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 MoreMaking 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 MoreHow do you define success? Your answer likely depends on your values. In episode 2 of the Beyond Budgets® podcast, we discuss why values should drive most (if not all) financial decisions. Once you’ve defined core values, learn how to:
Align spending with those values,
Include kids as accountability partners, and
Harness the power of an abundance mindset.
Be sure to listen to the end, where we address Dayna’s question about investments for kids.
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