Talk Wealth to Me

Talk Wealth to Me

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.... Show More

Episodes

February 26, 2021 37 min

This week the guys sit down with Parth Asawa, a senior at Monta Vista High School in Cupertino, CA and the Director of the Financial Literacy Introduction Program which is part of the nonprofit, Youth Economics Initiative.

Parth speaks openly about how he realized he didn't know much about money and finances in the "adult" world and shared what he hopes to do to provide this important knowledge to other young people. At ...

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This week the guys discuss the very difficult and often heart-wrenching decisions that need to be made by pet owners when caring for an ill pet. Chase discusses the roller coaster ride it has been with his dog, Jackson, over the last two years. Not just the emotional toll of caring for a sick dog, but the very real financial decisions that go with it. Most pet owners will endure this at least once in their pet's lifetime. What ...

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As we've discussed on the podcast before, personal financial education for the next generation on issues of credit, debt, budgeting and how to become financially responsible adults is incredibly important. This week the guys sit down with Rebecca Ivonovich Gallagher, the chair of the California Jump$tart Coalition, whose mission is to further personal financial knowledge among California students and to empower partners, educat...

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The #1 most misunderstood topic in the world of personal finance (outside of investing) is consumer credit. We are constantly asked how to improve a credit score, and people expect that there is one clear answer, and they will be able to fix or build it with a tweak here or there. Many people don't even know that they have a credit rating and are shocked if it's not a good one. 

This week we sit down with DebtWave Credit Cou...

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If you know our guys or have watched them present you know the truth. They may be the pros but this week's guests are the ones who keep their finances organized. Plus they can't do a #valentines episode without their better half.  Valentines Day can bring a lot of emotions, emotions that can change throughout the years based on where you are in life. One thing that doesn't change is the perception that it is an expensiv...

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January 22, 2021 32 min

Bring on 2021! We kick off the new year with the importance of family at the forefront of our minds. We have just come off the holidays and let's face it the oddest of holidays it was for many families as traditions took a back seat to a virus. But the realities of the the holidays and a new year come to attention as credit card bills start coming in and the anxieties and frustrations that can come with it. Everyone has heard o...

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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 Dir...

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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...

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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 hav...

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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 (htt...

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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. Ther...

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November 13, 2020 35 min

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 my...

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The team is joined by our third team member Katie! The team catches up on financial, self care and other everyday topics like:

  • How are you staying entertained during COVID
  • What are some free or almost free self care ideas
  • How the team did on Amazon Prime Day (Hint: Felipe didn't do as well)
  • Also Chase discovered a new app 
  • We chat about all this and more in our Quarantine Update #3.
    About The Show
    To learn more about DebtWave Credit C...

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    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, Strat...

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    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 whet...

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    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 th...

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

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    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 t...

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    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 b...

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    September 18, 2020 64 min

    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 ...

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