MyPocketFP Podcast

Jason Taylor
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Welcome to MyPocketFP — the podcast where your wallet finally meets its financial planner… and they actually get along. Hosted by Jason Taylor, certified financial planner and money sensei, this show is your go-to guide for turning financial confusion into clarity. Whether you're prepping for retirement or wondering where last weekend’s spending spree went, Jason delivers smart tips, surprising insights, and practical strategies — all designed to fit right in your pocket. 💡 From bite-sized budgeting hacks to long-term wealth-building moves, MyPocketFP helps you take control of your financial life one episode at a time. Because your future deserves more than guesswork. Tune in weekly to discover how small monthly changes can lead to big wins in your financial endgame. And remember — your financial planner is now officially pocket-sized (and doesn’t charge by the hour). 📲 Ready to level up your money game? Visit MyPocketFP.com and start shaping your financial future today To learn more about MyPocketFP visit: https://www.MyPocketFP.com MyPocketFP  

Episodes

  1. Aug 20

    From Uniforms to Hotels: The True Price Tag of Youth Athletics

    Youth sports can be priceless for confidence and teamwork, but the price tag is anything but small. We sit down to get honest about the true cost of youth sports for families, from the “we need it by tomorrow” moments to the long-term reality of club fees and travel. Jason Taylor, a certified financial planner, joins Julie Schwenzer, and we also hear from Jason’s daughter Violet on what surprises athletes most when the bills start rolling in. We talk real numbers and real friction points: a $400 uniform and tournament payment, mandatory practice jerseys, and how frequent uniform changes can kill the hand-me-down strategy. Then we dig into travel team expenses, including tournament hotels that can run roughly $150 to $280 per night, plus those unclear coach reimbursements that show up after you thought you’d already paid. We also answer the question families always ask about tax deductions for sports and share the narrow scenario where a sports-oriented camp or daycare may help. From there, we zoom out to financial planning: how to forecast costs early by talking with coaches and parents, how to cut equipment spending with used gear and off-season shopping, and how to balance sports with bigger priorities. Jason breaks down the massive gap between school sports and club sports, and we share smarter ways to train without paying premium prices. We wrap with a practical take on fundraising and why kids should be the ones doing the asking so they build skills that last long after the season ends. Subscribe, share this with a parent who needs it, and leave a review if it helps you plan ahead. To learn more about MyPocketFP visit: https://www.MyPocketFP.com MyPocketFP

  2. Aug 19

    The Real Cost of College: What Students Don’t See Coming

    College is full of “firsts” and a lot of them come with a price tag you don’t see until it hits your account. We sit down with Jason Taylor, certified financial planner and creator of MyPocketFP, plus his college-bound daughter Olivia, to get honest about what students actually need to know before they step onto campus. Julie guides the conversation through the real decisions that shape a student’s financial life, not just the big tuition number. We start with the cornerstone: building a budget that matches real student spending. Jason shares why a written budget matters at every age, and Olivia talks through the expenses already on her radar like gas, food, and the cost of having a car at school. From there, we get practical about credit cards, why “free” sign-up perks can become expensive fast, and how seeing interest in black and white changes behavior. If you’ve ever wondered how to teach credit card basics without fear tactics, you’ll get a clear approach here. We also dig into the part most families skip: communication. Olivia explains why some teens avoid thinking about money and the future, and Jason shares what happens when money skills never get installed early. We wrap with real-world tools that help students save, plus an underrated strategy for cutting costs without feeling deprived: thrifting and resale shopping for clothes and essentials. If you found this helpful, subscribe for more practical personal finance advice, share this with a parent or future student, and leave a review so more people can find the show. To learn more about MyPocketFP visit: https://www.MyPocketFP.com MyPocketFP

  3. Jul 23

    Protecting Your Portfolio During Market Volatility

    Market swings can make smart people do expensive things fast, like panic-selling, jumping strategies, or obsessively refreshing account balances. We talk through a calmer approach to market volatility that starts with one question: what do you actually need your money to do, and when do you need it? From there, we connect the dots between life stage, upcoming big expenses, and how much cash you should keep on hand so you’re not forced to sell investments at the worst possible moment. We dig into how we help clients figure out their true risk tolerance using a structured risk assessment, then translate that into a practical asset allocation across stocks and fixed income. We also get real about diversification. Yes, it matters, but it’s not a magic shield, and years like 2022 prove that multiple asset classes can fall at the same time. That’s why habits and process matter as much as the portfolio itself, especially dollar-cost averaging with steady monthly investing through both up markets and down markets. If you’ve ever felt the urge to “do something” during a downturn, we share the tools we use to stop emotional investing before it derails long-term plans, including a simple zoomed-out view of market history. We also cover how to think about higher-volatility areas like tech or emerging markets without betting the farm on a single stock, a single fund, or a single country. You’ll walk away with a rules-based framework for when to buy, when to sell, and how to keep your head clear when fear is high. Subscribe for more practical retirement planning and portfolio strategy, share this with a friend who’s stressed about the market, and leave a review with your favorite long-term investing rule. To learn more about MyPocketFP visit: https://www.MyPocketFP.com MyPocketFP

  4. Jul 20

    Retirement Plans For Self-Employed Workers

    Self-employed and worried you started retirement saving too late? We get it and we also know a secret most freelancers never hear: you may have access to some of the most powerful retirement planning tools out there, if you set them up in the right order. Julie Schwenzer sits down with CFP Jason Taylor to map a clear path from “I’ll deal with it later” to a real, repeatable plan that works with unpredictable income. We start with the foundation most people skip: making sure your business reliably meets household needs before you commit to big retirement contributions. From there, Jason breaks down the most common myths, like thinking 401(k)s are only for large companies, assuming you can work forever, or betting your entire retirement on selling the business. Then we simplify the options, including traditional and Roth IRAs, SEP IRAs, SIMPLE IRAs, and the solo 401k, using an easy “envelope” mental model so the rules finally make sense. You will also hear how contribution limits and employee rules shape the best choice, why cash flow planning matters as much as tax deductions, and how you can often fund plans later to match the reality of freelance seasons. If you want practical steps, clearer tax-smart decisions, and a retirement strategy you can actually stick with, hit play, subscribe, share this with a self-employed friend, and leave a quick review. To learn more about MyPocketFP visit: https://www.MyPocketFP.com MyPocketFP

  5. Jul 16

    Feeling Overwhelmed? Jason Taylor Discusses A Step By Step Retirement Plan

    Retirement planning can feel like a mental pileup: numbers you do not know, decisions you do not want to make, and a deadline that somehow keeps moving. We tackle the question people ask all the time: how do I plan for retirement without feeling overwhelmed? Our answer is simple but powerful: stop trying to do everything at once, and start building a plan with small monthly steps that match real life. We talk through what actually changes as you get closer to retirement, including why many people are working longer not because they have to, but because they are healthier and enjoy their work. From there, we get practical about the first step that unlocks the rest: defining what you want your daily retirement life to look like. Travel, housing, downsizing, and even the small joys like having a companion pet all shape the true cost of your retirement lifestyle and the retirement income you will need. We also dig into the factors people often underestimate: the financial strain of continuing to support adult children, and the way healthcare costs tend to rise as you age even with insurance. You will hear simple tactics to reduce stress right now, like running an annual audit of subscriptions and automatic payments, building an emergency fund, and focusing on your numbers instead of comparing yourself to friends and family. If you are behind, we discuss realistic ways to close gaps, including consulting or part-time work. Subscribe to MyPocketFP, share this with someone who is quietly stressed about retirement, and leave a review if it helps you take one clear next step. To learn more about MyPocketFP visit: https://www.MyPocketFP.com MyPocketFP

  6. Jul 13

    Planning A Family Vacation Without Debt

    Your dream vacation should not come with an airport meltdown, a blocked credit card, and a month of financial regret when you get home. We get real about family vacation planning, starting with the unglamorous details that can quietly blow up your budget: notifying your bank before you travel, pausing deliveries, paying bills that come due while you are gone, and having a neighbor keep an eye on your mail and your house. Then we dig into the money side of travel budgeting in an inflation-heavy world. We talk about why most people underestimate the true cost of a trip, how to add smart “slack” for surprises, and why it is so easy to accidentally finance a vacation with credit card debt. We also cover sneaky costs like rental car upgrades that increase gas spending, plus the question everyone asks: how early should you start saving when prices and job security feel uncertain? Finally, we share practical strategies that make vacations cheaper without ruining the fun: using a dedicated vacation fund, tracking hotel prices with flexible cancellation policies, and choosing condos or Airbnb-style stays with kitchens so you can cut restaurant spending with a few simple meals. We also weigh credit card protection versus debit card risk so you can travel with the right mix of security and control. Subscribe for more practical money guidance, share this with a friend planning a trip, and leave a review so more families can travel without debt. To learn more about MyPocketFP visit: https://www.MyPocketFP.com MyPocketFP

  • 6 Episodes

About

Welcome to MyPocketFP — the podcast where your wallet finally meets its financial planner… and they actually get along. Hosted by Jason Taylor, certified financial planner and money sensei, this show is your go-to guide for turning financial confusion into clarity. Whether you're prepping for retirement or wondering where last weekend’s spending spree went, Jason delivers smart tips, surprising insights, and practical strategies — all designed to fit right in your pocket. 💡 From bite-sized budgeting hacks to long-term wealth-building moves, MyPocketFP helps you take control of your financial life one episode at a time. Because your future deserves more than guesswork. Tune in weekly to discover how small monthly changes can lead to big wins in your financial endgame. And remember — your financial planner is now officially pocket-sized (and doesn’t charge by the hour). 📲 Ready to level up your money game? Visit MyPocketFP.com and start shaping your financial future today To learn more about MyPocketFP visit: https://www.MyPocketFP.com MyPocketFP  

Information

  • Creator
    Jason Taylor
  • Years Active
    2025 - 2026
  • Episodes
    6
  • Rating
    Clean
  • Copyright
    © 2026 MyPocketFP Podcast