Beyond Budgets Podcast

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.'

Dr. Fallaw uses her expertise to shatter some common misconceptions about wealth. This is no ordinary financial podcast episode; it's a thought-provoking journey into the complex world of financial psychology. Tune in, and let's challenge the way you think about money.

Connect with Sarah Pick up a copy of her book - The Next Millionaire Next Door

Connect on LinkedIn

DataPoints- About Sarah

Take the FREE Money Personality or Retirement assessment

Connect with Deb Meyer

Website: WorthyNest.com/podcast

Submit your family finance questions to [email protected]

Get your FREE family finance starter guide

Pick up a copy of my book, Redefining Family Wealth

How do you define success? Your answer likely depends on your values. In episode 2 of the Beyond Budgets® podcast, we discuss why values should drive most (if not all) financial decisions. Once you've defined core values, learn how to:

• Align spending with those values,

• Include kids as accountability partners, and

• Harness the power of an abundance mindset.

Be sure to listen to the end, where we address Dayna's question about investments for kids.

Links

https://simple.money/

https://www.worthynest.com/all-posts/values-as-a-foundation-for-success

https://www.taproot.com/live-your-core-values-exercise-to-increase-your-success/

https://www.mindtools.com/a5eygum/what-are-your-values

https://www.savingforcollege.com/

Connect with Deb Meyer

Website: WorthyNest.com/podcast

Submit your family finance questions to [email protected]

Get your FREE family finance starter guide

Pick up a copy of my book, Redefining Family Wealth

Welcome to the inaugural episode of The Beyond Budgets® Podcast! In this episode, you'll uncover the nitty-gritty details of host Deb Meyer's personal financial journey, including:

• Hearing "Your papa too cheap, get a new papa" as a fourth grader shaped my financial decisions as an adult.

• Why living in 5 states before 4th grade made me appreciate stability.

• The importance of mentors on my career path from public accounting to investment advisory firm to entrepreneurship.

• How my mom's health crisis inspired our family to live in Spain for 3 months.

• My biggest financial mistake.

Connect with Deb

Website: WorthyNest.com/podcast

Get your FREE family finance starter guide

Pick up a copy of my book, Redefining Family Wealth

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 twice monthly on Thursdays for solo episodes and enlightening expert interviews. Your journey to financial success starts here.