Episode 21 - Charting Financial Success Through Family Bonds

What does it take to successfully merge family values with financial planning? On this episode of Beyond Budgets®, we have the pleasure of speaking with Brian Haney, CEO and co-founder of the Haney Group. Brian takes us through the unique dynamic of running a family-owned business alongside his father and brother.

From balancing the intricate relationships within the family to leveraging their diverse skill sets, Brian shares valuable insights that could benefit anyone considering a family venture. Hear his compelling journey from aspiring journalist to financial professional, illustrating how following his passion led to the formation of a thriving financial practice.

We also demystify the rising costs of long-term care insurance and discuss strategic planning to manage these expenses effectively. Packed with actionable advice and real-world examples, this episode serves as a comprehensive guide for securing your financial future and protecting your loved ones.

Episode 15 - Mastering Marital Finances: From Budgeting to Tax Planning

Unlock the secrets of financial harmony in marriage with insights from financial experts Deb Meyer and her special guest, Den Murley, a Certified Financial PlannerTM and Certified Financial Behavior Specialist®. They delve into the dynamic world of couples' finances, shattering the myth of the spender-saver binary and advocating for a stronger foundation of mutual understanding. Discover how to navigate shared versus separate accounts, illuminating the path to financial unity and individual autonomy within a relationship.

You'll learn to reframe the adage “we can’t afford it” to an enlightening explanation your kids can easily understand. This journey of self-discovery and communication about money is the key to breaking long-standing negative financial patterns.

This episode is also a strategic conversation on tax planning and retirement. It offers guidance through the current tax landscape and shares tactics for thoughtfully timing income recognition. Join Deb and Den for this comprehensive guide to family financial planning, where managing emotions and creating a legacy take center stage.