Posts tagged Values-based financial planning
Big Hat, No Cattle: Rethinking Wealth with Carl Richards | E47

What if the best money conversations aren’t really about money?

In this episode of Beyond Budgets, Deb Meyer sits down with Carl Richards, author of Your Money: Reimagining Wealth in Simple Sketches, to explore how we can think more clearly and speak more kindly about money in our relationships.

Carl shares why our views of money often clash with those closest to us, how comparison gets in the way of contentment, and what it means to align our values with financial decisions.

This is a must-listen for anyone who wants to bring more clarity and calm into their financial life, especially parents trying to model healthy money habits for the next generation.

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Faith, Family, & Finances - A Better Way to Manage Money | E37

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 values, get out of debt, and build a strong financial foundation—without feeling overwhelmed.

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Turning Dreams into Reality with Values-Based Financial Planning | E18

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 achieve financial goals while staying true to your core values. From gathering self-knowledge and setting realistic yet ambitious goals to analyzing your financial situation and consulting a financial advisor, you'll find practical advice tailored to larger financial milestones and simpler, more immediate goals. 

Whether you're contemplating a major life change or simply looking to align your finances with your deepest values, this episode offers invaluable insights and inspiration.

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