Category Archives: Budgeting

Ep. 174: Katie, the Paper Mill Engineer Who Drives a Forester.

Meet Katie. Katie’s main concerns, in her own words: I’m graduating from college in May 2017 and have a job making 72,000 as an engineer. I have no debt, no car payment, and a small amount in an IRA, so…

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Ep. 173: Family & Money

In this episode, we’re talking about: Family & Money. Now as a husband, father, son, and friend–while I’m no relationship expert, I do have experience in a handful of different ones.  Today I’m going to cover the good, the bad,…

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Ep. 172: Lynette is in her mid 30’s and trying to do it all.

Meet Lynette. Lynette’s main concerns, in her own words: My husband (38) and I (34) paid off all our debt, except our mortgage. We have a toddler, and a dog. We’re about to move to another state and will be…

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Ep. 170: Jordan, a school teacher, reverses roles as I grade him on his financial life.

Meet Jordan. Jordan’s main concerns, in his own words: I am a school teacher with two children under 4 and a third on the way. I have a net worth of $110,000 but only an income of $50,000 because my…

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Ep. 168: The Return of Omar

In October of 2016, I talked with Omar about a daunting feat: to retire by 40. When we first talked to him, here were his main concerns in his own words: I think my wife and I could make for…

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Ep. 167: The Four Stages of Your Financial Life

This week, we’re talking about The Four Stages of Your Financial Life. In your financial life there are 15, yes count’em, 15 things that you need to do. 15 sounds daunting, doesn’t it? If you write them all down that’s…

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