Financially Free Era by SLP Wealth

By Meagan McGuire

Are you looking to grow your wealth, achieve financial freedom, and spend lavishly on what brings you joy? Join Meagan McGuire, CFP®, ChFC®, CSLP®, Partner & Co-Founder of SLP Wealth, a fiduciary ... more

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How many episodes does Financially Free Era by SLP Wealth have?

The podcast currently has 70 episodes available.

Best of Financially Free Era by SLP Wealth

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Number 1: Your Brokerage Account Is NOT Your Retirement Account
If you think of your brokerage account as just a place for leftover savings, or consider it “retirement, but with more taxes,” let’s rethink that. I explain why brokerage accounts are the most versatile tool in your financial plan and share real strategies for using brokerage funds for everything from early retirement to career breaks. You’ll also learn practical ways to avoid the most common investment mistakes professionals make with taxable accounts. Key moments: (03:24) What really sets brokerage accounts apart (06:54) Smart uses for brokerage dollars: travel, business, and flexibility (13:44) Common brokerage account mindsets (and pitfalls to avoid) (20:15) How to clarify the job of every dollar you save ⬇️ Download our free financial independence with student loans calculator. There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free! Like the show? There are several ways you can help!Follow on Apple Podcasts, Spotify, or Amazon MusicLeave an honest review on Apple Podcasts SLP Wealth, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission. Subscription does not imply any level of skill or training. This content is intended for general information, educational, or entertainment purposes only and should not be construed as investment advice. SLP Wealth, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission. Subscription does not imply any level of skill or training. This content is intended for general information, educational, or entertainment purposes only and should not be construed as investment advice.
August 28, 202629min
Number 2: Trump Accounts: Greatest Ever or Overhyped?
Parents want to know if Trump Accounts are worth the money or just another kids’ investment option. We pull apart what Trump Accounts are, who can open one, and how the rules really stack up against long-standing options like 529s, UTMAs, and minor Roth IRAs. You’ll get a clear breakdown of the pros, the tax catches, when these accounts make sense, and how to actually make the most of them. Key moments: (04:06) How Trump Accounts work, who’s eligible, and the catch with the $1,000 seed money (12:23) The truth about withdrawals, what penalties apply, and how distributions are taxed (18:18) When Trump Accounts make sense and where they fall short (34:10) What parents need to know about control, access, and tax strategy Resources mentioned:TrumpAccounts.govInvest America ⬇️ Download our free financial independence with student loans calculator. There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free! Like the show? There are several ways you can help!Follow on Apple Podcasts, Spotify, or Amazon MusicLeave an honest review on Apple Podcasts SLP Wealth, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission. Subscription does not imply any level of skill or training. This content is intended for general information, educational, or entertainment purposes only and should not be construed as investment advice. SLP Wealth, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission. Subscription does not imply any level of skill or training. This content is intended for general information, educational, or entertainment purposes only and should not be construed as investment advice.
May 22, 202644min
Number 3: So You Have a Taxable Brokerage Account?
Got a taxable brokerage account… or thinking about opening one? Then this episode's for you. We're joined by Sim Terwilliger, CFP®, CSLP®, to explore what these accounts are, how they work, and why they can be a smart tool for building long-term wealth. Learn how they compare to IRAs and 401(k)s and when a taxable brokerage account might make the most sense, whether you're saving for early retirement, preparing for a potential student loan tax bomb, or setting aside money for your kid's future education. You'll also learn how to make the most of your account by using strategies like tax-loss harvesting, asset location, and automation to help minimize taxes and grow your investments more efficiently. Key moments: (05:36) Ways people put taxable brokerage accounts to good use (09:37) How to donate appreciated stock and use bunching to increase your deduction (15:00) Avoid these common pitfalls when managing investments solo (16:58) Tax-loss harvesting and tax-gain harvesting explained — how timing can help reduce your tax bill (26:15) Long-term vs short-term goals: how risk tolerance shifts based on when you'll need the money Links mentioned in this episode: Altruist Betterment Fidelity Vanguard There's no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free! Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon Music Leave an honest review on Apple Podcasts
June 13, 202537min
Number 4: This or That - How To Prioritize When Everything Feels Important
When it comes to money, it's easy to get ahead of yourself. Sometimes that means prioritizing the wrong goal at the wrong time. We're playing a game of "This or That" — should you save or invest first? Pay off debt or grow your wealth? Contribute to an HSA or a Roth IRA? While the right answer always depends on your situation, we'll talk through how to think about your priorities, what foundational steps shouldn't be skipped, and where flexibility makes sense. Learn how to think more clearly about what should come first, and why. Key moments: (04:29) Emergency savings may be boring, but it's your first defense against taking on debt (10:44) Investing while having high-interest debt is counterintuitive to building wealth (17:05) Should you put more money into your 401(k) or max out a Roth IRA? (23:14) What about adding to your 401(k) contributions vs. investing in a taxable brokerage account? (28:58) College savings with a 529 is smart, but it might not always be the top priority There's no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free! Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon Music Leave an honest review on Apple Podcasts
May 23, 202539min
Number 5: The Retirement Starterpack: What to Do Now to Retire Well Later
This week on the Financially Free Era podcast, we're talking about retirement—not the dream version (palm trees, pickleball, and piña coladas), but the steps you should be taking today to actually make that dream happen. Inspired by Meagan's father-in-law officially retiring last week (!), this episode is your go-to retirement starter pack. Whether you're 30 or 60, wondering if you're behind or ahead, or just trying to figure out where to begin, this is for you. We'll cover: What it actually means to be "retirement ready" The mindset shift from saving for retirement to planning your version of retirement Why Monte Carlo simulations matter (and no, it's not gambling) Key financial buckets to focus on (401(k), Roth, HSA, taxable brokerage) How much to save and what "your number" really means Common mistakes people make—and how to avoid them Whether you're a dentist, doctor, teacher, or anyone with a 401(k) and questions, this episode gives you a clear game plan to start building retirement confidence now. Resources Mentioned: SLP Wealth Retirement Planning Services Have a question about your retirement path? Email us: [email protected] 🎧 Listen & Subscribe: Follow on Apple Podcasts, Spotify, Amazon Music, iHeart Radio, or Pocket Casts
May 16, 202532min