ABOUT THAT WALLET

Anthony Weaver
  • 5.0 (29)
  • Self-Improvement
  • Updated Weekly

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. 345: [Chad Taylor] Navigating Financial Wisdom for Generations

    5d ago

    345: [Chad Taylor] Navigating Financial Wisdom for Generations

    Navigating Financial Wisdom for Generations: Insights from Chad Taylor Discover 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 perspectives Timestamps: 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 education Connect 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/aboutthatwallet Learn 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: 345

    30 min
  2. 344: [Devona McCoy] Mom and Son Conversation

    Jun 2

    344: [Devona McCoy] Mom and Son Conversation

    Me having a chat with my mom. Like Avon products as much as my mom? https://www.avon.com/?rep=devonaparker 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 344

    50 min
  3. 343: [Steve Short and Mark Schlipman ] Your Savings Plan Doesn't Have to Feel Like Punishment

    May 19

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

    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 schools Get 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 Freedom 03:01 Understanding the 50-20-30 Model 05:58 The Importance of Saving First 08:39 Navigating College Savings and Financial Priorities 11:40 The Need for Financial Education 14:31 Personal Experiences and Financial Planning 17:25 The Role of Financial Advisors 20:09 Building Financial Habits Early 23:05 The Power of Positive Thinking 26:12 The Simple Road to Financial Freedom 28:57 The Future of Financial Education 32:03 Final Thoughts and Resources Check out About That Wallet:  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 343

    47 min
  4. 342: [Michael Cobb] Risk, Reward, and Real Estate

    Apr 22

    342: [Michael Cobb] Risk, Reward, and Real Estate

    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 - Intro 00:23 - About that Wallet podcast helps the Samwich generation build strong financial habits 01:12 - So what is it is a cool financial tool that you found along your journey 09:04 - People perceive investing overseas or outside their home country differently, Anthony says 13:19 - A mortgage company was born in 1994 in Belize 17:35 - Forestry management companies 23:33 - Timber is a great way to build wealth 28:34 - Sawmill in Panama 32:06 - Third segment 37:46 - Final Four Questions 39:36 - Last question Connect with Michael Cobb: Website: https://ecidevelopment.com/ Email: Mike.cobb@ecidevelopment.com Request 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: aboutthatwallet Twitter: aboutthatwallet Website: aboutthatwallet.com Or 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 #342

    41 min
  5. 341: David Nassief Got Fired at 63 retired at 69 | About That Wallet Live

    Apr 17

    341: David Nassief Got Fired at 63 retired at 69 | About That Wallet Live

    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.com Support 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/aboutthatwallet 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 341

    1h 7m
  6. 340: [Victor Idoko] Lessons for New Parents, Starting Over in a New Country

    Apr 14

    340: [Victor Idoko] Lessons for New Parents, Starting Over in a New Country

    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 finance 02:15 - Starting small with investing: the $10 strategy 05:00 - Managing financial stress during significant life events 08:20 - Universal principles of money management 12:45 - The importance of saving and investing for wealth building 15:30 - Estate planning and protecting your earning potential 19:00 - The impact of mindset on financial success 22:15 - Victor’s journey through financial certifications and education 25:00 - Embracing opportunities and challenges in a new country 28:50 - The role of AI in enhancing financial services 32:30 - Final thoughts on financial empowerment and resources Connect with Victor Idoko: Instagram: https://www.instagram.com/IamVictorIdoko LinkedIn: https://www.linkedin.com/in/victor-idoko/ YouTube: https://www.youtube.com/@victoridokocfv Note: 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: aboutthatwallet Twitter: aboutthatwallet Website: aboutthatwallet.com Or 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

    32 min
  7. 339: [Andy Bennetts] The Financial GPS

    Apr 7

    339: [Andy Bennetts] The Financial GPS

    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 budgeting 02:15 - The concept of a spending plan vs. budgeting 05:00 - The importance of forecasting in financial planning 08:20 - Naming your financial goals for better clarity 12:45 - The financial birthday cake analogy explained 15:30 - Teaching financial literacy to children 19:00 - The impact of storytelling in budgeting 22:15 - Overcoming the fear of confronting financial realities 25:00 - Final thoughts on achieving financial freedom Connect with Andy: Website: https://empowerwealth.solutions Email: empowerwealthsolutionsmail.com Note: 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/aboutthatwallet Twitter: https://twitter.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 #339

    36 min
  8. 338: [Ann Pells] Transforming Financial Struggles into Empowering Opportunities

    Apr 2

    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
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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/

Information

  • Creator
    Anthony Weaver
  • Years Active
    2020 - 2026
  • Episodes
    323
  • Rating
    Clean
  • Copyright
    © Anthony Weaver
  • Show Website
    ABOUT THAT WALLET