Category Archives: Budgeting

Ep. 224: Joe

Meet, Joe. Joe’s main concerns, in his own words: “My wife and I come from different sides of the tracks. She was raised in a well-to-do family in which her mom stayed home, and the funds to provide were never short….

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Ep. 221: Teaching Your Kids About Money

This week, we bring you a very special edition of The Million Dollar Plan: Teaching Kids About Money. This is an episode, I have waited a very long time to do. It’s no secret I LOVE talking and teaching about money, especially…

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Ep. 218: Bryan

Meet, Bryan. Bryan’s Maine concern, in his own words: “In the past 3-4 months, I’ve become a little obsessive about getting us back in the groove of goals towards finances. I think a lot has been spurred by us having…

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Ep. 216: Derek

This week, we met Derek. Derek’s main concerns, in his own words: “I’m 38 years old and have been divorced for 3 years now. I currently have no consumer debt, and a mortgage with about 150,000 left on it. I feel…

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Ep. 215: Hank

This week, we met Hank. Hank’s main concerns, in his own words: “After college I spent about a decade pursuing my passion of coaching triathletes rather than go into the corporate world. I took a job managing a bike shop…

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Ep. 212: Setting goals for 2018

This week on The MIllion Dollar Plan, we’re setting some goals. As we sunset 2017, we’re laying the blueprint to our 2018. We set goals, to get us going on the path for each area of our life’s successes. Throughout…

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Ep. 209: Harry

Meet Harry. Harry’s main concerns, in his own words: “My wife was a HS teacher for 14 years and stopped working for a few years as she was primary caregiver to her grandfather. She has re-entered the workforce as a…

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Ep. 207: Change

This week on the Million Dollar Plan, we’re talking about change. Making a change, and following through with it can be hard. Making a financial change, and following through with it can be hard. Making any alteration in your day-to-day…

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Ep. 204: Kira

This week, we met Kira. Kira’s main concerns, in her own words: “My situation is a little unusual. My plan is to sell our house in the next year and move to Nashville, where my daughter lives. We plan to…

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Ep. 203: Credit cards, medical bills and more

This week, it’s a bit of a “gripey Old Man” Pete edition of The Million Dollar Plan. After over 160 flights and 13 weeks of travel, I’m finally home. We’ve been on a bit of a Petepourri kick, so we kept it…

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