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Beyond Budgets Podcast

Building Wealth through Strategic Investments

Beyond Budgets Podcast

Ready to transform your financial future? Hear a deeply personal story about Deb Meyer's hard-hitting lessons gained from her first investment during the tech bubble burst. Learn the critical importance of diversification among other investment pillars and the hazards of emotionally charged decision-making. We'll dissect the pitfalls of market timing and the often misleading influence of financial media, emphasizing the necessity of maintaining a long-term perspective and a clear financial plan. Determine how to craft an effective asset allocation strategy by understanding the diverse behaviors of equities, bonds, real estate, and commodities. With insights into the Federal Reserve's interest rate maneuvers and their effects on various financial instruments, this episode equips you with the knowledge to build a resilient and balanced investment portfolio. Listen now to elevate your confidence as an investor! Episode Highlights 08:07 - 09:32 The Risks of Individual Stock Picking 13:18 - 14:31 Fee-Only vs. Commission-Based Investment Advisors 17:21 - 19:39 Understanding Market Capitalization and Diversification 27:13 - 28:15 Impacts of Changing Interest Rates Connect with Deb Meyer Website Schedule a Free Consult

Categories
Business • Investing
Kids & Family • Parenting

About Podcast

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.