Category Archives: Relationships

Ep. 225: Beth

Meet Beth Beth’s main concerns, in her own words:  “We’re narrowing in  on mid and short term priorities now that we know the husband needs to stay home with kids. Working through the setbacks and obstacles of child card, not…

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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. 220 Mark

Meet Mark. Mark’s main concerns, in his own words: “I have not been working since 2016, following a divorce and am still on the job search. Only debt really is home and car (bought a low-mileage 3 year old Lexus…

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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. 213: Pepe

This week, we met Pepe.  Pepe’s main concerns, in his own words: “I am 27 and have been following your advice for two years now. I should say I have had a sincere interest in your advice for two years…

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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. 208: Drew

Meet Drew. Drew’s main concerns, in his own words: “My wife and I are a young, married couple with our first baby on the way. We both work, and we’re trying to plan for the future, save as much as…

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Ep. 202: Chris

This week, we met Chris. Chris’s main concerns, in his own words: “My in-laws have struggled through financial issues for most of their lives. Now that problem is hitting home for my family. They are moving in with our family…

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