Category Archives: Budgeting

Ep. 198: Dr. Stella

This week, we meet Stella. Stella’s main concerns, in her own words: “I got a late start financially because I got a PhD, but I’ve educated myself a lot and am passionate about being in control of my finances. I’d…

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Ep. 197 Budgeting Basics

This week, we’re talking budgeting. Through the different online sites, apps and e-resources, setting a monthly budget can get lost in all the noise. We live in a world of convenience, but when it comes to budgeting–convenience is one of…

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Ep. 196: Mike, semi-retired and fully funded

Meet Mike. Mike’s main concerns, in his own words: “My wife and I are early retired, slightly, for a couple of years now. She was a stay at home mom and has been retired for decades. I now make six…

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When you do everything you are supposed to be doing, but you still can’t find inner peace, there’s more to the story.

Originally seen in USA Today and The Indianapolis Star  I received an email last week that’s stuck with me since I first read it. A successful business owner is struggling to find financial solace, despite his self-admitted stability. His family, friends and business partner can’t…

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Ep. 191: Wendy is funding a Midwest present, preparing for a West Coast future.

Meet Wendy. Wendy’s main concerns, in her own words:  If we were to stay in the Midwest in our current jobs, I wouldn’t be worried about our financial future at all. However, my husband, who is active duty military, is…

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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. 186: Autumn, a mom working to keep her family financially on track.

Meet Autumn. Autumn’s main concerns, in her own words: We have roughly $1500-1700/mo in extra income and we would like to know how we should allocate this money. We have ideas of contributing more to my HSA, start ROTH’s, contribute…

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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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