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. 4d ago

    364: [Greg Junge] The Poor Money Mindset

    In this live episode of ABOUT THAT WALLET, we sit down with Greg Junge to unpack the psychological barriers and financial habits that keep people trapped in a "poor money mindset." We discuss practical shifts to overcome limiting beliefs, build healthy financial habits, and take control of your wealth-building journey. Key Takeaways & Discussion Highlights The Root of Limiting Beliefs: How our background and environment shape our relationship with money.Scarcity vs. Abundance: Identifying the core habits that define a poor money mindset and how to reframe them.Actionable Financial Steps: Simple, everyday adjustments to move from financial anxiety to intentional wealth-building.Viewer Q&A: Live audience questions answered with practical, real-world advice. =||Chapters||= 00:00 - Introduction & Welcome 02:15 - Meet Greg Junge 05:30 - What Is a "Poor Money Mindset"? 10:45 - Breaking Free from Financial Scarcity & Fear 16:20 - Core Habits for Building Financial Wealth 21:50 - Live Q&A / Audience Questions 27:10 - Final Takeaways & Where to Find Greg 28:45 - Wrap-Up & Next Steps Connect & Resources Guest: Greg Junge Free resource: MoneyMindsetAcademy.com/freeteenbook Insta: https://www.instagram.com/gregmoneymindset/ Website: https://www.moneymindsetacademy.com/ LinkedIn: https://www.linkedin.com/company/moneymindsetacademyofficial/home/  == 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 364 Leave a Comment: What was your biggest mindset shift around money? Let us know below!

    364: [Greg Junge] The Poor Money Mindset
  2. 6d ago

    363: [Jullion Cooper] Owning 23-Unit Apartment Building in Six Months

    Welcome back to ABOUT THAT WALLET! In this episode, we sit down with real estate investor Jullion Cooper to break down his incredible journey of acquiring a 23-unit apartment building in just six months. Whether you're an aspiring real estate investor or looking to scale your portfolio into multifamily properties, this conversation delivers actionable strategies, mindset shifts, and practical insights to help you build wealth. Key Takeaways & Highlights - The Multifamily Leap: How Jullion transitioned into commercial multifamily real estate. - Finding & Analyzing Deals: The criteria and market research used to pinpoint the right 23-unit property. - Creative Financing & Capital Raising: How the deal was structured, funded, and closed within six months. - Overcoming Obstacles: Navigating due diligence, underwriting, and closing table challenges. - Actionable Advice for Beginners: How you can take the first step toward your own real  -Testate investments today. =||Chapters||= 00:00 – Introduction & Welcome Jullion Cooper 03:15 – Jullion’s Background & Entry into Real Estate 08:45 – Why Multifamily? Choosing 23 Units Over Single Family 16:20 – Finding the Deal & Conducting Due Diligence 24:10 – Structuring the Financing & Raising Capital 32:40 – Lessons Learned & Biggest Challenges Faced 38:50 – Key Advice for Aspiring Real Estate Investors 42:30 – Where to Connect with Jullion & Closing Thoughts More about Jullion instagram: https://www.instagram.com/jullioncooper  LinkedIn: https://www.linkedin.com/in/jullion-cooper-74981b8 Website: https://propertiesbyjmc.com/invest 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 content in this video and description is for educational and informational purposes only and should not be considered financial, legal, or investment advice. Always consult a qualified professional before making any financial or investment decisions. Episode 363

    363: [Jullion Cooper] Owning 23-Unit Apartment Building in Six Months
  3. Oct 1

    362: [Eric Chapman] Cyber Security Awareness

    In this episode, Eric Chapman the owner of Cygile, shares insights on balancing family life, entrepreneurship, and cybersecurity. He discusses time management, the importance of self-care, and strategies for small businesses to enhance cybersecurity posture, especially during mergers and acquisitions. Key topics Work-life balance and time managementSelf-care and mental health for entrepreneursCybersecurity best practices for small businessesCyber risks in mergers and acquisitionsBranding and marketing strategies for cybersecurity firms =||Chapters||= 00:00 Introduction and Personal Growth 02:44 Balancing Family and Entrepreneurship 05:56 Mindset Shift: Working Smart, Not Hard 08:54 Prioritizing Health and Well-being 11:40 The Importance of Support and Relationships 17:24 Business Evolution and Branding 26:48 Building a Cybersecurity Team 31:39 Focus on Cybersecurity for Small Businesses 39:02 Cyber Due Diligence in Mergers and Acquisitions 45:52 The Human Element of Cybersecurity Awareness More about Eric: https://cygile.com/ 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 362

    362: [Eric Chapman] Cyber Security Awareness
  4. Sep 29

    361: [Karlesha Hewitt] Paid off almost $60k in Two Years

    I get the opportunity to speak with Karlesha Hewitt, Owner of the Wisdom Child Consulting, about how she came to pay off almost $60k in two years, had mindset shifts and changed life decisions.  Karlesha V. Hewitt, Esq. founded WisdomChild Consulting in 2023 with a heart toward equipping people with the tools, resources, and wisdom needed for life changing empowerment and long-term financial stability.   Primarily through Financial Literacy Education, she helps people Get Wisdom That Cannot Be Taken! Karlesha's perspective comes from learned and lived experience. After exposure to various perspectives on saving, budgeting, paying off debt, and wealth building as well as practical application, Karlesha paid off close to $60,000 in debt over a two year period (not including student loans). Then she began leading and teaching others through dynamic, interactive, and interpersonal financial literacy workshop courses. More about Karlesha instagram: https://www.instagram.com/wisdomchildconsulting/ @wisdomchildconsulting Website: www.wisdomchildconsulting.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 361

    361: [Karlesha Hewitt] Paid off almost $60k in Two Years
  5. Sep 28

    360: [Tina Larsson] The money most co-op and condo owners don't think to question

    I get the opportunity to speak with Tina Larsson, Owner of the Folson Group, about why nearly 66 million Americans living in co-ops, condos, and HOAs are sitting on a financial blind spot that could cost them far more than they realize. Tina Larsson is the co-founder of The Folson Group, a New York City co-op and condo consultant. After saving her own building $340,000, she and her husband, Mark Foley started The Folson Group to help NYC coop and condo owners increase their property values. She is the author of Living the High Life, frequent podcast guest and speaker, and holds a LEED Green Associate designation. Tina also created the Folson Board Academy, an online course that gives co-op and condo board members the business framework they need before something goes wrong. Tina is on a mission to support NYC condo and co-op boards optimize their buildings, because smart coop and condo boards don't go it alone.  More about Tina,  LinkedIn: https://www.linkedin.com/in/tinalarssonli/ YouTube: https://www.youtube.com/@folsongrp Instagram: https://www.instagram.com/folsongrp/?hl=en 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 360

    360: [Tina Larsson] The money most co-op and condo owners don't think to question
  6. Sep 21

    359: [Jaden Sterling] Stack Your Wallet with Stocks

    In this episode of ABOUT THAT WALLET, we sit down with Jaden Sterling to discuss practical and mindset-driven strategies for building wealth through the stock market. Whether you're just starting your investing journey or looking to refine your strategy, this conversation breaks down actionable steps to grow your portfolio, avoid common pitfalls, and make your money work harder for you. 👤 Guest: Jaden Sterling Expertise: Author, wealth strategist, and seasoned investor with deep expertise in stock market fundamentals, intuitive investing, and financial mindset development. Key Focus: Helping everyday individuals navigate the stock market with clarity, discipline, and sustainable wealth-building practices. 📌 Key Takeaways & Highlights Stock Market Fundamentals: Demystifying the basics of investing and building confidence for beginners. Stacking Your Portfolio: Practical strategies for selecting stocks, balancing risk, and maintaining long-term consistency. Wealth Mindset: How emotional discipline and clear financial goals directly impact your investment success. Common Mistakes to Avoid: Navigating market volatility without letting panic drive your decisions. ⏱️ Timestamps / Chapter Outline 00:00 – Welcome & Episode Introduction 03:30 – Meet Jaden Sterling: Journey into Investing 10:15 – Core Principles of Stacking Your Wallet with Stocks 20:45 – Mindset, Discipline, and Market Volatility 32:10 – Actionable Steps for New & Growing Investors 42:00 – Final Thoughts & Where to Connect with Jaden 🔗 Connect & Resources Follow ABOUT THAT WALLET: Don't forget to like, subscribe, and share this episode!  Want to be a guest like Jaden? Check out Podmatch - https://www.joinpodmatch.com/wallet   Guest Links:   //https://sterlingstockpicker.com/vip (software) https://www.youtube.com/@UCt5pYeT0_9TifgdtJlTbugg  Disclaimer: This content is for educational and informational purposes only and should not be taken as professional financial advice. Episode 359

    359: [Jaden Sterling] Stack Your Wallet with Stocks
  7. Sep 8

    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
  8. Sep 2

    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
5
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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/

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