Borrow Smart: Strategies for Financial Growth | E8

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 from fraud. This journey into financial freedom is packed with personal insights and actionable tips for savvy spending and investing in your family’s future.

Guiding Parents to Tax Filing Success | E7

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.

Building Wealth Through Smart Family Budgeting | E6

We'll tackle the dual nature of budgeting—its power as an ally for clear spending and wealth-building and its potential downsides when strictness overshadows life's joys. From the simplicity of the envelope method to the intricacy of detailed budgeting, you'll learn how to craft a life where financial clarity and independence go hand-in-hand with enjoying the fruits of your labor.

Understanding College Financial Aid with Joe Messinger | E5

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 navigating the financial aspect of college. You’ll learn:

How college funding fits into your overall financial plan
The nuances of student loans, including federal student loans and parent PLUS loans
How top students can secure merit-based aid, especially in small, private colleges
New changes to FAFSA, and
Differences between CSS Profile and FAFSA when awarding need-based financial aid

Education Funding Decoded: A Deep Dive into 529 Plans | E4

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 to fund private K-12 expenses, and
Alternatives to college saving plans.

Busting Money Myths with Dr. Sarah Stanley Fallaw | E3

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 intriguing book 'The Next Millionaire Next Door.'

Shaping Your Family's Financial Future with Core Values | E2

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 address Dayna’s question about investments for kids.

Redefining Wealth: A Tale of Family and Faith | E1

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:

How 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 career path from public accounting to investment advisory firm to entrepreneurship.
How my mom’s health crisis inspired our family to live in Spain for 3 months.

My biggest financial mistake.

Trailer | E0

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.