Posts tagged college savings
Episode 18 - Turning Dreams into Reality with Values-Based Financial Planning
Episode 18 - Turning Dreams into Reality with Values-Based Financial Planning

Making a life-changing move is never easy, especially when leaving a place you've called home. On this episode of Beyond Budgets®, I share the poignant journey my family and I are undertaking as we transition from the sunny beaches of Florida back to Missouri. 

This episode also presents a comprehensive guide to values-based financial planning. We dive deep into a six-step process to help you achieve financial goals while staying true to your core values. From gathering self-knowledge and setting realistic yet ambitious goals to analyzing your financial situation and consulting a financial advisor, you'll find practical advice tailored to larger financial milestones and simpler, more immediate goals. 

Whether you're contemplating a major life change or simply looking to align your finances with your deepest values, this episode offers invaluable insights and inspiration.

Read More
Deb MeyerWorthyNest LLCfamily finance, beyond budgets, life-changing move, faith, family, Florida, Missouri, Values-based financial planning, financial goals, financial advisor, financial milestones, immediate goals, enriching content, major life change, aligning finances, core values, distressing experience, faith community, St. Charles, financial planning process, self-knowledge, goals and objectives, core values assessment, analyzing financial situation, income, expenses, assets, liabilities, retirement, college savings, realistic scenarios, progress tracking, saving, adjusting income, adjusting expenses, thank you, show notes, links, preferred podcast app, rating, review, feedbackComment
Episode 4 - Education Funding Decoded: A Deep Dive into 529 Plans
Episode 4 - Education Funding Decoded: A Deep Dive into 529 Plans

Unlock the secrets of saving for college and master the intricacies of 529 plans with this insightful podcast. Ensuring your child's future is secure is a top priority, and we're going to guide you through the complicated maze of college savings. You’ll learn:

  • The two main types of 529 plans - savings and prepaid, 

  • Tax benefits of contributions,

  • What to do if there are excess 529 plan funds,

  • How to fund private K-12 expenses, and 

  • Alternatives to college saving plans.

Read More
Deb MeyerWorthyNest LLCfamily finance, beyond budgets, college savings, 529 plans, education, financial obligations, tax advantages, prepaid plans, savings plans, flexibility, investment risks, K-12 private school expenses, funding, tuition costs, career goals, school selection, merit-based aid, special needs ABLE accounts, individual pathComment