxPlanning #Retirement #FinancialEducation #AboutThatWallet



Get My Habit Journal: https://amzn.to/3U4r44



Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter

Continue to support the show by subscribing, sharing, and leaving comments on your favorite platforms. This helps others find valuable financial insights.



Follow Me:

IG: https://instagram.com/aboutthatwallet

Twitter: https://twitter.com/aboutthatwallet

Website: https://aboutthatwallet.com

Email: Anthony@aboutthatwallet.com

--

DISCLAIMER: The content in this audio is for educational purposes only. You must do your own research and make the best choice for you. If you need advice, please contact a qualified professional.

Episode 252


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Support this podcast: https://podcasters.spotify.com/pod/show/aboutthatwallet/support

Ready to redefine generational wealth? Join us as Chike Uzoka enlightens us on integrating family into financial planning, emphasizing the importance of involving children in discussions about wills, trusts, investments, insurance, and real estate. Discover how early financial education can shape a legacy of prudent wealth management across generations.



In this episode, you'll learn:



- The significance of including children in family financial conversations and planning for the future.

- Strategies for building and preserving wealth through trusts and cash value life insurance.

- The impact of mindset on financial success and how to overcome psychological barriers.

- Practical advice for individuals embarking on their wealth-building journey.



Key Moments:



[00:00:00] - Chike's approach to family financial planning

[00:01:25] - The necessity of children's presence in legacy discussions

[00:04:10] - Breaking generational cycles of financial silence

[00:06:55] - Tools for sustaining wealth across multiple generations

[00:09:30] - Tackling the psychological barriers to financial success

[00:15:50] - Chike's personal journey to discovering his gift

[00:18:35] - The three things you need for financial success

[00:21:20] - Chike's worst money mistake and lessons learned

[00:23:10] - Chike's favorite book and dish



More about Chike Uzoka:

https://www.teensguidetowealth.com/

IG: @Chike_uzoka



THANK YOU FOR LISTENING!

#GenerationalWealth #FamilyFinance #AboutThatWallet



Get My Habit Journal: https://amzn.to/3U4r44



Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter



Continue to support the show by subscribing, sharing, and leaving comments on your favorite platforms. This helps others like yourself find us.



Follow Me:

IG: https://instagram.com/aboutthatwallet

Twitter: https://twitter.com/aboutthatwallet

Website: https://aboutthatwallet.com

Email: Anthony@aboutthatwallet.com



--

DISCLAIMER: The content in this audio is for educational purposes only. You must do your own research and make the best choice for you. If you need advice, please contact a qualified professional.



Episode 251


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Support this podcast: https://podcasters.spotify.com/pod/show/aboutthatwallet/support

Tired of folding someone else's underwear? Let's dive into the post-divorce journey towards financial empowerment and personal fulfillment. Sadie Marie talked about how to discover stability and additional income streams can pave the way for a happier, more independent you. It's time to embrace a new chapter and thrive post-divorce.

#FinancialEmpowerment #DivorcedAndHappy #NewBeginnings



Key Takeaways:


Mastering financial habits after divorce leads to long-term stability and freedom.


Discover the transformative benefits of financial planning in post-divorce life.


Finding happiness and your true identity after divorce is within reach.

Uncover the power of engaging with divorce support groups and communities for a fulfilling post-divorce journey.


Explore the world of creating additional income streams post-divorce as an entrepreneur.





Key Moments:

[00:00:00] - Divorce Liberation [00:01:10] - Mascot Fun [00:06:20] - The Divorce Process [00:09:56] - Humorous Reflection [00:11:40] - Financial Empowerment [00:13:15] - Financial Management and Empowerment [00:14:35] - Frugal Living and Mindful Spending [00:17:48] - Moving Beyond Divorce Mentality [00:21:38] - Post-Divorce Dating and Self-Discovery [00:23:26] - Entrepreneurial Expansion and Mentorship [00:25:45] - Taking Advantage of Scholarship Opportunities [00:26:29] - The Value of Volunteering [00:27:22] - Positivity and Opportunity After Divorce [00:28:37] - Sadie's Definition of Wealth [00:30:19] - Comfort Food and Connection to Family

More from Sadie:

https://www.divorcedandhappy.net/



THANK YOU FOR LISTENING!

#AboutThatWallet 

Get My Habit Journal: https://amzn.to/3U4r44



Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter 



Continue to support the show by subscribing, sharing and leaving comments on your favorite platforms. This help others like yourself find me.  



___________

AFFILIATES/SPONSORS:

DISCLAIMER: these are sponsored links in which I get paid and you can benefit for being a listener to the podcast.



My equipment: 

Rode Caster Pro - https://amzn.to/3i596tF 

Streamyard - https://streamyard.com?pal=4718936395612160 

SHURE SM7B Dynamic Microphone - https://amzn.to/3AbV040 

Microphone Stand - https://amzn.to/3NIeBfz 



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 

Email: Anthony@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 250


---

Send in a voice message: https://podcasters.spotify.com/pod/show/aboutthatwallet/message
Support this podcast: https://podcasters.spotify.com/pod/show/aboutthatwallet/support

Struggling to navigate the complexities of student loans? Nika Booth and I discussed the ins and outs of student loan forgiveness, debt management strategies, and the importance of planning for parental retirement and care. What's your experience with student loans, and how do you handle the financial challenges they bring? Let's kick off a conversation and share our insights!



In this episode, you will be able to:



//Understand the key requirements for Public Service Loan Forgiveness.

//Learn how to qualify for student loan forgiveness and potentially reduce your debt.

//Discover effective strategies for managing and paying off student loan debt.

//Uncover the benefits of the Save program for student loans and how it can help you.

//Explore the importance of planning for parental retirement and care to secure your family's financial future.



The key moments in this episode are:

00:00:00 - Qualifying for Public Service Loan Forgiveness 

00:00:51 - Why Apply for Loan Forgiveness 

00:07:28 - Complexity of Student Loans 

00:08:58 - Resources for Managing Student Loans 

00:12:21 - Public Service Loan Forgiveness Success Story 

00:15:18 - Student Loan Forgiveness Program 

00:16:22 - Government Contractors and Loan Forgiveness 

00:18:12 - Experience at the White House 

00:21:07 - Financial Planning for Aging Parents 

00:25:49 - Tips for Managing Debt 

00:30:19 - Regrets and Lessons Learned from Student Loans 

00:32:37 - Setting Boundaries with Money 

00:34:49 - Nika's Love for Ethnic Cuisine 

00:36:23 - Nika's Favorite Dish - Air Fryer Chicken Wings 



More about Nika Booth:

https://debtfreegonnabe.com/ 

Social media: @debtfreegonnabe



THANK YOU FOR LISTENING!

 #Studentloans #Debtfree  #forgiveStudentLoans #AboutThatWallet 



Get My Habit Journal: https://amzn.to/3U4r44



Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter 



Continue to support the show by subscribing, sharing and leaving comments on your favorite platforms. This help others like yourself find me.  



___________

AFFILIATES/SPONSORS:

DISCLAIMER: these are sponsored links in which I get paid and you can benefit for being a listener to the podcast.



My equipment: 

Rode Caster Pro - https://amzn.to/3i596tF 

Streamyard - https://streamyard.com?pal=4718936395612160 

SHURE SM7B Dynamic Microphone - https://amzn.to/3AbV040 

Microphone Stand - https://amzn.to/3NIeBfz 



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 

Email: Anthony@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 249


---

Send in a voice message: https://podcasters.spotify.com/pod/show/aboutthatwallet/message
Support this podcast: https://podcasters.spotify.com/pod/show/aboutthatwallet/support

Anthony Weaver and Derek "The Cyber Warrior" Scheller will discuss Shopping online safely is easier than you think! This episode dives into essential cybersecurity tips for beginners, including how to create strong passwords, spot phishing scams, and leverage the extra protection of 2FA (two-factor authentication). Learn these simple steps and shop with confidence!

Plus, we'll explore how Artificial Intelligence (AI) is shaping the future of online security and information flow, and what you can do to stay ahead of the game!

// Essential Cybersecurity Tips for Online Shopping
// Creating Strong Passwords & Avoiding Phishing Scams
// Understanding & Utilizing 2FA (Two-Factor Authentication)
// How AI is Playing into Online Security & Information Spread
// Mitigating Your Exposure in an AI-Powered World

Derek Scheller is a retired military veteran with over 15 years of IT and cybersecurity experience. He's the owner and host of all content at Cyber Warrior Studios, including their popular live stream, Security Happy Hour.

Check out Derek "The Cyber Warrior" Scheller
Web: https://www.cyberwarriorstudios.com/
Youtube: https://www.youtube.com/cyberwarriorstudios
X: https://twitter.com/CyberWarriorSt1

THANK YOU FOR LISTENING!
#Security101 #AISecurity #2024Finances #financialAwareness #AboutThatWallet

Get My Habit Journal: https://amzn.to/3U4r44

Join the About That Wallet Monthy Newsletter! https://aboutthatwallet.com/newsletter

Continue to support the show by subscribing, sharing and leaving comments on your favorite platforms. This help others like yourself find me.

Follow Me:
IG: https://instagram.com/aboutthatwallet
Twitter: https://twitter.com/aboutthatwallet
Website: https://aboutthatwallet.com
Email: Anthony@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 248


---

Send in a voice message: https://podcasters.spotify.com/pod/show/aboutthatwallet/message
Support this podcast: https://podcasters.spotify.com/pod/show/aboutthatwallet/support