Category Archives: Retirement

Ep. 184: Rubin, a business owner focused on saving for the future.

In this week’s episode–we shake things up a little bit. It’s what we do here in PTP headquarters. If you listen to my radio show, and usual Thursday podcast postings, you’re familiar with my four-segmented show. Now stay with us–for…

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Ep. 183: Red, a state worker & wanna be salesman.

Meet Red. Red’s main concerns, in his own words: My wife and I are in our mid 30’s. We have one child who is 8 y.o, of which we recently found out has Type 1 Diabetes. I work for the…

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Ep. 182: Signs of a Chaotic Financial Life

This week, we’re talking about the chaos that can ensue in your financial life. Chaos—while fun to spell and fun to say is not so fun when it comes to your financial life. If you’re waiting on your next paycheck…

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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. 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. 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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