MyPocketFP Podcast
Welcome to MyPocketFP — the podcast where your wallet finally meets its financial planner… and they actually get along. Hosted by Jason Taylor, certified financial planner and money sensei, this show is your go-to guide for turning financial confusion into clarity. Whether you're prepping for retirement or wondering where last weekend’s spending spree went, Jason delivers smart tips, surprising insights, and practical strategies — all designed to fit right in your pocket. 💡 From bite-sized budgeting hacks to long-term wealth-building moves, MyPocketFP helps you take control of your financial life one episode at a time. Because your future deserves more than guesswork. Tune in weekly to discover how small monthly changes can lead to big wins in your financial endgame. And remember — your financial planner is now officially pocket-sized (and doesn’t charge by the hour). 📲 Ready to level up your money game? Visit MyPocketFP.com and start shaping your financial future today To learn more about MyPocketFP visit: https://www.MyPocketFP.com MyPocketFP
Episodes
When Should I Call In A Financial Advisor Vs. Using An App?
Your money deserves more than generic advice, and we’re here to prove it. We dive into the messy, human side of financial decisions—where benefits are uneven, taxes shift with every life change, and confidence comes from clarity, not complexity. With Jason Taylor, CFP and creator of MyPocketFP, we explore how to blend the speed of modern finance apps with the judgment of re...
How Should I Budget For Irregular Income?
Money that shows up in waves doesn’t have to create a life lived on edge. We break down a steady, practical system for freelancers, gig workers, and commission-based pros to turn unpredictable income into a clear plan. Starting with your real monthly floor, we show how to map baseline expenses from a few months of statements, then size an emergency runway around your actual gap between gigs....
What Are The 11 Financial Vitals And Why Do They Matter?
What if understanding your financial health was as straightforward as checking your pulse? In this eye-opening episode, certified financial planner Jason Taylor breaks down the concept of "financial vital signs" – eleven key measurements that reveal the true state of your monetary wellbeing.
Jason introduces us to the "Core Four" measurements that ...
What Does “Pocket-sized” Financial Planning Really Mean?
Ever wondered what your financial vital signs would look like? Just as doctors monitor your heart rate and blood pressure, certified financial planner Jason Taylor has created an innovative system that tracks the pulse of your money through a pocket-sized app. Gone are the days of intimidating binders and complex spreadsheets – financial planning now fits comfortably in your p...
Meet the Host: Certified Financial Planner, Jason Taylor
Ever wondered what happens when a third-generation accountant decides the financial planning industry isn't serving enough people? Meet Jason Taylor, the founder of MyPocketFP, who's on a mission to revolutionize how we access financial guidance.
After 25 years in the financial world, Jason noticed a troubling pattern: quality financial planning remained ina...
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