What the Money

Welcome to the What the Money Podcast.

In this episode, Dr. CC Anthony examines two very different401(k) stories: the record growth in 401(k) millionaires and the increasing number of workers using retirement savings for financial hardships.

You will learn:

·      Why your 401(k) balance is information—not averdict

·      The seven numbers to review in your workplaceretirement account

·      How employer matching and vesting work

·      Why emergency savings can help protectretirement savings

·      How an early withdrawal may create taxes,penalties, and lost future growth

·      Why a million-dollar balance is not a completeretirement-income plan

Like, follow, share, engage, and subscribe to the What theMoney Podcast.

Have a money question you want answered in a future episode?Send it in through one of the links below. Your question may be featured on theshow.

Connect with Dr. CC Anthony:

https://oncehub.com/drccanthonyfinance

https://www.drccanthony.finance

For important disclosures please see:

https://www.drccanthony.finance

Choose your favorite platform to watch or listen:

🎥 YouTube | 🍎 Apple Podcasts | 🎧Spotify: https://linktr.ee/DrCCAnthonyFinance

WhatTheMoney #401k #RetirementPlanning #RetirementSavings#FinancialLiteracy #Investing #EmergencySavings #DrCCAnthony #MakeItMakeCents

Welcome to the What the MoneyPodcast.

In this episode, Dr. CC Anthonyexamines why FinTok feels so persuasive, what it gets right, where the danger begins, and how general financial content can quietly begin influencing personal financial decisions.

·      Why confidence, simplicity, relatability, and social proof make viral financial content feel trustworthy

·      The difference between financial education, entertainment, promotion, and personalized advice

·      Four common finfluencer personalities—and the warning signs to watch for

·      Five questions to ask before acting on financial information from social media

·      Why a licensed financial advisor may say ‘it depends’—and why that context matters
FinTok can start your research—but it should not finish it.

 Like, follow, share, engage, and subscribe to the What the Money Podcast.

 Have a money question you want answered in a future episode? Send it in through one of the links below. Yourquestion may be featured on the show.

 Connect with Dr. CC Anthony:

https://oncehub.com/drccanthonyfinance

https://www.drccanthony.finance

 For important disclosures pleasesee:

https://www.drccanthony.finance

 #WhatTheMoney #FinTok#FinancialLiteracy #MoneyTok #InvestingEducation #FinancialPlanning#Finfluencer #PersonalFinance #DrCCAnthony

 Choose Your Favorite Platform to Watch or Listen

🎥 YouTube

🍎 Apple Podcasts

🎧 Spotify

DISCLOSURES

The opinions expressed herein are for general information only and are not necessarily the opinions of Osaic Wealth or its Representatives. It is not intended to provide specific advice or recommendations for any individual. Please consult your financial professional, attorney, or tax advisor with regard to your individual situation.

 Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth isseparately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. OAK GenWealth Partners is not affiliated with Osaic Wealth, Inc.

Welcome to the What the Money Podcast.

In this episode, Dr. CC Anthony breaks down howstock dividends work and explains why a dividend is income - but not free money and never a guarantee.

You’ll learn:

•    Why some companies pay dividends and others do not.

•    How dividend payments and dividend yield are calculated.

•    What declaration, record, ex-dividend, and payment dates mean.

•    How dividend reinvestment may support compounding.

•    Why a high yield can sometimes be a warning sign.

•    Why total return matters more than the dividend alone.

•    How ordinary and qualified dividends are generally treated for federal tax purposes.

Like, follow, share, engage, and subscribe to the What the Money Podcast.

Have a money question you want answered in afuture episode? Send it in through one of the links below. Your question may be featured on the show.

Connect with Dr. CC Anthony:

https://oncehub.com/drccanthonyfinance

https://www.drccanthony.finance

For important disclosures please see:

https://www.drccanthony.finance

Choose yourfavorite platform to watch or listen:

🎥 YouTube YouTube >>>>

🍎 Apple PodcastsApple Podcast Link >>>

🎧 SpotifySpotify Link >>>

#WhatTheMoney #DrCCFinance #Dividends #StockMarketBasics #InvestingEducation

DISCLOSURES

The opinions expressed herein are for general information only and are not necessarily the opinions of Osaic Wealth or itsRepresentatives. It is not intended to provide specific advice orrecommendations for any individual. Please consult your financial professional, attorney, or tax advisor with regard to your individual situation.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth isseparately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. OAK GenWealth Partners is not affiliated with Osaic Wealth, Inc.

Welcome to the What the Money Podcast.

In this episode, Dr. CC Anthony examines the estate dispute that followed Malcolm-Jamal Warner’s sudden death—and the reported update that a tentative settlement may now direct the majority remainder of his trust and estate to his daughter, pending court approval.

This episode breaks down:

· Why an old or unfinished estate plan can create conflict even when your intentions feel clear

· The difference between a will and a trust—and why a trust must be funded

· Why beneficiary designations and active insurance coverage matter

· Five life events that should trigger an immediate estate-plan review

· The final steps that turn a draft into a usable plan

August is Make-a-Will Month. Active clients of Dr. CCAnthony receive complimentary access to will-and-trust services and a secure virtual document vault. Current clients can message her “MAKE A WILL” to request access.

Like, follow, share, engage, and subscribe to the What theMoney Podcast.

Have a money question you want answered in a future episode?Send it in through one of the links below. Your question may be featured on the show.

Connect with Dr. CC Anthony:

https://oncehub.com/drccanthonyfinance

https://www.drccanthony.finance

For important disclosures, please see:

https://www.drccanthony.finance

Choose your favorite platform to watch or listen:

🎥 YouTube
YouTube >>>>

🍎 Apple Podcasts
Apple Podcast Link >>>

🎧 Spotify
Spotify Link >>>

#WhatTheMoney #DrCCFinance #MakeAWillMonth #EstatePlanning #WillAndTrust #LegacyPlanning #FinancialEducation

DISCLOSURES

The opinions expressed herein are for general information only and are not necessarily the opinions of Osaic Wealth or its Representatives. It is not intended to provide specific advice orrecommendations for any individual. Please consult your financial professional, attorney, or tax advisor with regard to your individual situation.

Securities andinvestment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. OAK GenWealth Partners is not affiliated with Osaic Wealth, Inc. 

Welcome to the What the Money Podcast.

Options trading is trending—but a popular trade is notalways an understood trade. In this episode, Dr. CC Anthony explains calls, puts, premiums, strike prices, expiration dates, break-even points, and options risk in plain English.

You’ll learn why one options contract usually represents 100shares, how you can be right about a stock and still lose money on the option, why buying and selling options involve different risks, and which questions you should answer before placing a trade.

Hosted by Dr. CC Anthony, AAMS™—Financial Advisor,Professor, Author, Speaker, Founder of Rooted NextGen University™ School of Financial Literacy & Entrepreneurship, and creator of the Teen CEO Bootcamp™.

My contact information is at the end of this podcast and below. You can message me from my website, drccanthony.finance, or use one of the other methods listed.

Connect:

Booking: https://oncehub.com/drccanthonyfinance

Website: https://www.drccanthony.finance

Important Disclosures: https://www.drccanthony.finance

Choose your favorite platform to watch or listen:

 YouTubeYouTube >>>>

 Apple Podcasts
Apple Podcast Link >>>

 Spotify
Spotify Link >>>

#WhatTheMoney #OptionsTrading #StockOptions #CallsAndPuts #FinancialLiteracy #Investing #InvestingForBeginners #PersonalFinance #DrCCAnthony #MakeItMakeCents

DISCLOSURES

The opinions expressed herein are for general informationonly and are not necessarily the opinions of Osaic Wealth or itsRepresentatives. It is not intended to provide specific advice orrecommendations for any individual. Please consult your financial professional, attorney, or tax advisor with regard to your individual situation.

Securities and investment advisory services offered throughOsaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. OAK GenWealth Partners is not affiliated with Osaic Wealth, Inc. 

OPTIONS RISK DISCLOSURE

Trading in options involves risk and is not suitable for allinvestors. It is possible to lose the entire amount paid for an option, and certain strategies may involve losses greater than the initial investment. Before buying or selling an option, an investor must receive a copy of Characteristics and Risks of Standardized Options, available from a financial professional or at https://www.theocc.com.

The hypothetical example is for illustrative purposes onlyand does not represent the performance of any specific investment. Fees, expenses, and taxes are not fully reflected and would affect actual results.

Welcome to the What the Money Podcast.

In this episode, Dr. CC Anthony uses the excitement surrounding SpaceX and its anticipated IPO to explain one of the most important investing concepts every beginner should understand: the difference between a stock and anExchange Traded Fund (ETF).

Using current headlines and real-world examples, this episode explains:• Why investors are so excited about SpaceX• Why Wall Street is creating investment products around a company that isn't publicly traded• What a stock actually is• What an ETF is and how it works• The difference between owning one company and owning a diversified fund• Why understanding your investment matters more than following the latest headlines• How to avoid making emotional investment decisions driven by hype

Hosted by Dr. CC Anthony, AAMS™ — Financial Advisor, Professor, Author, Speaker, Founder of Rooted NextGen University™ of Financial Literacy & Entrepreneurship, and creator of the Teen CEO Bootcamp™.

This episode breaks down financial concepts people hear in the news every day and explains them in a way that actually makes sense.

Like, follow, share, engage, and subscribe to the What the Money Podcast.

Have a money question you want answered in a future episode? Send it in.Your question may be featured on the show.

Connect with Dr. CC Anthony:

https://oncehub.com/drccanthonyfinance

https://www.drccanthony.finance

For important disclosures please see:

https://www.drccanthony.finance

#WhatTheMoney #SpaceX #ETF #ExchangeTradedFund #StockMarket #InvestingBasics #Investing101 #FinancialLiteracy #PersonalFinance #WealthBuilding #Diversification #LongTermInvesting #MoneyTalk #FinancePodcast #MarketNews

The opinions expressed herein are for general information only and are not necessarily the opinions of Osaic Wealth or its Representatives. They are not intended to provide specific advice or recommendations for any individual. Please consult your financial professional, attorney, or tax advisor withregard to your individual situation.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Welcome to the What the Money Podcast.

In this episode, Dr. CC Anthony explains why not all Exchange-Traded Funds (ETFs) are created equal. While ETFs have become one of the most popular investment vehicles available today, they can serve very different purposes depending on how they're designed.

Using plain language and real-world examples, this episode explores the different types of ETFs and helps you understand why knowing what's inside the basket is just as important as deciding to invest.

In this episode, you'll learn:

·       What an Exchange-Traded Fund (ETF) is

·       The difference between broad market ETFs and narrowly focused ETFs

·       How sector and thematic ETFs work

·       What strategy-based ETFs are designed to accomplish

·       Why leveraged ETFs are not appropriate for every investor

·       How diversification can help manage investment risk

·       Why understanding your investments is more important than following market hype

·       How to choose investments that align with your goals, timeline, and comfort with risk

Hosted by Dr. CC Anthony, AAMS™ — Financial Advisor,Professor, Author, Speaker, Founder of Rooted NextGen University™ of Financial Literacy & Entrepreneurship, and creator of the TeenCEO Bootcamp™.

This episode takes one of today's most popular investment products and explains it in a way that actually makes sense.

Like, follow, share, engage, and subscribe to the What the Money Podcast.

Have a money question you'd like answered in a future episode? Send it in. Your question may be featured on the show.

Booking Link:https://oncehub.com/drccanthonyfinance

Website:https://www.drccanthony.finance

For important disclosures, please see:

https://www.cfnsfl.com

#WhatTheMoney #ETF #ExchangeTradedFunds #Investing101
#FinancialLiteracy #StockMarket #Diversification #InvestingBasics #PersonalFinance #LongTermInvesting #WealthBuilding #MoneyTalk #FinancePodcast #IndexFunds
#SP500 #FinancialEducation #BuildWealth #GenerationalWealth #MoneyMindset #DrCCAnthony #FinancialAdvisor #MakeItMakeCents #StayRootedGrowIntentionally

The opinions expressed herein are for general information only and are not necessarily the opinions of Osaic Wealth or its Representatives. It is not intended to provide specific advice orrecommendations for any individual. Please consult your financial professional, attorney, or tax advisor with regard to your individual situation.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

Welcome to the What the Money Podcast.
In this episode, Dr. CC Anthony explores whether consistently investing the annual IRA contribution limit could help you retire with more than one million dollars. Using a recent Investopedia article, she explains IRAs, Roth vs. Traditional IRAs, compound growth, S&P 500 index funds, balanced portfolios, diversification, and the 4% rule in plain English.
Hosted by Dr. CC Anthony, AAMS™—Financial Advisor, Professor, Author, Speaker, Founder of Rooted NextGen University™ School of Financial Literacy & Entrepreneurship, and creator of the Teen CEO Bootcamp™.

Connect:
Booking: https://oncehub.com/drccanthonyfinance
Website: https://www.drccanthony.finance
Important Disclosures: https://www.cfnsfl.com
Hashtags:#WhatTheMoney #RetirementPlanning #IRA #RothIRA #FinancialLiteracy #Investing #CompoundInterest #SP500 #PersonalFinance #DrCCAnthony #MakeItMakeCents
The opinions expressed herein are for general information only and are not necessarily the opinions of Osaic Wealth or its Representatives. It is not intended to provide specific advice or recommendations for any individual.

Please consult your financial professional, attorney, or tax advisor with regard to your individual situation.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Welcome to the What the Money Podcast.

In this episode, Dr. CC Anthony breaks down one of the most misunderstood relationships in finance: inflation, bonds, interest rates, and the stock market.

Using current headlines and real-world examples, this episode explains:
• What inflation actually means
• Why the Federal Reserve raises interest rates
• What bonds are and how they work
• Why bond prices and interest rates move in opposite directions
• Why rising bond yields make investors nervous
• How inflation impacts borrowing, spending, business profits, and stock prices
• Why the bond market is often called a warning signal for the economy

Hosted by Dr. CC Anthony, AAMS™ — Financial Advisor, Professor, Author, Speaker, Founder of Rooted NextGen University™ of Financial Literacy & Entrepreneurship, and creator of the Teen CEO Bootcamp™.

This episode takes financial concepts people hear on the news every day and explains them in a way that actually makes sense.

Like, follow, share, engage, and subscribe to the What the Money Podcast.
Have a money question you want answered in a future episode? Send it in. Your question may be featured on the show.

Connect with Dr. CC Anthony:
https://oncehub.com/drccanthonyfinance
https://www.drccanthony.finance

For important disclosures please see:
https://www.cfnsfl.com

#WhatTheMoney
#Bonds
#Inflation
#InterestRates
#FederalReserve
#BondMarket
#TreasuryBonds
#FinancialLiteracy
#InvestingBasics
#PersonalFinance
#WealthBuilding
#MoneyTalk
#FinancePodcast
#EconomicNews
#StockMarket
#MarketNews
#Investing101
#BuildWealth
#GenerationalWealth
#MoneyMindset
#DrCCAnthony
#BlackInFinance
#FinancialAdvisor
#MakeItMakeCents
#StayRootedGrowIntentionally

The opinions expressed herein are for general information only and is not necessarily the opinions of Osaic Wealth or its Representatives. It is not intended to provide specific advice or recommendations for any individual.  Please consult your financial professional, attorney, or tax advisor with regard toyour individual situation.  Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of OsaicWealth.  

Welcome to the What the Money Podcast.

In this episode, Dr. CC Anthony breaks down one of the most commonly used words in finance: stock. What is it? Why do people buy it? Why do prices move up and down every day? And why does the media constantly talk about “themarket”?

Using current headlines and real-world examples, this episode explains:
• What a stock actually represents
• How companies use stocks to raise money
• The difference between investing and gambling
• The major markets where stocks are traded, including the New York Stock Exchange (NYSE) and Nasdaq
• Why investors watch market movement daily
• How news, earnings, AI, interest rates, inflation, and investor emotions impact stock prices
• Why understanding the market matters even if you are not actively investing yet

Hosted by Dr. CC Anthony, AAMS™ — Financial Advisor, Professor, Author, Speaker, Founder of Rooted NextGen University™ of Financial Literacy & Entrepreneurship, and creator of the Teen CEO Bootcamp™.

This episode takes complicated financial concepts and explains them in a way that actually makes sense.

Like, follow, share, engage, and subscribe to the What the Money Podcast.
Have a money question you want answered in a future episode? Send it in. Your question may be featured on the show.

Connect with Dr. CC Anthony:

https://oncehub.com/drccanthonyfinance
https://www.drccanthony.finance

For important disclosures please see:
www.drccanthony.finance

#WhatTheMoney
#StockMarket
#InvestingBasics
#FinancialLiteracy
#WallStreet
#Nasdaq
#NYSE
#Investing101
#PersonalFinance
#WealthBuilding
#MoneyTalk
#FinancialEducation
#FinancePodcast
#AIStocks
#Inflation
#InterestRates
#MarketNews
#BuildWealth
#GenerationalWealth
#MoneyMindset
#DrCCAnthony
#BlackInFinance
#FinancialAdvisor
#MakeItMakeCents
#StayRootedGrowIntentionally

The opinions expressed herein are for general information only and is not necessarily the opinions of Osaic Wealth or its Representatives. It is not intended to provide specific advice or recommendations for any individual.  Please consult your financial professional, attorney, or tax advisor with regard to your individual situation.  

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.