In this episode, we dive deep into the world of budgeting with Andy Bennetts, a former educator turned financial empowerment coach and the founder of Empowered Wealth Solutions. Andy shares his insights on how to transition from a burdensome debt situation to financial freedom, emphasizing the importance of a forward-looking approach to budgeting, which he likens to driving with a clear windshield. He discusses the significance of naming your financial goals and the concept of a "financial birthday cake," which illustrates the layers of financial security needed for a stable future.

Key takeaways include:

// The difference between budgeting and a spending plan: shifting the mindset for success

// The importance of forecasting your financial future rather than just analyzing past spending

// Strategies for naming and taming your financial goals to create clarity

// How to teach financial literacy to children through simple practices

// The role of storytelling in making budgeting engaging and relatable

=|| Chapters ||=

00:00 - Introduction to Andy and his approach to budgeting

02:15 - The concept of a spending plan vs. budgeting

05:00 - The importance of forecasting in financial planning

08:20 - Naming your financial goals for better clarity

12:45 - The financial birthday cake analogy explained

15:30 - Teaching financial literacy to children

19:00 - The impact of storytelling in budgeting

22:15 - Overcoming the fear of confronting financial realities

25:00 - Final thoughts on achieving financial freedom

Connect with Andy:

Website: https://empowerwealth.solutions

Email: empowerwealthsolutionsmail.com

Note: This episode highlights the transformative power of a positive mindset in financial management and the importance of proactive planning. Tune in to find out how you can take control of your financial future!

__________

Follow Me:

IG: https://instagram.com/aboutthatwallet

Twitter: https://twitter.com/aboutthatwallet

Website: https://aboutthatwallet.com

--

DISCLAIMER: The information in this podcast is for educational purposes only and does not constitute financial, legal, or tax advice. Please consult a qualified professional for advice tailored to your individual circumstances.

Episode #339

In this episode, Ann Pells shares her transformative journey from financial uncertainty to empowerment through knowledge and community. She reflects on the pivotal moment when her husband received a pink slip, pushing her to confront their financial struggles head-on. Ann emphasizes the importance of asking the right questions, building financial muscle, and partnering with others to achieve success.

Key insights include:

// Understanding the true purpose of money: creating memorable experiences

// The significance of asking questions and seeking help when needed

// Strategies for paying off mortgage debt quickly and effectively

// The value of partnerships in business and financial ventures

// Celebrating small wins and maintaining a positive mindset

=|| Chapters ||=

00:00 - Introduction to Ann Pells and her journey

02:15 - The impact of unexpected financial changes

05:00 - The concept of financial muscle and ownership

08:20 - Asking the right questions for financial clarity

12:45 - Strategies for eliminating mortgage debt

15:30 - The role of partnerships in business success

19:00 - Celebrating wins and maintaining a positive mindset

22:15 - Lessons learned from past financial mistakes

25:00 - The importance of continuous learning and growth

28:50 - Finding and acquiring businesses

32:30 - Future aspirations and mindset shifts

36:10 - Final thoughts and advice for listeners

Connect with Ann Pells:

Website: https://annsplan.com/

Website: https://lifegiverlegacy.com/

LinkedIn: Ann Pells

Want to be on my show like Ann?

Check out Podmatch: https://www.joinpodmatch.com/wallet

Note: This episode highlights the importance of resilience, collaboration, and the pursuit of knowledge in overcoming financial challenges and achieving personal growth. Tune in to learn how you can build a better financial future.

__________

Follow Me:

IG: https://instagram.com/aboutthatwallet

Twitter (X) : https://x.com/aboutthatwallet

Website: https://aboutthatwallet.com/

--

DISCLAIMER: The information in this podcast is for educational purposes only and does not constitute financial, legal, or tax advice. Please consult a qualified professional for advice tailored to your individual circumstances.

Episode #338

Show notes created by Headliner: https://make.headliner.app/sign-up#via=atw

This 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 & connection

00:40 - Ashley Marie's journey from being on the run to sharing her story

1:20 - The importance of storytelling when healed

2:43 - How to know if you're healed enough to share your story

4:09 - Podcasting as therapy and healing

6:20 - Legal considerations and crafting your story safely

8:53 - Elements of creating a captivating story: hooks, details, and hooks again

11:14 - The significance of growth and transformation in storytelling

12:43 - How to identify the climax or turning point in your story

14:21 - When and how to cut off a story effectively

15:48 - Recap on storytelling techniques and closing strategies

17:11 - Empowering children through their stories

19:41 - The future of storytelling and community building

20:15 - The importance of sharing financial stories to inspire change

25:45 - The potential of future storytelling formats including TV and series

29:16 - Personal account: overcoming domestic violence using storytelling

34:41 - The emotional connection and the catalyst of a story

36:32 - What does wealth really mean? — Personal reflections

38:23 - Worst money mistakes and lessons learned

39:21 - Books that inspire and guide personal growth

40:42 - Favorite dishes and personal passions as storytelling elements

42:39 - How to find and connect with Ashlee Marie online

Connect with Ashley Marie:

TikTok: https://www.tiktok.com/@amarietalks

https://linktr.ee/amarietalks

LinkedIn: Ashley Marie

Note: 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

In 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 & Overview

01:00 - Processing Trauma

02:06 - Publishing Decision

04:19 - Honoring Mother

05:25 - Mother-Daughter Talk

10:02 - Personal Power

14:01 - Military Influence

18:10 - Clarity & Stories

24:10 - Podcast Concept

28:28 - 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

In 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 growth

More about Wanda Belle:

https://bellfinancialservices.com/

=||Chapters||=

00:00 Introduction to Financial Wellness

01:43 Preparing Finances for the Holiday Season

03:58 Managing Family Expenses

08:41 Overcoming Impulse Buying

10:03 Controlling Emotional Spending

17:33 Understanding Credit and Financial Education

21:26 Future Plans and Milestones

24:34 Final Four Questions and Insights

33:21 BLOOPERS

Check out more shows at

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: 335

In 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.com

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

https://www.linkedin.com/in/engineerherpath/

https://www.instagram.com/engineerherpath/

=||Chapters||=

00:00:00 Introduction to Financial Empowerment

00:02:54 The Journey of Public Speaking

00:05:48 Transformative Financial Experiences

00:08:35 Shifting Mindsets on Money Management

00:11:27 The Path to Financial Independence

00:13:49 Learning from Financial Mistakes

00:16:59 The Impact of Social Influences on Spending

00:19:43 Cultural Perspectives on Work and Success

00:22:34 Finding Balance in Life and Hobbies

00:25:01 Embracing Imperfection in Hobbies

00:26:30 Navigating Millionaire Status and Social Circles

00:28:15 The Journey of Openness and Self-Perception

00:29:47 Surrounding Yourself with Positive Influences

00:31:21 The Importance of Action Over Dreams

00:33:15 Investing in Personal Development

00:34:57 Teaching Financial Literacy to the Next Generation

00:37:48 Starting Early: Investing for Children

00:40:42 Choosing the Right Financial Advisor

00:47:29 Investment Strategies: Dollar Cost Averaging

00:49:22 Lessons from Bad Financial Advice

00:51:21 Reflections on Career and Life Goals

00:54:51 Embracing Change and Pursuing Passion

00:57:03 The Power of Podcasting

01:01:39 Final Thoughts and Personal Insights

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 334

In this episode, Anthony Weaver and Kyle Beltle discuss essential tax strategies for entrepreneurs and business owners. They emphasize the importance of proactive tax planning, exploring various deductions and strategies that can significantly reduce tax liabilities. Key topics include the Qualified Business Income (QBI) deduction, the Pass-Through Entity Tax (P-TET), and the benefits of maximizing retirement contributions. The conversation also touches on the implications of real estate investments and the future of tax planning in an evolving economic landscape.

Takeaways:

//Planning for taxes should start on January 1st.

//Most business owners are only paying taxes on 80% of their profits.

//The QBI deduction can save significant amounts on taxes.

//P-TET allows for full deduction of business taxes in certain states.

More about Kyle Beltle:

https://x.com/kylebeltle

https://www.linkedin.com/in/kylebeltle/

https://ProactiveCPA.co

=||Chapters||=

00:00 Introduction to Proactive Tax Strategies

02:48 Understanding Taxes and Their Importance

05:29 Top Tax Strategies for Entrepreneurs

08:09 Maximizing Deductions: QBI and P-TET

10:43 Retirement Contributions and Tax Savings

13:29 Client Stories: Real-Life Tax Strategies

16:13 Navigating Real Estate and Tax Implications

19:01 LLC Considerations for Small Businesses

21:11 The Future of Tax Planning and AI

24:10 Final Thoughts and Key Takeaways

THANK YOU FOR LISTENING!

For more check out 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 333

Ai Review of Episode 332 with Ashlee Edwards the owner of LNDR$ & FRNDS.

Leave a review and listen to the full podcast episode!

https://aboutthatwallet.com