In this episode of About That Wallet, host Anthony sits down with real estate developer and investor Dusten Hendrickson to unpack how to build long-term wealth through ground-up multifamily real estate.

Dusten shares how he scaled from building duplexes to leading 100+ unit developments and passive syndications. They explore the economics of modern construction, how to work with local city planners to get projects approved, why leveraging debt builds generational wealth, and what it really means to have "money in the mailbox."

=|| Chapters ||=

00:00 – Introduction: Meet Dusten Hendrickson

01:03 – Why choose multifamily over other real estate asset classes?

02:55 – Finding land: Path of progress vs. urban infill

04:30 – How beginners can reverse-engineer and scale a footprint

06:05 – Vertical integration, construction costs, and raising capital

07:14 – How Dusten would start over today with $500K

08:32 – Contingency budgets and cash reserves you actually need

09:18 – Why paying off real estate debt can hurt your returns

10:19 – Selling entire buildings vs. individual condo units

11:21 – The new reality of construction costs vs. rental rates

12:44 – Why home affordability is shifting toward a European renter model

14:48 – Duplexes, syndications, and keeping initial mistakes cheap

16:45 – Working with planning, zoning, and city engineers

19:48 – An investor mindset vs. a consumer mindset

21:32 – What "money in the mailbox" actually means

23:21 – The final four: Defining wealth, biggest money lessons, and recommended reading

24:55 – Dusten’s ultimate steak nacho recipe

26:10 – Where to connect with Dusten & closing remarks

Guest resources & links

Website: https://mailboxmoney.com

LinkedIn: Dusten Hendrickson

Books mentioned: The Bible, Meditations by Marcus Aurelius, The 48 Laws of Power by Robert Greene

THANK YOU FOR LISTENING!

#AboutThatWallet 

Get My Habit Journal: https://amzn.to/3U4r44

Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter 

Continue to support the show by subscribing, sharing and leaving comments on your favorite platforms. This help others like yourself find me.

__________

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.

373

Health Emergencies are Budget Killers | Interview with Sharon Lemoine

Health is wealth, but unexpected medical issues can quickly wipe out an emergency fund. In this episode of ABOUT THAT WALLET, we sit down with Sharon Lemoine, a nurse practitioner with over 25 years of emergency medicine experience and founder of a wellness clinic that combines faith, lifestyle, and medicine.

We break down the hidden financial costs of chronic illness, the truth behind GLP-1 weight loss medications, and how proactive lifestyle changes can protect both your physical health and your bank account.

What we cover in this episode:

• The real cost of chronic disease: Why conditions like high blood pressure and type 2 diabetes can cost tens of thousands out of pocket—even with insurance.
• Reactive vs. preventative care: Moving away from corporate healthcare models and taking control of your lifestyle.
• The hype around GLP-1 medications: What you need to know about peptide therapies, medical supervision, and avoiding muscle loss.
• Alternative healthcare models: How concierge medicine and cash-pay setups work compared to traditional high-deductible insurance plans.
• Faith, family, and hard conversations: Navigating health diagnoses and talking to loved ones without fear.
• The Final Four: Sharon shares her definition of wealth, her biggest money lesson, and her go-to comfort meal.

Timestamps:

• 00:00 - Introduction & welcome Sharon Lemoine
• 01:15 - Why health emergencies threaten your wealth
• 03:00 - Sharon’s story: Navigating Type 1 diabetes and out-of-pocket costs
• 06:40 - Type 1 vs. Type 2 diabetes: Prevention and lifestyle control
• 09:40 - The shift from emergency medicine to preventative wellness
• 11:10 - The truth about GLP-1 medications and healthy weight loss
• 15:30 - The shocking 10-year cost of common health conditions
• 19:00 - How concierge medicine works & opting for cash-pay
• 25:15 - Integrating faith, family, and tough health conversations
• 30:10 - Daily decisions that protect your future self
• 32:25 - The Final Four questions
• 34:20 - Where to connect with Sharon Lemoine

Connect with Sharon Lemoine:

• YouTube: www.youtube.com/@SharonLemoine-ARNP
• Clinic / Socials: @forgedfaithfulfitness | @theconciergenp

THANK YOU FOR LISTENING!

#AboutThatWallet 

Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter 

Follow Me:

IG: https://instagram.com/aboutthatwallet 

Twitter: https://twitter.com/aboutthatwallet 

Website: https://aboutthatwallet.com 

💬 Disclaimer:

The information shared in this broadcast is for educational and informational purposes only and does not constitute formal legal, tax, or financial advice. Always consult with a qualified attorney, CPA, or financial advisor regarding your personal situation.

371

Nik Johnson is the host of Everyday Money Heroes,

where he leads engaging discussions on financial

independence and personal growth. Having achieved

early retirement at the age of 48, Nik is passionate

about helping others take control of their financial

futures. In addition to his financial expertise, he has

been a dedicated marriage and relationship coach

for over 20 years, guiding individuals and couples

toward stronger, healthier relationships. Through his

work, Nik empowers people with practical insights and

real-life strategies to achieve both financial and

personal success. 

Check out his channel: 

https://www.youtube.com/@Everyday-Money-Heroes 

=|| Chapters ||=

0:00 - The truth about starting broke

3:45 - Shifting from survival to strategy

10:15 - Common traps holding you back

16:30 - The underdog advantage in building wealth

23:10 - Actionable steps to hit your financial goals

28:40 - Key takeaways and final thoughts

THANK YOU FOR LISTENING!

#AboutThatWallet 

Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter 

Follow Me:

IG: https://instagram.com/aboutthatwallet 

Twitter: https://twitter.com/aboutthatwallet 

Website: https://aboutthatwallet.com 

💬 Disclaimer:

The information shared in this broadcast is for educational and informational purposes only and does not constitute formal legal, tax, or financial advice. Always consult with a qualified attorney, CPA, or financial advisor regarding your personal situation.

371

In this episode of About That Wallet, Anthony sits down with Dante Royster, founder of Epic Mortgage, top 1% mortgage broker with over 23 years of experience, and former professional athlete. Dante shares how lessons from the basketball court translated directly into long-term entrepreneurial success, the truth about the modern "American Dream," and the fundamental "CIA" framework (Credit, Income, Assets) needed to secure a mortgage. He also breaks down what season of finance you might be in, navigating market crashes, breaking generational barriers to wealth, and the power of building a savings muscle.

Dante’s 23 years in the mortgage industry have equipped him with unparalleled insights into the real estate market. He emphasizes the importance of teamwork, consistency, commitment, resilience, and listening skills—each essential for navigating both sports and business. You’ll discover how these principles can empower you to build a strong financial foundation, whether you’re looking to buy your first home or elevate your entrepreneurial journey.

Understanding these concepts is crucial for anyone aspiring to succeed in real estate or entrepreneurship. Not knowing them could cost you opportunities and freedom. With Dante’s guidance, you’ll transform your mindset and equip yourself with the skills necessary to thrive in today’s market.

Perfect for aspiring entrepreneurs, first-time homebuyers, and anyone looking to strengthen their financial habits, this episode is essential listening for those ready to take charge of their financial future. Don’t miss out on the wealth of knowledge Dante brings to the table—tune in now and start your journey toward success!

=|| Chapters ||=

00:00 – Introduction: Welcoming Dante Royster

01:03 – Translating Athletic Discipline to Entrepreneurship & Basketball Background

03:45 – 5 Transferable Skills from Sports to Business (Teamwork, Consistency, Commitment, Overcoming Hurdles, Listening)

07:43 – Audience Shoutout & Mindset Shifts

09:05 – Has the "American Dream" Changed? Freedom vs. Optionality

11:10 – The Ultimate Mortgage Guide & The "CIA" Lending Framework (Credit, Income, Assets)

14:20 – What Financial Season Are You In? (Buy, Sell, Pivot, or Hold)

16:21 – The 2007–2008 Crash: Overcoming Setbacks & Controlling the Controllables

21:31 – The Driving "Why" & Harnessing the Fear of Failure

22:44 – Navigating Real Estate as a Black Entrepreneur & Breaking Generational Barriers

25:22 – Escaping the Rat Race: The 3 True Ways to Build Wealth

28:01 – Building a "Savings Muscle" & Paying Yourself First

29:50 – Creating a Financial Board of Directors & Positioning Before Opportunity

32:00 – The Final Four Questions:

32:30 – 1. What does wealth mean to you?

32:41 – 2. Your biggest money lesson

34:22 – 3. Books that inspired your journey & teaching kids about money

38:03 – 4. Favorite dish to make

39:00 – Where to Find Dante Royster (Epic Spotlight Podcast & Socials)

39:46 – Outro & Final Words of Wisdom

Website: https://www.epic.mortgage/

THANKS FOR LISTENING

Website: https://aboutthatwallet.com 

💬 Disclaimer:

The information shared in this broadcast is for educational and informational purposes only and does not constitute formal legal, tax, or financial advice. Always consult with a qualified attorney, CPA, or financial advisor regarding your personal situation.

370

Unlock the secrets of storytelling that can transform your financial future! In this episode of the About That Wallet Podcast, media strategist Aurora Winter reveals how you can harness the power of narrative to captivate your audience and drive success. Whether you're a CEO, founder, or aspiring entrepreneur, this conversation is a must-listen if you want to turn your words into wealth.  

Aurora shares her compelling insights on why storytelling is crucial in business, explaining that people remember stories far better than lists. She introduces two powerful frameworks for crafting your narrative: the myth-bust technique and the hero's journey. You'll discover how to confront common misconceptions and engage your audience from the get-go, making your message resonate.  

We delve into the stakes of effective storytelling, emphasizing that failing to master this skill could mean missing out on opportunities for connection and growth. Aurora’s personal anecdotes, including a pivotal moment that led to generating $3 million in just one week, highlight the importance of a compelling message.  

If you're ready to elevate your storytelling game and unlock new pathways to success, this episode is essential listening. Join Anthony Weaver and Aurora Winter for an enlightening discussion that will inspire you to act and reshape your financial narrative. Don't just listen—transform your approach to wealth today!  

Aurora Winter, MBA, is a media strategist, bestselling author of 10 books, award-winning screenwriter-producer, and founder of Same Page Publishing. Leveraging her background as a former television executive and her proprietary frameworks, she helps CEOs, founders, and experts turn their knowledge into premium authority, bestselling books, and scalable revenue. 

Website: https://www.samepagepublishing.com 

THANK YOU FOR LISTENING!

#AboutThatWallet 

Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter 

Follow Me:

Website: https://aboutthatwallet.com 

💬 Disclaimer:

The information shared in this broadcast is for educational and informational purposes only and does not constitute formal legal, tax, or financial advice. Always consult with a qualified attorney, CPA, or financial advisor regarding your personal situation.

Episode 369

Inheriting real estate can be a life-changing financial milestone or an overwhelming legal and tax headache if you don’t prepare. In this live session of ABOUT THAT WALLET, special guest Rhett Fruitman breaks down everything you need to know about inheriting property the right way, protecting generational wealth, and avoiding costly mistakes.

Whether you've recently inherited a home, expect to in the future, or want to ensure your own estate is passed down seamlessly to your loved ones, this replay provides practical, actionable insights you can implement today.

What You’ll Learn in This Stream:

• The Step-by-Step Inheritance Process: What to do immediately after inheriting property.
• Taxes & Hidden Costs: Understanding step-up in basis, capital gains, property taxes, and existing mortgages.
• To Keep, Rent, or Sell? How to evaluate your options to build long-term wealth.
• Avoiding Sibling & Family Disputes: Smart communication and legal structures that prevent conflict.
• Estate Planning Essentials: How proper planning today protects the next generation tomorrow.

=|| Chapters ||=

0:00 - Welcome & Introduction to Rhett Fruitman

03:15 - Common Myths Around Inheriting Real Estate

08:30 - Tax Implications You Need to Know (Step-Up in Basis)

15:10 - Deciding Whether to Sell, Rent, or Move In

22:45 - Live Q&A: Viewer Scenarios & Estate Planning Tips

28:20 - Final Takeaways & Resources

More about Rhett:

https://inheritedpropertymatch.com/

The step-by-step guide’s URL is https://inheritedpropertymatch.com/wp-content/uploads/2026/02/Guide-to-Selling-Inherited-Property-Inherited-Property-Match.pdf

THANK YOU FOR LISTENING!

#AboutThatWallet 

Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter 

Follow Me:

IG: https://instagram.com/aboutthatwallet 

Twitter: https://twitter.com/aboutthatwallet 

Website: https://aboutthatwallet.com 

💬 Disclaimer:

The information shared in this broadcast is for educational and informational purposes only and does not constitute formal legal, tax, or financial advice. Always consult with a qualified attorney, CPA, or financial advisor regarding your personal situation.

Episode: 368

In this episode of About That Wallet, we sit down with cost segregation and wealth strategist Erik Oliver to uncover how savvy real estate investors and business owners are unknowingly leaving six figures on the table every year. From overlooked tax-saving strategies to the power of accelerated depreciation and cost segregation, Erik breaks down actionable steps you can take today to protect your wealth, reduce tax liability, and keep more money working for you.

=||Chapters||=

• [00:00] – Introduction: Welcoming Erik Oliver & why high earners miss out on massive tax savings
• [04:15] – The Biggest Blind Spot: How smart investors leave six figures behind
• [12:30] – Cost Segregation Demystified: What it is and who qualifies
• [21:45] – Accelerated Depreciation in Action: Case studies and real dollar savings
• [33:10] – Proactive vs. Reactive Tax Planning: Why your CPA might not be telling you everything
• [44:00] – Next Steps: How to audit your assets and keep your hard-earned wealth

Notable Quotes from the Episode

"You don’t build wealth just by what you make; you build wealth by what you keep."

"Leaving six figures on the table isn’t an investment failure—it’s an education gap in tax strategy."

More from Erik

Learn more at https://www.mavencostseg.com.

THANK YOU FOR LISTENING!

#AboutThatWallet 

Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter 

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 367

In this episode of ABOUT THAT WALLET, we sit down with actress, Broadway performer, speaker, and host Salisha Thomas Weiss. Building a lasting career in entertainment requires more than just talent—it demands sharp financial discipline, strong mindset shifts, and intentional career pivots. Salisha opens up about her journey from Disney and Broadway to voice acting and entrepreneurship, sharing practical lessons on managing unpredictable income, avoiding the "starving artist" trap, and building true wealth while staying true to your passion.

=|| Chapters ||=

00:00 – Welcome to the About That Wallet podcast

01:15 – Meet Salisha Thomas Weiss: Life on stage and behind the mic

06:40 – The financial reality of the entertainment industry

14:20 – Mindset shifts: Overcoming the "starving artist" narrative

22:50 – Managing fluctuating income & budgeting between gigs

31:10 – Diversifying your craft: Voiceover, speaking, and digital brand building

41:30 – Salisha’s golden rule for long-term financial peace of mind

48:00 – Where to connect with Salisha & final takeaways

Memorable Quotes:

"You don’t have to sacrifice your financial security just to do what you love."

"When you treat your creativity like a business, your relationship with money completely transforms."

More of Salisha!

https://www.thesalishashow.com/

THANK YOU FOR LISTENING!

#AboutThatWallet 

Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter 

Continue to support the show by subscribing, sharing and leaving comments on your favorite platforms. This help others like yourself find me.  

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 366

In this stream of ABOUT THAT WALLET, we sit down with Bob Martin, Owner of The Flow Media, to break down problem solving through three distinct lenses. Whether tackling business hurdles, personal finance decisions, or everyday challenges, learning how to shift perspectives can dramatically improve your decision-making and outcomes.

Key Takeaways & Highlights

• The First Lens: Looking at problems from an immediate, practical angle—identifying root causes versus surface symptoms.
• The Second Lens: Viewing challenges through the framework of systems, patterns, and long-term impact.
• The Third Lens: The human and psychological perspective—managing mindset, emotions, and stakeholder expectations.
• Frameworks in Action: Practical ways to apply these three perspectives to your everyday life and wallet.

Timestamp Template (Chapters)

(Adjust timestamps to match your exact stream moments)

• 00:00 – Welcome & Stream Introduction
• 02:15 – Introducing Bob Martin
• 05:30 – Defining the Core Problem-Solving Challenge
• 12:45 – Lens 1: Immediate & Tactical Analysis
• 24:10 – Lens 2: Strategic & Systems Thinking
• 37:20 – Lens 3: Mindset & the Human Element
• 48:00 – Audience Q&A / Live Discussion
• 56:30 – Final Thoughts & Where to Connect

More about Bob:

My guest today spent forty years in courtrooms — as a prosecutor, a defense attorney, and a trial lawyer who's seen just about everything, including organized crime cases. Then he went back to school for clinical social work and spent years working as a therapist and addiction counselor. Somewhere along the way, both careers taught him the same thing: a huge number of people are sitting on a legal problem they don't understand, too stressed and too unsure of the cost to ever pick up the phone. So he built something new — a legal consulting practice that helps people figure out what's actually going on and what their real options are, without ever stepping in as their lawyer. Please welcome Bob Martin.

More about Bob

https://theflowmedia.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 365

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!

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

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 management
• Self-care and mental health for entrepreneurs
• Cybersecurity best practices for small businesses
• Cyber risks in mergers and acquisitions
• Branding 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

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

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

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

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

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 Rob

• https://www.earlyretirementaccess.com 
• https://www.linkedin.com/in/robert-townend-817a2a37/
• https://www.facebook.com/profile.php?id=61583712074386

Key Discussion Points

• The 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

I had the opportunity to chat with Dr. Tommy Rhee, owner of RheeGen, about how stem cells have impacted the sports industry for speedy recoveries and how everyday people like you and I could benefit from the research.

Dr. Tommy Rhee, a sports chiropractor and pioneer in regenerative wellness, has dedicated over three years to the development of RheeGen®. Recognizing the limitations and risks of injection-based stem cell therapies, Dr. Rhee envisioned a safer, more accessible alternative — one that could deliver the healing power of regenerative medicine without using live cells or invasive procedures.

More of Dr. Tommy Rhee

https://rheegen.com/

=|| Chapters ||=

00:00 Introduction to Stem Cells and Their Importance

03:13 Understanding Aging and Cellular Regeneration

05:46 The Role of Telomeres in Aging

08:55 The Evolution of Stem Cell Therapy

12:02 Controversies Surrounding Stem Cell Sources

14:55 Applications of Stem Cells in Athletic Recovery

18:12 Testing and Efficacy of Stem Cell Treatments

20:56 Future of Stem Cell Therapy and Cost Analysis

24:37 The Future of Regenerative Medicine

30:02 The Risks of Cloning and Genetic Manipulation

35:53 Personal Journey and Insights on Wealth

39:40 Final Thoughts and Resources

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 356

I had an amazing time catching up with Tiffany Grant, an accredited financial counselor and author, about her new book 'Money Moves and Mindset Shifts.' We discuss her journey, the importance of financial literacy, legacy building, and practical strategies for financial success.

• Tiffany Grant's motivation for writing her book
• The importance of financial literacy and mindset
• Legacy building beyond money
• Practical strategies for financial success
• Overcoming financial trauma and fear of tracking finances

More about Tiffany: https://moneytalkwitht.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 355

I get the opportunity to speak with Denise Joseph of Called to Confidence about how we can turn our thoughts into action, build confidence and overcome imposter syndrome.  

Denise Joseph’s main focus is on the intersection of cognitive thinking patterns, effective communication, and personal purpose, often framed through a faith-based lens. Her work centers on the idea that understanding how one's mind is "wired" is the key to both professional success and personal fulfillment. 

More about Denise

https://www.youtube.com/@Calledintoconfidence

www.linkedin.com/in/dmdjose

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 354