Financially Free Era by SLP Wealth

Inspired by a recent family trip and Meagan's mom's uncanny ability to have fun on a budget, we're talking about how to make the most of your time, money, and community resources without overspending. We explore creative ways to enjoy life on a budget, from free local experiences to smart use of rewards programs and everyday perks. You'll walk away with ideas for saving money, having fun, and find...

Financial headlines lately sound almost too crazy to be true, but a few matter for your wallet. We're talking about how meme coins like Fartcoin (yes, that's a real thing) can help you qualify for a mortgage, what Tesla's stock movements mean for investors, and why the end of the penny could cost you more money. You'll also learn how "Buy Now, Pay Later" apps are about to mess with your credit sco...

Wondering if AI can help you manage your money smarter? We're talking about how AI tools like ChatGPT can boost your financial life, and where they're likely to steer you wrong. Learn practical ways to use AI for tasks like budgeting, organizing your accounts, and saving time, while still knowing when you need a real human advisor to look out for your best interests. Plus, we've got some bonus ins...

We're not judging. But after digging into a few too many cluttered portfolios lately, we figured it's time to talk about some common mistakes that could be quietly chipping away at your progress. If you're juggling old 401(k)s, multiple target-date funds, and accounts that don't talk to each other, it's time to take a closer look. You'll learn how to spot inefficiencies, clean up clutter, and actu...

We need to talk about some major — and frankly, troubling — student loan news coming out of Congress. The House bill has been out for a little while now, and it wasn't so positive. But the Senate has just released its own student loan bill proposal, and it's not so hot either. Learn what's in the proposal, what it could mean for borrowers like you, and why it feels wildly out of touch with reality...

Got a taxable brokerage account… or thinking about opening one? Then this episode's for you. We're joined by Sim Terwilliger, CFP®, CSLP®, to explore what these accounts are, how they work, and why they can be a smart tool for building long-term wealth. Learn how they compare to IRAs and 401(k)s and when a taxable brokerage account might make the most sense, whether you're saving for early retirem...

Ever feel guilty for spending money, even when it's on something meaningful? Like that family vacation you saved up for but still second-guessed? We're calling out the inner critic that loves to say, "You should save more. You shouldn't buy that." There's no one-size-fits-all budget, and it's time to stop shaming yourself into one. Discover the hidden money rules you've picked up over the years an...

Merging lives often means merging finances, but how do you do it without stepping on toes? Jake Courtney, CFP®, CSLP®, from the SLP Wealth team, joins us to unpack common questions couples face when managing money together. From deciding whether to combine accounts to setting up smart bank structures that support your goals, we cover the practical steps and money conversations that can strengthen...

When it comes to money, it's easy to get ahead of yourself. Sometimes that means prioritizing the wrong goal at the wrong time. We're playing a game of "This or That" — should you save or invest first? Pay off debt or grow your wealth? Contribute to an HSA or a Roth IRA? While the right answer always depends on your situation, we'll talk through how to think about your priorities, what foundationa...

This week on the Financially Free Era podcast, we're talking about retirement—not the dream version (palm trees, pickleball, and piña coladas), but the steps you should be taking today to actually make that dream happen. Inspired by Meagan's father-in-law officially retiring last week (!), this episode is your go-to retirement starter pack. Whether you're 30 or 60, wondering if you're behind or ah...

This brand new podcast is a spin off from the Financially Free Friday episodes from the Student Loan Planner podcast. We felt like it made a lot of sense to move from our sister company since we focus a lot more on financial planning, not just student loans, and have a separate channel for us to really drive deep into market updates, financial strategies, maybe even real stories from physicians, v...