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 20 - Making Smart Life Insurance Decisions

Have you ever wondered if your life insurance policy secures your family's future or if it’s just another bill to pay?

Join me, Deb Meyer, on this critical episode of the Beyond Budgets® podcast as we unravel the complexities of life insurance. We'll explore the emotional and financial dimensions of choosing the right life insurance, using relatable comparisons like renting versus owning a home to explain term and permanent policies.

In this episode, we dig into the specifics of term life insurance, emphasizing cost-effective premiums, as well as universal and whole life insurance. Gain valuable insights on determining the right amount of coverage based on factors like career stage, number and ages of children, and household expenses.

Tune into this episode to equip yourself with the knowledge to make informed decisions about your family's financial security.