Podcast
ABOUT THAT WALLET
Hosted by Anthony Weaver · EN
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/
36episodes
Episodes
Newest firstAll episodes
345: [Saw K Myint] The Buddha Way to Financial Clarity
1w ago00:40:36Tap to summarizeIn this episode of About That Wallet, we dive into the high-pressure world of the sandwich generation, those balancing the financial and emotional weight of raising children while caring for aging parents. Joining us is Saw Myint, a CPA-qualified finance broker and property developer who has mastered the art of "Zero Stress" through a unique blend of timeless Buddhist wisdom and modern science. Saw shares her journey from a childhood "mental jail" to becoming the "Altruistic Broker", explaining how she uses the"Buddha Way" to navigate complex mortgage decisions and high-stakes property flips with absolute calm. We explore her science-backed theory that our feelings are merely side effects" of events that have already passed, as the mind and body change millions of times per second. Whether you are drowning in caregiving fatigue or paralyzed by financial uncertainty, Saw provides a strategy to "Wake Up" to the present moment, release attachment to the past, and make clear-headed decisions that honor both your wallet and your peace of mind.Takeaways1. **Emotions are "Side Effects," Not Permanent Truths:** Science shows our mind and body move millions of times per second, meaning the stress or grief we feel is often just an "echo" of a moment that has already passed.2. **Financial Clarity Requires Letting Go:** Making clear-headed financial decisions, such as managing home loans or investments, is only possible when we stop "dragging on" past mistakes and focus 100% on the present reality.3. **Impermanence is a Tool for Resilience:** By acknowledging that both "good and bad" moments are fleeting, caregivers can find a balanced state that prevents burnout and allows them to navigate life's chaos without losing themselves.Contact Informationhttps://www.facebook.com/likesawkmyint/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/aboutthatwalletJoin the newsletterhttps://aboutthatwallet.com/newsletterDisclaimerThe 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
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346: [Prisca Benson] Complaining About It Will Not Make You Rich
2w ago00:39:33Tap to summarizeIn this episode of the About That Water podcast, host Anthony Weaver speaks with money coach Prisca Benson about her journey to financial empowerment. They discuss the myths surrounding money, the importance of education and intentionality in financial decisions, and the three simple steps to achieving financial success: paying yourself first, decreasing expenses, and investing wisely. Prisca shares her personal experiences with debt, the significance of mindset in wealth building, and the necessity of setting boundaries in financial relationships. The conversation emphasizes the power of belief in oneself and the importance of making informed financial choices.Prisca Benson is a money coach and founder of Our Green Life who helps professional women build a clear money plan to pay off debt, grow savings, and invest with confidence. After growing her investment accounts by more than $490K in eight years, she now shares practical financial strategies that help women live well today while building wealth for the future. Takeaways//Your money is not limitless; moderation is key.//Take advantage of scholarships and research before college.//Pay yourself first to build savings consistently.//Investing, even in small amounts, can lead to significant growth over time.More about Prisca: https://ourgreenlifenj.com/work-with-me/https://www.instagram.com/ourgreenlifenj/https://www.linkedin.com/in/prisca-j-benson/=||Chapters||=00:00 Introduction to Financial Empowerment01:02 The Myth of Limitless Money02:57 Navigating Education Costs05:19 Lessons Learned from Marriage and Debt06:45 The Importance of Future Vision for Money09:32 Three Simple Steps to Financial Success13:02 Investing Wisely for the Future15:53 Mindset and Financial Decisions19:43 Setting Boundaries with Finances22:11 Navigating Financial Discussions in Relationships23:37 Navigating Financial Conversations in Relationships28:05 Building Financial Confidence Together31:46 Empowerment Through Financial Awareness32:01 Defining Wealth and Personal Growth34:10 Lessons from Financial Mistakes37:10 Finding Joy in Food and Life38:09 Closing Thoughts and BloopersThank you for Watching / Listening!!! Support the show (Every dollar keeps me from showing toe pics and continue to bring amazing guest on the show) Buy me a coffee: https://buymeacoffee.com/aboutthatwalletSign up for the monthly newsletter: https://aboutthatwallet.com/newsletterLearn 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 346
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345: [Chad Taylor] Navigating Financial Wisdom for Generations
Jun 800:30:27Tap to summarizeNavigating Financial Wisdom for Generations: Insights from Chad TaylorDiscover 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 perspectivesTimestamps: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 educationConnect 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/aboutthatwalletLearn more on: https://aboutthatwallet.com DisclaimerThe 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
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344: [Devona McCoy] Mom and Son Conversation
Jun 200:49:33Tap to summarizeMe having a chat with my mom.Like Avon products as much as my mom?https://www.avon.com/?rep=devonaparkerCheck out more episodes: https://aboutthatwallet.comDisclaimerThe 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
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343: [Steve Short and Mark Schlipman ] Your Savings Plan Doesn't Have to Feel Like Punishment
May 1900:47:29Tap to summarizeToday’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 schoolsGet 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 Freedom03:01 Understanding the 50-20-30 Model05:58 The Importance of Saving First08:39 Navigating College Savings and Financial Priorities11:40 The Need for Financial Education14:31 Personal Experiences and Financial Planning17:25 The Role of Financial Advisors20:09 Building Financial Habits Early23:05 The Power of Positive Thinking26:12 The Simple Road to Financial Freedom28:57 The Future of Financial Education32:03 Final Thoughts and ResourcesCheck out About That Wallet: https://aboutthatwallet.com DisclaimerThe 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
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342: [Michael Cobb] Risk, Reward, and Real Estate
Apr 2200:41:09Tap to summarizeIn 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 - Intro00:23 - About that Wallet podcast helps the Samwich generation build strong financial habits01:12 - So what is it is a cool financial tool that you found along your journey09:04 - People perceive investing overseas or outside their home country differently, Anthony says13:19 - A mortgage company was born in 1994 in Belize17:35 - Forestry management companies23:33 - Timber is a great way to build wealth28:34 - Sawmill in Panama 32:06 - Third segment37:46 - Final Four Questions39:36 - Last questionConnect with Michael Cobb:Website: https://ecidevelopment.com/Email: Mike.cobb@ecidevelopment.comRequest 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: aboutthatwalletTwitter: aboutthatwalletWebsite: aboutthatwallet.comOr Buy me a coffee: https://buymeacoffee.com/aboutthatwalletDISCLAIMER: 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
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341: David Nassief Got Fired at 63 retired at 69 | About That Wallet Live
Apr 1701:07:20Tap to summarizeA 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.comSupport 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/aboutthatwallethttps://aboutthatwallet.com DisclaimerThe 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
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340: [Victor Idoko] Lessons for New Parents, Starting Over in a New Country
Apr 1400:31:47Tap to summarizeIn 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 finance02:15 - Starting small with investing: the $10 strategy05:00 - Managing financial stress during significant life events08:20 - Universal principles of money management12:45 - The importance of saving and investing for wealth building15:30 - Estate planning and protecting your earning potential19:00 - The impact of mindset on financial success22:15 - Victor’s journey through financial certifications and education25:00 - Embracing opportunities and challenges in a new country28:50 - The role of AI in enhancing financial services32:30 - Final thoughts on financial empowerment and resourcesConnect with Victor Idoko:Instagram: https://www.instagram.com/IamVictorIdokoLinkedIn: https://www.linkedin.com/in/victor-idoko/YouTube: https://www.youtube.com/@victoridokocfvNote: 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: aboutthatwalletTwitter: aboutthatwalletWebsite: aboutthatwallet.comOr 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
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339: [Andy Bennetts] The Financial GPS
Apr 700:35:41Tap to summarizeIn 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 budgeting02:15 - The concept of a spending plan vs. budgeting05:00 - The importance of forecasting in financial planning08:20 - Naming your financial goals for better clarity12:45 - The financial birthday cake analogy explained15:30 - Teaching financial literacy to children19:00 - The impact of storytelling in budgeting22:15 - Overcoming the fear of confronting financial realities25:00 - Final thoughts on achieving financial freedomConnect with Andy:Website: https://empowerwealth.solutionsEmail: empowerwealthsolutionsmail.comNote: 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/aboutthatwalletTwitter: https://twitter.com/aboutthatwalletWebsite: 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
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338: [Ann Pells] Transforming Financial Struggles into Empowering Opportunities
Apr 200:58:49Tap to summarizeIn 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 journey02:15 - The impact of unexpected financial changes05:00 - The concept of financial muscle and ownership08:20 - Asking the right questions for financial clarity12:45 - Strategies for eliminating mortgage debt15:30 - The role of partnerships in business success19:00 - Celebrating wins and maintaining a positive mindset22:15 - Lessons learned from past financial mistakes25:00 - The importance of continuous learning and growth28:50 - Finding and acquiring businesses32:30 - Future aspirations and mindset shifts36:10 - Final thoughts and advice for listenersConnect with Ann Pells:Website: https://annsplan.com/Website: https://lifegiverlegacy.com/LinkedIn: Ann PellsWant 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/aboutthatwalletTwitter (X) : https://x.com/aboutthatwalletWebsite: 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 #338Show notes created by Headliner: https://make.headliner.app/sign-up#via=atw
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