Category Archives: Retirement

Ep. 117: Tony wants to be able to shut it down at 40. Can he?

M$D: 7/31/2026 Meet Tony Age: 28 Tony’s main concerns, in his words: I’m 28, my wife is 26. We have a 16-month-old son. Our main goal is to have enough money where I can semi-retire at 40 (or earlier), if I want, and work part-time/full-time…

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Ep. 111: Omar wants to retire by 40

M$D: 12/27/2023 Meet Omar Age: 30 Omar’s main concerns, in his words: I think my wife and I could make for an interesting case study. We’re both 30 with aspirations of achieving very early financial independence/retirement by 40. Neither one of us are doctors/lawyers/engineers…

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Ep. 95: Lucy is a travel nurse who is killing debt

M$D: 9/13/2038 Meet Lucy Age: 34 Lucy’s main concerns, in her words: Description: I’m a single, registered nurse. Currently, I have about $9,000 in credit card debt, $8,000 on my final student loan, I bought a house last summer ($112,000) and I lease a…

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Ep. 87: Phil is single and ready to mingle…if you’re financially responsible

M$D: 11/17/40
Meet Phil
Age: 31
After recently ending a long-term relationship, Phil is wondering how he’ll be able to afford the home they shared expenses on for years. Can Phil’s financial life adjust to the single life or will he have to make some big changes?

Ep. 86: Setting Goals

You set goals all the time, but they probably aren’t good ones. Sorry to burst your bubble, but setting smart financial goals is a honed skill. In this episode, I’ll help you understand how to set goals that challenge you but are still realistic and achievable.

Ep. 83: Mikey needs to wakeup

M$D: N/A
Meet Mikey
Age: 35
Mikey’s married with 3 kids and he and his wife are buried in debt. They are in over their heads and they need help. Mikey and I have a heart-to-heart about motivation, and we create a plan to get him on the right path.

Ep. 79: Barry is single and feels like he should be making hay, but afraid he isn’t

M$D: October 19, 2040 Meet Barry Age: 35 Barry’s main concerns, in his own words: I’m 35 years old, single, and living in Atlanta. I make just under $70,000/year, put 13% into a company sponsored 401K (7% match on first 6%). The 13% increases annually by 1%. Another $100…

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Ep. 77: Danielle is self-employed and worried about creating permanent stability

M$D: September 13, 2033 Meet Danielle Age: 34 Danielle’s main concerns, in her own words: I love my job, and I’m proud of what I’ve accomplished, but I am concerned about several aspects of my future financial stability. (1)Student loan debt. I currently have $70,000 in student loan debt, and am…

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Ep. 74: Retirement Variables

Topic: Retirement Variables What we cover: The impact of inflation on your retirement funds The importance of distribution rates Tax rates and your retirement Why we don’t do what we should, even when we know better Subscribe on iTunes | Subscribe…

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Ep. 71: Mary is about to exit the renter train

M$D: April 14, 2047 Meet Mary Age: 41 Mary’s main concerns, in her own words: My husband and I have been happy lifelong renters, partly because we didn’t want to put down roots. Now we know we want to stay. He’s 46 and I’m…

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