Envision Financial Planning

03/05/2026

Thank you to everyone who has listened to and downloaded our podcast over the years. Stay tuned, we have some exciting topics for you coming soon!🥳

If you are the type of person who wants to start getting your finances in order but don't exactly know where to start, or maybe you just aren't all that interested in finance, this is the podcast for you! Stacey Hyde covers many different topics under the umbrella of basic, need-to-know financial pl...

02/05/2026

You saved seven figures for retirement! Now what? We break down timing your retirement, healthcare before 65, and tax-smart withdrawals that turn a nest egg into steady income. Listen and share your plan—what’s your biggest retirement unknown?

You’ve built a nest egg between one and five million dollars—now the real work begins. We walk through the decisions that matter most in the first years of retirement, where timing your exit, securing healthcare before 65, and designing tax-aware ...

01/09/2026

We wanted to share some wonderful highlights from Buzzsprout about our podcast's performance in 2025. Thank you for listening! ❤️ If you have any topic recommendations or questions that you would like to have featured in a new episode, please leave a comment below!

Click the link below to listen to our top episode of 2025.

⭐ Market Turmoil: Tariffs and Government Efficiency
https://www.buzzsprout.com/1818372/episodes/16785766

01/01/2026

Tired of resolutions that fizzle by February? Learn how one automated money move can beat motivation and build real progress. We share simple steps and factor joy into your plan. Listen now and tell us your one move this week?

New Year promises are easy; systems that run while you live your life are rare. We dig into why so many financial resolutions fail—vague aims, overreach, and zero follow‑through—and replace them with small, automatic moves that compound into real ...

12/23/2025

Another successful ugly sweater day. 🥳 Happy Holidays from our team at Envision Financial Planning!

12/18/2025

Are your 401 contributions and your current balance telling two different stories? Learn the simple two-step that fixes hidden risk, trims fees, and boosts diversification. Listen now and learn how to rebalance with confidence.

Your 401 might look fine at a glance, but the details can quietly reshape your risk and returns. We dig into how to read what you actually own, why two target date funds with the same year can behave very differently, and the real cost of fees tha...

12/12/2025

Prices didn’t roll back—they plateaued high. Learn how to protect your spending power with smarter diversification, cost cuts that matter, and tax moves that add flexibility. What’s one expense you’ll cut first? Listen now and weigh in.

Prices didn’t fall back after the spike—they stuck. We unpack what that really means for your wallet and your portfolio, and why a 3 percent inflation trend can quietly double living costs over a couple of decades. From retirees juggling health ca...

12/05/2025

Think all ETFs are the same? Think again. We break down tracking risk, fees, bid-ask spreads, and tax traps so you can choose what works best for you. Click the link below to listen now!

Ever bought an ETF because the ticker looked clever, only to wonder why it didn’t behave like the market you expected? We unpack how exchange traded funds really work, from the tax magic of in-kind redemptions to the quiet costs hidden in spreads,...

12/02/2025

Meet the team that helps to turn our clients' dreams into reality! Achieving our mission wouldn't be possible without each valuable member. 😊

11/27/2025

Let's talk about new 401(k) limits, super catch-ups, smarter withdrawal rates, and a sharper Social Security strategy. Ready to reset 2025 the right way? Listen now and tell us your top takeaway. Happy Thanksgiving!

Big changes are here for savers and retirees, and they’re easier to navigate than you think. We walk through the 2025 retirement reset with clear contribution limits, what the super catch-up really means for ages 60 to 63, and how to balance Roth ...

11/20/2025

Wondering if it's best to invest, save, or pay off debt with additional funds? We break down interest rates, emotional return on investment, and the “sleep-at-night premium.” Listen now and consider which method works best for you!

If you are the type of person who wants to start getting your finances in order but don't exactly know where to start, or maybe you just aren't all that interested in finance, this is the podcast for you! Stacey Hyde covers many different topics u...

11/13/2025

The 4% withdrawal rule for retirees was born in 1994. Bond yields, lifespans, and valuations have changed. Should your withdrawal rate change too? Hear our take on guardrails, baselines, and how to stay flexible in retirement.

The goal isn’t a magic number—it’s a plan that bends without breaking. We take a hard look at the classic 4 percent rule and explain why a pencil, not a tattoo, belongs next to your withdrawal rate in today’s world of longer lifespans, persistent ...