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.

Episode 1 - Redefining Wealth: A Tale of Family and Faith

Welcome 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.