Download the App!
show episodes
 
Transform your family’s finances with the Beyond Budgets® podcast. Host Deb Meyer, CFP®, award-winning author of Redefining Family Wealth and mom of 3, empowers parents to save diligently, invest wisely, and contribute generously. We delve beyond budgeting tools into values-based financial planning, marriage and money, college saving plans, investment strategies, tax-saving secrets, insurance essentials, and more. Tune in biweekly on Thursdays for solo episodes and enlightening expert interv ...
  continue reading
 
Loading …
show series
 
Unlock the secrets of financial harmony in marriage with insights from financial experts Deb Meyer and her special guest, Den Murley. They delve into the dynamic world of couples' finances, shattering the myth of the spender-saver binary and advocating for a stronger foundation of mutual understanding. Discover how to navigate shared versus separat…
  continue reading
 
Unlock the secrets of blending family life with financial freedom as we journey through the ever-changing realms of retirement and financial independence. Explore the personalized paths that lead to a life where work is a choice, not a necessity, and freedom is the ultimate retirement plan. In this episode, I’ll show financial planning isn't just a…
  continue reading
 
Unlock the secrets to impart essential financial wisdom to your kids with guest and finance guru Clifton Corbin. We share a heartfelt journey through Clifton's early fascination with money, his trials with credit card debt, and his evolution into a champion for youth financial literacy. Our conversation examines the foundational differences between…
  continue reading
 
Navigating the legal labyrinth of estate planning can be overwhelming, but the peace of mind it brings is priceless—Deb has seen the difference firsthand. Through heartfelt anecdotes, Deb unravels why every parent needs to take this act of love seriously, ensuring their children's guardianship and the handling of their affairs are well examined. Jo…
  continue reading
 
Unlock the secrets to a unified financial future with Amanda Teixeira from Walletwin, our guide through the tricky territory of family finances. In a heart-to-heart conversation, Amanda and host Deb Meyer discuss: The process of merging bank accounts and viewpoints, How a shared vision is pivotal to a harmonious future Budgeting strategies that res…
  continue reading
 
A moment of clarity can strike at any time—even while sitting in a cubicle, dreaming of distant lands. That’s where our tale begins, as my family turned a dream into a daring three-month odyssey through the heart of Spain, fueled by an ingenious tool: the opportunity fund. Our latest podcast episode is laced with a vibrant tapestry of personal anec…
  continue reading
 
Join Jenni Sisson, "Mama's Money Map" podcast host and mother of five, as she shares her budgeting blueprints for single-income homes. Dive into the dynamics of household budget management and the transition from homemaker to freelancer. Discover strategies for tackling medical bills through self-advocacy. This episode is a treasure trove of advice…
  continue reading
 
Sean Mullaney is an advice-only financial planner and the President of Mullaney Financial & Tax, Inc. Sean writes the Plutus Award winning blog FITaxGuy.com on tax and financial independence. He also has a personal finance YouTube channel and published Solo 401(k): The Solopreneur's Retirement Account, a book about his favorite retirement account, …
  continue reading
 
Discover essential strategies for wise debt management and enhance your financial well-being in this solo-hosted episode. We’ll explore how to use borrowing to your advantage, from smart home-buying through understanding interest rates to leveraging student loans for career growth. Learn how to navigate away from auto loans and credit card traps, o…
  continue reading
 
In this episode, Retirement 101, we demystify the complexities of retirement accounts, covering the most common types: Traditional and Roth IRAs, 401(k)s, and Health Savings Accounts (HSAs). While we can't cover every retirement account in detail, we focus on the main options most families are likely to encounter. From contribution limits and tax i…
  continue reading
 
Tax season can be a wild ride, especially for parents hustling to maximize their returns. But don't worry; we've got CPA and tax expert Logan Allec on the show today to guide you through the tax maze. In today's chat, we'll tackle the puzzling 1098T forms, share top-notch tips for handling tax papers, and even spill the beans on choosing the best t…
  continue reading
 
Have you ever felt the tug-of-war between wanting to enjoy life and needing to keep your wallet in check? Let's unravel the complex emotions surrounding family budgeting and find a wonderful balance. In this episode, I'm peeling back the layers of financial planning with the kind of zeal that can only spark from a Certified Financial PlannerTM and …
  continue reading
 
Are you a parent of at least one high schooler, feeling overwhelmed by the complexity of college funding? Fear not, friend! Host Deb Meyer and guest Joe Messinger, a fee-only financial planner and college funding expert, provide critical insights into student loans, merit aid, and the true costs of higher education. This episode offers a wealth of …
  continue reading
 
Unlock the secrets of saving for college and master the intricacies of 529 plans with this insightful podcast. Ensuring your child's future is secure is a top priority, and we're going to guide you through the complicated maze of college savings. You’ll learn: The two main types of 529 plans - savings and prepaid, Tax benefits of contributions, Wha…
  continue reading
 
What if the secret to financial success was less about numbers and more about your mindset? And what if achieving a balance between long-term family financial planning and short-term financial management could be easier than you think? In this third episode of the Beyond Budgets® podcast, we welcome the remarkable Dr. Sarah Stanley-Fallaw, a person…
  continue reading
 
How do you define success? Your answer likely depends on your values. In episode 2 of the Beyond Budgets® podcast, we discuss why values should drive most (if not all) financial decisions. Once you’ve defined core values, learn how to: Align spending with those values, Include kids as accountability partners, and Harness the power of an abundance m…
  continue reading
 
Welcome to the inaugural episode of The Beyond Budgets® Podcast! In this episode, you’ll uncover the nitty-gritty details of host Deb Meyer’s personal financial journey, including: Hearing “Your papa too cheap, get a new papa” as a fourth grader shaped my financial decisions as an adult. Why living in 5 states before 4th grade made me appreciate st…
  continue reading
 
Transform your family’s finances with the Beyond Budgets® podcast. Host Deb Meyer, CFP®, award-winning author of Redefining Family Wealth and mom of 3, empowers parents to save diligently, invest wisely, and contribute generously. We delve beyond budgeting tools into values-based financial planning, marriage and money, college saving plans, investm…
  continue reading
 
Have you ever opened a medical bill and been shocked at the crazy-high price you're expected to pay? If you're feeling burdened by heavy healthcare costs, this episode is for you. In this episode, I interview Marshall Allen, award-winning investigative journalist, author, and crusader against unfair medical costs. He shares a number of strategies y…
  continue reading
 
A short intro to why I started the Mama's Money Map podcast. The personal finance game runs differently when it's on multiplayer mode with a single main income and more than one or two kids. For all the stay-at-home moms who want to learn how to make more, spend less, and invest the rest while keeping family as their first priority, this podcast is…
  continue reading
 
As parents, we all want to help our kids avoid the same financial mistakes we've made. But finding the time—and a teaching method that sticks—presents a big challenge. In this episode, we welcome Rachel Murphy to the podcast who is an expert in practical ways to teach kids and teens to handle money. Listen to learn how to start turning over the man…
  continue reading
 
Show Notes/Resources Legal Zoom - Start a Business Package https://www.legalzoom.com/marketing/business-formation/category?kid=_k_Cj0KCQjw9ZGYBhCEARIsAEUXITXEIbYrAlsomrvxpQK-FyaOBUxXbBajjIDDJjlQXqGjwts8wyLQ1N0aAuZ8EALw_wcB_k_&utm_source=google&utm_medium=cpc&utm_term=legalzoom%20start%20a%20business&utm_content=555249735359&utm_campaign=Brand%20|%2…
  continue reading
 
Loading …

Quick Reference Guide