Choosing a financial advisor is a big decision that can shape your family’s financial future. In this episode of Beyond Budgets®, Deb Meyer breaks down how to evaluate advisors and find the right fit for your unique goals and values. Whether you’re new to financial planning or transitioning to another advisor, this episode equips you with the knowledge and confidence to make an informed choice.
Read MoreWelcome 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.
