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A tartalmat a Deb Meyer biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Deb Meyer vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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Beyond Budgets Podcast
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A tartalmat a Deb Meyer biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Deb Meyer vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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 interviews. Your journey to financial success starts here.
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37 epizódok
Megosztás
Mind megjelölése nem lejátszottként
Manage series 3562538
A tartalmat a Deb Meyer biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Deb Meyer vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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 interviews. Your journey to financial success starts here.
…
continue reading
37 epizódok
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Uncertainty is a constant, but how we react to it makes all the difference. In this episode of Beyond Budgets, we dive into today’s shifting economic and political landscape—including tariffs, job losses, and market trends—and what they could mean for your finances. More importantly, we’ll explore timeless financial principles that can help you stay steady, no matter what’s happening in the world. Deb Meyer breaks down how to make smart financial decisions in unpredictable times, how emotions impact investing, and why diversification is key. Whether you’re navigating career change or market swings, this episode will give you the perspective you need to move forward with confidence. What You’ll Learn: ✅ Why we naturally avoid risk—and how to reframe uncertainty as opportunity ✅ The potential impact of new economic policies on jobs, inflation, and markets ✅ How to build a resilient investment strategy that withstands market shifts ✅ The role of diversification and why it’s like building the perfect Easter basket ✅ Practical ways to focus on what’s within your control in uncertain times Episode Highlights (02:44) Let’s Talk Tariffs (12:44) Navigating Job Loss With Optimism (17:05) Importance of Investment Policy Statements (25:06) Navigating Financial Considerations During Retirement Resources & Links: 📚 Clashing Over Commerce by Douglas Irwin 📖 You're Probably Expecting This (Article by Jen Ternay) 🎧 Related Episode: Building Wealth Through Strategic Investments (Ep. 24) Enjoying the Show? If you found this episode valuable, please take a moment to rate and review Beyond Budgets. Your support helps more people find the show and make better financial decisions. Connect with Deb Meyer Schedule an Initial Call Download your Free Resource Website…
Did you know that half of investment advisor clients think they’re getting comprehensive advice, but only 11% actually are? In this episode, Deb Meyer sits down with Stephen Tanenbaum, founder of Rainbook, a platform dedicated to bringing transparency to financial advising. Stephen shares how Rainbook helps parents evaluate their advisors, uncover hidden fees, and make sure they’re getting real value from their financial relationships. They also discuss: ✅ The difference between fiduciary advisors and commission-based brokers ✅ Common hidden fees in financial advising (and how to spot them) ✅ Why transparency matters in both finances and relationships ✅ Practical financial tips for families balancing work, kids, and budgeting ✅ The role of financial advisors beyond just managing investments Whether you're working with an advisor now or considering hiring one, this episode will help you ask the right questions and make smarter financial decisions. Episode Highlights (05:40) Fiduciary Advisor on 529 Plans (10:05) Understanding Financial Advisor Fees (16:47) Financial Advisor Fees and Services (25:13) Personal Finance and Budget Planning Resources Mentioned in This Episode: 📌 Rainbook’s Advisor Analyzer Tool – A free tool to evaluate your financial advisor’s fees and credentials. 📌 FINRA BrokerCheck – A resource to research financial advisors and brokers. 📌 National Association of Personal Financial Advisors – A network of fee-only fiduciary advisors. Connect with Stephen Tanenbaum Learn more about Rainbook: rainbook.com Connect with Stephen on LinkedIn: https://www.linkedin.com/in/stephen-tanenbaum-9596706/ Connect with Deb Meyer Schedule an Initial Call Download your Free Resource Website…
Choosing a financial advisor is a big decision that can shape your family’s financial future. In this episode of Beyond Budgets, Deb Meyer breaks down how to evaluate advisors and find the right fit for your unique goals and values. Whether you’re new to financial planning or transitioning to another advisor, this episode equips you with the knowledge and confidence to make an informed choice. 🔑 What you’ll learn in this episode: 10 essential questions to ask during your search for a financial advisor. The difference between fee-only, fee-based, and commission-based advisors—and what it means for you. How can the fiduciary standard impact the advice you receive? Key distinctions between financial coaches and advisors—and how to decide which you need. The importance of aligning an advisor’s approach with your family’s values. 🎯 Key takeaways: Trust and transparency are critical—learn how to assess an advisor’s qualifications, ethics, and experience. Understanding compensation structures can help you avoid conflicts of interest. Your relationship with an advisor is personal—find someone who fits your communication style, preferences, and values. Listen in to learn more: (01:06) Things to Know When Hiring a Financial Advisor (05:59) Advisors' Conflict of Interest Risk (11:00) Ideal Client Niche Focus Discussion (18:39) Faith-Based Investing and Self-Improvement (24:57) Establishing Long-Term Advisor Compatibility Resources Find a CFP® Professional: https://www.letsmakeaplan.org/ NAPFA (fiduciary, fee-only advisors): https://www.napfa.org/ XY Planning Network: https://advice.xyplanningnetwork.com/ Sara Grillo’s directory: https://saragrillo.com/2022/03/14/flat-fee-financial-advisors/ Related article “10 Questions to Ask When Hiring a Financial Advisor”: https://www.worthynest.com/all-posts/questions-when-hiring-a-financial-advisor Connect with Deb Meyer Schedule an Initial Call Download your Free Resource Website…
Planning for college can feel overwhelming, but it doesn’t have to be. In this episode of Beyond Budgets, host Deb Meyer sits down with Ann Garcia, CFP®, also known as "The College Financial Lady." Ann is the author of How to Pay for College and a mom of twins who recently graduated debt-free. She combines her professional expertise with personal experience to share strategies that will help you save money and reduce stress during the college planning process. Whether your child is years away from applying or you’re in the thick of FAFSA forms and scholarship deadlines, this episode will leave you feeling more confident and equipped to navigate the journey. Why You Should Listen Decode the "real cost" of college: Find out why the sticker price rarely tells the whole story. Uncover scholarships that match your student: Learn how to focus on opportunities that fit their profile. Master financial aid tools: Get a crash course on FAFSA, the CSS Profile, and net price calculators. Appeal like a pro: Discover how to successfully request more financial aid and reduce tuition costs. Learn from real-life examples: Hear Ann’s lessons from planning for her own twins—and how those lessons can help your family. If you're ready to feel more in control of funding your child’s college education, this episode is a must-listen. Key Moments to Tune In For [06:20] The truth about tuition: Why most families pay far less than the listed price. [10:23] SAT/ACT scores: Do they still matter for scholarships? [24:55] How to appeal a financial aid package—and why 75% of appeals succeed. Resources Federal Student Aid Estimator Free Application for Federal Student Aid (FAFSA) Return on Investment Calculator Connect with Ann Garcia College Financial Plan Masterclass Book How to Pay for College Website and Blog howtopayforcollege.com Connect with Deb Meyer Schedule an Initial Call Download your Free Resource Website…
What’s on your bucket list? Whether exploring far-off destinations, creating stronger family bonds, or getting your finances in shape, this episode is your guide to dreaming big and making it happen. Host Deb Meyer shares how a simple New Year’s Eve conversation about bucket lists sparked fresh ideas for setting goals that truly matter. In this episode, you’ll discover: The surprising link between financial health and overall well-being. How can stress in one area ripple into another, and what should be done about it? A three-step framework for financial wellness: shift your mindset, adjust the plan, and center yourself with prayer. Ready to make 2025 your best year yet? Tune in for stories, strategies, and a fresh perspective on achieving balance and purpose. Listen in to learn more : (00:55) Let’s Talk Bucket List (05:01) Struggling With Work-Life Balance (17:03) Adapting Your Financial Plan Resources Credit Score https://www.nerdwallet.com/article/finance/what-is-a-good-credit-score Jon Acuff’s NYT bestselling book Soundtracks https://jonacuff.com/soundtracks/ Fr. Timothy Gallagher’s book https://www.frtimothygallagher.org/product-page/discerning-the-will-of-god-an-ignatian-guide-to-christian-decision-making Spiritual direction with Meritt Petrone https://www.rootsandwingsministries.org/ Connect with Deb Meyer Schedule an Initial Call Download your Free Resource Website…
Did you know parents are the best leaders? In this episode, Dr. Jim Salvucci shares his transformative journey from an English professor to a corporate leader, emphasizing the universal essence of leadership rooted in integrity and soft skills. Jim reflects on how early leadership roles in Boy Scouts and his father's servant leadership model shaped his values-driven approach. Whether you’re a parent looking to embrace personal growth, self-awareness, or the moral philosophy of leadership, this episode is for you! Also, don’t forget to follow Jim’s blog and podcast, On Leading with Greatness , on Substack. Listen in to learn more: (01:07) Parenting and Leadership (10:05) Lessons in Leadership and Integrity (17:06) Benefits of Liberal Arts Education (24:37) Leaders Are Teachers in Disguise (27:51) Compassionate Leadership in Parenting Connect with Deb Meyer Schedule an Initial Call Download your Free Resource Website…
It’s that time of year – when we need to start thinking ahead to 2025! In this special episode, Deb Meyer shares year-end tax planning strategies following the recent election. Highlights include: 2025 Tax Landscape: Potential extensions to the Tax Cuts and Jobs Act, changes to SALT deduction limits, and strategic timing for estimated tax payments. Electric Vehicle Credits: Tips on maximizing the $7,500 EV credit in 2024 and considerations for foreign car purchases ahead of tariff changes. Small Business Tax Planning: Importance of year-end projections, managing estimated taxes, and finding a proactive CPA. Additional Tax-Smart Strategies: 529 College savings plan contributions Tax-loss harvesting opportunities in taxable brokerage accounts Qualified Charitable Distributions for retirees Roth IRA conversions: when and why to consider them Resources: Kitces.com Article on 2025 Tax Changes Saving for College: 529 Plans by State Connect with Deb Meyer for personalized advice Listen in to learn more about : (04:52) Electric Vehicle and Tariff Considerations (12:36) Tax Loss Harvesting in Brokerage Accounts (17:49) Roth IRA Wealth Transfer Strategy Connect with Deb Meyer Schedule an Initial Call Download your Free Resource Website…
Looking to strengthen your financial partnership with your spouse? Download our free resource , 4 Key Questions for Financial Check-Ins. This guide provides simple, stress-free conversation starters to help couples get on the same page about money, plan for future expenses, and dream together. Download the Free Resource In this inspiring episode of Beyond Budgets, host Deb Meyer sits down with Ryan Koral—documentary filmmaker, founder of Tell Studios, and married dad of three. Ryan opens up about his journey from navigating childhood money challenges to empowering others to share their stories through the art of video. Ryan explains how video can go beyond just capturing moments; it can create lasting family legacies and strengthen emotional connections. He and Deb explore the intersection of faith, finances, and storytelling. Tune in for practical insights on managing money within marriage, teaching kids financial values, and using video to document life’s most meaningful moments. Listen in to learn more: (04:40) The Power of Video Storytelling (13:55) Increasing Giving and Living on Less (21:49) Effective Client Connection Through Video (26:11) Winning With Authentic Video Marketing Connect with Ryan Koral Smartphone Film Academy Instagram Connect with Deb Meyer Download your Free Resource Website Schedule an Initial Call…
Celebrate the one-year anniversary of the Beyond Budgets podcast!! Join host Deb Meyer as she dives into faith-driven money management inspired by the Compass Catholic Retreat . Discover how to break emotional attachments to material possessions and embrace God-honoring financial stewardship. Through engaging stories and lessons from the parable of the talents, learn to balance worldly desires with spiritual wisdom. Plus, explore advanced charitable giving techniques and the importance of spiritual guidance. Tune in for practical tips, and follow us for more inspiring financial insights! Listen to learn more : (00:44) Emotional Attachment to Money Discussion (06:09) Overcoming Emotional Attachment Through Stewardship (13:49) Advanced Charitable Giving Techniques Links Mentioned - Compass Catholic WorthyNest Contact Catholic Financial Planners Network Connect with Deb Meyer Website Schedule a Free Consult…
In this episode of Beyond Budgets, host Deb Meyer is joined by exit strategist and Dream Catchers podcast host Jerome Myers to unpack the complex journey of redefining yourself after big life changes like selling a business or retiring. Together, Deb and Jerome explore the “founder's exit paradox”—the often-overlooked psychological challenges that come with moving on from a career-focused identity—and what it takes to build a fulfilling life based on who you are, not just what you do. Jerome shares powerful insights on how to separate your self-worth from your job title, offering practical steps to discover and use transferable skills, build meaningful relationships, and keep growing in new ways post-career. This episode dives into balancing health and wealth, maintaining well-being, and finding lasting purpose beyond work. Whether you’re planning your next chapter or in the middle of a transition, this conversation is full of strategies to help you move forward with clarity, confidence, and fulfillment. Episode Highlights Links Mentioned - Free EXIT Assessment - https://theexitparadox.com/assessment Connect with Jerome Myers https://jeromemyers.co/ Connect with Deb Meyer Website Schedule a Free Consult…
Unlock the secrets of faith-based investing with Deb Meyer in today's episode! Perfect for Christian and Catholic parents, this episode explores how to harmonize your financial goals with spiritual values. Discover the "avoid, engage, and embrace" framework and the Business 360 approach by Eventide, a leader in ethical investing. Learn about creating faith-based portfolios and explore top-tier companies like Eventide, Ave Maria, and Guidestone. Whether you're a seasoned investor or a newbie, this episode offers insights for values-driven investing. Episode Highlights * 0:02:53 - 0:03:54 - Ethical Investing Strategies * 0:08:29 - 0:09:27 - Sustainable Supply Chain & Environmental Preservation * 0:12:09 - 0:13:45 - Faith-Based Investing in Financial Advisory Work Links Mentioned - Eventide Investments: eventideinvestments.com Faith Driven Investor: faithdriveninvestor.org Contact WorthyNest: worthynest.com/contact-us Catholic Financial Planners Network: catholicfinancialplanners.com Connect with Deb Meyer Website Schedule a Free Consult…
In this episode of Beyond Budgets, we’re thrilled to welcome Crystal Ware, a former Fortune 500 corporate leader and attorney who made the bold leap into entrepreneurship. Crystal shares her journey of transitioning from the corporate world to running a small business, driven by the desire for more flexibility, time with family, and personal fulfillment. Listeners will gain deep insights into: The importance of aligning your career with personal values and family goals. Practical strategies for handling financial responsibilities in marriage, including the benefits and drawbacks of joint versus separate accounts. Tips for saving for long-term financial goals like children’s education. How to manage a career transition from corporate America to entrepreneurship. The challenges of wearing multiple hats as a small business owner. This episode is packed with practical advice and inspiration for anyone considering a career shift or looking to balance professional success and personal fulfillment. Don’t miss it! Episode Highlights 0:00:04 - 0:14:00 Transition from Corporate America to Entrepreneurship 0:13:43 - 0:17:32 Identifying Your Purpose and Career Path 0:17:32 - 0:30:18 How to Manage Separate Bank Accounts Within A Marriage Connect with Crystal Ware Website The Well-Defined Woman Instagram https://www.instagram.com/crystalware_getclear/ Connect with Deb Meyer Website Schedule a Free Consult…
Ready to transform your financial future? Hear a deeply personal story about Deb Meyer’s hard-hitting lessons gained from her first investment during the tech bubble burst. Learn the critical importance of diversification among other investment pillars and the hazards of emotionally charged decision-making. We'll dissect the pitfalls of market timing and the often misleading influence of financial media, emphasizing the necessity of maintaining a long-term perspective and a clear financial plan. Determine how to craft an effective asset allocation strategy by understanding the diverse behaviors of equities, bonds, real estate, and commodities. With insights into the Federal Reserve's interest rate maneuvers and their effects on various financial instruments, this episode equips you with the knowledge to build a resilient and balanced investment portfolio. Listen now to elevate your confidence as an investor! Episode Highlights 08:07 - 09:32 The Risks of Individual Stock Picking 13:18 - 14:31 Fee-Only vs. Commission-Based Investment Advisors 17:21 - 19:39 Understanding Market Capitalization and Diversification 27:13 - 28:15 Impacts of Changing Interest Rates Connect with Deb Meyer Website Schedule a Free Consult…
What happens when a Manhattan career woman swaps skyscrapers for suburbia and discovers a new kind of creativity? Join us on Beyond Budgets as we welcome Kimberly Amici, the mastermind behind Build Your Best Family, who shares her extraordinary journey from designer and architect in the bustling city to a mom redefining family culture through faith and daily acts of creativity. Kimberly's story illuminates how she integrates values into everyday life, transforming routine activities like cooking and travel into meaningful family experiences. She provides invaluable insights into encouraging children to think outside the box while crafting a purposeful and enriching family environment. We also discuss the importance of creating a stable and positive family atmosphere, using tools like Family Culture Discussion Sheets to identify and live by core values. Kimberly’s wisdom and personal anecdotes highlight how simplifying daily priorities can help families truly thrive by establishing a sense of belonging and stability. Don’t miss this enriching conversation with Kimberly, full of practical tips and heartfelt stories to help you build your best family. Episode Highlights (01:03 - 01:52) Expressing Creativity and Faith in Family (03:04 - 04:54) Exploring Creativity in Everyday Life (09:45 - 10:52) Discovering Non-Negotiables for Self-Care (14:44 - 16:18) Family Values and Accountability (19:10 - 20:04) Defining Family Values With Kids (26:51 - 27:59) Parenting Through Consistent Decision Making Connect with Kimberly Amici Build Your Best Family Website Connect with Deb Meyer Website Schedule a Free Consult…
Moving cross-country is not just about packing boxes; it's about navigating a maze of expenses and unexpected hurdles. When my family decided to leave Florida for Missouri, we faced surprising costs and tough choices. In this episode of Beyond Budgets, Deb shares how her family balanced the hefty quotes from national moving companies with more affordable, creative options like PODS and regional businesses. Discover the practical tips she learned along the way, including hiring a local young entrepreneur and managing holiday schedules to ensure a smooth transition for her kids. But the adventure didn’t stop there. Buying a house in Missouri came with its own set of challenges and surprises. From replacing windows and an old water heater to unforeseen plumbing issues, Deb candidly discusses the realities of unexpected homeownership expenses. Reflecting on our choice to buy a home after just one in-person inspection, she highlights the pros and cons, emphasizing the stability renting can offer during such significant life changes. Episode Highlights (00:03) Moving Expenses and Budgeting Tips (11:27) Unexpected Homeownership Expenses (20:44) Home Buying Lessons Learned Connect with Deb Meyer Website Schedule a Free Consult…
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