Episode 22 - Adventures in Relocating and Homeownership

Moving cross-country is not just about packing boxes but navigating a maze of expenses and unexpected hurdles. When my family decided to leave Florida for Missouri, we faced surprising costs and tough choices. In this episode of Beyond Budgets, Deb shares how her family balanced the hefty quotes from national moving companies with more affordable, creative options like PODS and regional businesses. Discover the practical tips she learned along the way, including hiring a local young entrepreneur and managing holiday schedules to ensure a smooth transition for her kids.

But the adventure didn’t stop there. Buying a house in Missouri came with its own set of challenges and surprises. From replacing windows and an old water heater to unforeseen plumbing issues, Deb candidly discusses the realities of unexpected homeownership expenses. Reflecting on our choice to buy a home after just one in-person inspection, she highlights the pros and cons, emphasizing the stability renting can offer during such significant life changes.

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.