Category Archives: Saving

Ep. 156: Aurora is already a millionaire…now what?

M$D: Done. Meet Aurora. Aurora’s main concerns, in her own words: We are a dual income, one child family, who already has a million dollars saved for retirement.  Our emergency fund is only at $26K and we don’t really budget…

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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. 68: Minimalism

Topic: Minimalism Featuring: Blogger, author, speaker, and minimalist Joshua Becker. Josh and I have been friends for a few years, and I’m a HUGE fan of his work. Excited to have him back on the show. What we cover: How Josh…

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Ep. 56: Betty’s retirement plan stability makes college possible for her daugher

Million Dollar Day: July 5th, 2029 Meet Betty Age: 41 Betty’s main concerns, in her own words: I’m wondering how badly I’m screwing up my chances of getting financial aid for my 14 year old daughter. I got a very late start to…

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