Posts tagged financial strategies
Episode 32 - Bucket Lists, Balance, and Building Wellness
Episode 32 - Bucket Lists, Balance, and Building Wellness

What’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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Deb MeyerWorthyNest LLCfamily finance, beyond budgets, bucket list, family bonding, blended families, financial wellness, physical health, stress management, decision-making, career advancement, homeownership, overthinking, positive mantras, limiting beliefs, debt snowball, debt avalanche, financial strategies, flexibility, faith, life challenges, growth mindset, adaptabilityComment
Episode 30 - SALT Caps, EV Credits, and Tax Tips: Planning for 2025
Episode 30 - SALT Caps, EV Credits, and Tax Tips: Planning for 2025

It’s that time of year – when we need to start thinking ahead to 2025!

In this special episode, Deb Meyer shares year-end tax planning strategies following the recent election. Highlights include:

  1. 2025 Tax Landscape: Potential extensions to the Tax Cuts and Jobs Act, changes to state and local tax (SALT) deduction limits, and strategic timing for estimated tax payments.

  2. Electric Vehicle Credits: Tips on maximizing the $7,500 EV credit in 2024 and considerations for foreign car purchases ahead of tariff changes.

  3. Small Business Tax Planning: Importance of year-end projections, managing estimated taxes, and finding a proactive CPA.

  4. Additional Tax-Smart Strategies

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Deb MeyerWorthyNest LLCfamily finance, beyond budgets, tax planning, financial strategies, election results, tax landscape, personal calling, political climate, state and local tax deduction, high-tax states, electric vehicles, tariff changes, relocation, tax challenges, tax-efficient strategies, college 529 plan, tax loss harvesting, qualified charitable distributions, tax efficiency, evolving regulations, tax compliance, tax tips, year-end, foreign-made cars, misconceptionsComment