23 - From Timeouts to 529s: Real Life, Real Money, Real Hosting (With Taylor Chaplin)
Episode notes
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 kit
Plus:
✨ 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 yourself
Whether 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. 💙
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✨ 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: taylor.chaplin@ubs.com
She truly is the best at making finances feel clear, doable, and aligned with real life.
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🔗 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
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💸 Discount Codes:
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✨ Use code: PLANNEDISH to get 10% off Brick at https://getbrick.app/ and take back your time!!