Beyond Budgets Podcast

In this episode of Beyond Budgets®, Deb shares a personal story that hits home—navigating the unexpected cost of her son's surgery, even with insurance. That real-life experience opens the door to a bigger conversation: what are your options when traditional health insurance doesn't fit? Whether you're between jobs, self-employed, or considering early retirement, Deb breaks down: What healthcare s...

Money is more than just paying bills and saving for the future—it's a tool for living out your values and making a lasting impact. As part of the weeklong event Podcasthon , we're highlighting Compass Catholic Ministries , a nonprofit dedicated to helping families approach money with wisdom, generosity, and faith. Join us as Camila Gonzalez shares practical ways to align your finances with your va...

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....

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...

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.  ...

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 s...

​​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 b...

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 par...

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 th...

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 R...

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 wit...

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 identit...

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 co...

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: T...

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 financi...

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...

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...

What does it take to successfully merge family values with financial planning? On this episode of Beyond Budgets ® , we have the pleasure of speaking with Brian Haney, CEO and co-founder of the Haney Group. Brian takes us through the unique dynamic of running a family-owned business alongside his father and brother.    From balancing the intricate relationships within the family to leveraging thei...

Have you ever wondered if your life insurance policy secures your family's future or if it's just another bill to pay?   Join me, Deb Meyer , on this critical episode of the Beyond Budgets ® podcast as we unravel the complexities of life insurance. We'll explore the emotional and financial dimensions of choosing the right life insurance, using relatable comparisons like renting versus owning a hom...

In today's episode, I'm joined by Robert and Kay Lee Fukui, co-founders of i61 Inc., cohosts of the Thriving in Tandem podcast, and authors of the book Tandem. They share invaluable strategies for balancing business success and family life.   Robert recounts his transition from Fortune 500 company sales roles to small business consulting, emphasizing the importance of working smarter rather than h...

Making a life-changing move is never easy, especially when leaving a place you've called home. On this episode of Beyond Budgets®, I share the poignant journey my family and I are undertaking as we transition from the sunny beaches of Florida back to Missouri.   This episode also presents a comprehensive guide to values-based financial planning. We dive deep into a six-step process to help you ach...

Can you truly achieve financial freedom by shifting your mindset? Guest Brian Tibbs, a seasoned real estate investor and author of The HACKER Method , believes you can. Brian shares how the allure of consumerism often leads people astray and how his experiences living overseas offered him a fresh perspective on achieving genuine wealth. In this episode, Deb and Brian unpack the vital differences b...

  Unlock the secrets to a seamless business exit strategy that secures your financial future, as we journey through the pivotal steps of detaching from a business you've nurtured.   With my expertise in tax compliance and succession planning, alongside insights from the Exit Planning Institute , this episode arms you with the essential knowledge to gracefully navigate the intersection of retiremen...

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 separate accounts, illuminating the path to financial u...

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 numbers game— it's about designing a life ri...