23 - From Timeouts to 529s: Real Life, Real Money, Real Hosting (With Taylor Chaplin)

This week on Planned-ish, we’re sitting down with Taylor — wealth advisor at UBS, women’s collective host, Friendsgiving queen, and yes… Alexandra’s sister. From helping families build real-life financial plans to creating spaces where women can talk honestly about money, Taylor is in the middle of where wealth, hosting, and community all meet.We talk:– The simplest money moves families can set up now (that future you will thank you for) – Why automatic savings + 529 plans are “gold standard” and how to actually start – How to make money talks with your partner feel like a check-in, not a fight – What women are really craving when they gather — and how her women’s collective started – How she hosted a gorgeous Friendsgiving using the Seasoned & Gathered kitPlus:✨ Debrief of the Week: Our most productive week in months — spa afterglow, five at-home workouts, deep-cleaned baseboards, yard work, and celebrating 8 years in our house🍗 Thanksgiving Chaos Report: 77 grocery-list line items, timeout culture with two-year-olds, twins becoming “restaurant kids,” and Joe’s plan to weigh himself before and after the holiday strictly for science🏆 Elite-ish 8: Top Thanksgiving Foods (stuffing with sausage, rolls, mac & cheese, cobbler, and the very controversial broccoli casserole)🍷 Hosting in Real Life: Potluck Friendsgiving, make-ahead menus, and why hosting doesn’t have to mean doing everything yourselfWhether you’re trying to get your money life together, looking for hosting inspo, or just here for buttery, broccoli-casserole-level chaos — this one’s got it all, Planned-ish style. 💙______________________________________________________________✨ If you’re looking for personalized financial planning or need help getting your money systems in place, you can reach out to Taylor directly at: [email protected] truly is the best at making finances feel clear, doable, and aligned with real life.______________________________________________________________🔗 Follow along:✨ Follow https://www.instagram.com/backtwohomebase/ for lifestyle, hosting, and podcast updates✨ Visit www.backtwohomebase.com for great family recipes, hosting kits, party planning vibes✨Join the Home Base Hosting Club for monthly hosting inspo: https://www.backtwohomebase.com/homebasehostingclub___________________________________________________________💸 Discount Codes:✨Use code ALEXANDRA40 to get 20% off planners and productivity tools at https://hustlesanely.com?bg_ref=hy0sXI9E0v✨ Use code: PLANNEDISH to get 10% off Brick at https://getbrick.app/ and take back your time!!