Turning Dreams into Reality with Values-Based Financial Planning | E18

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.

Busting Money Myths with Dr. Sarah Stanley Fallaw | E3

What if the secret to financial success was less about numbers and more about your mindset? And what if achieving a balance between long-term family financial planning and short-term financial management could be easier than you think? In this third episode of the Beyond Budgets® podcast, we welcome the remarkable Dr. Sarah Stanley-Fallaw, a personality psychometrics expert and co-author of the intriguing book 'The Next Millionaire Next Door.'