Category Archives: PTPTV

Ep. 194: Wayne is ready to retire and recharge

Meet, Wayne. Wayne’s main concerns, in his own words: “My government job is stressful, I feel burned-out, and I need a change. When I turn 57 in 4 months, I’m eligible to retire from a with a monthly pension of…

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Ep. 193: Answering your wake-up call

This week, we’re talking about wake-up calls. Whether it’s your health, your relationships or your finances–you are well aware if a certain component of your life is not where it needs to be.  You don’t have to receive an ominous…

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Ep. 192: Olivia is trying to pay off her past and fund her future.

Meet, Olivia. Olivia’s main concerns, in her own words: “I wasn’t a credit wizard in my early 20’s and early 30’s. It took a lot of hard knocks to show me the light. Now I have seen said light, and…

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Ep. 191: Wendy is funding a Midwest present, preparing for a West Coast future.

Meet Wendy. Wendy’s main concerns, in her own words:  If we were to stay in the Midwest in our current jobs, I wouldn’t be worried about our financial future at all. However, my husband, who is active duty military, is…

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Ep. 190: Rosé, radio, and health care with Paul Ashley

This week, I welcome back my friend Paul Ashley from First Person Advisors. Paul has been featured on my show two times prior to this week’s episode, and you can find both by clicking here and here. *clicky, clicky* There…

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Ep. 189: Cassie is ready to walk the walk to a secure financial life.

Meet Cassie. Cassie’s main concerns, in her own words: I find managing money difficult, but over the past several years I’ve educated myself on financial responsibility and budgeting. I am quite proud of what I have accomplished–curbed my unnecessary spending…

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Ep. 188: Maybel, she’s got multiple next moves & is trying to find the best fit.

Meet Maybel. Maybel’s main concerns, in her own words: I am not sure WHAT to do next, or how to go about it.  When I left my previous employer, I became a contract worker and stopped contributing to retirement to build…

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Ep. 187 Freezing your credit: the what & how to’s.

In a special early week edition we’re focusing on how our data is handled, specifically with the credit data bureaus. In early September of 2017, one of the big three credit bureaus (Equifax) had a data breach causing potential reproductions…

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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. 185: Sharing finances with your special someone

This week: we’re talking about banking. *Specifically* with that special someone of yours. Your “lovey-dovey”, if  you will. This is an episode that has been a long time coming. And after seeing a friend of mine this past week while…

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