Beyond Budgets Podcast

Looking to strengthen your financial partnership with your spouse? Download our free resource, 4 Key Questions for Financial Check-Ins. This guide provides simple, stress-free conversation starters to help couples get on the same page about money, plan for future expenses, and dream together.

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In this inspiring episode of Beyond Budgets, host Deb Meyer sits down with Ryan Koral—documentary filmmaker, founder of Tell Studios, and married dad of three. Ryan opens up about his journey from navigating childhood money challenges to empowering others to share their stories through the art of video.

Ryan explains how video can go beyond just capturing moments; it can create lasting family legacies and strengthen emotional connections. He and Deb explore the intersection of faith, finances, and storytelling. Tune in for practical insights on managing money within marriage, teaching kids financial values, and using video to document life’s most meaningful moments.

Listen in to learn more: 

(04:40) The Power of Video Storytelling

(13:55) Increasing Giving and Living on Less 

(21:49) Effective Client Connection Through Video 

(26:11) Winning With Authentic Video Marketing 

Connect with Ryan Koral 

Smartphone Film Academy

Instagram 

Connect with Deb Meyer

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Website

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Celebrate the one-year anniversary of the Beyond Budgets podcast!! Join host Deb Meyer as she dives into faith-driven money management inspired by the Compass Catholic Retreat. Discover how to break emotional attachments to material possessions and embrace God-honoring financial stewardship. Through engaging stories and lessons from the parable of the talents, learn to balance worldly desires with spiritual wisdom. Plus, explore advanced charitable giving techniques and the importance of spiritual guidance. Tune in for practical tips, and follow us for more inspiring financial insights!

Listen to learn more : 

(00:44) Emotional Attachment to Money Discussion 

(06:09) Overcoming Emotional Attachment Through Stewardship 

(13:49) Advanced Charitable Giving Techniques 

Links Mentioned - 

Compass Catholic

WorthyNest Contact

Catholic Financial Planners Network

Connect with Deb Meyer

Website

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In this episode of Beyond Budgets, host Deb Meyer is joined by exit strategist and Dream Catchers podcast host Jerome Myers to unpack the complex journey of redefining yourself after big life changes like selling a business or retiring. Together, Deb and Jerome explore the “founder's exit paradox”—the often-overlooked psychological challenges that come with moving on from a career-focused identity—and what it takes to build a fulfilling life based on who you are, not just what you do.

Jerome shares powerful insights on how to separate your self-worth from your job title, offering practical steps to discover and use transferable skills, build meaningful relationships, and keep growing in new ways post-career. This episode dives into balancing health and wealth, maintaining well-being, and finding lasting purpose beyond work. Whether you’re planning your next chapter or in the middle of a transition, this conversation is full of strategies to help you move forward with clarity, confidence, and fulfillment.

Episode Highlights

Links Mentioned - 

Free EXIT Assessment - https://theexitparadox.com/assessment  

Connect with Jerome Myers

https://jeromemyers.co/ 

Connect with Deb Meyer

Website

Schedule a Free Consult

Unlock the secrets of faith-based investing with Deb Meyer in today's episode! Perfect for Christian and Catholic parents, this episode explores how to harmonize your financial goals with spiritual values. Discover the "avoid, engage, and embrace" framework and the Business 360 approach by Eventide, a leader in ethical investing. Learn about creating faith-based portfolios and explore top-tier companies like Eventide, Ave Maria, and Guidestone. Whether you're a seasoned investor or a newbie, this episode offers insights for values-driven investing.

Episode Highlights

* 0:02:53 - 0:03:54 - Ethical Investing Strategies

*  0:08:29 - 0:09:27 - Sustainable Supply Chain & Environmental Preservation 

* 0:12:09 - 0:13:45 - Faith-Based Investing in Financial Advisory Work

Links Mentioned - 

Eventide Investments: eventideinvestments.com

Faith Driven Investor: faithdriveninvestor.org

Contact WorthyNest: worthynest.com/contact-us

Catholic Financial Planners Network: catholicfinancialplanners.com

Connect with Deb Meyer

Website

Schedule a Free Consult

In this episode of Beyond Budgets, we’re thrilled to welcome Crystal Ware, a former Fortune 500 corporate leader and attorney who made the bold leap into entrepreneurship. Crystal shares her journey of transitioning from the corporate world to running a small business, driven by the desire for more flexibility, time with family, and personal fulfillment. 

Listeners will gain deep insights into:

• The importance of aligning your career with personal values and family goals.

• Practical strategies for handling financial responsibilities in marriage, including the benefits and drawbacks of joint versus separate accounts.

• Tips for saving for long-term financial goals like children’s education.

• How to manage a career transition from corporate America to entrepreneurship.

• The challenges of wearing multiple hats as a small business owner.

This episode is packed with practical advice and inspiration for anyone considering a career shift or looking to balance professional success and personal fulfillment. Don’t miss it!

Episode Highlights

0:00:04 - 0:14:00 Transition from Corporate America to Entrepreneurship

0:13:43 - 0:17:32   Identifying Your Purpose and Career Path

0:17:32 - 0:30:18   How to Manage Separate Bank Accounts Within A Marriage

Connect with Crystal Ware 

Website The Well-Defined Woman

Instagram https://www.instagram.com/crystalware_getclear/ 

Connect with Deb Meyer

Website

Schedule a Free Consult

Ready to transform your financial future? Hear a deeply personal story about Deb Meyer’s hard-hitting lessons gained from her first investment during the tech bubble burst. Learn the critical importance of diversification among other investment pillars and the hazards of emotionally charged decision-making.

We'll dissect the pitfalls of market timing and the often misleading influence of financial media, emphasizing the necessity of maintaining a long-term perspective and a clear financial plan.

Determine how to craft an effective asset allocation strategy by understanding the diverse behaviors of equities, bonds, real estate, and commodities. With insights into the Federal Reserve's interest rate maneuvers and their effects on various financial instruments, this episode equips you with the knowledge to build a resilient and balanced investment portfolio. 

Listen now to elevate your confidence as an investor!

Episode Highlights

08:07 - 09:32 The Risks of Individual Stock Picking

13:18 - 14:31 Fee-Only vs. Commission-Based Investment Advisors

17:21 - 19:39 Understanding Market Capitalization and Diversification

27:13 - 28:15  Impacts of Changing Interest Rates

Connect with Deb Meyer

Website

Schedule a Free Consult

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 designer and architect in the bustling city to a mom redefining family culture through faith and daily acts of creativity. Kimberly's story illuminates how she integrates values into everyday life, transforming routine activities like cooking and travel into meaningful family experiences. She provides invaluable insights into encouraging children to think outside the box while crafting a purposeful and enriching family environment.

We also discuss the importance of creating a stable and positive family atmosphere, using tools like Family Culture Discussion Sheets to identify and live by core values. Kimberly’s wisdom and personal anecdotes highlight how simplifying daily priorities can help families truly thrive by establishing a sense of belonging and stability. 

Don’t miss this enriching conversation with Kimberly, full of practical tips and heartfelt stories to help you build your best family.

Episode Highlights

(01:03 - 01:52) Expressing Creativity and Faith in Family

(03:04 - 04:54) Exploring Creativity in Everyday Life

(09:45 - 10:52) Discovering Non-Negotiables for Self-Care

(14:44 - 16:18) Family Values and Accountability

(19:10 - 20:04) Defining Family Values With Kids

(26:51 - 27:59) Parenting Through Consistent Decision Making

Connect with Kimberly Amici 

Build Your Best Family Website

Connect with Deb Meyer

Website

Schedule a Free Consult

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 her family balanced the hefty quotes from national moving companies with more affordable, creative options like PODS and regional businesses. Discover the practical tips she learned along the way, including hiring a local young entrepreneur and managing holiday schedules to ensure a smooth transition for her kids.

But the adventure didn’t stop there. Buying a house in Missouri came with its own set of challenges and surprises. From replacing windows and an old water heater to unforeseen plumbing issues, Deb candidly discusses the realities of unexpected homeownership expenses. Reflecting on our choice to buy a home after just one in-person inspection, she highlights the pros and cons, emphasizing the stability renting can offer during such significant life changes. 

Episode Highlights

(00:03) Moving Expenses and Budgeting Tips

(11:27) Unexpected Homeownership Expenses

(20:44) Home Buying Lessons Learned

Connect with Deb Meyer

Website

Schedule a Free Consult

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 Highlights

(02:16 - 04:23) History and Structure of Haney Company

(09:54 - 11:26) Strategic Use of Life Insurance

(14:21 - 16:29) Life Insurance for Families

(21:00 - 22:19) Importance of Care Through Insurance

(26:06 - 27:59) Destigmatizing Long-Term Care Insurance

Connect with Brian Haney

LinkedIn

The Haney Company

Connect with Deb Meyer

Website

Schedule a Free Consult

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 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, with an emphasis on 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.

Episode Highlights

(00:26 - 01:20) Navigating Life Insurance for Loved Ones

(03:02 - 04:29) Understanding Different Types of Life Insurance

(08:09 - 09:31) Permanent Insurance Considerations for Families

(19:05 - 20:31) Life Insurance Policy Analysis and Changes

(22:41 - 24:40) Hybrid Long-Term Care Policies Explained

Resources

Find a Fee-Only Advisor on NAPFA

Term Life Insurance Companies

Connect with Deb Meyer

Website

Schedule a Free Consult