Beyond Budgets Podcast Deb Meyer

Unlock the secrets of blending family life with financial freedom as we journey through the ever-changing realms of retirement and financial independence.  Explore the personalized paths that lead to a life where work is a choice, not a necessity, and freedom is the ultimate retirement plan.
 
 
In this episode, I’ll show financial planning isn't just a numbers game— it's about designing a life rich with choices to pursue what truly matters. We've got enlightening tales from couples who mixed early retirement with freelance work and those who've struck an excellent balance between enjoying today and securing tomorrow. These stories are more than just inspiration; they're a roadmap to navigating the complexities of achieving financial independence while raising a family.
 
Step inside the world of savvy savers and strategic planners, where we dissect the delicate art of securing a future unshackled by the traditional confines of work. Every family's journey to financial independence is as unique as a fingerprint, marked by the individual challenges and joys that come with parenting. 
 
Episode Highlights
(02:20 - 03:18) The Changing Landscape of Retirement
(07:14 - 07:58) Homeownership and Interest Rates
(10:22 - 12:42) Eternal Significance of Secular Work
(19:06 - 21:40) Financial Independence for Early Retirement
 
Resources
 
Join us at the Raising Generational Wealth Summit May 2nd-4th 
Get Jordan Raynor’s book The Sacredness of Secular Work. 
 
Connect with Deb Meyer
Website
Get a copy of Redefining Family Wealth

Unlock the secrets to impart essential financial wisdom to your kids with guest and finance guru Clifton Corbin. We share a heartfelt journey through Clifton's early fascination with money, his trials with credit card debt, and his evolution into a champion for youth financial literacy. 
 Our conversation examines the foundational differences between earning and managing money smartly. It serves as a powerful reminder that teaching financial responsibility is key to preparing children for the economic complexities of the future.
We also discuss the upcoming Raising Generational Wealth Summit, which promises a deep well of knowledge for parents dedicated to laying the financial groundwork for their children's prosperous future.
 Episode Highlights
(04:19 - 05:40) Teaching Responsible Money Management to Youth
(13:48 - 15:45) Best Practices for Teaching Financial Literacy Through Lending
(19:13 - 20:02) How To Explain The Difference Between Saving and Investing
(23:57 - 26:48) Piggy Banks vs. Bank Accounts
Resources
Connect with Clifton - cliftoncorbin.com
Join us at the raisinggenerationalwealth.com
Get your FREE Kids Money Workbook 
Read Clifton’s book Your Kids, Their Money
 Connect with Deb Meyer
Website
Get a copy of Redefining Family Wealth
 

Navigating the legal labyrinth of estate planning can be overwhelming, but the peace of mind it brings is priceless—Deb has seen the difference firsthand. Through heartfelt anecdotes, Deb unravels why every parent needs to take this act of love seriously, ensuring their children's guardianship and the handling of their affairs are well examined. 
Join her as we delve into the often-overlooked yet essential steps of estate planning, from appointing decision-makers for your health and finances to the intricacies of selecting a guardian for your children. It's not just about wealth; it's about safeguarding your family's future.
This episode isn't just a discussion; it's a treasure trove of actionable insights. Tune in and arm yourself with the knowledge to protect your loved ones for generations to come.
Episode Highlights
(02:35 - 03:18) Planning for Your Family's Financial Future
(15:01 - 15:43) Selecting a Trustee for Financial Responsibility
(20:03 - 21:07) Importance of Estate Planning Attorney
(23:52 - 24:57) Retirement Beneficiary Designations for Trusts
Resources
Download Your FREE Family Finance Starter Guide 
Search for an Estate Planning Attorney
Get Basic Documents Online
Connect with Deb Meyer
Website
Get a copy of Redefining Family Wealth
 

Unlock the secrets to a unified financial future with Amanda Teixeira from Walletwin, our guide through the tricky territory of family finances. In a heart-to-heart conversation, Amanda and host Deb Meyer discuss:
The process of merging bank accounts and viewpoints,
How a shared vision is pivotal to a harmonious future
Budgeting strategies that respect individual money personalities.
 
Dive into the world of financial literacy for the younger generation, where allowances and chores become tools for teaching value and responsibility. It's not just about saving and spending; it's about sowing seeds for a generation of financially savvy adults equipped to navigate the economic challenges that lie ahead.
 
Join us on this journey of transformation, and feel the support of a community cheering you on to financial success.



Connect with Amanda Teixeira
Catholic Money Show
Catholic Money Academy
WalletWin on Facebook
Mini video course on budgeting

 



A moment of clarity can strike at any time—even while sitting in a cubicle, dreaming of distant lands. That’s where our tale begins, as my family turned a dream into a daring three-month odyssey through the heart of Spain, fueled by an ingenious tool: the opportunity fund. 
 
Our latest podcast episode is laced with a vibrant tapestry of personal anecdotes and practical financial wisdom. We discuss how an opportunity fund can bridge mundane saving and realizing life’s bolder ambitions, inspired by Maslow’s hierarchy of needs. From the cobblestone streets of España to your backyard, discover how you, too, can craft a savings strategy that aims not just to protect but to propel you towards your dreams. There's magic in the meticulous planning that precedes a leap of faith. 
 
You'll get the inside scoop on why my family trimmed our initial seven-month plan down to three, how we grappled with passport regulations, and the art of stretching our dollars without pinching the fun out of travel. Delving into the specifics, from off-peak flights to public transits in Spain’s bustling cities, this episode isn't just a recount of our adventures—it's a blueprint for any parent looking to transform their relationship with money and adventure. And for those number crunchers among us, I've got a detailed budget breakdown waiting on my website. 
 
Join me, and let's chart a course to turn the what-ifs into what's next.
 
Episode Highlights: 
(01:25 - 03:15) Maslow's Hierarchy of Needs and Growth
(06:17 - 07:23) Opportunity Fund for Entrepreneurial Dreams
(25:48 - 27:21) Family Travel Budgeting



LINKS :
 
3 Simple Steps to an Opportunity Fund
How We Funded Three Months of Travel
Buy Redefining Family Wealth

Join Jenni Sisson, "Mama's Money Map" podcast host and mother of five, as she shares her budgeting blueprints for single-income homes. Dive into the dynamics of household budget management and the transition from homemaker to freelancer. Discover strategies for tackling medical bills through self-advocacy. This episode is a treasure trove of advice for families aiming to achieve financial stability and teach their children about money.
 
Episode Highlights:
 
(04:32 - 05:42) Financial Responsibilities in Relationships
(06:59 - 08:46) Evolution of Family Budgeting
(12:11 - 12:42) Income-Based Family Size Forms
(14:43 - 15:30) Discrepancy in MRI Costs
(18:32 - 19:28) Instilling Financial Habits in Kids
(22:28 - 23:15) Teaching Kids Financial Responsibility
 
LINKS : 
Never Pay the First Bill by Marshall Allen
www.worthynest.com/podcast
 
Connect with Jenni - 
Mama's Money Map Podcast
Jenni Sisson
Connect with Jenni on LinkedIn