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. 187 Freezing your credit: the what & how to’s.

In a special early week edition we’re focusing on how our data is handled, specifically with the credit data bureaus. In early September of 2017, one of the big three credit bureaus (Equifax) had a data breach causing potential reproductions…

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Ep. 185: Sharing finances with your special someone

This week: we’re talking about banking. *Specifically* with that special someone of yours. Your “lovey-dovey”, if  you will. This is an episode that has been a long time coming. And after seeing a friend of mine this past week while…

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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. 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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