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Beyond Budgets Podcast

Beyond Budgets Podcast

By: Deb Meyer
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About this listen

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.© 2023 Economics Parenting & Families Personal Finance Relationships
Episodes
  • Grief, Faith, and Money: Healthy Healing for Parents
    Feb 26 2026

    Grief can reshape your parenting, relationships, and decision-making. In Episode 59 of the Beyond Budgets® podcast, host and Catholic financial planner Deb Meyer talks with hospice nurse and Catholic grief coach Nichole Haugen about what healthy grieving looks like for parents, how surrender can support healing, and why it's wise to pause major financial decisions during seasons of profound loss.

    This episode is for parents navigating any kind of grief: the death of a loved one, sudden loss, divorce, addiction in the family, or the grief that comes from life not turning out the way you expected.

    You'll learn:

    • (03:49) What "healthy grieving" looks like (and what it can look like when you're stuck)

    • (07:14) A simple first step when you know you're not coping well

    • (16:54) How to parent through grief while still caring for your nervous system

    • (27:38) Why big financial moves can backfire during intense grief

    • (29:07) How faith, surrender, and trust can help you release what you can't control

    This conversation offers both practical grounding and genuine hope if you're trying to keep life moving for your kids while you're hurting inside.

    ✨ Don't forget to leave a rating or review if this episode helped you!

    And please note our schedule change for March 2026: only one episode will be published on Thursday, 3/19/26, for Podcasthon. The following solo episode will air on Thursday, 4/2/26.

    Connect with Host Deb Meyer, CFP®

    Founder of WorthyNest®, helping faith-driven parents build financial plans that reflect their values.

    Download your FREE guide | Follow us on YouTube | Take the Financial Wellness Quiz

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    35 mins
  • Tame the Tax Chaos: Get Organized & Confident for Tax Season
    Feb 12 2026

    Tax season doesn't have to be overwhelming, especially when you're armed with expert tips and a solid system. In episode 58 of the Beyond Budgets® Podcast, host Deb Meyer breaks down what parents need to know about getting organized for tax season. From estimated taxes to state-specific credits, this episode is packed with practical strategies to reduce your stress and increase your confidence before the April 15th deadline.

    You'll walk away with actionable steps to get your paperwork in order and avoid costly mistakes … whether you're a W-2 earner, small business owner, or self-preparer using TurboTax. We also debunk common myths (like what extensions really mean) and highlight when it's time to call in a tax professional like an Enrolled Agent or Certified Public Accountant.

    📝 Episode Highlights
    • (0:35) Extensions ≠ Extra Time to Pay – Understand the April 15th deadline, even if you file late

    • (2:45) Estimated Tax Basics – Avoid underpayment penalties using IRS "safe harbor" rules

    • ( 06:40 ) When to Hire Help – Consider a tax pro if you've moved, inherited assets, or run a business.

    • ( 09:30 ) How to Organize Documents – Stay tax-ready throughout the year

    • ( 15:08 ) OBBBA Deductions – Why 2025 could be the first year you itemize in a while.

    ✨ Don't forget to leave a review if this episode helped you! It makes a big difference and allows more parents to get the support they need to build wealth wisely.

    🔗 Listen to Episode 48 New Tax Breaks for Parents: What the One Big Beautiful Bill Act Means for Your Family

    Connect with Host Deb Meyer, CFP®

    Founder of WorthyNest®, helping faith-driven parents build financial plans that reflect their values.

    Download your FREE guide | Follow us on YouTube | Take the Financial Wellness Quiz

    Show More Show Less
    28 mins
  • Reinvention, Personal Branding & AI with Mike Kim
    Jan 29 2026

    Bestselling author and branding strategist Mike Kim joins Deb Meyer to share how personal branding isn't just for entrepreneurs. Mike offers real-life tools to help you show up with more clarity & confidence, whether you're climbing the corporate ladder or building something of your own.

    Mike also opens up about a recent season of reinvention, sparked by personal loss. He shares how to navigate big transitions, what it means to do work of material consequence, and why slowing down might be your next best move.

    Plus, they dive into the evolving role of AI: how it's shaping both our careers and our kids' futures. This is a powerful conversation for any parent looking to lead with intention.

    🎧 Highlights
    • [0:02:20] Mike's Three Ps Framework

    • [0:06:45] How to reinvent without blowing up your life

    • [0:07:39] What it means to do work of material consequence

    • [0:12:04] The power of "wintering" in a go-go-go culture

    • [0:15:01] Intrapreneurship: How to lead and innovate inside a corporate job

    • [0:23:10] Personal branding for traditional employees, especially on LinkedIn

    • [0:27:30] Wisely using AI in your professional life and parenting

    📚 Resources Mentioned
    • You Are the Brand by Mike Kim

    • Own Your Career, Own Your Life by Andy Storch & Mike Kim (plus free workbook downloads)

    • Mike's newsletter: mikekim.com/newsletter

    Connect with Host Deb Meyer, CFP®

    Founder of WorthyNest®, helping faith-driven parents build financial plans that reflect their values.

    Download your FREE guide | Follow us on YouTube | Take the Financial Wellness Quiz

    Show More Show Less
    37 mins
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