Better Financial Health in 15 Minutes (or less!)

Are you familiar with series I bonds? If not, Stacey is here this week to tell you what you need to know about these bonds and how to use them to help you reach your financial goals. Even if you have heard of I bonds, Stacey has some things to keep in mind to make sure you are getting the most bang for your buck!  Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901...

There are plenty of places to give your money in order to help our community, and this week Stacey is offering some things to think about as you open your heart and your wallet to help our neighbors in need. Are there organizations where your gift will have a greater impact? How can you build trust with the organization you are giving to? And how can you benefit your tax situation by making donati...

Money is hard enough to manage on your own, but add in another person, and it could get even harder! On this week's episode, Stacey draws upon her years of experience working with clients to share some of her tips for navigating this transition. She shares some helpful conversations you and your partner can have and things to think about so that you both can continue to work toward better fin...

Last week, we discussed estate planning, and today we are tackling another aspect of giving and saving for families- college savings plans. Stacey discusses several types of plans you should consider, as well as how these plans can benefit your family. She shares several options for spending those plans (it doesn’t have to JUST be a four-year college!) that perhaps you were not aware of already. G...

Stacey is here this week to offer some guidance on the part of estate planning that often gets overlooked: telling your loved ones why you made the choices you did. You don't have to justify your choices, as Stacey says "it's your money!" but explaining how you want things to be distributed while you are still alive can go a long way in allowing your family members to understan...

This week, Stacey is tackling cryptocurrency. Don't worry, this is a very simple breakdown of what, why and how for all of us wondering if we're missing out on something amazing or not. Stacey shares her thoughts on how to look at bitcoin and other cryptocurrencies so you can decide if it's the right move for you. We hope that after you listen, you feel like you can make healthier f...

Stacey is ready to help you face your fears about the current state of the market. She reminds us that the market’s “normal” is ever changing…and that’s ok! Sometimes, all we need is a little help from our friends and in this episode, Stacey will be that friend to give you some positive thing to think about in moments when you’re just not sure.   Envision Financial Planning. 5100 Poplar Avenue, Su...

The new year is just around the corner, and Stacey is here to help you go into 2022 with a healthier financial mindset! She shares some questions to ask yourself as you reflect on how you spent money in the past and ways to plan for the future. Do the work now so that you can live a happier, healthier life in 2022 and beyond.  Thanks for listening and happy new year!  Envision Financial Planning....

As we enter the holiday season, Stacey wanted to cover how to start your year-end planning! She covers a few things that were passed in the tax act that might be of use to you this year if you make charitable contributions. Stacey gives you some tips on how to be deliberate with your spending during these next few months. Thanks for tuning in to Better Financial Health in 15 minutes (or less!).   ...

There have been some updates regarding student loans since we last covered them in Episode 5. Stacey provides some insight on these updates and how you can work with your payments to have them benefit you the best. Thanks for tuning in!   Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing...

It’s that time of year. No, not the holidays…. but your inbox being flooded with Medicare open enrollment information. This can seem incredibly overwhelming. But in this episode, Stacey breaks down why it is important to go ahead and get that taken care of and why it isn’t as intimidating as it seems. We also have a blog post on our website that goes more into detail so make sure to check that out...

Figuring out where to find money to save isn’t always easy. This episode covers how you can sit down and look at where you might be leaking money. It is important to do this, so you don’t have to cut out the things that you really love (i.e., your daily Starbucks run!). The sooner you can start getting your savings up, the quicker you can start reaping the benefits of doing so. Thanks for tuning i...

If you are someone who has no real idea of what you want your retirement to look like, but still feel like you need to be saving towards an “end goal”, this is the episode for you! It is hard to know exactly what your future will look like, at any age, but especially if you are under thirty. And that’s okay! Stacey talks about how you can be saving money when you aren’t exactly sure what you want...

This week’s episode is on investing! In episode 2 we covered investing in your 401(k), but this week we are looking at the different ways to invest on your own. Stacey gets into why it is important to have a diversified portfolio and what that even means, index and exchange traded funds, and her tips on how to get more consistent returns over time. She covers why you don’t always need to buy the “...

Welcome back! This episode Stacey covers life insurance. She goes into details about who typically needs life insurance, breaks down the difference between term life insurance and permanent life insurance, and how to know if you are getting the best rates for you.   Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intend...

Bonus episode! We wanted to give you a bit more insight as to who Stacey is! Stacey discusses her background, her family, how she got into financial planning, and why you might catch her in Colorado for extended periods of time! Thanks for tuning in.   Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individ...

It is back to school time so you know what that means....the return of dreaded student loans! They can be helpful and harmful at the same time. Stacey gives you a few tips to navigate the ins and outs of student loans to make sure you are doing the smartest thing for your future.   Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is...

We understand...organizing your finances can seem incredibly overwhelming! But in this episode, Stacey gives you a few "best practices" to make organizing your finances a lot less daunting - and your life that much easier.   Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in t...

Now that you know how to begin saving in your 401(K), the other part of it is investing. Stacey shares some her tips and tricks on ways you can start investing in your 401(K).   Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States.  Advisory Services offered through Envi...

Have you ever heard people talking about saving and investing in your 401(K), but you don't exactly know where to start? In this episode, Stacey explains how you can start saving in your 401(K) so you aren't leaving money on the table.   Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals...

Welcome to Better Financial Health in 15 minutes (or less)! Stacey Hyde is a CFP from Memphis, Tennessee and is the President of Envision Financial Planning. On this first episode, Stacey introduces herself then jumps right into some budgeting basics.  Starting a podcast has been something Stacey has wanted to do for awhile, and she is excited to start this journey with you all!  Envision Financia...