Ep. 190: Rosé, radio, and health care with Paul Ashley

This week, I welcome back my friend Paul Ashley from First Person Advisors. Paul has been featured on my show two times prior to this week’s episode, and you can find both by clicking here and here. *clicky, clicky* There…

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Ep. 189: Cassie is ready to walk the walk to a secure financial life.

Meet Cassie. Cassie’s main concerns, in her own words: I find managing money difficult, but over the past several years I’ve educated myself on financial responsibility and budgeting. I am quite proud of what I have accomplished–curbed my unnecessary spending…

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Ep. 188: Maybel, she’s got multiple next moves & is trying to find the best fit.

Meet Maybel. Maybel’s main concerns, in her own words: I am not sure WHAT to do next, or how to go about it.  When I left my previous employer, I became a contract worker and stopped contributing to retirement to build…

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Ep. 187 Freezing your credit: the what & how to’s.

In a special early week edition we’re focusing on how our data is handled, specifically with the credit data bureaus. In early September of 2017, one of the big three credit bureaus (Equifax) had a data breach causing potential reproductions…

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Ep. 186: Autumn, a mom working to keep her family financially on track.

Meet Autumn. Autumn’s main concerns, in her own words: We have roughly $1500-1700/mo in extra income and we would like to know how we should allocate this money. We have ideas of contributing more to my HSA, start ROTH’s, contribute…

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Ep. 185: Sharing finances with your special someone

This week: we’re talking about banking. *Specifically* with that special someone of yours. Your “lovey-dovey”, if  you will. This is an episode that has been a long time coming. And after seeing a friend of mine this past week while…

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Ep. 184: Rubin, a business owner focused on saving for the future.

In this week’s episode–we shake things up a little bit. It’s what we do here in PTP headquarters. If you listen to my radio show, and usual Thursday podcast postings, you’re familiar with my four-segmented show. Now stay with us–for…

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Ep. 183: Red, a state worker & wanna be salesman.

Meet Red. Red’s main concerns, in his own words: My wife and I are in our mid 30’s. We have one child who is 8 y.o, of which we recently found out has Type 1 Diabetes. I work for the…

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