Deeply Invested: Manage Money, Budget, Save, Invest, Build Wealth

Deeply Invested: Manage Money, Budget, Save, Invest, Build Wealth

By Your Money StyleBusiness
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Deeply Invested: Manage Money, Budget, Save, Invest, Build Wealth episodes

  • Is There Really a Tax on Being Single?

    There's a tax that has nothing to do with April 15th. It's called the "singles tax" — but here's the thing, it's not really about being single. It's about running a household on one income instead of two.

    This week, Maddie and Meghan break down what that actually costs in real numbers: the tax code gap, the insurance math that doesn't play fair, and the housing myth everyone gets wrong. Plus — the flip side nobody talks about, and why being single might have you ahead in ways you're not counting.

    Next episode, we flip the script completely: what nobody warns you about once you DO combine your money with someone.

    Budget Blueprint Builder — Our one-hour workshop with an Excel and Google Sheets template built for exactly this kind of mid-year reset. $47. Linked Here!

    🎯 5-Day Expense Reset — Free. For when today's episode made you want to finally just look at the full picture.

    Previous Episode: You Got a Raise… Now What?

    📘 The Confident Investor Blueprint

    Read the full Show Notes Here!

     

    Thanks to our sponsor:

     

    • Rakuten
    •  

      Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!

       

      Connect with us on Instagram @your.money.style

       

      Visit our website for articles, resources, and more at www.liveyourmoneystyle.com

      16 min
    • CFO Corner Week 30: The Question Almost Nobody Asks About Their Own Salary

      Do you actually know what your role pays in today's market — or just what you think it pays? This week's CFO Corner is a simple, no-drama data-gathering exercise: pull 2–3 market salary ranges for your exact title and level, start (or refresh) a "brag list" of your wins, and walk into fall review season with evidence instead of a guess. No spreadsheets, no confrontation — just 20 minutes of prep that changes the whole conversation.

      Homework this week: pull your salary range, start your brag list, and set a recurring reminder to keep it updated.

      2 of our credit card series — start with Part 1 if you missed it!

      Budget Blueprint Builder — Our one-hour workshop with an Excel and Google Sheets template built for exactly this kind of mid-year reset. $47. Linked Here!

      📘 The Confident Investor Blueprint

      This is education, not personalized financial advice.

      Read the full Show Notes Here!

      Thanks to our sponsor:

       

      • Rakuten
      •  

        Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!

         

        Connect with us on Instagram @your.money.style

         

        Visit our website for articles, resources, and more at www.liveyourmoneystyle.com

        12 min
      • Swipe Smarter: The Credit Card Points Playbook

        Paying your balance in full every month? Good — that's the hard part. This week Maddie & Meghan get into the part most people skip: actually maximizing the points and perks you're already earning. They cover how to match your cards to your real spending, why gift cards are usually the worst way to redeem, the simple math that tells you if a redemption is actually good, and the welcome-bonus and referral moves that are basically free money sitting unclaimed. Part 2 of our credit card series — start with Part 1 if you missed it!

        Budget Blueprint Builder — Our one-hour workshop with an Excel and Google Sheets template built for exactly this kind of mid-year reset. $47. Linked Here!

        📘 The Confident Investor Blueprint

        This is education, not personalized financial advice.

        Read the full Show Notes Here!

        Thanks to our sponsor:

         

        • Rakuten
        •  

          Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!

           

          Connect with us on Instagram @your.money.style

           

          Visit our website for articles, resources, and more at www.liveyourmoneystyle.com

          21 min
        • CFO Corner Week 29: Do You Know How Much You Need to Retire?

          Ever been asked your retirement number and gone completely blank? You're not alone — and today we're fixing that in under ten minutes.

          In this episode, we break down a dead-simple way to calculate your personal retirement number: how much you'll actually need to spend each year, and the one formula that turns that into a real savings target. No spreadsheets, no jargon — just math you can do on a napkin.

          • Why "I'll figure it out later" keeps people stuck
          • The 70–85% rule for estimating retirement spending
          • The 4% rule, explained simply (with a real example)
          • The most common mistakes people make when guessing their number
          • Why retirement isn't cheaper — it's just different
          • 💬 "Your first number doesn't need to be right — it just needs to exist."

            Budget Blueprint Builder — Our one-hour workshop with an Excel and Google Sheets template built for exactly this kind of mid-year reset. $47. Linked Here!

            📘 The Confident Investor Blueprint

            This is education, not personalized financial advice.

            Read the full Show Notes Here!

            Thanks to our sponsor:

             

            • Rakuten
            •  

              Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!

               

              Connect with us on Instagram @your.money.style

               

              Visit our website for articles, resources, and more at www.liveyourmoneystyle.com

              8 min
            • Credit Cards 101: The Habits That Actually Matter

              Credit cards get a bad rap — but they're not the villain in your money story. In this episode, Meghan and Maddie share their own credit card journeys (mistakes included), bust the biggest myths about cards and debt, and break down the three non-negotiables that keep you in control: paying in full, paying on time, and keeping your utilization in check. Plus, a quick primer on how rewards actually work and whether that annual fee is really worth it. This is Part 1 of a two-part series — next episode, we get into the strategy that turns your everyday spending into free travel.

              Budget Blueprint Builder — Our one-hour workshop with an Excel and Google Sheets template built for exactly this kind of mid-year reset. $47. Linked Here!

              📘 The Confident Investor Blueprint

              This is education, not personalized financial advice.

              Read the full Show Notes Here!

              Thanks to our sponsor:

               

              • Rakuten
              •  

                Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!

                 

                Connect with us on Instagram @your.money.style

                 

                Visit our website for articles, resources, and more at www.liveyourmoneystyle.com

                21 min
              • CFO Corner Week 28: Rebalancing Your Portfolio Made Easy

                You set up your investment account. But has it drifted from what you actually planned?

                This week on CFO Corner, Meghan breaks down what rebalancing actually means, why it matters for your long-term wealth, and the two ways to handle it — manually or on full autopilot. No jargon, no overwhelm. Just one clear action step.

                This week's action step: Log in to one investment account and check your current allocation breakdown.

                Budget Blueprint Builder — Our one-hour workshop with an Excel and Google Sheets template built for exactly this kind of mid-year reset. $47. Linked Here!

                📘 The Confident Investor Blueprint

                This is education, not personalized financial advice.

                Read the full Show Notes Here!

                Thanks to our sponsor:

                 

                • Rakuten
                •  

                  Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!

                   

                  Connect with us on Instagram @your.money.style

                   

                  Visit our website for articles, resources, and more at www.liveyourmoneystyle.com

                  14 min
                • Golden Handcuffs: How to Get Your Financial Options Back

                  Good salary. Steady paycheck. Benefits. So why do you feel stuck? This week Maddie and Meghan unpack golden handcuffs — when a great income quietly becomes a trap — and how to get your options back. We cover why it happens, the signs you're wearing them, the real cost of staying, and five flexible ways to loosen the grip (no quitting required). Plus Meghan on walking away from six-figure income — and what actually made it possible.

                  Budget Blueprint Builder — Our one-hour workshop with an Excel and Google Sheets template built for exactly this kind of mid-year reset. $47. Linked Here!

                  📘 The Confident Investor Blueprint

                  This is education, not personalized financial advice.

                  Read the full Show Notes Here!

                  Thanks to our sponsor:

                   

                  • Rakuten
                  •  

                    Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!

                     

                    Connect with us on Instagram @your.money.style

                     

                    Visit our website for articles, resources, and more at www.liveyourmoneystyle.com

                    25 min
                  • CFO Corner Week 27: What's Your Real Inflation Rate?

                    Feeling like your money doesn't stretch as far as it used to? You're not imagining it.

                    This episode breaks down what inflation really means for your day-to-day finances — beyond the headlines — and walks you through a quick check-in to find out your personal inflation rate. We also connect the dots on why investing matters more than ever, and close with four practical steps to protect and grow your money right now.

                    • What inflation actually is (and why the "official" number isn't your number)
                    • A 60-second exercise to check your own inflation rate
                    • Why inflation is dangerous because it's quiet
                    • The simple math behind why investing beats letting cash sit still
                    • Four CFO-approved steps to take this week
                    • Budget Blueprint Builder — Our one-hour workshop with an Excel and Google Sheets template built for exactly this kind of mid-year reset. $47. Linked Here!

                      📘 The Confident Investor Blueprint

                      This is education, not personalized financial advice.

                      Read the full Show Notes Here!

                      Thanks to our sponsor:

                       

                      • Rakuten
                      •  

                        Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!

                         

                        Connect with us on Instagram @your.money.style

                         

                        Visit our website for articles, resources, and more at www.liveyourmoneystyle.com

                        8 min
                      • You're Not Bad With Money — You're Responsible in the Wrong Direction

                        You're budgeting, saving, doing everything "right" — so why isn't your money actually moving? This week, Maddie and Meghan unpack 5 financial habits that look responsible but might be quietly keeping you stuck — plus the simple shift to make instead of each one. Pick one, shift it this week.

                        Also mentioned:

                        Budget Blueprint Builder — Our one-hour workshop with an Excel and Google Sheets template built for exactly this kind of mid-year reset. $47. Linked Here!

                        🎯 5-Day Expense Reset — Free. For when today's episode made you want to finally just look at the full picture.

                        Previous Episode: You Got a Raise… Now What?

                        📘 The Confident Investor Blueprint

                        Read the full Show Notes Here!

                         

                        Thanks to our sponsor:

                         

                        • Rakuten
                        •  

                          Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!

                           

                          Connect with us on Instagram @your.money.style

                           

                          Visit our website for articles, resources, and more at www.liveyourmoneystyle.com

                          21 min
                        • CFO Corner 26: The Most Expensive Feeling in Investing & Stocks

                          Everyone's talking about that one stock right now — the one with the rockets, the famous founder, and the record-breaking IPO. So should you actually buy individual stocks? In this 10-minute check-in, Meghan breaks down why funds come first for most of us, when picking up a single stock is totally okay, and what the SpaceX hype can teach you about thinking like a CFO instead of getting swept up in the noise. Plus: a smarter on-ramp if you do want individual stocks, and one 10-minute action step to run this week.

                          In this episode:

                          – Why "funds first" protects you while you learn
                          – The real cost of FOMO (and why excitement isn't a strategy)
                          – The SpaceX case study: same company, wildly different analyst calls
                          – When individual stocks make sense — and the two honest conditions
                          – Dividend stocks as a lower-drama starting point

                          Your one CFO move this week: Open your investment account and find the percentage that's in individual stocks vs. diversified funds. Then ask — if that slice dropped 30% next month, would you be fine, or losing sleep?

                          Budget Blueprint Builder — Our one-hour workshop with an Excel and Google Sheets template built for exactly this kind of mid-year reset. $47. Linked Here!

                          📘 The Confident Investor Blueprint

                          This is education, not personalized financial advice.

                          Read the full Show Notes Here!

                          Thanks to our sponsor:

                           

                          • Rakuten
                          •  

                            Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!

                             

                            Connect with us on Instagram @your.money.style

                             

                            Visit our website for articles, resources, and more at www.liveyourmoneystyle.com

                            11 min

                          About Deeply Invested: Manage Money, Budget, Save, Invest, Build Wealth

                          From the publisher's feed

                          Welcome to Deeply Invested, the podcast where personal finance and career growth are made not so serious, but always practical. Hosted by Maddie and Meghan, who have built their finances from the…