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/
32episodes
Episodes
Newest firstAll episodes
343: [Steve Short and Mark Schlipman ] Your Savings Plan Doesn't Have to Feel Like Punishment
1w ago00:47:29Tap 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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337: [Ashlee Marie] How to Share Your Story Through Podcasting As A Guest
Mar 2400:44:03Tap to summarizeThis 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 & connection00:40 - Ashley Marie's journey from being on the run to sharing her story1:20 - The importance of storytelling when healed2:43 - How to know if you're healed enough to share your story4:09 - Podcasting as therapy and healing6:20 - Legal considerations and crafting your story safely8:53 - Elements of creating a captivating story: hooks, details, and hooks again11:14 - The significance of growth and transformation in storytelling12:43 - How to identify the climax or turning point in your story14:21 - When and how to cut off a story effectively15:48 - Recap on storytelling techniques and closing strategies17:11 - Empowering children through their stories19:41 - The future of storytelling and community building20:15 - The importance of sharing financial stories to inspire change25:45 - The potential of future storytelling formats including TV and series29:16 - Personal account: overcoming domestic violence using storytelling34:41 - The emotional connection and the catalyst of a story36:32 - What does wealth really mean? — Personal reflections38:23 - Worst money mistakes and lessons learned39:21 - Books that inspire and guide personal growth40:42 - Favorite dishes and personal passions as storytelling elements42:39 - How to find and connect with Ashlee Marie onlineConnect with Ashley Marie:TikTok: https://www.tiktok.com/@amarietalks https://linktr.ee/amarietalks LinkedIn: Ashley MarieNote: 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
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336: [Jennifer Benson] Why Trauma Transformation Holds You Back and How to Overcome It
Mar 1700:31:53Tap to summarizeIn this episode, Jennifer Benson shares her powerful story of turning childhood trauma into a tool for healing and inspiration. We explore how writing, sharing, and storytelling can foster connection, understanding, and personal growth. Discover how her upcoming podcast, The Impossible Shift, encourages others to embrace agency and make meaningful choices.Website: https://jennifersbenson.com/https://x.com/jennifersbenson=|| Chapters ||=00:00 - Intro & Overview01:00 - Processing Trauma02:06 - Publishing Decision04:19 - Honoring Mother05:25 - Mother-Daughter Talk10:02 - Personal Power14:01 - Military Influence18:10 - Clarity & Stories24:10 - Podcast Concept28:28 - Wealth & Choices__________Listen to the show on Audible: Try Audible and get 2 free books - https://amzn.to/3tWuDdJ __________Follow Me:IG: https://instagram.com/aboutthatwallet Twitter: https://twitter.com/aboutthatwallet Website: https://aboutthatwallet.com Buy me a coffe: https://buymeacoffee.com/aboutthatwallet--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 336
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335: [Wanda Belle] Breaking Down Your Money Decisions and Reduce Impulse Buying
Mar 1000:35:15Tap to summarizeIn this conversation, Wanda Belle discusses her journey from being an impulse buyer to recognizing the emotional triggers behind her shopping habits. She reflects on the fleeting satisfaction derived from purchases and the subsequent regret that often follows, emphasizing the importance of mindful spending.Takeaways: //Reviewing inflows and outflows quarterly//The importance of intentional spending before holidays//Overcoming emotional and impulse buying//The role of therapy in changing money mindset//Future financial milestones and personal growthMore about Wanda Belle: https://bellfinancialservices.com/ =||Chapters||=00:00 Introduction to Financial Wellness01:43 Preparing Finances for the Holiday Season03:58 Managing Family Expenses08:41 Overcoming Impulse Buying10:03 Controlling Emotional Spending17:33 Understanding Credit and Financial Education21:26 Future Plans and Milestones24:34 Final Four Questions and Insights33:21 BLOOPERSCheck out more shows athttps://aboutthatwallet.com Buy me a coffe: https://buymeacoffee.com/aboutthatwalletDisclaimerThe 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: 335
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334: [Sandra Park] Building Wealth Without the Hype
Mar 301:07:37Tap to summarizeIn 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.comhttps://www.youtube.com/@engineerherpathhttps://www.linkedin.com/in/engineerherpath/https://www.instagram.com/engineerherpath/=||Chapters||=00:00:00 Introduction to Financial Empowerment00:02:54 The Journey of Public Speaking00:05:48 Transformative Financial Experiences00:08:35 Shifting Mindsets on Money Management00:11:27 The Path to Financial Independence00:13:49 Learning from Financial Mistakes00:16:59 The Impact of Social Influences on Spending00:19:43 Cultural Perspectives on Work and Success00:22:34 Finding Balance in Life and Hobbies00:25:01 Embracing Imperfection in Hobbies00:26:30 Navigating Millionaire Status and Social Circles00:28:15 The Journey of Openness and Self-Perception00:29:47 Surrounding Yourself with Positive Influences00:31:21 The Importance of Action Over Dreams00:33:15 Investing in Personal Development00:34:57 Teaching Financial Literacy to the Next Generation00:37:48 Starting Early: Investing for Children00:40:42 Choosing the Right Financial Advisor00:47:29 Investment Strategies: Dollar Cost Averaging00:49:22 Lessons from Bad Financial Advice00:51:21 Reflections on Career and Life Goals00:54:51 Embracing Change and Pursuing Passion00:57:03 The Power of Podcasting01:01:39 Final Thoughts and Personal InsightsDisclaimerThe 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
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