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

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 ...

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 ...

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 checklis...

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 ste...

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 gu...

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 p...

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 e...

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:

1. You Have Emergency Savings
2. No Credit Card Debt
3. You Track Your Money
4. You're Investing
5. Bills Paid On Time

Why This Ma...

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

The holidays are supposed to feel joyful — but for many young professionals, they bring financial pressure, guilt, and a whole lot of stress. In this episode, we break down how to shop intentionally this season without blowing your budget or sacrificing meaningful moments.

We cover why holiday overspending is so common, how to create a values-aligned spending plan, thoughtful gift alternatives that don’t cost a ton, and practical w...

Taylor Swift didn’t just become a billionaire because she’s talented — she became one because she’s strategic. In this episode, we break down the business moves that turned Taylor into one of the most powerful women in the world — and how you can apply the same principles to your own financial life.

From owning your masters to creating momentum and investing for the long game, this episode turns pop culture into personal finance in...

Open enrollment season is here — and if choosing a healthcare plan makes your head spin, this episode’s for you.

Meghan breaks down exactly what to look for when comparing healthcare plans so you can pick one that fits your budget, lifestyle, and peace of mind. From understanding premiums and deductibles to weighing the pros and cons of HSAs vs. FSAs, you’ll walk away knowing how to make a confident, money-smart choice this enrollm...

Ever get hit with a bill you knew was coming but still weren’t ready for? You’re not alone — and there’s a simple fix.

In this episode of Deeply Invested, Meghan breaks down the power of sinking funds — what they are, how to set them up, and why they’re a total game changer for your budget. From car taxes to holiday spending, you’ll learn how to plan ahead, stay consistent, and finally stop feeling blindsided by “surprise” expenses...

Ever felt behind because you don’t have “1x your salary saved by 30”? You’re not alone — and that number might not even apply to you. In this episode,we break down why one-size-fits-all savings goals can be misleading, how to figure out your own ideal savings number, and what actually matters most for building financial confidence.

You’ll learn how to set realistic goals for your emergency fund, short-term dreams, and long-term fin...

Every year, sale events like Amazon Prime Day promise “huge savings” — but are they actually good for your wallet? In this episode, we break down the psychology behind spending, how consumerism impacts your financial habits, and how to shop intentionally without guilt. Whether you’re  trying to get better with money or just tired of impulse buys, this conversation will help you rethink what “a good deal” really means — and how to s...

In this personal episode, Meghan gets real about her own money journey—sharing 5 financial moves she’s really glad she made and 5 she wishes she’d done differently. From early investing and building an emergency fund to missed opportunities and lessons learned, this episode is packed with real-life takeaways to help you make smarter choices with your own money.

Because your financial journey doesn’t have to be perfect to be powerfu...

Want a raise or promotion next year? The time to act is now—not in January. In this episode, we break down how to prepare for “raise season” with the right timing, strategy, and confidence. From scheduling the meeting to knowing your market value, we’ll walk you through how to advocate for yourself and boost your income. Plus, grab our free scripts and Brag List template to make the conversation easier.

You can read the full show n...

Ready to wrap up the year strong? In this episode of Deeply Invested, we share 10 simple but powerful money moves to check off before December 31st. From maxing out tax-advantaged accounts to reviewing your credit report, setting up a holiday sinking fund, and even planning your next career conversation, these steps will help you close out 2025 on a high note and step confidently into 2026. Plus, grab our free downloadable checklis...

Is Rakuten really worth it—or just another scammy ad? In this episode of Deeply Invested, we share how Meghan earned over 30,000 Amex Rewards points (a $300+ value) in under a year—just by using Rakuten for purchases she was already making. She’ll break down how Rakuten works, why it’s free, and my best tips for maximizing cash back (especially during holiday shopping). Plus, I’ll tell you how to snag your $30 sign-up bonus today.

...