Category Archives: Homeownership

Ep. 142: Tatiana’s husband just lost his job, but their financial life is still looking up

M$D: October 28, 2027 Meet Tatiana. Tatiana’s main concerns, in her words: Hello Pete, Our goal is to be debt-free except for our house by November 2019 if not sooner! What can we invest in that will increase our net worth…

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Ep. 113: Steve is a public defender who doesn’t get frisked

M$D: 6/17/1945 Meet Steve Age: 28 Steve’s main concerns, in his words: Hello. I am a 28 year old guy who works as a Public Defender. I am in a long term relationship that will lead to an engagement very soon (ring is already purchased),…

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Ep. 100: Real Estate Investing

Topic: Real Estate Investing What we cover: Our guest is David Klain, DB Klain Investing in Real Estate Making smart decisions for your primary residence Subscribe on iTunes | Subscribe on Stitcher Want to be a guest on the The…

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Ep. 93: Whitley is the sole breadwinner, trying to support her husband’s dream

M$D: 6/3/2045 Meet Whitley Age: 31 Whitley’s main concerns, in her words: I recently (in May 2016) stumbled across your podcast while searching for podcasts on Minimalism. Your episode with Joshua Becker hooked me in. Since then I believe I have binged listened to…

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Ep. 87: Phil is single and ready to mingle…if you’re financially responsible

M$D: 11/17/40
Meet Phil
Age: 31
After recently ending a long-term relationship, Phil is wondering how he’ll be able to afford the home they shared expenses on for years. Can Phil’s financial life adjust to the single life or will he have to make some big changes?

Ep. 86: Setting Goals

You set goals all the time, but they probably aren’t good ones. Sorry to burst your bubble, but setting smart financial goals is a honed skill. In this episode, I’ll help you understand how to set goals that challenge you but are still realistic and achievable.

Ep. 83: Mikey needs to wakeup

M$D: N/A
Meet Mikey
Age: 35
Mikey’s married with 3 kids and he and his wife are buried in debt. They are in over their heads and they need help. Mikey and I have a heart-to-heart about motivation, and we create a plan to get him on the right path.

Ep. 80: Housing

Topic: Housing What we cover: Why housing is the single biggest factor of your Million Dollar Plan Making smart housing decisions that benefit you in the long-term Subscribe on iTunes | Subscribe on Stitcher Want to be a guest on the…

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Ep. 71: Mary is about to exit the renter train

M$D: April 14, 2047 Meet Mary Age: 41 Mary’s main concerns, in her own words: My husband and I have been happy lifelong renters, partly because we didn’t want to put down roots. Now we know we want to stay. He’s 46 and I’m…

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