Talking Dollars & Sense with The Wealth Builder and Positively Kasey

Talking Dollars & Sense with The Wealth Builder and Positively Kasey Talking Dollars & Sense is about EDUCATING & EMPOWERING our listeners and followers on Money, Business and the community

2025 is halfway over and many people are still trying to figure out how to establish a legitimate wealth transfer proces...
06/28/2025

2025 is halfway over and many people are still trying to figure out how to establish a legitimate wealth transfer process. We have the solution for you! Our Comprehensive Trust & Estate planning package offers our clients: A revocable living trust, pour over will, durable limited power of attorney, advanced healthcare directive, unlimited edits and updates, deed preparation and assistance with funding your trust. And yes, the price is correct. Why spend $2,500 or more-click on the link in the bio or DM us and we’ll more than happy to assist. If needed, ask about our 2-Pay option (50% down-50% in 45 days).

Attention:  We’re looking for vendors (food and items) for our upcoming event on June 14th. If you are a vendor or know ...
06/05/2025

Attention: We’re looking for vendors (food and items) for our upcoming event on June 14th. If you are a vendor or know one PLEASE have them contact me or reach out to www.bywoodcommunity.org to register.

First Have to give all the Glory to God because it sure isn’t me! Can you say blessed beyond measure? The amount of peop...
05/21/2025

First Have to give all the Glory to God because it sure isn’t me! Can you say blessed beyond measure? The amount of people who have believed in me, poured into me and saw in me what I sometimes couldn’t see in my self. But I’m glad they didn’t quit on me. Now, I’m gonna show that faith wasn’t misplaced. So expect to see a lot of things going forward. My team will be managing this and my personal page () for my election. So please support my campaign for School Board. Cuz a winner won’t quit on themselves!!!!

Are you a small business owner or aspiring Entrepreneur and looking for guidance on making sure your business is operati...
04/21/2025

Are you a small business owner or aspiring Entrepreneur and looking for guidance on making sure your business is operating EFFECTIVELY, EFFICIENTLY and PROFITABLY?

Then you want to make sure you attend our FREE (yes really free-no sneaky gimmicks) this Saturday.

Space is limited so register TODAY!!

Register Here for the FREE Small Business Mastermind. Space is Limited to 50 so Register Today!

Continuing with our Wealth Building Basics we are announcing our Small Business Mastermind on April 26th from 10am to 3p...
04/03/2025

Continuing with our Wealth Building Basics we are announcing our Small Business Mastermind on April 26th from 10am to 3pm. If you’re a small business owner, entrepreneur who is trying to grow and scale your business or if you’re looking to start a business, this mastermind is for you. Join us as we explore:

-Making your business legit
-Developing a functional business plan
-Becoming Bankable & Lendable
-Marketing your business to attract and retain
clients
-Minimizing your tax liability
-Protecting and passing along your business

Did we mention that this Mastermind is

FREE!! No Gimmicks or Upsells

But seats are limited!

We only have 50 seats available so if you’re serious on growing your business, REGISTER TODAY! Once we’re full that’s it!

https://mailchi.mp/mywealthbuildingblocks/small-business-mastermind

We look forward to seeing you on the 26th

Why Me?Folcroft has NO representation on the school board currently.  We pay taxes, send our children there but have no ...
04/03/2025

Why Me?

Folcroft has NO representation on the school board currently. We pay taxes, send our children there but have no representation. It’s a classic example of Taxation without Representation. When I see the Keystone Bill every year, I question: am I and more importantly are the children getting what we’re paying for? I hear every night the successes and struggles of the district. I hear from parents of district children regularly with my partner about the challenges and failures of the district.

These are the things that have motivated me to run for the school board.

What would I bring?

Bringing my experience as an Accountant and Financial Advisor for over 20yrs, one of the first things I would do is work with the board and the leadership on a deep dive into the budget. I hear a lot of talk about spending but just like I talk to my clients, we need to know what we have, identify our priorities then make sure we can afford it. You can’t EXPECT what you don’t INSPECT. As a board member, we’re empowered with setting taxes to pay for the district. Well, I’ll be honest, we can’t keep just bleeding our residents without accountability.

There’s a lot of talks about finding grants or other funds. While there are some grants and funds that are still available, honestly, in this environment we cannot simply just believe these funds will be available. Government cuts along with increased competition for these limited funds, means we as a district have to adopt a mindset of self sufficiency and working within our means. This doesn’t mean we wouldn’t go after these funds, we’d just focus more on what we can control than what we can’t.

The other main thing I would work on with the board and administration is a review of our student achievement. What are doing well; what can we improve on; how do we empower the administration and staff to provide our children with a 21st century education.

My Ask:

I’m asking for your support to represent our boroughs to give our residents and children a voice in their future.

Last night I had the honor and privilege to present to the Bywood Community Association on protecting and passing along ...
03/21/2025

Last night I had the honor and privilege to present to the Bywood Community Association on protecting and passing along your hard earned assets. Click on the link below to watch this informative fireside chat on either having your plan or having Uncle Sam’s plan for your assets.

https://www.youtube.com/live/RTjNgxO4G6k?si=UuukwzwWTLaaCCsS

Last night I had the honor and privilege to present to the Bywood Community Association on protecting and passing along ...
03/21/2025

Last night I had the honor and privilege to present to the Bywood Community Association on protecting and passing along your hard earned assets. Click on the link below to watch this informative fireside chat on either having your plan or having Uncle Sam’s plan for your assets.

Continuing with our Wealth Building Basics series, we’d like to present our Homebuying 101 and the ABC’s of Financial Li...
03/12/2025

Continuing with our Wealth Building Basics series, we’d like to present our Homebuying 101 and the ABC’s of Financial Literacy virtual workshops on March 13th and 20th, 9pm. Learn how to leverage your tax refunds into purchasing your first home as well as gaining the insights and information to become financially literate and free. Click on the link below to register:

Homebuying 101 Link:
https://us02web.zoom.us/meeting/register/gxFvMIdkRcyHN-iowK5Htg

ABC’s of Financial Literacy
https://us02web.zoom.us/meeting/register/ov4TkTTaReyuNiJWPEoh-g

Continuing with our Wealth Building Basics series, we’d like to present our Homebuying 101 and the ABC’s of Financial Li...
03/12/2025

Continuing with our Wealth Building Basics series, we’d like to present our Homebuying 101 and the ABC’s of Financial Literacy virtual workshops on March 13th and 20th, 9pm. Learn how to leverage your tax refunds into purchasing your first home as well as gaining the insights and information to become financially literate and free. Click on the link below to register:

Homebuying 101 Link:
https://us02web.zoom.us/meeting/register/gxFvMIdkRcyHN-iowK5Htg

ABC’s of Financial Literacy
https://us02web.zoom.us/meeting/register/ov4TkTTaReyuNiJWPEoh-g

Continuing with our Wealth Building Basics series, we’d like to present our Homebuying 101 and the ABC’s of Financial Li...
02/28/2025

Continuing with our Wealth Building Basics series, we’d like to present our Homebuying 101 and the ABC’s of Financial Literacy virtual workshops on March 13th and 20th, 9pm. Learn how to leverage your tax refunds into purchasing your first home as well as gaining the insights and information to become financially literate and free. Email us at [email protected] to register.

Address

Collingdale, PA

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