Talk Wealth to Me

Michelle Johnson shares her journey from high school to adulthood, including her marriage to Bill and their various moves across the Western United States. She discusses her experiences in college, her passion for interior design, and how she ended up in the real estate and flipping houses business. Michelle also talks about the history of Santa's Village, an adventure park in Lake Arrowhead, CA, and how she and Bill decided to purchase and restore it. Michelle Johnson and Brian Blackburn discuss the challenges and rewards of running an adventure park when  she and her husband took on the project when their children were older, allowing them to focus on the park. They faced financial risks and had to deal with community outrage and permitting challenges. Michelle talks about the importance of having a clear vision for the park and sticking to it, even when faced with pressure to add more traditional rides and attractions. She also discusses the satisfaction of seeing the park succeed and the joy of seeing her grandson enjoy it.Support the Show.

The boys are back for a new season with this fresh episode of Life is Life. Paula Conway, the athletic director at The Bishop's School, discusses her background in sports and coaching, her journey to becoming an athletic director, and the challenges she faced along the way. She shares her experiences as a field hockey player and coach, her transition to coaching in college, and her decision to pursue a career in administration. Paula also talks about the importance of acclimatization and safety in sports, the role of female athletic directors. She emphasizes the importance of building a strong team culture and supporting student-athletes both on and off the field. She highlights the significance of education-based athletics and the value of the high school sports experience. The conversation explores the pressure and intensity of youth sports, the role of high school athletics, the impact of club sports on recruitment, and the importance of balance and perspective for student-athletes and their parents.Support the Show.

SummarySheldon Owen discusses his background and the new venture he has started in response to the COVID-19 pandemic. He shares his journey from being a latchkey kid with a desire for a better life to becoming a successful entrepreneur. Sheldon emphasizes the importance of having strong mentors and a supportive network of friends. He also talks about his decision to go back to school during COVID-19 and the fear and uncertainty that comes with starting a new business. Sheldon introduces his new venture, a guarantor service that helps renters who don't have the credit to qualify for a lease. SimpliMatch.com is a company that provides home surety policies, acting as a guarantor for renters who may not meet the strict requirements of landlords. They offer a guarantee to pay up to three months of rent if the renter defaults. The cost of the policy is equal to one month's rent. Simply Match aims to help renters secure the homes they want and provide peace of mind to landlords.Support the Show.

The conversation revolves around the stress and anticipation of high school graduation and the decision-making process for college. The boys discuss the pressure on students to choose the right school, the financial implications of college, and the importance of college in career success. They also explore the idea of going away for college versus staying local, and the life skills that students need to learn before leaving home. The conversation explores the topic of college education and its value in today's society. They tallk about their own experiences and perspectives on the importance of college, the rising costs of tuition, and the changing landscape of higher education. They emphasize the need for individualized paths and the importance of work ethic, communication skills, and networking in achieving success. Support the Show.

Get ready for an inspiring episode of "Life is Life" featuring our special guest, Tina Campbell! As a mother raising two sons (twins), one of whom has special needs, Tina's journey is a testament to resilience and determination. We discuss the importance of sibling relationships and the need to balance attention and support between her two boys as well as the important role youth sports and its community.Through heartfelt conversations and shared experiences, Tina will reveal her strategies for supporting her son's development and ensuring he receives the care and resources he deserves. From navigating the educational system to fostering inclusivity and understanding, Tina's insights will leave you feeling empowered and enlightened.Tune in as we celebrate Tina's unwavering commitment to making a difference in the lives of children with special needs and their families. Together, let's learn, grow, and create a more inclusive world for all. Don't miss this powerful episode of "Life is Life"! Support the Show.

Chase Peckham and the boys announce the rebranding of the Boost for Our Heroes Golf Classic to focus on colon cancer awareness in honor of his late wife, Keri Peckham. The tournament will raise money for the @ColonCancerCoalition and the @ColonClub to promote early onset colon cancer awareness. Chase discusses the importance of advocating for oneself and getting regular colonoscopies. He emphasizes that colon cancer is not as well-marketed as breast cancer but is becoming one of the largest cancer deaths in recent years mostly because it isn't found early enough. The tournament will take place on Monday, October 28th at the Country Club of Rancho Bernardo. Support the Show.

"Life is Life," where today's episode is about teaching kids about finances and budgeting. From allowance strategies to saving tips, we'll delve into practical ways to instill valuable money management skills in our children. Tune in for actionable advice on navigating the financial aspect of parenting. Let's empower the next generation with the tools they need to thrive! #ParentingPodcast #FinancialLiteracy #DadLife #Greenlight TakeawaysTeach kids about money and involve them in family financial decisionsBe honest with kids about the value of money and the consequences of their actionsEncourage kids to make informed decisions and understand the importance of budgeting and savingTreat personal finances like a business and make decisions as a family Exposing children to the concept of money early on is important for teaching them financial responsibility.Teaching kids about saving, spending, and making informed financial decisions is crucial for their future financial success.Saying no to children's requests can be challenging, but it is necessary to teach them about the value of money and making choices.Tools like Greenlight can help kids learn about budgeting, investing, and managing their own money.Teaching kids about money and decision-making skills sets them up for a lifetime of financial success.Support the show

SummaryThe conversation revolves around the topic of family vacations and the balancing different interests within the family dynamic, the impact of technology on children's engagement with outdoor activities and the importance of creating memories and exposing children to new experiences. The conversation highlights the role of parents in introducing their passions to their children and the potential for kids to develop their own interests as they grow older. We discuss the importance of pushing oneself out of their comfort zone and experiencing new things as well as the value of outdoor activities and nature in finding peace and slowing down. They also touch on the challenges of parenting and finding the balance between pushing children to try new things and respecting their preferences. Overall, the conversation highlights the benefits of stepping outside of one's comfort zone and the importance of finding joy and fulfillment in new experiences.Support the show

In this episode, Jeff Ciccarella shares part of his life story that with Chase and Burner, He discusses his love with baseball at Mater Dei HS and Loyola Marymount as well as how he met his wife, Christy in an odd place to strike up a romance. They navigated a long-distance relationship eventually, getting married and facing the challenges of starting their life together. This conversation explores the journey of facing a cancer diagnosis, reflecting on his experience of undergoing treatment and the support he received from friends, family and medical professionals. The conversation also highlights the anxiety and fear associated with follow-up appointments and the lasting impact of cancer on one's perspective. He emphasizes the value of meaningful friendships and the need to cherish loved ones. The conversation concludes with a reminder to embrace life and the importance of genuine connections, most importantly Christy and his two boys.TakeawaysThe importance of strong relationships and surrounding yourself with supportive peopleThe impact of sports and teamwork on personal growth and character developmentThe significance of finding a life partner who is also your best friendThe value of perseverance and making the most of challenging situations Illness can have a significant impact on children, even if they don't fully understand the situation.Children may not have vivid memories of the experience, but they play a crucial role in providing support and stepping up when needed.The support and care of medical staff can make a difference in the overall experience of illness.Meaningful friendships and supportive relationships are essential during challenging times.It is important to cherish loved ones and make the most of every moment.Support the show

The conversation explores the frequency and challenges of saying no in different areas of life. It discusses how the ability to say no evolves over time and the importance of finding a balance between saying yes and no. The guilt associated with saying no and the acceptance of a no response are also explored. The conversation emphasizes the need for self-care and the challenges of saying no as a parent. It concludes by discussing the decision-making process of saying yes and the desire to avoid being alone. The conversation explores the difficulty of saying no and the importance of experiences. It delves into the balancing act of saying yes and no, particularly in relation to spending time with kids. The shortness of life and the limited time we have with our children are also discussed. The conversation emphasizes the need to align decisions with priorities and the value of taking power naps. Overall, there is no right or wrong answer to saying yes or no, but it is important to consider our values and goals.TakeawaysSaying no is a common occurrence in daily life, and its frequency increases with responsibilities and age.The ability to say no evolves over time, and it is important to find a balance between saying yes and no.Guilt is often associated with saying no, but it is important to prioritize self-care and set boundaries.Accepting a no response from others is crucial in respecting their boundaries and choices.The decision to say yes or no should align with personal goals and priorities, and it is important to consider the impact on one's well-being. Saying no can be difficult, but it is necessary to maintain boundaries and prioritize our well-being.Experiences and human interaction are valuable and should be prioritized over material possessions.Balancing yes and no is crucial to maintain healthy relationships and avoid neglecting important aspects of our lives.Time with our children is limited, and it is important to make the most of it and create lasting memories.Decisions should be aligned with our priorities and values, taking into account our physical and mental well-being.Support the show

Matthew Sun joins Chase and Brian and shares his background as well as his fathers immigration journey from China to the United States. He discusses growing up in the Bay Area and the challenges he faced as a minority and a kid without direction. Matthew's story highlights the importance of family, perseverance, and finding one's path in life, his decision to join the Army and the structure and opportunities it provided during his career. The transition from military life to that of a civilian and how that shaped and prepared his journey into real estate Matthew's love for his children and his commitment to being a good father and role model are evident throughout the conversation. In this conversation, Matthew Sun discusses the challenges and joys of being a single dad. He emphasizes the importance of making time for oneself and taking care of one's physical and mental health. Matthew's ultimate goal is to be the best father he can be and to ensure that his children are happy and successful.TakeawaysThe military provides opportunities for personal growth and self-discovery, allowing individuals to find their strengths and passions.Overcoming challenges and pushing oneself beyond comfort zones is a common experience in the military.Transitioning from military to civilian life requires careful planning and consideration, with a focus on personal goals and family priorities.Believing in oneself, maintaining a strong work ethic, and prioritizing family are key principles for success in both military and civilian life. Make time for yourself and prioritize self-care as a single dad.Taking care of your physical health can lead to increased energy and happiness, allowing you to be a better parent.Support other single dads and advocate for fathers' rights.Balancing time with children and personal interests can be challenging, but it's important to find a healthy balance.Support the show

In this episode, Chase and Phil discuss their Valentine's Day traditions and the stress that can come with the holiday. They also talk about the changing dynamics of Valentine's Day without Keri and how the kids celebrate it differently at different ages. The conversation then shifts to a new dating app that requires a minimum credit score to join, and the importance of discussing finances in relationships. They also share their thoughts on watching dating shows and the entertainment value they provide. The episode concludes with well wishes for Valentine's Day.TakeawaysValentine's Day traditions can vary from family to family or person to person, and it's important to find what works for you.Discussing finances in relationships is crucial, as credit scores can impact future plans such as buying a home.Dating apps that require a minimum credit score may appeal to financially-minded individuals, but it's important to consider other factors in a relationship.Watching dating shows can be entertaining, but it's important to remember that they are often scripted and not representative of real-life relationships.Valentine's Day is a time to celebrate love and show appreciation for your loved ones.Support the show

Chase and Burner sit down with Paul McClintock who shares his journey from humble beginnings outside of St. Louis to finding his passion in Southern California. Paul reflects on his early life and education, growing up in Missouri and studying finance at the University of Missouri. They discuss his experiences in the medical device sales industry, including relocating to Southern California and the challenges and rewards of the job. He also discusses his transition to leadership positions and the fulfillment he finds in patient care even when not being the doctor himself. He emphasizes the importance of setting goals and putting in full effort to achieve the best possible outcomes. Paul discusses the challenges of transitioning from a peer to a boss and the importance of putting others first as a leader. He shares his experiences of leading teams and the lessons he learned along the way. Paul also talks about the significance of gratitude and how it helps him overcome dark days. He reflects on the support of his wife, Nicky, and the impact she and his boys have had on his life.  He discusses his inspiration for starting his new podcast My Badass Friends and the value he sees in long-form interviews. Finally, Paul discusses his decision to leave his corporate role and focus on the next phase of his life.TakeawaysLong-form interviews provide a platform to tell the stories of individuals who may not have mainstream recognition.Sales is a crucial skill that drives success in everything we do, and it is important to recognize its value.College can provide valuable experiences and networks, but it is not the sole determinant of success.Overcoming fears and taking risks can lead to personal and professional growth.Leadership positions can offer new challenges and opportunities for fulfillment. Setting the mind for the day and putting in full effort is crucial for achieving the best possible outcomes.Transitioning from a peer to a boss can be challenging, but approaching the role with a selfless mindset and asking how you can help others can make a significant difference.Leadership is about stepping out of the spotlight and giving credit to your team members. Being inspired by their success and wanting them to get all the glory is a key aspect of effective leadership.Gratitude and perspective gained from life-changing experiences can help overcome dark days and provide a sense of purpose and inspiration.Having a supportive partner who shares your values and supports your career decisions can make a significant impact on personal and professional success.Support the show

In this episode, the boys discuss the importance of perspective and how not sweating the small stuff in life is so difficult when things that life presents piles up. They share personal stories and experiences that highlight the challenges of maintaining perspective and thinking, "Is this something I should really be consumed with"? They emphasize the need to focus on the present moment and take life day by day. might even be a metaphor of the sport of golf and how it relates to life, highlighting the importance of moving forward and knowing that we are never going to have every shot in our bag.TakeawaysMaintaining perspective is crucial in navigating life's challenges.Focusing on the present moment and not worrying about the future can help reduce stress and anxiety.Learning from tragedy and difficult experiences can lead to personal growth and a better understanding of what truly matters.Reaching out for support and seeking perspective from others can provide valuable insights and help in overcoming challenges.Chapters00:00 Reunion and Recap01:11 The Grind of Everyday Life03:10 Perspective and Putting Things in Perspective06:41 Learning from Tragedy and Gaining Perspective08:00 Balancing Perspective and Addressing Small Issues09:23 The Importance of Perspective and Not Sweating the Small Stuff11:24 Learning and Growing from Life's Challenges12:22 The Fine Line Between Remembering and Moving Forward13:26 The Challenge of Maintaining Perspective17:22 Living in the Present Moment19:17 Taking Life Day by Day and Focusing on the Present21:05 The Challenges of Having the Whole Game Going Perfectly25:37 Finding Perspective in Life's Challenges28:23 Moving Forward and Overcoming Guilt30:38 The Metaphor of Golf and Life34:30 Re-tea and Moving Forward36:15 The Importance of Reaching Out and Seeking SupportSupport the show

Rae shares her inspirational journey from growing up in the West Indies to joining the US Navy and transitioning to civilian life. She discusses her career in financial services and her passion for helping others as well as emphasizes the importance of giving back to the community and shares her vision for a better tomorrow in the communities she serves. The conversation covers topics related to raising her children as a single mother to to her belief in hard work and experiencing other cultures and learning from them.TakeawaysRae's journey from the West Indies to the US Navy and civilian life is an inspiration.Transitioning from the military to civilian life can be challenging, but with determination and adaptability, it is possible to succeed.Rae's passion for financial services and helping others led her to start her own business and give back to the community.Treating people well and making a positive impact on their lives is the key to leaving a lasting legacy. Children grow up quickly and take on new responsibilities.her love of different cultures.Financial Coach Rae provides financial coaching services.Rae Russell at https://www.fc4u1stopshop.com/Support the show

In today's episode, Chase and Phil discuss the holiday season and the stress and challenges that come with it. They talk about keeping traditions alive, navigating different family traditions, and adjusting to changes in family dynamics. They also share coping strategies for dealing with holiday stress and dysfunctional family gatherings. The hosts reflect on their own holiday traditions and share a humorous story about a dysfunctional family sundae. Happy Holidays and Happy New Year!TakeawaysThe holiday season can be stressful and challenging, especially when it comes to navigating different family traditions and adjusting to changes in family dynamics.Coping strategies for dealing with holiday stress include reaching out to family and friends for support, creating new traditions, and finding ways to prioritize self-care.Scheduling conflicts can arise during the holiday season, but it's important to communicate and find a balance between different social commitments.Personal holiday traditions can vary greatly, and it's important to find what works best for you and your family.Humor can be a helpful tool for coping with dysfunctional family gatherings and diffusing tension.Support the show

In this conversation, Mark Sweeney shares his experiences and insights from his time in the big leagues. He discusses his opening weekend in the majors, the nervousness and reality of playing at that level, and the impact of family support. Mark also talks about the perseverance required to stay in the big leagues, the importance of being a good teammate, and the lessons he teaches his son. He shares the lessons he learned from his stepdaughters and the challenges of being a utility player. Finally, Mark discusses the impact of loss and the importance of perseverance in life.TakeawaysPlaying in the big leagues comes with a mix of nervousness and excitement, and the reality of the experience can be overwhelming.Family support is crucial in the journey and having loved ones present during important moments can make a significant impact.Perseverance is key to staying in the big leagues, especially for utility players who face unique challenges.Being a good teammate and building relationships with fellow players is essential for success and enjoyment in the game.Lessons learned from personal experiences can be passed down to the next generation, shaping their mindset and approach to sports and life.Loss and adversity can be powerful motivators and opportunities for growth and resilience.Support the show

SummaryIn this conversation, Chase, Phil, and Megan Broderick discuss the complex nature of grief and the importance of creating a safe space for individuals to express their feelings. They explore the different types of grief and the stages of grief, emphasizing that everyone's grief journey is unique. Megan shares insights on supporting children and families dealing with grief, highlighting the need for validation and open communication. They also discuss the role of self-care and vulnerability in parenting and the importance of making repairs in relationships. The conversation concludes with a focus on finding hope and resilience in the face of tragedy. This conversation explores the impact of loss on personal growth and resilience. The speakers discuss the importance of communication, honesty, and challenging preconceived notions about grief. They also emphasize the power of choice and agency in generating good in the world. The conversation touches on the pressure to make a big impact and the need for comfort and support when going through tragedy. The speakers highlight the significance of talking about and remembering loved ones, as well as the role of mindset in flipping the narrative. They conclude by emphasizing the importance of being there for others and allowing vulnerability.TakeawaysLoss can have a profound impact on personal growth and resilience.Clear communication and honesty are essential in relationships and dealing with grief.Challenging preconceived notions about grief and embracing all emotions can lead to a healthier mindset.Choosing agency and generating good in the world can be a powerful response to loss.Comforting those going through tragedy involves talking about and remembering loved ones.Mindset plays a crucial role in how we respond to loss and adversity.Being there for others and allowing vulnerability is important in supporting one another through grief.Support the show

This time of year is one for celebration, great food, family, friends and presents but it can be a very painful time for those who have lost loved ones they can't share this time with like they once had. Thanksgiving has just past and we wanted to discuss how much life has brought us to be thankful for even when we lose someone close to us. Rest in Peace Karen O'Hara, you will be missed!Support the show

In todays episode Burner and the boys get a treat as soccer legend and head coach of the University of San Diego Men's Soccer team sits down to discuss everything from the roll club sports plays in today's youth landscape to the growing popularity of the professional game in the U.S. Quinn (Quinnie) is a Northern Irish-American soccer coach and player. He spent most of his professional career in in the U.S. where he played in the North American Soccer League and Major Indoor Soccer League with the San Diego Soccers. He has coached everything from the club and high school level to Major League Soccer. He covers it all!Support the show

To those close to Chase or anyone within earshot, it was no secret his wife, Keri, was his world. He is not shy to yell it from a rooftop. For part two of this difficult conversation, Burner and Phil talk with Chase about what life has been like for him and his kids in the year since Keri's passing. Chase shares some challenges, like being the solo parenting decision-maker, reorganizing his financial life, and finding a way to learn to live without the love of his life. He shares the story of resilience, family, community, finding inner strength, and a loyal sidekick, Tito, who has allowed him to not just survive but thrive.Support the show

In 2021 Chase's wife Keri was diagnosed with with a life altering illness that would change the course of theirs and their kids lives. Today's episode Burner and Felipe talk to Chase about Keri's journey from that day through her treatments and beyond. This very honest and difficult story is one of love, community, friendships and most of all family.Support the show

This week the boys sit down with a legend in sports talk radio and longtime L.A. Galaxy broadcaster, Joe Tutino. Joe discusses the peaks and valleys of sports talk radio, the beginning with Jim Rome and the Mighty 690 and speaking with legends, such as Ted Williams, Reggie Jackson and San Diego's own Tony Gwynn. He is candid and open about his health and his weight loss journey and his love of soccer. A truly inspirational man who has lived a long and winding road of life. Support the show

Welcome to Life is Life. This episode we reintroduce Chase and Felipe and welcome Brian Blackburn into the fold! This is the beginning of an amazing year ahead where we talk about the trials and successes in business life, personal life, fatherhood, marriage, death and so much more, after all Life is Life!!!!Support the show

Can you believe we are in the middle of December??? Crazy! What a year 2022 has been for us. Personal tragedy, success stories, inflation, crypto, road trips and the flu making a huge comeback after taking a back seat to Covid-19 for a bit.In this final episode of 2022 we discuss all of those and look back to our favorite moments as well as answer some of the most common questions we were asked. Happy Holidays and Happy New Year all!Support the show

The Holiday's are a season of joy, religion, love, Santa, reindeer, movies, food, travel, family, traditions and of course presents. With all of these things comes spending and depending on your situation a lot of spending. In this episode the boys discuss the pitfalls and joys the holiday season can bring, especially our spending.Support the show

The American dream, being a homeowner! Owning a home is an accomplishment that almost all of us aspire too. But... Sometimes I miss the days of calling my landlord when things break and things do break! One of the most difficult breaks is when you see water dripping from an area of the house that it shouldn't. Where is it coming from? Oh, if it only were that easy!This week the crew discusses Chase's Thanksgiving weekend of playing cat and mouse with the dripping water that was coming from his kitchen ceiling and the steps he took to find said leak (with a professional) and deal with homeowners insurance. Support the show

This week we honor those who support our Boost For Our Heroes program. This program would not be possible without those that come out to the annual Boost For Our Heroes Golf Classic here in sunny San Diego! Boost for our Heroes is a financial assistance and education program that benefits military members, veterans and their families. This program provides a variety of workshops, outreach efforts, and one-on-one consultations to help men and women experiencing a financial hardship become financially stable. Because of these obstacles, the Boost for our Heroes program also provides a quarterly award of $3,000 to a military member or military family. Each quarter, an impartial panel selects one recipient based on financial hardship and subsequently works with the recipient to develop an integrated financial plan. The funds for this program come directly from this event.Support the show

Netflix changed the game of how we watch television. So much so that, many of us first tried out Netflix to see if we could avoid having to drive to Blockbuster. After all, gas prices where were closing in on $2/gallon and who could afford that extra driving?  Now we spend longer scrolling to just find something to watch. But Netflix, known for giving people something to watch while they chill, is saying sharing is caring no more when it comes to passwords.In this episode we share how we think the password crackdown might change peoples finances. Are more people adding Netflix to their budgets or will the competition continue to take subscriptions from the company that took down Blockbuster and the video stores? Will you pay more to add a friend? We also answer what streaming service we would cancel last. So stop using info@sdflc.org and Password: Philloveskittens! to watch Netflix and register for your free 30 day trial instead. Just don't forget to add it to your budget or cancel in the next month.     Support the show

There are many products in the market that are used to incentivize us, to make purchases whether we have the funds to do so or not. Credit cards are the big brother. The little plastic card that allows us to purchase a product and pay it off over time if so choose. Of course the card charges us interest if we don't pay it all off when the invoice comes in. I the old days there was lay away. You could have a product put on hold for you to purchase on another date when you had the funds saved up. Well there is a new trend starting to become a player in the industry. Buy Now, Pay later apps are almost universal now which allows you to make a purchase, and then pay it off over four easy installments interest free. Sounds great! But we are starting to see more and more of these debts go delinquent and the CFPB is taking notice.Today the crew discusses the good, the bad and the ugly regarding Buy Now, Pay Later and it may surprise you where they standSupport the show

Traveling in itself can be expensive. Of course airline tickets have been on the higher side these days and inflation isn't helping the cost of everything we do and stay while visiting somewhere away from home. But airports have gotten very good at creating experiences of their own as we wait to get to our ultimate destinations. In this episode we discuss the many ways we can fork out a lot of our hard earned cash at our worlds airports.Support the show

We are offered them for cars, plane tickets, and electronics. You might even have gotten a hundred calls to let you know that yours is about to expire even though you never purchased it. Warranties, protection plans and service plans are everywhere. But are they worth it?Felipe shares his story of trying to get a windshield replaced by a warranty and how those events unfolded.  Three years and a cracked windshield later was it a good deal? Or did he forget a very important component to personal finances.  Always read the fine print!Support the show

Regardless if you are one of Kim Kardashian's 250 million followers or not this week she may have found a way into your feed. On Oct. 3rd the SEC announced a $1.26 million penalty for an Instagram post where she was paid to share information on a crypto currency. The full team sits down and shares their thoughts on influencers like Kardashian or Floyd "Money" Mayweather promoting Cryptocurrencies. Is it morally any different than promoting other products? We also share what influencers are more likely to get us to spend our money while we are on social media. So queue up some hashtags, post on your social media that you're listening to Talk Wealth To Me and enjoy.     Support the show

In today's world the trend is more and more venues becoming cashless. From buying beer and hot dogs to retail merchandise the ways of paying for your goods and services is ever expanding in our digital world. Today the crew discusses what they think of this new phenomena and whether or not it's a good thing for society.Support the show

In  all the years we have been working with individuals to get a handle on their debt and finances medical debt has been a large part of it. Not just the huge bills that we hear about but even the simple co-pays or co-insurance that can throw a families budget out of whack. Dr. Virgie Bright Ellington, MD an internal medicine physician and medical billing expert. With more than 20 years experience in primary care, psychiatric settings, and as a health insurance executive, Virgie has made it her life goal to help patients navigate the conundrum that is the U.S healthcare system.Chase very recently navigated the healthcare system as his wife, Keri went through treatment for stage 4 colon cancer. This episode is a very personal one and one we all need to hear.Support the show

The passing of Queen Elizabeth II last week was worldwide news. Now, with King Charles III on the throne what does that mean for currency around the world that featured the portrait of the late Queen? In this episode the full team talks a little royalty before switching from the pound to one of our favorite topics, food. What is considered fine dining for you? Are there restaurants you enjoy that others might be quick to write off? Does a restaurant need to be local or authentic to have to be added to your budget? Grab a snack or drive to the place with the longest drive thru line and enjoy this episode. Support the show

There is no one size fits all solution to personal finances. So as you can imagine disagreements amongst professionals happen all the time. What happens when most professionals agree and the people disagreeing happen to be economists and mathematicians? Can we be right and wrong at the same time?In this episode we discus an article Chase came across in Inc. Magazine that covered three popular financial tips that don't add up according to mathematicians and economist. Yes, we are looking at you snowball method! We know that "numbers never lie," but do they sometimes fail to tell the whole story?  Take a listen and let us know what you think? ?re we wrong? Should the math always add up?  Support the show

Children's birthday parties, anyone with kids and even those without, have attended. Parents sit around and have a drink or grab a bite to eat as kids run around with their friends and enjoy being the center of attention. But how memorable are they? Do you remember your ninth or tenth birthday party? More importantly, how much do they cost? Are there better ways to spend your money and time on your kids? In this episode Felipe shares his idea for doing away with the parties and giving control to his kids. All while saving money, reducing stress and making it more about the birthday kid again. He borrows a page from Chase's “experience over things” playbook and hopes he has found a more budget friendly and memorable alternative to kid birthday parties. Please reach out and let us know what you do for your kid's birthday or share a memorable birthday experience with us.Support the show

It's that time of year when parents drop off their  little ones at college campuses near and far. Did they pack their socks? Will they remember to call home? Or at least add you on Instagram so you can see that they are safe?Some of the big questions parents are asking themselves are all about money. Are they ready to handle their own money? Will they be asking for a mommy or daddy bailout before the semester's end? Will student loans and credit cards lead to years of debt?In this episode Chase returns and updates us on his personal life. Then joins Felipe to continue the conversation Felipe started on the local news. Listen as they talk young people and money. What can you look out for and what you can do today even if your little ones are still in elementary school.    Support the show

The world has changed since Steinbeck took Charley in search of America. I know my life has changed drastically since my 7,715.8 mile adventure across America in college, that was just 15 years ago!  Some think the idea of the Great American Road Trip is dying. I'm here to ask you, please start a budget and hit the road again! Katie sits down with me as I go over, things to look out for when venturing out for a 2022 (or 2023) road trip. With or without little ones, or fur babies. Even after more than 30 thousand road trip miles (not counting any drive less than 1,000 miles) and over a thousand budgeting pretentions I miscalculated my budget. You don't have to.  -FelipeSupport the show

In the personal finance world, there's been a long-running debate on whether buying a home or renting for life is better for your money long-term.  But unlike rent, a mortgage comes with many other expenses, like taxes, maintenance, and upgrades. So is it more accurate to say that homeownership is more comparable to an auto loan than it is to paying rent?In Episode #146,  Katie joins Felipe for a conversation about surprise expenses they experienced during the first year of homeownership, including a surprise tax bill that hit both households.Support the show

We love personal finances, that's no secret. Should you be thinking about personal finances all day every day? Should you find a circle of friends that only wants to talk business and finance? We think not we also want to talk about The Real Housewives or soccer. This episode Katie joins Felipe and they talk about viral tweets and other trends they see on the personal finance social media world. Support the show

Mega Millions Lottery jackpot moved over the billion mark for the fourth time since it was introduced in 1996 in five states. Now in 45 states Mega Millions is one of the two largest lottery's in the nation. Is playing the lottery a smart move? chances of winning aren't great yet millions of people play each year.Today Felipe and Chase discuss the lottery phenomena and whether it is smart to throw a few dollars on a ticket from time to time.Support the show

Water is the most important natural resource we have. Life cannot go on without it. Water can be consumed in many different ways these days and we Americans sure do consume a lot. But most of us don't get this important resource out of our taps any longer, oh no, we actually buy it and buy it in many different sizes, shapes, types and now even flavors.The Talk Wealth to Me Crew discusses how we consume water and whether or not how we consume makes a difference to both our bank accounts and our planet.Support the show

Card declined! It has happened to all of us, the moment your card is declined and you feel the entire store is just watching you. Or maybe you forgot your money on the way to the store or you missed the "cash only" sign at the door? Embarrassing money situations come up and it doesn't always mean your finances are in trouble. This week Felipe shares a few embarrassing stories of his, one of his wife, and even of of Chase.   Support the show

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 days that are marketed to us on an almost daily basis.Happy 4th everyone!Support the show

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 this but of course the financial implications of this historic ruling.Support the show

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

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 coins with a history of currency. Paul explains some of the fundamentals of all currencies and how they gain, or lose, value. If you like this episode stick around for part two next week.     Support the show

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 sustainability.Just Coffee is an owner-based cooperative based in Madison, Wisconsin.  Robert McClure joins Talk Wealth to Me to talk about the history of the company and the innovative way they bring their incredible coffee's to our kitchens.Support the show

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 Wealth to Me crew discusses how this little device has changed everything we knew about our finances.Support the show