Financially Free Era by SLP Wealth

Meagan McGuire
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Are you looking to grow your wealth, achieve financial freedom, and spend lavishly on what brings you joy? Join Meagan McGuire, CFP®, ChFC®, CSLP®, Partner & Co-Founder of SLP Wealth, a fiduciary financial planning and coaching firm dedicated to helping everyday people take control of their financial future. We've helped clients manage student loan debt totaling over $4 billion and saving them a projected $569 million. Everyone should have access to the tools needed for long-term financial success, no matter where they are in their financial journey.

  1. -2 дн.

    Dollar Vertigo: Why Your Brain Gets Weird Around Money

    Why do we agonize for 20 minutes over a $10 coupon, then say yes to a $17 margarita without blinking? This is what I call dollar vertigo, a pattern where our brains over-analyze small money choices and grow numb to the bigger, more impactful ones. We get into why this happens and how emotion drives spending (even when we swear we’re being logical). I also share four practical steps to match your attention to the decisions that actually matter. Key moments: (04:52) Feeling productive with small savings (09:04) Stress hijacks financial choices (13:39) Decisions that deserve attention if you want to build wealth (14:44) Four practical strategies to cure dollar vertigo There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free! Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon MusicLeave an honest review on Apple Podcasts

    20 мин.

  2. 5 июн.

    The One-Shaved-Leg Theory of Financial Planning

    A lot of us are walking around with the financial equivalent of one shaved leg: the important thing we know we should handle, but that keeps sliding down the to-do list because life keeps interrupting. We get honest about why even smart, high-earning people drop balls (spoiler: it’s not a knowledge problem), how lifestyle creep quietly undermines your freedom, and why deciding what’s “enough” is the key to meaningful financial progress (not chasing the next dollar just because you can). Key moments: (02:45) What a dual-dentist family missed by not integrating tax planning with their student loan payoff (07:51) Why smart people drop financial balls (12:13) The Devil Wears Prada and lifestyle creep (15:23) Questions to help you define what “enough” looks like There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free! Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon MusicLeave an honest review on Apple Podcasts

    22 мин.

  3. 29 мая

    Why People Get the Math of Tax Loss Harvesting Wrong

    A lot of DIY investors look at tax-loss harvesting and decide it's barely worth the trouble, assuming it's just a way for AUM advisors to justify their fees. That math is wrong, and we explain why. We get into the mechanics of tax loss harvesting, what actually happens to your cost basis, why most people underestimate its long-term value, and the costly mistakes you can make if you’re not paying close attention. Key moments: (03:13) Why your whole financial picture (not just one stock position) matters for tax planning (06:13) The hidden dangers of default cost basis methods for DIY investors (09:45) Why robo-advisors often miss wash sale risks (14:17) Why “doing well” financially doesn’t always mean you’re maximizing your results Resources mentioned: MIT study on the empirical value of tax loss harvestingIRS Schedule D (Form 1040), Capital Gains and Losses There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free! Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon MusicLeave an honest review on Apple Podcasts

    22 мин.

  4. 22 мая

    Trump Accounts: Greatest Ever or Overhyped?

    Parents want to know if Trump Accounts are worth the money or just another kids’ investment option. We pull apart what Trump Accounts are, who can open one, and how the rules really stack up against long-standing options like 529s, UTMAs, and minor Roth IRAs. You’ll get a clear breakdown of the pros, the tax catches, when these accounts make sense, and how to actually make the most of them. Key moments: (04:06) How Trump Accounts work, who’s eligible, and the catch with the $1,000 seed money (12:23) The truth about withdrawals, what penalties apply, and how distributions are taxed (18:18) When Trump Accounts make sense and where they fall short (34:10) What parents need to know about control, access, and tax strategy Resources mentioned: TrumpAccounts.govInvest America There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free! Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon MusicLeave an honest review on Apple Podcasts

    44 мин.

  5. 15 мая

    The $200k-$500k Trap: Why Making More Money Still Feels…Meh

    Making $200,000 to $500,000 a year should feel like you’ve made it, but for many, it’s the most stressful and confusing time in their financial lives. More money brings new complexity: taxes jump, decision fatigue sets in, and suddenly basic “good advice” like maxing your 401(k) doesn’t feel quite enough. We talk candidly about the tension between enjoying your income now versus saving for later, what works and what doesn’t in this phase, and how to build a big-picture strategy that aligns with your real goals. Key moments: (02:26) How lifestyle inflation and lifestyle creep really impact high-income cash flow and joy (10:38) Top financial mistakes at this income level — and how “decision fatigue” leads to lost optimization (20:33) The real pros and cons of chasing real estate, side hustles, and passive income for higher earners (32:06) Why regular “money talks” (and measuring net worth over time) beat annual check-ins There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free! Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon MusicLeave an honest review on Apple Podcasts

    43 мин.

  6. 8 мая

    Will AI Kill Financial Planning

    AI tools seem to be everywhere right now. It’s only natural to wonder if human financial planning is still worth it, especially as new platforms promise smarter automation and fee compression. I dig into how much the landscape has changed in just months, share behind-the-scenes stories about testing OpenAI, Claude, and emerging tools like Hazel, and get real about what AI can (and absolutely can’t) do for students, professionals, and families with complex needs. Along the way, we talk about value beyond the spreadsheet — how emotional tradeoffs, life planning, and actual human connection still matter, even as the numbers-crunching gets faster and sharper. Key moments: (01:06) Testing OpenAI and Claude for real-world financial planning tasks — and what surprised me most (05:45) How AI-driven “margin killers” impacted Wall Street valuations for custodians and advisors (13:05) Where AI falls short: sycophantic answers and the critical human element in life decisions (16:26) Real examples of balancing emotional, family, and financial goals that AI just can’t handle Resources mentioned: Hazel by Altruist: https://altruist.com/hazel There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free! Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon MusicLeave an honest review on Apple Podcasts

    21 мин.

  7. 1 мая

    What This Tax Season Is Teaching Us

    We sit down to recap what we saw this season and the fixes you can make before next year's return. You'll learn how Form 8606 keeps your backdoor Roth from getting taxed twice, why earned income still matters in community property states, and how Form 8958 should split income when you file separately. We get into Schedule C pitfalls, the line between a business and a hobby, the home office deduction, and why homeowners need to know about depreciation. We also cover a safe harbor approach for 1099 earners, what to expect in your 2026 tax planning meeting, and how the new SALT cap deduction is opening up itemizing for more of our clients. Key moments: (02:36) Form 8606 and the backdoor Roth pitfalls we saw this season (09:18) Community property, earned income, and Form 8958 (14:51) Schedule C and the line between a business and a hobby (21:17) Quarterly estimated payments and safe harbor for 1099 income (28:50) The new SALT cap: who it helps and how it changes standard vs. itemized deductions Resources mentioned: IRS Form 8606, Nondeductible IRAsIRS Form 8958, Allocation of Tax Amounts Between Certain Individuals in Community Property StatesIRS Form 2210, Underpayment of Estimated Tax by Individuals, Estates, and TrustsQuickBooks There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free! Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon MusicLeave an honest review on Apple Podcasts

    34 мин.

  8. 24 апр.

    Data Over Drama (In Your Finances)

    Feelings and headlines can easily influence the choices we make with money—often at our own expense. I walk through how relying on stories or vibes (instead of cold, hard stats) can impact everything from investment picks to whether you stick with a high-value loan strategy like PSLF. We get into cognitive biases that trip up even the smartest people, dig into major financial opportunities that exist in obscure rules (like the Augusta Rule), and break down how “bad trades” happen when you don’t understand the real value of what you have. Key moments: (06:28) What commitment bias, anchoring, confirmation bias, and loss aversion do to your investment choices (13:11) The Augusta Rule explained: rent your home up to 14 days a year, tax-free (17:37) The Vanderbilt hat trade: refinancing federal loans you shouldn't, selling at a loss, and chasing salary without weighing benefits There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free! Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon MusicLeave an honest review on Apple Podcasts

    27 мин.
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Are you looking to grow your wealth, achieve financial freedom, and spend lavishly on what brings you joy? Join Meagan McGuire, CFP®, ChFC®, CSLP®, Partner & Co-Founder of SLP Wealth, a fiduciary financial planning and coaching firm dedicated to helping everyday people take control of their financial future. We've helped clients manage student loan debt totaling over $4 billion and saving them a projected $569 million. Everyone should have access to the tools needed for long-term financial success, no matter where they are in their financial journey.

Информация

  • Автор
    Meagan McGuire
  • Годы выхода
    2025 - 2026
  • Выпуски
    57
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    ©SLP Wealth LLC®. All Rights Reserved.
  • Сайт подкаста
    Financially Free Era by SLP Wealth

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