『Financially Free Era by SLP Wealth』のカバーアート

Financially Free Era by SLP Wealth

Financially Free Era by SLP Wealth

著者: Meagan McGuire
無料で聴く

概要

Are you looking to grow your wealth, achieve financial freedom, and spend lavishly on what brings you joy? Join Meagan McGuire, CFP®, ChFC®, CSLP®, Partner & Co-Founder of SLP Wealth, a fiduciary financial planning and coaching firm dedicated to helping everyday people take control of their financial future. We've helped clients manage student loan debt totaling over $4 billion and saving them a projected $569 million. Everyone should have access to the tools needed for long-term financial success, no matter where they are in their financial journey.2026 マネジメント・リーダーシップ リーダーシップ 経済学
エピソード
  • Is VTSAX and Chill Dead?
    2026/02/27

    For years, the internet's favorite investing advice was simple: buy VTSAX and chill. But it's long overdue for a reality check. We'll talk about the downsides of a one-fund portfolio and why recent international and small-cap value outperformance should give you pause.

    You'll learn how diversification, smart portfolio rebalancing, and practical investment management can protect your goals (and your peace of mind) far better than going it alone or chasing past returns. I'll walk you through the evidence, the behavioral traps, and how to align your investments with your real life, not just the latest forum trend.

    Key moments:

    (01:51) Why international and small-cap value beat the US large-cap lately

    (07:49) How outperformance cycles should shape your portfolio, not your emotions

    (13:01) The dangers of chasing performance versus committing to a long-term allocation

    (21:13) Why portfolio complexity means tax and rebalancing headaches — and when to get help

    There's no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free!

    Like the show? There are several ways you can help!

    • Follow on Apple Podcasts, Spotify or Amazon Music
    • Leave an honest review on Apple Podcasts

    続きを読む 一部表示
    29 分
  • Live From the Newborn Trenches, Former DINKWAD's Money Moves Pre- and Post-Birth
    2026/02/20

    Going from DINKWAD (Dual Income, No Kids, With A Dog) to new parent is a wild ride. I'm sharing exactly what I did to financially prepare for birth and the first two weeks postpartum — from simplifying bills and meal planning to hospital supply hacks, Amazon returns, and freeing up mental space for the emotional ups and downs of new parenthood. If you're in the newborn stage (or almost there), this is your financial survival guide.

    Key moments:

    (02:10) What I did pre-birth so I could focus on my newborn, not my bills
    (11:30) How (and why) to maximize hospital resources covered by your insurance
    (14:40) Week 1 postpartum: What I bought, didn't use, and returned
    (20:11) Week 2 postpartum: medical bills, rewards program, and subscription services to reclaim time

    Resources mentioned:

    The Doctors Bjorkman
    Hello Fresh
    Similac Rewards
    Pampers Rewards
    College savings plan

    There's no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free!

    Like the show? There are several ways you can help!

    • Follow on Apple Podcasts, Spotify or Amazon Music
    • Leave an honest review on Apple Podcasts

    続きを読む 一部表示
    29 分
  • Financial Planning Lessons From a Mountain Snowstorm
    2026/02/13

    What would you do if you were sliding backward down an icy mountain at 11 p.m. with your kids in the car? We walk through a terrifying near-miss and the powerful financial lessons that came from it: overconfidence bias, underinsuring your life and disability, and why preparedness isn't fear-based — it's freedom-based. You'll also hear why reflecting on your mortality might actually help you live (and spend) more intentionally. If you've ever found yourself on a slippery slope — literally or financially — this episode is for you.

    Key moments:

    (03:20) Why spending on safety, like snow tires or insurance, isn't optional

    (06:37) No one should live in fear, but we should be better about being prepared

    (08:39) Overconfidence bias and dangerous financial blind spots

    (12:52) Balancing long-term savings with living fully in the present

    There's no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free!

    Like the show? There are several ways you can help!

    • Follow on Apple Podcasts, Spotify or Amazon Music
    • Leave an honest review on Apple Podcasts

    続きを読む 一部表示
    17 分
まだレビューはありません