Category Archives: Investing

Ep. 181: Brielle has a lot of moving pieces & is ready to put them into place.

Meet Brielle. Brielle’s main concerns, in her own words: My biggest hurdle is balancing it all. We have a two and four year old that we will send to day care and preschool and starting in Sept. My children both have…

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Ep. 179: Tina, a single mother ready to get back on track & contributing to her future.

Meet Tina. Tina’s main concerns, in her own words: I am a single mother of a 4 year old. I owned a home but after a legal case I sold my home via short sale in 2015 after owing since 2000…

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Ep. 178: Selling Your Home

This week, we’re talking about: Selling Your Home.  A daunting feat, that if done correctly–can be a sizable pay off. When selling your home (or getting ready to sell your home) you’re preparing to leave the house. Your main focus…

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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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