Category Archives: Investing

Ep. 140: Rey recently inherited a whopping half million and needs to know where it should go.

M$D: September 29, 2026 Meet Rey. Rey’s main concerns, in her words: I wouldn’t normally be contacting you, but I have come upon a not-normal situation. I am a RN ($52k), my husband is a fire captain ($58k) and we have…

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Ep. 134 Bernard has a lot of good things going, but he’s going to have to play the waiting game.

M$D: June 16, 2033 Meet Bernard. Bernard’s main concerns, in his words: I’m not completely sure how to plan effectively for my retirement. My wife and I are both public school teachers. In our state, we will receive a pension when…

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Ep. 119: Monica is your financial role model

M$D: 8/5/2028 Meet Monica Age: 26 Monica’s main concerns, in her words: My income isn’t crazy high (active duty military), but I’m able to save  and invest 50-60% of my take-home pay depending on the month, while feeling that I live a pretty high quality…

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Ep. 105: Travis just got a big inheritance

  M$D: 10/29/2026 Meet Travis Age: 33 Travis’s main concerns, in his words: Here’s the lowdown. We’ve been married for 11 years and 2014 & 2015 brought lots of significant changes to our lives. To this point we’d made significant progress in our financial lives….

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