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Talk Wealth to Me

Education Podcasts

DebtWave Credit Counseling and the San Diego Financial Literacy Center present Talk Wealth To Me: The safe-space podcast where we chat about anything and everything related to personal finance. Hosted by Chase Peckham, Felipe Arevalo, and Katie Utterback, Talk Wealth To Me is for anyone and everyone who wants to better their financial situation and improve their financial education.

DebtWave Credit Counseling and the San Diego Financial Literacy Center present Talk Wealth To Me: The safe-space podcast where we chat about anything and everything related to personal finance. Hosted by Chase Peckham, Felipe Arevalo, and Katie Utterback, Talk Wealth To Me is for anyone and everyone who wants to better their financial situation and improve their financial education.

Location:

United States

Description:

DebtWave Credit Counseling and the San Diego Financial Literacy Center present Talk Wealth To Me: The safe-space podcast where we chat about anything and everything related to personal finance. Hosted by Chase Peckham, Felipe Arevalo, and Katie Utterback, Talk Wealth To Me is for anyone and everyone who wants to better their financial situation and improve their financial education.

Language:

English

Contact:

8587075076


Episodes

#069 Baby Steps Over Blue Monday

1/22/2021
Support the show (https://www.sdflc.org/help-sdflc/donate/)

Duration:00:32:54

#068 Why Don't We Learn More About Money When We're Kids?

1/15/2021
Bring on 2021! We kick off the new year with the importance of family at the forefront of our minds. Financial education, financial literacy, financial capability or any name we want to put on it is at the heart of Talk wealth to Me. It is what we're passionate about and what we firmly believe people really want and yet most have not received it. Well, we have a treat for you today! Our guest is the Co-Founder and Executive Director of Pockets Change, an organization that started with this...

Duration:00:53:06

#067 Secret to a Healthy Relationship & Finances: COMMUNICATE!

12/18/2020
This has come up in almost every episode of Talk Wealth to Me since we began the podcast in 2019. It is a major part of workshops we deliver to schools, communities and organizations all over San Diego and beyond. It is the backbone of every personal and professional relationship. Yet many don't do it, for different reasons. Communication is vitally important especially when it comes to relationships. Money is the #1 reason for divorce, and according to a survey by Ally Bank 36 percent of...

Duration:00:32:29

#066 Shootin the Financial $h%! - Flipping the Script

12/11/2020
Shootin the Financial S%# is back for a deep yet humorous look at the way we look at money. Many studies have shown that we can train our brains to look at situations differently by telling a different story or looking at it from another angle, this is no different with how we look and feel about money and finances. The Shootin crew sits down and discusses different ways to look at our #moneymindset and and how they themselves have evolved over the years. In a year that has been so out of...

Duration:00:51:42

#065 The Struggles That Some Women Have With Money

12/4/2020
Whether it's a stigma or just uncomfortable a lot of women are not comfortable with money. This week the Talk Wealth to Me crew talk to Ilene Slatko https://www.linkedin.com/in/ileneslatko/ the principle and founder of DSS Consulting in the Washington D.C. area. She talks candidly about her journey and how women's brains work when it comes to money, Her Women and Their Money program and much, much more. Support the show (https://www.sdflc.org/help-sdflc/donate/)

Duration:00:39:39

#064 All You Need to Know About Consumer Credit Counseling

11/20/2020
Paying back credit card debt is often stressful. Many people don't know what their interest rates are, and if they do, whether that rate is a good or bad one. It can be a daunting task figuring out how to get out from under seemingly never-ending credit card debt. You can scour the internet trying to find the best ways to pay it back. You will also find that there is a ton of information, books and articles on the subject. There are also companies with programs that can help. But which one...

Duration:00:36:05

#063 Consumer Credit: Myths vs. Reality

11/13/2020
Working in the personal finance industry and providing education to others has shown us that there are topics that are regularly missed or misunderstood. Often we can predict the questions people are going to ask before the words even leave their mouths. No more so than in the world of consumer credit. The famous - or infamous, depending on how you look at it - credit report and its close cousin, the credit score. There are many myths that never seem to escape financial misinformation...

Duration:00:35:38

#062 Shootin the Financial S^&#! - Self Care

11/6/2020
The team is joined by our third team member Katie! The team catches up on financial, self care and other everyday topics like: We chat about all this and more in our Quarantine Update #3. About The Show To learn more about DebtWave Credit Counseling, visit our website or connect with us on Facebook, Twitter, Instagram, and LinkedIn. To learn more about the San Diego Financial Literacy Center, visit our website or connect with us on Facebook and Twitter. Support the show...

Duration:00:38:26

#061 Financial Education Through Technology

10/30/2020
Financial literacy education is vital for the financial health and future of our country. The ways in which we deliver that education are diverse. One thing we know is educating our youth in the ways of personal finance is important and Intuit, the innovative founders of Mint, Turbo Tax and Quick Books, are putting their expertise and resources into creating new technologies to to do just that. Jared Davidove, Senior Manager, Strategic Education Partnerships, is working to bring this...

Duration:00:42:55

#060 Why Renting is Not Always a Waste of Money

10/23/2020
Renting vs buying a house debate is one we hear all the time in the financial industry. There’s no one, easy answer because buying isn’t always better than renting. It’s not really throwing money away to rent. We dive deep into this very topic with Eric Roberge, a Certified Financial Planner (CFP) and founder of Beyond Your Hammock where he helps his clients make the best financial decisions for them and their future including whether it’s time to rent or buy a home. #rentorbuy Support the...

Duration:00:35:16

#059 The Million Dollar Trap with Tracy Cousineau

10/16/2020
This week’s guest is a true powerhouse! She had to make her way in the world at the young age of 16. Life threw many roadblocks her way including a marriage that she knew wasn’t good for her or her children. She also, like others had to endure the 2008 crash which turned the real estate market upside down Through all of that she persevered and is a super successful real estate entrepreneur and business coach. She is co-founder of the #1 real estate team in the Atlanta metro area, and is the...

Duration:00:33:38

#058 College Cost Crisis with Bonnie Burkett

10/9/2020
Support the show (https://www.sdflc.org/help-sdflc/donate/)

Duration:00:47:16

#057 Financial Planning Made Easy with Paul Lim

10/2/2020
When most people think of financial planning they think of the stock market, Wall Street, or buying, selling stocks and only for wealthy people. That is all part of it but it isn't the whole picture. It is far more than that and frankly it is and should be for everyone who makes a living and looking for a clear road map to a brighter financial future for themselves, their families and future generations. The problem is people tend to think it isn't for them or , they don't make enough money....

Duration:00:47:22

#056 Financial Therapy: A dive into Our Individual Mindset of Money and How it Affects Our Relationships

9/25/2020
Money... Finances... are so incredibly mental and emotional. Yet we all tend to learn about these on our own and figure everything will work out. Why shouldn't we get help with it? Not just setting ourselves up for retirement but with the emotional side of it? According to the Financial Therapy Association, financial therapy is a process informed by both therapeutic and financial competencies that helps people think, feel and behave differently with money to improve overall well-being...

Duration:00:38:26

#055 The Black Tax with Shawn Rochester

9/18/2020
Shawn D. Rochester is the CEO of Good Steward LLC (GSL) and the founder of PHD Enterprises, and the IDEA Institute. Shawn grew up between the New York area (Brooklyn and Queens) and Barbados. He then attended the University of Rochester and ultimately with a degree in chemical engineering and a Master’s degree in Business Administration from The University of Chicago Booth School of Business with a focus in Accounting, Finance and Entrepreneurship. He is the acclaimed author of The Black Tax...

Duration:01:04:31

#054 Helping Women Take Control of their Financial Future

9/11/2020
Taking the first steps to start investing is intimidating for most of us. We think investing is for the experts - and how do you know what expert is the right one for you? We couldn't possibly do it ourselves, right? But who has more interest in your financial future than you? You may also think that you need to be good at math to invest, but that just isn't true. In this episode, the Talk Wealth To Me crew sits down with the Invest Diva herself, Kiana Danial. This fascinating, Iran-born...

Duration:00:45:25

#053: Immigration + Finances

9/4/2020
Personal finance is like a language. Each country or culture has its own way of managing, saving, spending, and investing money. While there may be similarities across international borders the fact of the matter is there are numerous aspects of the financial system that are individual to each country. For immigrants, particularly those who have just arrived in the United States, our financial system might be the most confusing aspect of their new country. It's not just the finances related...

Duration:00:47:13

#052: What's a Will? What's a Trust? What's the difference?

8/28/2020
You've likely heard the terms before: But do you really understand what they mean or how these tools can help you and your loved ones financially? Joining us on the show to help navigate the differences between wills, trusts, and how generational wealth can benefit your family is Dr. Gail Hamilton, owner, and principal of BeeConnectedLife.com, a service that helps private businesses and families establish trusts & foundations. A will is a legal document that spells out your wishes...

Duration:00:33:42

#051: Reply All #2: Personal Finance Q+A

7/24/2020
To wrap up Season Two, the Talk Wealth To Me team "replies all" to questions we've received during Season Two from our listeners. From COVID-19 budgeting tips to payday loans, you have questions and we have answers. About the Show Comments, questions or suggestions for the show? Email us at talkwealthpodcast@gmail.com. To learn more about DebtWave Credit Counseling, visit our website or connect with us on Facebook, Twitter, Instagram, and LinkedIn. To learn more about the San Diego...

Duration:00:45:40

#050: How Has COVID-19 Affected Home Loans?

7/17/2020
It's no secret that the coronavirus has prompted many consumers to rethink our homes and their purpose. During the stay-at-home orders, many of us saw our home transform into something far more than just for eating and sleeping: our home become our new office, the gym, the movie theater, church, the playground, and more. Some forever-renters have since departed their beloved urban apartments in favor of single-family homes with outdoor space for kids and pets to run around. Others are just...

Duration:00:53:10