Beyond Budgets Podcast Podcast Por Deb Meyer arte de portada

Beyond Budgets Podcast

Beyond Budgets Podcast

De: Deb Meyer
Escúchala gratis

Acerca de esta escucha

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.© 2023 Crianza y Familias Economía Finanzas Personales Relaciones
Episodios
  • How to Plan Senior Care Without Breaking the Bank
    May 15 2025

    As parents age, many of us find ourselves stepping into a new role: caregiver, advocate, and decision-maker. In this heartfelt and highly practical episode, Deb Meyer is joined by Erin Dwyer-Busch, elder care consultant and owner of the St. Louis location of Senior Care Authority. Erin shares her personal journey from pediatric speech therapist to trusted advisor for families navigating the complex world of senior care.

    Whether you're concerned about a parent’s driving, exploring assisted living options, or unsure how to start the conversation about long-term care, Erin brings expert insights. This is a must-listen for parents who want to care for their own children while supporting aging loved ones, without compromising financial stability or emotional well-being.

    What You’ll Learn:

    • The signs it’s time to move from aging in place to professional care

    • How early planning leads to better choices, lower costs, and less stress during a crisis

    • What most families get wrong about long-term care insurance and how to make smarter policy decisions

    • The real costs of senior care today, including assisted living, memory care, and nursing homes

    • How to navigate tough conversations like taking away the car keys

    “It’s not about age, it’s about skill and self-awareness. The sooner we plan, the more options we have.” – Erin Dwyer-Busch

    Episode Highlights

    (00:00) - Elder Care Transitions and Health Diagnoses

    (05:28) - Navigating Elder Care Options and Driving

    (14:15) - Long-Term Care Options and Planning

    (25:23) - Senior Care Options and Financial Planning

    Connect with Erin & Her Team:
    🔗 Senior Care Authority – St. Louis
    📞 314-451-2255

    Connect with Deb Meyer
    Subscribe to our YouTube Channel

    Download your Free Resource

    Website

    Más Menos
    35 m
  • Big Tax Refund? Surprise Bill? Here’s What to Know
    May 1 2025

    You filed your taxes. And now you’re either breathing a sigh of relief… or wondering why you owe more than expected.

    CPA, Certified Financial Planner™ and host Deb Meyer shares top lessons from the 2024 tax season, especially for busy parents and small business owners. If you got a refund, you’ll learn how to make the most of it. Deb explains why it might not be your tax preparer’s fault and how to plan better next year if you owe.

    Plus: a simple framework to help you decide what to do with any financial windfall — from tax refunds to bonuses or even unexpected gifts.

    What You’ll Learn:
    • Why filing an extension doesn’t give you extra time to pay

    • What a big refund really means (and why it may not be a good thing)

    • Common mistakes with estimated taxes for small business owners and freelancers

    • How to decide between spending, saving, or giving

    • Pro strategies for maximizing your refund — or minimizing future surprises

    Episode Highlights

    (04:22) Tax Refunds

    (12:01) Debt Payoff Methods

    (15:36) Maximizing Tax Deductions Through Charitable Contributions

    (20:59) Savings and Investing Strategies for Funds

    Tools, Tips & Resources

    IRS Form W-4

    2025 Roth IRA Contribution Limits

    High-Yield Savings Options: Ally or Capital One

    Schedule an Initial Call

    Connect with Deb Meyer
    Subscribe to our YouTube Channel

    Download your Free Resource

    Website

    Más Menos
    24 m
  • How to Raise Money-Smart Kids with Chris Baden
    Apr 17 2025

    Are you working hard to build a better life but worried you’re sacrificing what matters most?

    In this episode, Chris Baden shares how he reshaped success around faith, family, and intentional entrepreneurship. As a husband, homeschool dad of three, and CEO of FlowChat, Chris brings wisdom from both the boardroom and the breakfast table.

    Here’s what you will learn:

    ✅ How to raise financially confident kids without pressure or perfection
    ✅ The power of a family mission statement
    ✅ The “roots and wings” framework for raising grounded, independent kids
    ✅ How to shift from burnout to alignment by redefining your priorities
    ✅ Why cultivating skills is more important than forcing chores

    Whether you're parenting young kids or teens, running a business, or just trying to keep your head above water, this episode offers practical encouragement and meaningful mindset shifts.

    🎧 Listen now and discover how to build a family legacy that lasts.

    (00:20) Prioritizing Focus and Balance

    (04:04) Building Wealth Across Generations

    (09:16) Building a Lifelong Marriage and Business

    (14:03) Teaching Problem-Solving and Leadership to Kids

    (19:49) Youth Media Company Financial Education

    (29:27) Lessons Learned From Business Failures

    (33:17) Entrepreneurship Challenges and Resilience

    🔗 Connect with Chris Baden:
    Website: FlowChat.com | Instagram: @chrisbaden

    Connect with Deb Meyer
    Subscribe to our YouTube Channel

    Download your Free Resource

    Website

    Más Menos
    39 m
adbl_web_global_use_to_activate_T1_webcro805_stickypopup
Todavía no hay opiniones