Fyooz Financial Planning

Fyooz Financial Planning We have services for you and your partner no matter where you are in your financial journey. Fee-onl

06/06/2026

Average financial decisions are boringggg! Instead, break rules! Our newest episode describes five financial rules that we’ve broken (and/or our clients!).

1) Don’t start a business - MAYBE YOU SHOULD!
2) You’re not rich enough for a donor advised fund - NOT TRUE!
3) Your child should have a Roth IRA before adulthood - SAYS WHO?!
4) Renting is a poor decision - NO IT ISN’T!
5) Don’t distribute money from your portfolio before retirement - WHY NOT ?!

What’s a financial rule you’re breaking ?!

05/14/2026

Two people. A lot of cash 💰. Different comforts with investing it. 👀 PJ + Jessica show how communication leads to seriously smart money moves.

Full episode out now.

05/07/2026

Inherited money💰 + marriage 💕 = more complicated than you think. 👀

Most states protect inheritance as separate property, but the moment you start mixing it with joint accounts or using it for shared expenses, you’ve entered a gray area.

Kaylin Dillon, CFP® ✨ ✨explains why a postnup can bring serious clarity to situations like this.

🎙️ Full episode linked in bio.

05/05/2026

“Bring it up as early as possible.” -

Talking about a prenup doesn’t have to be a difficult conversation. It can actually be the start of a really important financial conversation with your partner.

Catch the full episode with on how best to approach this conversation.

💡 Want more from our expert, Kaylin Dillon? Head to her website, kaylindillon.com, to find her course, “Prenup Prep Course + Couples Money Kit” and her book, “Prenup Partnership.”

04/21/2026

Every dollar you put into your kid’s 529 is a dollar you didn’t spend on a trip, a night out, or something just for you 💁🏻‍♂️.

That tension is real, and we feel it too.

As financial planners, we still catch ourselves asking: should we keep saving, or should we actually live a little right now?

What changed how we think about it? Running the same analysis for ourselves that we run for our client s📊. Actually seeing what higher education will cost in 16 years with 5–6% inflation, and what that means specifically for our daughter.

When you can see the number, the trade-off starts to feel less like a sacrifice and more like a decision you’re at peace with.

🎧 Listen to the full episode: “The High Earners Problem: Are We Spoiling Our Kids?”

Are you saving for your kid’s education, or still figuring out the balance? Tell us below. 👇

04/16/2026

Your kids aren’t learning about money from the talk you gave them. They’re learning from the conversations you and your spouse have around them 😬.

When we ask clients what money was like growing up, they almost always talk about how their parents handled finances together, not what they were personally taught.

The arguments. The stress. The openness. The teamwork. Kids absorb all of it, and they remember it long after you’ve forgotten it happened.

So yes, teach your kids about money. But also ask yourself: what are they witnessing?

🎧 Listen to the full 🎤 episode now: “The High Earners Problem: Are We Spoiling Our Kids?”

Drop a word below that describes your family’s money dynamic growing up. 👇

04/02/2026

They’re not just building a life together — they’re building a future their daughter can run with. 🏃‍♀️✨

Heather and Court are on the latest Money Dates episode talking about managing finances differently than past relationships, dodging lifestyle creep (even after a BIG income jump), and why being stronger together means setting the next generation up for real freedom.

Natalie and Dan Slagle sit down with Heather + Court in “Stronger Together Than Apart” — link in bio!

03/19/2026

Money💰 plus death ☠️ conversations are not easy to have, but they’re necessary. And when you add kids (and/or aging parents) into the picture, the stakes get a whole lot higher.

We dive into the uncomfortable but crucial discussions around finances, security, and what happens if an unexpected death occurs. Because it’s not just about you anymore, it’s about everyone who depends on you.

If you’ve been putting off these conversations, consider this your sign to start.

Natalie and Dan Slagle break it down in the full episode at www.fyoozfinancial.com/podcasts/if-i-die-tomorrow-what-happens-to-our-finances

01/22/2026

Why did we not buy a home? Because MTV Cribs ruined our expectations on what $1,000,000 could get you 😅.

Full 🎤 episode out now!

01/10/2026

Questions we ask clients when building meaningful financial goals 👇

Full episode out now:
Intentional Money Goals: What’s Worth Aiming For in 2026?

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Portland, OR
97086-97299

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