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.

Episodes

August 5, 2022 33 min

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
Share
Mark as Played

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 ...

Share
Mark as Played

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 ...

Share
Mark as Played
July 15, 2022 17 min

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 Chas...

Share
Mark as Played

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 ...

Share
Mark as Played

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 n...

Share
Mark as Played

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
Share
Mark as Played

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. ...

Share
Mark as Played

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 tra...

Share
Mark as Played

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 w...

Share
Mark as Played

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 ver...

Share
Mark as Played

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 wh...

Share
Mark as Played

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 c...

Share
Mark as Played

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 ...

Share
Mark as Played

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 ...

Share
Mark as Played

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 cre...

Share
Mark as Played

"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...

Share
Mark as Played

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 c...

Share
Mark as Played

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 count...

Share
Mark as Played

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....

Share
Mark as Played

Popular Podcasts

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

    Crime Junkie

    If you can never get enough true crime... Congratulations, you’ve found your people.

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks then look no further. Josh and Chuck have you covered.

    The Daily

    This is what the news should sound like. The biggest stories of our time, told by the best journalists in the world. Hosted by Michael Barbaro. Twenty minutes a day, five days a week, ready by 6 a.m.

    The Bobby Bones Show

    Listen to 'The Bobby Bones Show' by downloading the daily full replay.

Advertise With Us

For You

    Music, radio and podcasts, all free. Listen online or download the iHeart App.

    Connect

    © 2022 iHeartMedia, Inc.