What’s the right way to pass wealth to the next generation? How much inheritance is too much?

We explore the deeper questions behind inheritance planning in this Beyond Budgets® episode … questions about stewardship, generosity, and financial responsibility. You’ll learn how to balance financial legacy with personal growth and create an inheritance plan that aligns with your family’s values.

Net worth is only one part of the equation, and money amplifies character (or lack thereof). Inheritance can lead to overspending, entitlement, and lack of direction without proper guidance. Smart estate planning includes trustees who guide beneficiaries and flexibility for real-life needs.

Family, Fraud, and Financial Literacy: Life Lessons from Tim Smith | E49

What if your kids graduated from college knowing how to budget, invest, and avoid getting scammed?

In this heartfelt and wide-ranging episode, Deb Meyer sits down with Tim Smith, Certified Financial PlannerTM, founder of Aurora Private Wealth, and co-host of The Financial Dad podcast. They explore the critical (and often missing) elements of financial education for young adults, especially creatives and entrepreneurs navigating money on their own.

But the conversation doesn’t stop there. Tim opens up about a massive fraud case he witnessed firsthand — involving $15 million stolen under his watch — and how that experience fueled his upcoming book. You’ll also hear honest reflections on parenting, overcommitted families, building strong marriages, and redefining what “success” looks like in a pressure-filled world.

This episode is a must-listen for parents who want to make smarter financial decisions.

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.

Is It Moral to Be Wealthy? | E45

Is financial prosperity a blessing or a spiritual trap? In this thought-provoking episode, Deb Meyer sits down with Deacon Christopher Warner to explore the moral and spiritual dimensions of wealth, giving, work, and responsibility. Whether you're Catholic, Christian, or simply curious about aligning money with your faith, this conversation offers deep insights into the tension between financial abundance and spiritual purpose.

Discover how principles like subsidiarity, stewardship, and virtue can shape your family’s financial life. Also learn why budgeting and charitable giving are more than just numbers on a spreadsheet.