Ep. 166: Melissa has saved for retirement since the age of 25 and is getting ready to reap the benefits.

Meet Melissa. Melissa’s main concerns, in her own words: My base pay is $74,800 plus overtime on top of that. I have been saving for a house aggressively since January 2015 at about $700 a paycheck (last month I scaled…

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Ep. 164: Brian’s paid off over $60,000 in debt and is ready to get back on track.

Meet Brian. Brian’s main concerns, in his own words: My wife and I are in our early 30’s. We have been on the wrong track financially for years. We got ourselves into some serious financial trouble early on in our marriage….

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Ep. 152: Kendall has a child with special needs and wants to plan for the future

M$D: April 29, 2047 Meet Kendall. Kendall’s main concerns, in her words:  We have a daughter with autism that we’re anticipating needing to care for the rest of our lives. Waiting for the state to set up ABLE account for…

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Ep. 150: Renee has a new baby and some extra money at the end of the month…can she avoid lifestyle creep?

M$D: January 22, 2039 Meet Renee. Renee’s main concerns, in her words:  I feel like we have all of the pieces but I’m not sure how to prioritize.  My husband and I will probably gross around $85-$89k this year (ballparking numbers…

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Ep. 148: CJ had a late start to his career, but his profession makes it less stressful than you’d think

M$D: October 10, 2041 Meet CJ. CJ’s main concerns, in his words:  We are an early 30’s married couple that is looking to have kids soon.  We have a house, but we are looking to upgrade that in the next few…

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Ep. 147: Youth Sports

This week on PTPTV, I talk youth sports with Travis Dorsch. He’s got quite the title, are you ready? Dr. Travis Dorsch: Former Professional Football Player, Assistant Professor, Founding Director of the Families in Sport Lab in the Department of Family, Consumer, and Human…

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Ep. 145: Rhonda needs to make a plan for retirement for herself and her employees

M$D: August 26, 2049 Meet Rhonda. Rhonda’s main concerns, in her words: My husband and I recently paid off our businesses. We have been investing all our money into them and not saving much for retirement. We now have quite a…

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Ep. 142: Tatiana’s husband just lost his job, but their financial life is still looking up

M$D: October 28, 2027 Meet Tatiana. Tatiana’s main concerns, in her words: Hello Pete, Our goal is to be debt-free except for our house by November 2019 if not sooner! What can we invest in that will increase our net worth…

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How to craft a life on $250,000/yr

Fire-up the Facebook comments. It’s time to show you the right way to live on $250,000/yr. I know. I know. If you don’t have a household income of $250,000/yr or more, you undoubtedly think there aren’t challenges that come with…

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How to craft a life on $80,000/yr

No matter how many times I see, I’m still in awe when I look at how impoverished a person can be on $80,000/yr, when they live in the wrong city. Yeah, I know that’s a ridiculous statement. But do you…

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Ep. 140: Rey recently inherited a whopping half million and needs to know where it should go.

M$D: September 29, 2026 Meet Rey. Rey’s main concerns, in her words: I wouldn’t normally be contacting you, but I have come upon a not-normal situation. I am a RN ($52k), my husband is a fire captain ($58k) and we have…

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Ep. 138: Mark has a pretty good financial life, except for his unique life insurance situation…

M$D: January 28, 2024 Meet Mark. Mark’s main concerns, in his words: I have 300k in retirement savings. Putting $3000 a month toward retirement in Roth 401k and 457b plans (We make too much for a Roth IRA).  Have $170,000 in student…

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Ep. 134 Bernard has a lot of good things going, but he’s going to have to play the waiting game.

M$D: June 16, 2033 Meet Bernard. Bernard’s main concerns, in his words: I’m not completely sure how to plan effectively for my retirement. My wife and I are both public school teachers. In our state, we will receive a pension when…

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Ep. 133 Princess Leia returns…just before jetting off to the UK

M$D: N/A Meet Princess Leia (or, if you’re a longtime listener and heard her first episode, welcome back Princess Leia) Leia’s main concerns, in her words: I was featured on your podcast a little over a year ago and you gave me the…

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Ep. 131: Aaron has a big housing decision to make that can make or break his financial future

M$D: N/A Meet Aaron Age: 29 Aaron’s main concerns, in his words: We just got married on July 22nd and would like to be financially literate and on the same financial page. We are fortunate enough to have our condo paid off…

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Ep. 129: Ed now has to make one full- and one part-time income work for five people.

M$D: 10/3/2026 Meet Ed Age: 38 Ed’s main concerns, in his words: In 18 months, we went from supporting two people on two full-time incomes to supporting five people on one.  We now have 1 full-time and 1 part-time income. We have…

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Ep. 127: Dave is making over 100k but feels like he’s living on 30k.

M$D: N/A Meet Dave Age: 28 Dave’s main concerns, in his words: I am in medical sales and my wife is in procurement. Getting married next month. Share bank account. Combined, we make about $110k/year, but we always seem to have the same amount of…

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Ep. 125: Renae just had a giant income increase and needs help budgeting

M$D: 7/11/2062 Meet Renae Age: 28 Renae’s main concerns, in her words: Took my time to get into college, graduated undergrads in graphic design in 2013. Got pregnant. Took any work possible. Landed a decent 30k salary/benefits job that I enjoy. Earned $7,800 additional in…

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