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
17 episodes
Buy vs Lease: Jason Taylor Discusses Cars, Homes & More
Leasing, financing, renting, buying… the labels are easy. The real challenge is figuring out which choice actually protects your future when the purchase is big and the sales pitch is bigger. Jason Taylor, C...
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Episode 17
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10:49
How To Pay For College Without Losing Your Mind
College planning hits differently when you’re looking at it from both sides of the kitchen table. We sit down as a family team: me, Jason Taylor (certified financial planner), and my daughter Olivia, a high school junior staring straight at the...
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Episode 16
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9:52
Simplifying Estimated Taxes with MyPocketFP
Do I Need To Pay Estimated Taxes?Ever been blindsided by a tax bill that wipes out your month? We break down estimated taxes with clear rules, real examples, and a cash‑flow mindset s...
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Episode 15
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9:14
Smart Deductions And Accountability Plans For Small Business Owners
As A Business Owner, What Can I Do Now To Save On My Taxes?Tax bills don’t shrink by accident—they shrink with timing, structure, and clean documentation. We sat down with CFP Jason Taylor ...
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Episode 14
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10:00
How Bringing Your Kids To Work Builds Confidence, Skills, And Long-Term Wealth
What Are The Advantages Of Having Your Kids Work At Your Business?Ever wondered how to turn family time into a masterclass in money, confidence, and character? We’re pulling back the curtain on what happens when your kids st...
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Episode 13
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16:31
The W‑4 Breakdown: When Employees File and What Really Matters
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-chec...
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Episode 12
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13:49
From Idea To Entity: Practical Steps To Launch A Business Without Derailing Your Finances
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 re...
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Episode 11
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14:03
The Truth About Debt: Why It’s Tricky and How to Simplify the Journey
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 ba...
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Episode 10
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10:22
From Weddings To Layoffs: A Practical Guide To Financial Stability
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’r...
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Episode 9
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10:24
How To Tell If Your Savings Are On Track And What To Do If They’re Not
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 emergenc...
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Episode 8
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6:34
Should You Buy Crypto Or Sit Out? A Clear Guide To Smarter Choices
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? J
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Episode 7
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8:29
Money And Love Made Simple: How Couples Should Build A Shared Money Plan
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, choos...
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Episode 6
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10:30
When DIY Money Meets Human Advice: Choosing the Right Help for Your Stage of Life
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 ...
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Episode 5
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7:47
Irregular Income, Steady Plan: How to Budget on a Fluctuating Paycheck
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
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Episode 4
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8:52
The 11 Financial Measurements That Actually Matter
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 t...
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Episode 3
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7:42
Pocket-Sized Financial Planning: Monitoring Your Money Vitals
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 fina...
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Episode 2
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7:34
Meet Jason Taylor: From Accountant to Innovative Financial Planner
Meet the Host: Certified Financial Planner, Jason TaylorEver wondered what happens when a third-generation accountant decides the financial planning industry isn't serving enough people? Meet Jason Taylor, the founder of
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Episode 1
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4:24