Did you know that half of investment advisor clients think they’re getting comprehensive advice, but only 11% actually are? In this episode, Deb Meyer sits down with Stephen Tanenbaum, founder of Rainbook, a platform dedicated to bringing transparency to financial advising. Stephen shares how Rainbook helps parents evaluate their advisors, uncover hidden fees, and make sure they’re getting real value from their financial relationships.
Read MoreChoosing 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 MoreHave you ever wondered if your life insurance policy secures your family's future or if it’s just another bill to pay?
Join me, Deb Meyer, on this critical episode of the Beyond Budgets® podcast as we unravel the complexities of life insurance. We'll explore the emotional and financial dimensions of choosing the right life insurance, using relatable comparisons like renting versus owning a home to explain term and permanent policies.
In this episode, we dig into the specifics of term life insurance, emphasizing cost-effective premiums, as well as universal and whole life insurance. Gain valuable insights on determining the right amount of coverage based on factors like career stage, number and ages of children, and household expenses.
Tune into this episode to equip yourself with the knowledge to make informed decisions about your family's financial security.
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