Episode 26 - Aligning Faith and Finances: Biblically Responsible Investing

Unlock the secrets of faith-based investing with Deb Meyer in this enlightening episode, "Aligning Faith and Finances: A Guide to Biblically Responsible Investing." 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 21 - Charting Financial Success Through Family Bonds

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 1 - Redefining Wealth: A Tale of Family and Faith

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:

How 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.

Episode 0 - Trailer

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.