Category Archives: College

Ep. 204: Kira

This week, we met Kira. Kira’s main concerns, in her own words: “My situation is a little unusual. My plan is to sell our house in the next year and move to Nashville, where my daughter lives. We plan to…

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Conversations about money and college will be some of the most difficult, and important conversations a parent and their child have.

Originally seen in USA Today and The Indianapolis Star Just as millions of first-year college students matriculate for the first time, millions of parents stand ready to transition into a new stage of parental support and guidance. While teaching please…

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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. 182: Signs of a Chaotic Financial Life

This week, we’re talking about the chaos that can ensue in your financial life. Chaos—while fun to spell and fun to say is not so fun when it comes to your financial life. If you’re waiting on your next paycheck…

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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. 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. 149: College Financial Literacy

This week, I talked with Phil Schuman, Director of Financial Literacy at Indiana University. Phil and I have been working together since last fall on a project to increase college financial literacy. The program, called Money Smarts U, is through…

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Ep. 130: College Savings

Topic: College Savings Special Guest: Troy Montigney, ‘The 529 Guy’, Executive Director of the Indiana Education Savings Authority This week we talk saving for college, specifically Indiana’s 529 plan. You may have heard me talk about this before in the form…

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Ep. 115: Malcolm is a doctor and is about to get paid

M$D: 4/14/2051 Meet Malcolm Age: 28 Malcolm’s main concerns, in his words: I’m a little over a year out of medical school, doing a three year residency training program. I have about $312,000 in student debt, and make about $50,000 a year until I graduate…

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