Did you know that half of investment advisor clients think they’re getting comprehensive advice, but only 11% actually are? In this episode, Deb Meyer sits down with Stephen Tanenbaum, founder of Rainbook, a platform dedicated to bringing transparency to financial advising. Stephen shares how Rainbook helps parents evaluate their advisors, uncover hidden fees, and make sure they’re getting real value from their financial relationships.
Read MoreWhat’s on your bucket list? Whether exploring far-off destinations, creating stronger family bonds, or getting your finances in shape, this episode is your guide to dreaming big and making it happen.
Host Deb Meyer shares how a simple New Year’s Eve conversation about bucket lists sparked fresh ideas for setting goals that truly matter.
In this episode, you’ll discover:
The surprising link between financial health and overall well-being.
How stress in one area can ripple into another—and what to do about it.
A three-step framework for financial wellness: shift your mindset, adjust the plan, and center yourself with prayer.
Ready to make 2025 your best year yet? Tune in for stories, strategies, and a fresh perspective on achieving balance and purpose.
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