Deeply Invested: Personal Finance, Budgeting, Saving & Investing Made Simple

CFO Corner Week 1: Where Did Your Money Go Last Month?

Welcome to the first CFO Corner! This week, we're starting with the foundation: awareness. In less than 10 minutes, you'll track your December spending and discover exactly where your money went. No judgment or guilt - just the data you need to make better decisions moving forward. Meghan walks you through pulling up your statements, adding up your total spending, and identifying ONE thing to adjust this month. This is designed to be done IN REAL TIME while you listen. Whether this is your first CFO Corner or you're here every week, let's build this habit together.
This Week's Action:
Download December bank and credit card statements
Calculate your total spending
Notice your reaction (that feeling is information)
Identify ONE area to adjust
Resources Mentioned:
Free 50/30/20 Budget Builder Guide
Free 5-Day Expense Reset Challenge (find $900+ in hidden expenses!)
Read the full Show Notes Here!
 
Thanks to our sponsor:
 
Rakuten
 
Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!
 
Connect with us on Instagram @your.money.style
 
Visit our website for articles, resources, and more at www.liveyourmoneystyle.com
 
Email us: hello@liveyourmoneystyle.com

What to Do If You Win the Lottery (And Why It Matters Even If You Don't)

What would you do if you won the lottery tomorrow? Americans spent over $100 billion on lottery tickets in 2024, but sudden money doesn't equal financial security without the right plan. In this episode, Meghan and Maddie break down the exact steps to take if you receive a windfall - from pausing before making any moves to building your advisory team, understanding taxes, and creating a sustainable plan. Plus, they share what THEY would actually do if they won (including the fun splurges and hard decisions). Whether you play the lottery, are expecting an inheritance, or just love "what if" scenarios, these principles apply to any windfall.
What You'll Learn:
The biggest mistake lottery winners make (and how to avoid it)
How to set boundaries when everyone wants a piece
Why these principles work for ANY windfall (bonus, inheritance, etc.)
Resources Mentioned:
Budget Builder
Investing Made Simple Guide
The best financial decisions are rarely made in a rush. Take your time, get good advice, and let your values lead.
Read the full Show Notes Here!
 
Thanks to our sponsor:
 
Rakuten
 
Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!
 
Connect with us on Instagram @your.money.style
 
Visit our website for articles, resources, and more at www.liveyourmoneystyle.com
 
Email us: hello@liveyourmoneystyle.com
 

Introducing CFO Corner: Your New Weekly 10-Minute Money Check-In

NEW SERIES ALERT! Introducing CFO Corner - your weekly 10-minute money check-in. One small action across 5 pillars: income, budgeting, saving, investing & debt. No overwhelm. No deep dives. Just consistent progress. Drops every Thursday. Subscribe so you don't miss Episode 1!
 
Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!
 
Connect with us on Instagram @your.money.style
 
Visit our website for articles, resources, and more at www.liveyourmoneystyle.com
 
Email us: hello@liveyourmoneystyle.com

Why 73% of Money Goals Fail (And How to Be in the 27% That Succeed)

Do you remember your 2025 money goals? If you're drawing a blank, you're not alone, 52% of Americans didn't even set financial resolutions, and of those who did, only 27% stuck with them. In this episode, we reveal why most New Year money goals fail fast (23% quit by week one!) and what actually creates lasting financial progress. Learn why habits matter more than big targets, how to build systems that work, and the simple checklist to run through before setting ANY financial goal for 2026. This isn't about working harder - it's about working smarter.
Free Resources Mentioned:
Reset Your Expenses Challenge - Join the challenge HERE!
50/30/20 Budget Builder Guide
Become the CFO of Your Life: 7 Principles for Financial Confidence
Start small. Start thoughtfully. Build one habit, then grow from there.
Read the full Show Notes Here!
 
Thanks to our sponsor:
 
Rakuten
 
Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!
 
Connect with us on Instagram @your.money.style
 
Visit our website for articles, resources, and more at www.liveyourmoneystyle.com
Email us: hello@liveyourmoneystyle.com

If You Feel Behind Financially Going Into the New Year, This Is for You

Feeling behind financially as we head into 2026? You're not alone, and you're not actually behind. In this episode, we break down why so many people feel this way, how to reframe what "behind" really means, and the hidden cost of letting that pressure drive your decisions. This isn't about catching up it's about getting aligned. Learn what being "in control" actually looks like, how to avoid January burnout, and the first small step to take when everything feels overwhelming. You don't need to be ahead in 2026. You just need to feel aligned.
Resources Mentioned:
Reset Your Expenses Challenge (starts December 27th) - Join the challenge HERE!
Stop Comparing Your Finances: How to Beat Money Dysmorphia
Become the CFO of Your Life: 7 Principles for Financial Confidence
Read the full Show Notes Here!
 
Thanks to our sponsor:
 
Rakuten
 
Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!
 
Connect with us on Instagram @your.money.style
 
Visit our website for articles, resources, and more at www.liveyourmoneystyle.com
 
Email us: hello@liveyourmoneystyle.com

Free 5-Day Challenge: Reset Your Expenses & Find Hidden Money

Join the challenge HERE!
 
Simple habits = $1,600+ saved per year. Join the FREE Reset Your Expenses Challenge starting Dec 27! 5 days, 5-minute videos, 10-minute action steps. Find forgotten subscriptions, stop money leaks & take control of your spending without feeling restricted. 
Each day you'll get: 
✅ A short video from Meghan (under 5 minutes) 
✅ One simple action step (takes less than 10 minutes) 
✅ Real examples and guidance to apply it to YOUR budget
 
By the end of 5 days, you'll have:
Identified real savings (hundreds or even thousands of dollars)
A clear process you can return to anytime
More control over where your money goes
Join the challenge

Become the CFO of Your Life: 7 Principles for Financial Confidence

What if you managed your personal finances the way successful companies manage theirs? In this episode, I'm sharing 7 CFO principles that will transform how you think about money from reactive to intentional, from chaotic to confident. Learn why budgets aren't restrictive, how to track cash flow like a pro, and why reviewing your finances for just 10 minutes a month changes everything. These aren't complicated strategies, they're practical mindset shifts that make money feel clearer and calmer.
What You'll Learn:
The 7 CFO principles that keep companies profitable (and how to apply them to your life)
Why a budget is a plan, not a punishment
How to align your money with your actual life goals
The power of a 10-minute monthly money check-in
Free Resources Mentioned:
Balanced Budget Builder
Money Clarity Guide
You can read the full show notes here.
 
Thanks to our sponsor:
 
Rakuten
 
Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!
 
Connect with us on Instagram @your.money.style
 
Visit our website for articles, resources, and more at www.liveyourmoneystyle.com
 
Email us: hello@liveyourmoneystyle.com

What to Do With Your Year-End Bonus (So It Doesn't Disappear)

Got a year-end bonus coming? Don't let it disappear into thin air! In this episode, Meghan walks you through exactly how to make your bonus work for you with simple formulas and real-life examples. Learn how to calculate your real take-home amount, discover the 5 smartest ways to use your bonus, and get allocation formulas that remove all the guesswork.
Whether you're paying off debt, building savings, or treating yourself, this episode will help you create a plan in under 30 minutes.
Free Resources Mentioned:
Crush Your Debt Tracker
Save With Intention Tracker
Investing Made Simple Guide
You can read the full show notes here.
 
Thanks to our sponsor:
 
Rakuten
 
Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!
 
Connect with us on Instagram @your.money.style
 
Visit our website for articles, resources, and more at www.liveyourmoneystyle.com
Email us: hello@liveyourmoneystyle.com

5 Signs You're Doing Better Financially Than You Think

Feeling financially behind? This episode reveals five research-backed signs that prove you're crushing it with money even if it doesn't feel that way.
The 5 Signs:
You Have Emergency Savings
No Credit Card Debt
You Track Your Money
You're Investing
Bills Paid On Time
Why This Matters: Stop comparing yourself to social media highlights. The only comparison that counts is you vs. your own goals. Financial stability creates freedom for life's unexpected moments.
Resources:
Crush Your Debt Tracker
Budget Builder Guide
Investing Made Simple Guide
Subscribe to the Deeply Invested Newsletter for weekly money mindset tips, and share this episode with anyone who needs the reminder that their financial journey is uniquely theirs.
You can read the full show notes here.
 
Thanks to our sponsor:
 
Rakuten
 
Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!
 
Connect with us on Instagram @your.money.style
 
Visit our website for articles, resources, and more at www.liveyourmoneystyle.com
 
Email us: hello@liveyourmoneystyle.com

Stop Comparing Your Finances: How to Beat Money Dysmorphia

Stuck in the scroll-and-spiral cycle? This episode tackles the financial comparison trap and gives you actionable strategies to break free.
What You'll Learn:
What "money dysmorphia" is and why it's affecting younger generations
The psychology behind why we compare ourselves financially
How social media amplifies comparison culture
Mindset shifts to focus on your own financial progress
Actionable steps to create SMART financial goals that work for YOU
How to curate your social media for a healthier money mindset
Why comparing yourself to your past self is the only comparison that matters
Key Takeaways: ✓ Comparison is human nature, don't blame yourself for falling into the trap ✓ Social media shows highlight reels, not reality ✓ Your financial journey should work for you, not look like anyone else's ✓ Set goals based on your values, not someone else's milestones ✓ Take social media breaks and unfollow accounts that don't serve you ✓ Celebrate YOUR progress on everything from debt payoff to emergency fund milestones
Action Items:
Take the free Your Money Style Quiz to understand your financial strengths
Write down 3 things you're proud of financially
Read A Step-by-Step Guide to Setting Smart Savings Goals and create your goals
Find an accountability partner to keep you grounded
Audit your social media follows and protect your peace
Subscribe to the Deeply Invested Newsletter for weekly money mindset tips, and share this episode with anyone who needs the reminder that their financial journey is uniquely theirs.
You can read the full show notes here.
 
Thanks to our sponsor:
 
Rakuten
 
Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!
 
Connect with us on Instagram @your.money.style
 
Visit our website for articles, resources, and more at www.liveyourmoneystyle.com
 
Email us: hello@liveyourmoneystyle.com