Category Archives: Investing

Ep. 217: 2017 Investment Wrap-up with Tadas Viskanta

When we recorded this, it was our LAST radio episode of 2017. It only felt right  to end the year with a special edition of the Million Dollar Plan. This week, we present: The 2017 PTPTV Investment Wrap-up. And it just so happens,…

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Ep. 210: Cryptocurrency

This week on the Million Dollar Plan we dive into cryptocurrencies. This is a topic that I’ve wanted to do on the show for years now, but I haven’t known who/where to turn to. So, I turned to the inter-webs. It was there…

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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. 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. 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. 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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