Posts tagged financial goals
Episode 25 - How to Build a Fulfilling Career and Financial Future

In this episode of Beyond Budgets, we’re thrilled to welcome Crystal Ware, a former Fortune 500 corporate leader and attorney who made the bold leap into entrepreneurship. Crystal shares her journey of transitioning from the corporate world to running a small business, driven by the desire for more flexibility, time with family, and personal fulfillment. 

Listeners will gain deep insights into:

  • The importance of aligning your career with personal values and family goals.

  • Practical strategies for handling financial responsibilities in marriage, including the benefits and drawbacks of joint versus separate accounts.

  • Tips for saving for long-term financial goals like children’s education.

  • How to manage a career transition from corporate America to entrepreneurship.

  • The challenges of wearing multiple hats as a small business owner.

This episode is packed with practical advice and inspiration for anyone considering a career shift or looking to balance professional success and personal fulfillment. Don’t miss it!

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Episode 18 - Turning Dreams into Reality with Values-Based Financial Planning

Making a life-changing move is never easy, especially when leaving a place you've called home. On this episode of Beyond Budgets®, I share the poignant journey my family and I are undertaking as we transition from the sunny beaches of Florida back to Missouri. 

This episode also presents a comprehensive guide to values-based financial planning. We dive deep into a six-step process to help you achieve financial goals while staying true to your core values. From gathering self-knowledge and setting realistic yet ambitious goals to analyzing your financial situation and consulting a financial advisor, you'll find practical advice tailored to larger financial milestones and simpler, more immediate goals. 

Whether you're contemplating a major life change or simply looking to align your finances with your deepest values, this episode offers invaluable insights and inspiration.

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Episode 11 - Building a Legacy of Fiscal Responsibility with Amanda Teixeira

Unlock the secrets to a unified financial future with Amanda Teixeira from WalletWin, our guide through the tricky territory of family finances. In a heart-to-heart conversation, Amanda and host Deb Meyer discuss:

  • The process of merging bank accounts and viewpoints,

  • How a shared vision is pivotal to a harmonious future

  • Budgeting strategies that respect individual money personalities.

Dive into the world of financial literacy for the younger generation, where allowances and chores become tools for teaching value and responsibility. It's not just about saving and spending; it's about sowing seeds for a generation of financially savvy adults equipped to navigate the economic challenges that lie ahead.

Join us on this journey of transformation, and feel the support of a community cheering you on to financial success.

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