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:
Episodes
Latest Episode
September 2, 2026 · 47m
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 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 Join Monthly 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
More Episodes
Aug 20 · 41m
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 Rheehttps://rheegen.com/ =|| Chapters ||=00:00 Introduction to Stem Cells and Their Importance03:13 Understanding Aging and Cellular Regeneration05:46 The Role of Telomeres in Aging08:55 The Evolution of Stem Cell Therapy12:02 Controversies Surrounding Stem Cell Sources14:55 Applications of Stem Cells in Athletic Recovery18:12 Testing and Efficacy of Stem Cell Treatments20:56 Future of Stem Cell Therapy and Cost Analysis24:37 The Future of Regenerative Medicine30:02 The Risks of Cloning and Genetic Manipulation35:53 Personal Journey and Insights on Wealth39:40 Final Thoughts and ResourcesSupport the show (Every dollar helps keep condiments in the fridge) Buy me a coffee: https://buymeacoffee.com/aboutthatwalletPatreon: https://patreon.com/aboutthatwallethttps://aboutthatwallet.com Join Monthly newsletter: https://aboutthatwallet.com/newsletterDisclaimer: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
Aug 18 · 33m
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 bookThe importance of financial literacy and mindsetLegacy building beyond moneyPractical strategies for financial successOvercoming financial trauma and fear of tracking financesMore about Tiffany: https://moneytalkwitht.com/ Support the show (Every dollar helps keep condiments in the fridge) Buy me a coffee: https://buymeacoffee.com/aboutthatwalletPatreon: https://patreon.com/aboutthatwallethttps://aboutthatwallet.com Join Monthly newsletter: https://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 355
Aug 16 · 31m
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 Denisehttps://www.youtube.com/@Calledintoconfidencewww.linkedin.com/in/dmdjoseSupport the show (Every dollar helps keep condiments in the fridge) Buy me a coffee: https://buymeacoffee.com/aboutthatwalletPatreon: https://patreon.com/aboutthatwallethttps://aboutthatwallet.com Join Monthly newsletter: 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 354
Aug 3 · 39m
I get the opportunity to speak with Mike Ryan, the CEO of Bullet Point Network, about how investors can avoid garbage in; garbage out with Ai and raising money even when your business is not AI focused.Mike Ryan is the CEO of Bullet Point Network and former Partner at Goldman Sachs, where he served as Global Co-Head of Equities. A former Investment Committee member for the Harvard Endowment, he brings more than 20 years of experience in investing, leadership, and strategic advisory.More about Mikehttps://bpnai.com/https://www.linkedin.com/in/mike-ryan-bpn/Support the show (Every dollar helps keep condiments in the fridge)Buy me a coffee: https://buymeacoffee.com/aboutthatwalletPatreon: https://patreon.com/aboutthatwallethttps://aboutthatwallet.comJoin Monthly newsletter: 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 353
Jul 31 · 41m
I get the opportunity to speak with Tina Berger, Author of Invest Like a Mother, to discuss how to invest, evaluate investments and how to ask better questions before we invest. Tina Berger is the author of Invest Like a Mother and a former investment advisor who spent more than twenty years helping Fortune 500 companies make better strategic decisions. Today, she helps people rethink one of the biggest assumptions in investing: that financial return is the only return worth evaluating.More about Tinahttps://investlikeamother.net https://www.tiktok.com/@tina_berger_ushttps://www.linkedin.com/in/tina-berger-358103/https://www.youtube.com/@tinaberger-investlikeamotherSupport the show (Every dollar helps keep condiments in the fridge) Buy me a coffee: https://buymeacoffee.com/aboutthatwalletPatreon: https://patreon.com/aboutthatwallethttps://aboutthatwallet.com Join Monthly newsletter: 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 352
Jul 26 · 46m
I get the opportunity to speak with Duane Youngblood, The Success King, to discuss how to Go From Bad Credit to Building a Fundable Business.Duane Youngblood, known as The Success King, is the founder of Bizstart Group Inc. and creator of the CBL Wealth Blueprint, a system that has helped over 7,000 entrepreneurs fix their credit, build fundable businesses, and create lasting wealth. He spent 18 months studying consumer credit law to repair his own credit from scratch and turned that into a 37-year career helping others do the same.More about Duanehttps://bizcapitalsolutions.com/TikTok: https://www.tiktok.com/@theeduaneyblood YouTube: https://www.youtube.com/@duanethesuccessking LinkedIn: https://www.linkedin.com/in/duanethesuccesskingSupport the show (Every dollar helps keep condiments in the fridge) Buy me a coffee: https://buymeacoffee.com/aboutthatwallethttps://aboutthatwallet.com Join Monthly newsletter: 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 351
Jul 26 · 32m
I get the opportunity to speak with Lane Kawaoka, owner and founder of The Wealth Elevator, to discuss challenges many people face when getting to their first 1 million dollars. Coming back from episode 330! Lane Kawaoka currently owns 10,000+ units across the US. He lives in Hawaii with his wife and daughter, after quitting his day job as a Professional Engineer with a MS in Civil Engineering & Construction Management and a BS in Industrial Engineering. Lane partners with investors who want to build their portfolio, but are too busy to mess with “tenants, toilets, and termites” by curating opportunities in his “Hui Deal Pipeline Club” where his investors have personal access to him and know that Lane is personally putting his money on the line too. The Hui Deal Pipeline Club has acquired over $2.1B dollars of real estate acquired by syndicating over $200 Million Dollars of private equity since 2016. He has returned over $45 million dollars to his investors in distributions. Lane reverse engineers the wealth building strategies that the rich use to the middle class via the Top-50 Investing Podcast The Wealth Elevator. Lane’s mission is to help hard working professionals out of the rat race, one free strategy call at a time.We will be discussing: Why high-income earners can still feel financially stuck and how to break the cycle. Building passive income through alternative investments and real estate. Common investing myths that keep people from creating long-term wealth.More about Lanehttps://thewealthelevator.com/Support the show (Every dollar helps keep condiments in the fridge) 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 350
Jul 20 · 36m
In this episode, Remiah Trask @remiah shares his journey of leveraging AI to build websites rapidly, including a viral project with Kurt Franklin, and discusses the future of web design and AI tools. He emphasizes the importance of a childlike curiosity and the power of taking bold steps in business and technology.Remiah Trask is the founder and CEO of Freaking Amazing Marketing, a premium web design and digital marketing agency serving artists, coaches, faith leaders, and growing businesses. Remiah helps clients turn content into conversations and conversations into customers, blending sharp brand strategy with custom-built websites and marketing systems. He is the author of three books, including his first, “You Can Build a Freaking Amazing Website Even If You Have Zero Creative Ability,” along with “12 Laws of Marketing” and “The Serious CEO.” He is also the creator of the Drop Suite product family, including DemoDrop, an AI-powered web platform. A faith-forward entrepreneur, Remiah is focused on building multi-generational wealth and equipping others to lead and grow with purpose. He lives in the Dallas area with his wife Nikyla and their three children.More from Remiah: https://www.freakingamazingmarketing.com =|| Chapters ||=00:00 - Introduction and guest introduction01:10 - The '100 websites in 100 days' campaign02:34 - Rebuilding Kurt Franklin's website and viral success04:00 - The importance of childlike curiosity in innovation05:45 - Early experiences with the internet and AI07:08 - Building a system to automate website creation09:39 - Remiah's upbringing and family influence12:08 - Lessons learned from underbidding a project13:11 - Children's interests and following their passions17:30 - The role of AI in the future of web design21:55 - Top AI tools for business and creativity35:35 - Where to find Remiah Trask onlineSupport 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/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 #349
Jul 7 · 45m
In this episode, Anthony Weaver speaks with Wes Towers is the founder of Uplift 360 in Australia. They discuss the basics of SEO, the significance of having a well-structured website, and the need for a solid content strategy. Wes shares his experiences with adapting to industry changes, the value of networking, and the lessons learned from past mistakes. The conversation also touches on the future of SEO in the age of AI and the benefits of leveraging podcasts for business growth.=||Chapters||=00:00 Introduction to Financial Confidence02:57 Understanding SEO Basics06:07 Building a Strong Website08:49 Adapting to Industry Changes11:44 The Importance of Content Strategy14:31 Navigating Challenges in Business17:34 The Role of Networking in Business20:33 Defining Wealth and Success23:36 Lessons from Mistakes26:40 The Future of SEO and AI29:41 Leveraging Podcasts for Growth32:40 Final Thoughts and AdviceMore from Wes:https://uplift360.com.au/🔥 Support the Show, I love reading and hearing what yall think of each show!So, if you enjoy what you hear, leave a comment (Spotify), share it with someone. It truly helps more listeners discover conversations like this one. You can also share your favorite episode on social and tag @aboutthatwallet You can buy me a coffee: https://buymeacoffee.com/aboutthatwalletSign up for the monthly newsletter - https://aboutthatwallet.com/newsletterDisclaimer: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 348