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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 & HighlightsThe 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 Introduction02:15 – Introducing Bob Martin05:30 – Defining the Core Problem-Solving Challenge12:45 – Lens 1: Immediate & Tactical Analysis24:10 – Lens 2: Strategic & Systems Thinking37:20 – Lens 3: Mindset & the Human Element48:00 – Audience Q&A / Live Discussion56:30 – 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 managementSelf-care and mental health for entrepreneursCybersecurity best practices for small businessesCyber risks in mergers and acquisitionsBranding 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 Robhttps://www.earlyretirementaccess.com https://www.linkedin.com/in/robert-townend-817a2a37/https://www.facebook.com/profile.php?id=61583712074386Key Discussion PointsThe 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/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

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/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