In this episode of Financially Speaking, Haley and Cameron dive into two of the most popular education savings tools: Coverdell Education Savings Accounts (ESAs) and 529 Plans. They break down how each account works, the pros and cons of both, and what families should consider when deciding which one is the right fit. From contribution limits and tax benefits to investment flexibility and new rollover options, you’ll learn how to choose a strategy that aligns with your goals and your child’s future education.

🎙️ Tune in and get clarity on saving smarter for education.

In this episode of Financially Speaking, Haley and Cameron dive into a topic that hits home for many: how (and when) to take a vacation while staying true to your financial goals.

From weekend getaways to dream vacations, they walk through how travel fits into each of Dave Ramsey’s Baby Steps. Whether you're still paying off debt or investing toward your future, this episode offers practical strategies for making travel possible, without sacrificing your progress.

Discover smart ways to plan, budget, and enjoy well-earned breaks without the guilt or financial strain. With the right planning and intentionality, vacation can be a rewarding part of your financial journey, not a detour from it.

🎙️ Ready to take a break the smart way? Tune in and learn how to vacation with confidence at every step of the way.

In this very first episode of Financially Speaking, meet your hosts Haley and Cameron - SmartVestor Pros and financial advisors at Petersen Hastings Wealth Advisors. Get a glimpse into what this podcast is all about: making personal finance approachable, understandable, and tailored to your life stage.

Whether you're just starting your financial journey or refining your long-term strategy, Haley and Cameron are here to break down big financial topics into real, relatable conversations. Learn what you can expect in upcoming episodes, how this show connects to Dave Ramsey’s Baby Steps, and why financial clarity starts with where you’re invested.

🎙️ Tune in, subscribe, and get ready to grow with us.