ABOUT THAT WALLET

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