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Beyond Budgets Podcast

Transform your family’s finances with the Beyond Budgets® podcast. Host Deb Meyer, CFP®, award-winning author of Redefining Family Wealth and mom of 3, empowers parents to save diligently, invest wisely, and contribute generously. We delve beyond budgeting tools into values-based financial planning, marriage and money, college saving plans, investment strategies, tax-saving secrets, insurance essentials, and more. Tune in biweekly on Thursdays for solo episodes and enlightening expert interviews. Your journey to financial success starts here.

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Last Episode Date: 5 September 2024

Total Episodes: 24

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5 September 2024
Transforming Family Culture with Kimberly Amici

What happens when a Manhattan career woman swaps skyscrapers for suburbia and discovers a new kind of creativity?    Join us on Beyond Budgets as we welcome Kimberly Amici, the mastermind behind Build Your Best Family, who shares her extraordinary journey from design...

28 min
22 August 2024
Adventures in Relocating and Homeownership

Moving cross-country is not just about packing boxes; it's about navigating a maze of expenses and unexpected hurdles. When my family decided to leave Florida for Missouri, we faced surprising costs and tough choices.   In this episode of Beyond Budgets, Deb shares how...

21 min
8 August 2024
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...

31 min
25 July 2024
Making Smart Life Insurance Decisions

Have 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 e...

26 min
11 July 2024
The Secrets to Balancing Business Success and Family Life

In today’s episode, I’m joined by Robert and Kay Lee Fukui, co-founders of i61 Inc., cohosts of the Thriving in Tandem podcast, and authors of the book Tandem. They share invaluable strategies for balancing business success and family life.   Robert recounts his tr...

31 min
27 June 2024
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 e...

25 min
12 June 2024
Unlocking Financial Freedom with Brian Tibbs

Can you truly achieve financial freedom by shifting your mindset? Guest Brian Tibbs, a seasoned real estate investor and author of The HACKER Method, believes you can. Brian shares how the allure of consumerism often leads people astray and how his experiences living oversea...

30 min
30 May 2024
Maximizing Your Business Exit: Retirement Planning for Small Business Owners

  Unlock the secrets to a seamless business exit strategy that secures your financial future, as we journey through the pivotal steps of detaching from a business you've nurtured.   With my expertise in tax compliance and succession planning, alongside insights from...

29 min
16 May 2024
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.  They delve into the dynamic world of couples' finances, shattering the myth of the spender-saver binary and advocating for a stronger fo...

30 min
2 May 2024
Retirement Roadmap: Parent Edition

Unlock the secrets of blending family life with financial freedom as we journey through the ever-changing realms of retirement and financial independence.  Explore the personalized paths that lead to a life where work is a choice, not a necessity, and freedom is the ultim...

21 min
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