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 #financialhabits #sandwichgeneration Support this podcast: https://www.aboutthatwallet.com/

  1. 334: [Sandra Park] Building Wealth Without the Hype

    1D AGO

    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 Support this podcast at — https://redcircle.com/about-that-wallet/donations

    1h 8m
  2. 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 Support this podcast at — https://redcircle.com/about-that-wallet/donations

    38 min
  3. 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 Support this podcast at — https://redcircle.com/about-that-wallet/donations

    50 min
  4. 331: [Toni Kennedy] STORYTELLING, GRIEF & BUILDING A CHILDREN'S MEDIA BUSINESS

    FEB 10

    331: [Toni Kennedy] STORYTELLING, GRIEF & BUILDING A CHILDREN'S MEDIA BUSINESS

    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 Podcast 03:00 Finding Joy in Storytelling During Hard Times 07:18 The Importance of Multi-Generational Stories 09:33 Reality vs. Fantasy in Children's Entertainment 10:50 The Role of Parents and Grandparents in Children's Lives 12:28 Showcasing Black Realism in Storytelling 17:41 The Legacy of Work Ethic and Family Values 19:43 Creating a Podcast: Budgeting and Planning 29:20 Navigating the Podcasting Industry 35:02 The Importance of Actionable Feedback 37:57 Managing Finances in Podcasting 40:31 The Role of Editing in Podcast Quality 42:35 Creating Meaningful Content for Children 45:29 The Legacy of Storytelling in Podcasting 48:51 Navigating Difficult Conversations Through Story 52:46 The Impact of Podcasting on Family Dynamics 56:10 The Journey from Podcast to Book 59:57 The Art of Storytelling in Finance 01:02:49 Curiosity as a Host's Superpower 01:10:25 Integrating Literacy with Podcasting 01:13:37 Empowering Children Through Music 01:16:05 The Importance of Predictability in Learning 01:18:26 Understanding Routines and Rewards 01:20:18 Patience and Opportunity in Success 01:22:18 Learning from Financial Mistakes 01:27:25 Respecting Money and Relationships 01:29:50 The Need for Inclusivity in Education 01:32:07 Defining Wealth and Living Within Means 01:34:30 Lessons from Past Financial Mistakes 01:36:45 Influential Books and Their Impact 01:41:51 Favorite Dishes and Family Traditions __________ Follow Toni: Website https://whatspoppinpenny.com Instagram https://instagram.com/heywhatspoppinpenny Tiktok https://tiktok.com/@heywhatspoppinpenny Facebook https://facebook.com/HeyWhatsPoppinPenny Want more shows like this? - go to 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 331 Support this podcast at — https://redcircle.com/about-that-wallet/donations

    1h 46m
  5. 330: [Lane Kawaoka] Building Your Business for Your Family

    FEB 3

    330: [Lane Kawaoka] Building Your Business for Your Family

    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.com https://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 Timestamps 00:00 - Intro 02:48 - 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 Syndications 34:36 - 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. Support this podcast at — https://redcircle.com/about-that-wallet/donations

    44 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 #financialhabits #sandwichgeneration Support this podcast: https://www.aboutthatwallet.com/