ABOUT THAT WALLET

Anthony Weaver

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. 338: [Ann Pells] Transforming Financial Struggles into Empowering Opportunities

    2D AGO

    338: [Ann Pells] Transforming Financial Struggles into Empowering Opportunities

    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 journey 02:15 - The impact of unexpected financial changes 05:00 - The concept of financial muscle and ownership 08:20 - Asking the right questions for financial clarity 12:45 - Strategies for eliminating mortgage debt 15:30 - The role of partnerships in business success 19:00 - Celebrating wins and maintaining a positive mindset 22:15 - Lessons learned from past financial mistakes 25:00 - The importance of continuous learning and growth 28:50 - Finding and acquiring businesses 32:30 - Future aspirations and mindset shifts 36:10 - Final thoughts and advice for listeners Connect with Ann Pells: Website: https://annsplan.com/ Website: https://lifegiverlegacy.com/ LinkedIn: Ann Pells Want 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/aboutthatwallet Twitter (X) : https://x.com/aboutthatwallet Website: 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 #338 Show notes created by Headliner: https://make.headliner.app/sign-up#via=atw

    59 min
  2. 337: [Ashlee Marie] How to Share Your Story Through Podcasting As A Guest

    MAR 24

    337: [Ashlee Marie] How to Share Your Story Through Podcasting As A Guest

    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 & connection 00:40 - Ashley Marie's journey from being on the run to sharing her story 1:20 - The importance of storytelling when healed 2:43 - How to know if you're healed enough to share your story 4:09 - Podcasting as therapy and healing 6:20 - Legal considerations and crafting your story safely 8:53 - Elements of creating a captivating story: hooks, details, and hooks again 11:14 - The significance of growth and transformation in storytelling 12:43 - How to identify the climax or turning point in your story 14:21 - When and how to cut off a story effectively 15:48 - Recap on storytelling techniques and closing strategies 17:11 - Empowering children through their stories 19:41 - The future of storytelling and community building 20:15 - The importance of sharing financial stories to inspire change 25:45 - The potential of future storytelling formats including TV and series 29:16 - Personal account: overcoming domestic violence using storytelling 34:41 - The emotional connection and the catalyst of a story 36:32 - What does wealth really mean? — Personal reflections 38:23 - Worst money mistakes and lessons learned 39:21 - Books that inspire and guide personal growth 40:42 - Favorite dishes and personal passions as storytelling elements 42:39 - How to find and connect with Ashlee Marie online Connect with Ashley Marie: TikTok: https://www.tiktok.com/@amarietalks  https://linktr.ee/amarietalks  LinkedIn: Ashley Marie Note: 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

    44 min
  3. 334: [Sandra Park] Building Wealth Without the Hype

    MAR 3

    334: [Sandra Park] Building Wealth Without the Hype

    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.com https://www.youtube.com/@engineerherpath https://www.linkedin.com/in/engineerherpath/ https://www.instagram.com/engineerherpath/ =||Chapters||= 00:00:00 Introduction to Financial Empowerment 00:02:54 The Journey of Public Speaking 00:05:48 Transformative Financial Experiences 00:08:35 Shifting Mindsets on Money Management 00:11:27 The Path to Financial Independence 00:13:49 Learning from Financial Mistakes 00:16:59 The Impact of Social Influences on Spending 00:19:43 Cultural Perspectives on Work and Success 00:22:34 Finding Balance in Life and Hobbies 00:25:01 Embracing Imperfection in Hobbies 00:26:30 Navigating Millionaire Status and Social Circles 00:28:15 The Journey of Openness and Self-Perception 00:29:47 Surrounding Yourself with Positive Influences 00:31:21 The Importance of Action Over Dreams 00:33:15 Investing in Personal Development 00:34:57 Teaching Financial Literacy to the Next Generation 00:37:48 Starting Early: Investing for Children 00:40:42 Choosing the Right Financial Advisor 00:47:29 Investment Strategies: Dollar Cost Averaging 00:49:22 Lessons from Bad Financial Advice 00:51:21 Reflections on Career and Life Goals 00:54:51 Embracing Change and Pursuing Passion 00:57:03 The Power of Podcasting 01:01:39 Final Thoughts and Personal Insights 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 334

    1h 8m
  4. 333: [Kyle Beltle]: Proactive Tax Planning for Entrepreneurs

    FEB 24

    333: [Kyle Beltle]: Proactive Tax Planning for Entrepreneurs

    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/kylebeltle https://www.linkedin.com/in/kylebeltle/ https://ProactiveCPA.co  =||Chapters||= 00:00 Introduction to Proactive Tax Strategies 02:48 Understanding Taxes and Their Importance 05:29 Top Tax Strategies for Entrepreneurs 08:09 Maximizing Deductions: QBI and P-TET 10:43 Retirement Contributions and Tax Savings 13:29 Client Stories: Real-Life Tax Strategies 16:13 Navigating Real Estate and Tax Implications 19:01 LLC Considerations for Small Businesses 21:11 The Future of Tax Planning and AI 24:10 Final Thoughts and Key Takeaways THANK YOU FOR LISTENING!  For more check out 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 333

    38 min
  5. 332: [Ashlee Edwards] How to Become a Private Lender

    FEB 17

    332: [Ashlee Edwards] How to Become a Private Lender

    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/lndrsnfrnds My affiliate links for the May and August accelerators. //May: https://abouthatwallet--genfinity.thrivecart.com/pmlamay26/ //August: https://abouthatwallet--genfinity.thrivecart.com/pmlaaug26/ Chapters 00:00 Introduction to Private Lending and Wealth Building 02:55 Understanding the Lending Process 05:50 Time Investment in Setting Up Lending 08:58 Navigating 1031 Exchanges and Mistakes 11:55 The Reality of Real Estate Investing 15:00 Finding the Right Borrowers and Projects 17:46 Establishing a Lending Business 20:57 Securing Loans and Managing Risks 23:47 Building Relationships in Lending 28:15 Red Flags in Lending: Lessons from Relationships 29:55 Decision-Making Frameworks in Lending 31:59 Identifying What You Want in Loans 34:59 The Importance of Emotional Management in Business 37:48 Building a Network for Empowered Lending 40:04 Creative Financing: Exploring Diverse Funding Sources 41:41 Defining Wealth: Freedom and Opportunity 42:52 Learning from Money Mistakes 45:18 Books that Inspire: Shifting Perspectives 47:12 Cooking and Seasoning: A Culinary Philosophy 49:51 Connecting with Ashlee: Where to Find More Check out more episodes: https://aboutthatwallet.com Disclaimer: The information in this podcast is for general informational and educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your individual circumstances. Episode 332

    50 min
5
out of 5
28 Ratings

About

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/