Category Archives: Investing

Ep. 175: A Potpourri Episode

In this week’s episode, we’re talking about a little bit of this and a little bit of that. Some might say, a bit of a “potpourri” episode, if you will. There are a couple different things I want to cover,…

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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. 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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