ABOUT THAT WALLET

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

  1. há 2 dias

    358: [Jeff Panik] Overcoming Financial Procrastination

    In this episode of the About That Water podcast, Anthony Weaver and Jeff Panik, principal of Balance Wealth Partners and author of Your Future Is Now, delve into the importance of financial literacy, discussing practical strategies for overcoming procrastination, the significance of teaching financial habits to the next generation, and the necessity of a financial life inventory plan. They explore the emotional aspects of spending, the impact of social influences, and the role of technology, including AI, in financial planning. The conversation emphasizes the need for continuous learning and proactive financial management to achieve long-term financial security. Takeaways - Financial literacy is crucial for everyone, especially the sandwich generation. - Procrastination can prevent individuals from making necessary financial decisions. - Teaching children about money management should start early. Chapters 00:00 Introduction to Financial Literacy 00:58 Overcoming Procrastination in Financial Decisions 04:14 The Importance of Financial Education 06:03 Navigating College as a First-Generation Student 09:27 Teaching Financial Literacy to the Next Generation 11:37 The Lifelong Journey of Learning 13:17 Creating a Financial Life Inventory Plan 15:11 Starting Your Financial Journey 18:40 Core Principles of Financial Literacy 23:00 Navigating Emotional Spending and Saving 24:58 The Journey of Financial Education 26:36 Learning from Past Financial Mistakes 29:28 The Role of Automation in Financial Management 30:38 The Future of Financial Security 31:40 The Importance of Pensions and Diverse Income Sources 34:02 Leveraging AI in Financial Planning 35:32 Breaking Through Financial Fog 37:59 Final Thoughts on Wealth and Financial Literacy Balance Wealth Partners https://www.balancewealthpartners.com/ 404-441-9387 // Support the show (Every dollar helps keep condiments in the fridge)   Buy me a coffee:  https://buymeacoffee.com/aboutthatwallet Patreon: https://patreon.com/aboutthatwallet https://aboutthatwallet.com  Join Monthly newsletter: aboutthatwallet.com/newsletter Disclaimer The information in this podcast is for general informational and educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your individual circumstances. Episode 358

    358: [Jeff Panik] Overcoming Financial Procrastination

  2. 2 de set.

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

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

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

  3. 20 de ago.

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

    I had the opportunity to chat with Dr. Tommy Rhee, owner of RheeGen, about how stem cells have impacted the sports industry for speedy recoveries and how everyday people like you and I could benefit from the research. Dr. Tommy Rhee, a sports chiropractor and pioneer in regenerative wellness, has dedicated over three years to the development of RheeGen®. Recognizing the limitations and risks of injection-based stem cell therapies, Dr. Rhee envisioned a safer, more accessible alternative — one that could deliver the healing power of regenerative medicine without using live cells or invasive procedures. More of Dr. Tommy Rhee https://rheegen.com/ =|| Chapters ||= 00:00 Introduction to Stem Cells and Their Importance 03:13 Understanding Aging and Cellular Regeneration 05:46 The Role of Telomeres in Aging 08:55 The Evolution of Stem Cell Therapy 12:02 Controversies Surrounding Stem Cell Sources 14:55 Applications of Stem Cells in Athletic Recovery 18:12 Testing and Efficacy of Stem Cell Treatments 20:56 Future of Stem Cell Therapy and Cost Analysis 24:37 The Future of Regenerative Medicine 30:02 The Risks of Cloning and Genetic Manipulation 35:53 Personal Journey and Insights on Wealth 39:40 Final Thoughts and Resources Support the show (Every dollar helps keep condiments in the fridge)   Buy me a coffee: https://buymeacoffee.com/aboutthatwalletPatreon: https://patreon.com/aboutthatwallethttps://aboutthatwallet.com Join 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 356

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

  4. 18 de ago.

    355: [Tiffany Grant] Money Moves and Mindset Shifts

    I had an amazing time catching up with Tiffany Grant, an accredited financial counselor and author, about her new book 'Money Moves and Mindset Shifts.' We discuss her journey, the importance of financial literacy, legacy building, and practical strategies for financial success. Tiffany Grant's motivation for writing her bookThe importance of financial literacy and mindsetLegacy building beyond moneyPractical strategies for financial successOvercoming financial trauma and fear of tracking financesMore about Tiffany: https://moneytalkwitht.com/ Support the show (Every dollar helps keep condiments in the fridge)   Buy me a coffee:  https://buymeacoffee.com/aboutthatwallet Patreon: https://patreon.com/aboutthatwallet https://aboutthatwallet.com  Join Monthly newsletter: https://aboutthatwallet.com/newsletter Disclaimer The information in this podcast is for general informational and educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your individual circumstances. Episode 355

    355: [Tiffany Grant] Money Moves and Mindset Shifts

  5. 16 de ago.

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

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

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

  6. 3 de ago.

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

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

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

  7. 31 de jul.

    352: [Tina Berger] Invest Like a Mother

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

    352: [Tina Berger] Invest Like a Mother

  8. 26 de jul.

    351: [Duane Youngblood] The Success King

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

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

Informações

  • Criado por
    Anthony Weaver
  • Anos de atividade
    2020 - 2026
  • Episódios
    336
  • Classificação
    Livre
  • Copyright
    © Anthony Weaver
  • Site do podcast
    ABOUT THAT WALLET

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