Category Archives: Retirement

Ep. 206: Becky

Meet Becky. Becky’s main concerns, in her own words: “I am retired and live well within my means.  I’m hooked on saving money and have excellent credit. My main financial focus is eliminating all outstanding debt (I have a car…

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Ep. 202: Chris

This week, we met Chris. Chris’s main concerns, in his own words: “My in-laws have struggled through financial issues for most of their lives. Now that problem is hitting home for my family. They are moving in with our family…

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Ep. 201: Frank is changing his mindset and taking control of his financial life.

This week, we met Frank. Frank’s main concerns, in his own words: “I’m in about $22,000 worth of debt between personal and credit card loans. My wife and I are expecting baby number two very soon and I need to…

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Ep. 196: Mike, semi-retired and fully funded

Meet Mike. Mike’s main concerns, in his own words: “My wife and I are early retired, slightly, for a couple of years now. She was a stay at home mom and has been retired for decades. I now make six…

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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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When you do everything you are supposed to be doing, but you still can’t find inner peace, there’s more to the story.

Originally seen in USA Today and The Indianapolis Star  I received an email last week that’s stuck with me since I first read it. A successful business owner is struggling to find financial solace, despite his self-admitted stability. His family, friends and business partner can’t…

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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. 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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