In this episode, we’re talking about: Family & Money. Now as a husband, father, son, and friend–while I’m no relationship expert, I do have experience in a handful of different ones. Today I’m going to cover the good, the bad,…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Stitcher | RSS
*important editor’s note: in light of recent listeners’ feedback, it has been brought to my attention last week’s show had too many jokes, too many personal stories, and not enough information. This week, I switched it up a little bit….
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Stitcher | RSS
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….
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Stitcher | RSS
Meet John. John’s main concerns, in his own words: My wife and I just welcomed our second (and last!) child. We have a comfortable lifestyle – both have stable jobs, we purchased a new home back in 2015, and save a…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Stitcher | RSS
If you’re like most people, you haven’t been able to avoid all the discussion surrounding healthcare in the past few weeks and months. To cut through all the static, I brought on Paul Ashley from First Person Benefit Advisors onto…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Stitcher | RSS
Topic: Insurance What we cover: Our guest is Todd Curry, Curry Agency Protecting yourself…and your money Common insurance mistakes Subscribe on iTunes | Subscribe on Stitcher Want to be a guest on the The Million Dollar Plan podcast? Apply Here. Pete the…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Stitcher | RSS
Topic: Life insurance What we cover: Income dies, when you die When someone dies, the ability for the remaining parties to achieve financial goals also dies Life insurance is about creating one less worry after the passing of a loved one Subscribe…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Stitcher | RSS
Dear Pete, I think I’m ready to retire. I’m 55 and my wife is 55 too. Based on my age and time on the job, I’m able to retire with a pension this May. My pension is about $2,500/month less…
Dear Pete, Can you settle a debate my wife and I are having? We’re 33 years old and have two children. I’m the primary breadwinner by quite a bit. She makes about $18,000 per year working part-time. We have a…
Meet Chuck Age: 54 Salary: N/A Chuck’s main concerns, in his own words: Mostly curious as to what are the variables to be weighing when determining whether or not to purchase insurance for assisted living/nursing home expenses that one might incur in…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Stitcher | RSS