Beyond Budgets Podcast

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 earning and managing money smartly. It serves...

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.  Join her as we delve into the often-overlooked yet...

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 respect individual money personalities.   Dive into...

  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 anecdotes and practical financial wisdom. We disc...

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 for families aiming to achieve financial stabil...

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, optimize your credit score, and protect yourself fr...

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 tax software, from TurboTax to the freebie Cash App...

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 Planner TM and family wealth strategist.  We'll tackle the dual...

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 strategies and valuable insights for families nav...

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, What to do if there are excess 529 plan funds, How t...

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 personality psychometrics expert and co-author of the...

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 mindset.   Be sure to listen to the end, where we...

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 stability. The importance of mentors on my caree...

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 ess...