MyPocketFP Podcast

When And How Do Employees Fill In The W-4 Form For Tax Withholdings?

Deadlines are creeping closer, but your tax withholding doesn’t have to feel like a black box. We break down a simple, reliable way to set up your W4, sanity-check your payroll, and avoid giving the IRS an interest-free loan. Whether you just started a new job, picked up a side gig, or went through a big life change like marriage or a new child, this conversation g...

 What Do I Need To Know Before Launching A Small Business? 

Big dreams need sturdy foundations. We sat down to map the clearest path from idea to launch, focusing on the money moves that keep founders safe, nimble, and ready for growth. From choosing an entity to keeping the IRS happy, we walk through the decisions that turn hustle into a healthy business, with real-world examples you can use right away.

We start with the e...

Why Is Debt So Tricky To Pay Off—and How Can I Simplify It?

Debt doesn’t just drain your bank account; it drains your focus, confidence, and momentum. We brought clarity to a messy topic by breaking down why balances keep coming back, how to separate growth-focused borrowing from costly consumption, and what simple routines actually keep you paid off for good. Jason Taylor, CFP and creator of MyPocketFP, joins Julie Schwenzer to unp...

How Do I Protect Myself Financially During Life Transitions? 

Life doesn’t wait for your spreadsheet to catch up. Marriage, a new baby, a sudden job change, or a broken water heater can all test your finances at once, and we’re here to help you stay steady when everything shifts. Jason Taylor, CFP and creator of MyPocketFP breaks down a simple, durable approach: plan for the worst, automate the best, and adjust the rest.

We...

How Do I Know If I’m Saving Enough?

Ever wonder if your savings are actually on track or if you’re just crossing your fingers and hoping? We dig into a practical way to answer that question with clarity, starting from your emergency fund runway and moving through the habits and math that make a real difference. Jason Taylor, CFP and creator of MyPocketFP, joins Julie Schwenzer to unpack why flat rules like “save 10 percent” miss the...

Should I Invest In Crypto, Or Sit It Out?

Crypto might be everywhere right now, but that doesn’t mean it fits your plan by default. We dig into the real question people are asking: should you invest or sit it out? Jason Taylor, CFP and creator of MyPocketFP  separates hype from strategy, unpack key risks that don’t show up on price charts, and share simple ways to approach crypto without blowing up your budget.

We start by ...

How Can Couples Build A Money Strategy Together? 

Ever wish money talks felt calm, clear, and actually productive? We bring a practical blueprint for couples who want fewer fights and more progress: align on joint goals, choose a simple account structure, and set a meeting rhythm that keeps decisions steady even when emotions run hot. No jargon, no lectures—just a system that respects both partners and makes day‑to‑day choices easie...

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...