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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

#140 Do you Fall Prey to Retailers Holiday Marketing Calendar?

7/8/2022
We discuss shopping and over spending a lot on this podcast and of course budgets. That being said we are all human and retailers and their marketing pros know this. Fall lines, winter, spring and of course summer lines always come out in the middle of the prior season. We have all the big holidays but did you know there is a calendar with all kinds special (national) days that retailers can market products and services to us? The Talk Wealth To Me crew discuss the fun, obvious and the odd...

Duration:00:26:18

#139 The Financial Implications of Roe v. Wade Decision

7/1/2022
Content warning: This episode contains conversations related to abortion and miscarriage. One of the most influential laws in the U.S. in the 20th century was Roe v. Wade. Giving women the right to choose and making abortion legal. I the 21st century that law has been overturned giving the power back to States to decide whether it is legal or not. The talk Wealth To Me crew is joined by our colleague and frequent co-host to discus not only the personal, emotional and humanitarian aspect of...

Duration:00:32:03

#138 Crypto Currency Part 2 - Deep Dive into Crypto Currency with Paul Lim C.F.P.

6/24/2022
When presenting in the community one of the most common questions we get is “what about crypto?” To kick off season six we talked to our top Certified Financial Planner (CFP) volunteer Paul Lim and asked him to breakdown cryptocurrency. This week, in part two of the Cryptocurrency series we dive into what crypto and blockchain is, how they work, and what is the rationale behind creating a new currency. Support the show

Duration:00:42:42

#137 Cryptocurrency Part 1- The History of Money and Currency

6/17/2022
When presenting in the community one of the most common questions we get is “what about crypto?” To kick off season six we reached out to our top Certified Financial Planner (CFP) volunteer Paul Lim and asked him to breakdown cryptocurrency. The result, a two episode special on everything crypto. Before one can understand why cryptocurrency was invented and how it gets its value we need to look back at the early days of currency. In part one we take it back to the days of kings and gold...

Duration:00:21:01

#136 Fair Trade, Sustainable Communities, Economic Fairness Adds Up to Great Coffee!

6/10/2022
We as consumers have many choices when we choose the products and services we use on a daily basis. Some we choose because of affordability, ease of purchase or that our parents used so now we do. How often do we really know how the products we use are made or how they treat their suppliers. Well we found a company that is determined to change the way the world does business and is dedicated to creating and expanding a model of trade based on transparency, human dignity and environmental...

Duration:00:39:46

#135 How Cell Phones Have Changed Our Lives (and Finances) Forever

6/3/2022
When cell phones first burst onto the scene they were for people who loved the latest technology and or could afford such luxuries. Fast forward a decade or so later and the "mobile device" is a tool that most everyone has and cannot do without. It's not just for communicating by talking to someone directly, it does that and so much more. It is our link to information, communication and so much more. This includes how we shop, make financial decisions, bank and even do our budgets. The Talk...

Duration:00:25:26

#134 Schitt's Creek: Financial Lessons For All of Us

5/27/2022
Research has found that most of our money habits, including spending and saving, are largely ingrained in us by age seven based on the money relationships we’ve witnessed firsthand. Yet most of us rarely discuss our financial situation with our family. What does this have to do with the hit and Emmy winning series Schitt's Creek? This CBC/PopTV series made famous internationally on the Netflix platform brought to light the very human side of money and power. What can a show about a family...

Duration:00:47:15

#133 Impulse Purchases Come In All Shapes and Sizes. Ruff! Ruff!

5/20/2022
Buyers remorse, a term most of us have felt many times in our lives. If you haven't, well, you may not be human. In all seriousness buyers remorse is most likely the direct result of an impulse purchase. Impulse purchases (buys) are not uncommon but they do come in very different sizes, shapes and costs. We have worked with many people that drive off the parking lot and on the way home start to have a panic attack because of what they had just done (true story!). Most the time we can take it...

Duration:00:38:14

#132 Navigating The Emotions Of Money with CPA, Author and Comedian, Bob Wheeler

5/13/2022
As a man of true integrity with infectious energy, Bob Wheeler’s crusade for personal growth has cross-pollinated with his accounting practice to create a new approach to personal finances. His passion is to help others gain insights about how their emotions trigger financial decisions. Bob Joins the Talk Wealth To Me crew to give his inspiring outlook on life and finances. A professional CPA by trade Bob noticed that many of his clients had many of same emotional traits when it came to...

Duration:00:47:48

#131 The Argument for Financial Literacy to Be Taught in Schools

5/6/2022
Math, science, social studies, history, english are of course , the core of studies our children learn in school from the time they start in kindergarten all the way through 12th grade. These subjects and others as they grow are crucial in the development of our kids as they prepare for college or the real world. But what about a skill that every single one of will have to use on a daily basis at some point? In todays episode Chase and Felipe discuss the age old question that has again...

Duration:00:29:40

#130 - Inflation Today, How Did We Get Here? Professor Jim Charkins Returns

4/29/2022
Gasoline, bacon, produce, vehicles, you name it and the cost has most definitely increased in 2022. The word we have all been hearing since we were kids but was never part of the daily conversation until now... inflation. Inflation is at its highest since 1981 and a some guy named Reagan was President. Why? Well the Talk Wealth To Me team sat went to its economics expert Professor Jim Charkins. Jim is the former Executive Director of the California Council on Economic Education (CCEE) and...

Duration:00:43:54

#129 Rising Interest Rates and the Effect on a Crazy Housing Market w/Kelly Kline

4/22/2022
It has been a crazy number of years and the housing market in all corners of the country is riding that wave. The Federal Reserve has raised interest rates recently to try and combat the rising inflation we are seeing from coast to coast. What affect has that had on the housing market and where is it going? One Trust Mortgage Regional V.P., Kelly Kline of San Diego, CA onetrusthomeloans.com/lo/kkline joins the Talk Wealth to Me crew about those questions and more in this week's Talk Wealth...

Duration:00:35:11

#128 Puppies, Household Improvements & The Ever Illusive Emergency Fund

4/15/2022
"I want to save for a rainy day but I have credit card debt, what should I do first?", is one of the most common questions we get. The common answer is you need to pay off that debt before you can try to accumulate wealth because debt can be a drain on your resources. But the real answer is, It depends. Don't get me wrong, you should always pay off debt but it doesn't have to be an either or situation. This week the Talk Wealth To Me crew discusses the different scenarios of putting together...

Duration:00:20:11

#128 Common Expenditures that we Rarely Budget For & Others that get a Bad Wrap!

4/8/2022
A financial budget is obviously the foundation from which your personal finances can flourish. The trouble is budgets can be, if not followed, just a road map that is ignored. Most of us men understand that reference as we don't need or GPS's to find our destinations right? Well of course we might get to our eventual destination but did we get there in most timely and efficient manner we could have? Probably not! The same can be said of of our budgets, if not all the information is included...

Duration:00:38:18

#127 When Being a Fan Goes Too Far: Canceling Commitments and Gambling

4/1/2022
We will not have a new episode today our team decided they would rather watch the NCAA tournament than record . We know it’s selfish but it is what it is. April Fools! For this April Fools’ Day edition we talk about gambling in sports not only during the madness of college basketball but year round. When does gambling go from fun to problematic and where you can find help. We also talk about the financial implications of one of country music’s biggest names Eric Church canceling a sold...

Duration:00:25:27

#126 She Bought A Car with a 28% APR and Twitter went Nuts!

3/25/2022
Twitter can be a very tough outlet and a person can take a lot of heat for their opinion, experience, take or what ever you want to call it. One thing for sure is it is full of opinions. Recently a tweet went viral in the personal finance world when a car salesman posted this tweet.. Just sold a 2015 Audi to a 26 year old whose main concerns were paying 0 down and having something “better than a nissan.” Monthly $835 and she’s hype. APR 28% and she didn’t even ask Unfortunately this is a...

Duration:00:31:04

#125 - Gas Prices Soaring, How to Save at the Pump!

3/18/2022
GAS PRICES!!!! Yes, if you drive a car you are aware of the meteoric rise of gas prices. There are a few reasons for that but does it matter why it is happening to those of us who have to commute, take kids to practices, etc? Maybe that's great for debate with friends and family but really all that matters is what it's doing to our bank accounts and budgets! Today the Talk Wealth To Me crew with Katie, discuss the pain at the pump but also how to save yourself as much as possible. Support...

Duration:00:39:19

#124 Could You Pay For College With the Money you Spent on Youth Sports?

3/11/2022
Youth sports is a billion dollar business that has completely changed the landscape of how our kids participate. Sports used to be seasonal, soccer in the fall, basketball in the winter, baseball and softball in the spring; enjoy your summer break. Not anymore, kids are starting earlier and playing longer seasons. Parents can pay as much $1,200 for six year olds to play soccer year round. Chase just got back from a volleyball qualifying tournament in Salt Lake City and has two children in...

Duration:00:46:41

#123 Health, Weight Loss and Your (Phil's!) Finances

3/4/2022
Losing weight and eating healthy can be expensive but does it have to be? The U.S. weight loss market came in at a record $78 billion dollars in 2019. If some of that was your money you are not alone, we contributed to it as well. In this episode we talk personal finance and eating healthy. Can we take care of both our health and budget simultaneously? We also learn about our own Phil's new goal to lose 50 pounds by the end of the year. His plan? Applying the principles of budgeting to...

Duration:00:42:12

#122 Can Gaming Teach Financial Capability and Responsibility?

2/25/2022
Gaming has become a part of our fabric. It's not just kids and teens spending endless hours staring at a screen. Video games have been popular since the Ralph Baer, licensed his console to Magnavox which sold to consumers as the Odyssey in 1972, according to History.com. From Intelevision to Atari, Nintendo to Sega and Xbox to Play Station the video game Industry blown up and generations are playing every day. Parents struggle with how much is enough and what kind of games should they be...

Duration:00:38:47