Category Archives: Retirement

Ep. 231: Devante

This week, we meet Devante. Devante’s main concerns, in his own words: “As an immigrant to the U.S., I am determined to do things smarter/more efficiently than my parents did when we first arrived here over 20 yrs ago. I am…

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Ep. 227: The Return of Ann

Re-meet, Ann. Ann’s main concerns, in her own words: “Greetings from your episode #9 guest! We’ve run into a unique “problem”…. Our household income has more than doubled but with minimal lifestyle inflation, leading to a surplus of $104,000 a…

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Ep. 222 Boris

Meet: Boris. Boris’s main concerns, in his own words: “My main financial focus is on the costs that go away in retirement. Most of my top monthly outlays are to items that will go away and/or reduce when we retire….

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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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211: Nancy

Meet, Nancy. Nancy’s main concerns, in her own words: “My husband and I are in the process of getting our 5 year plan in order. My husband and I each make just over $100, 000 (plus $30-40,000 in bonuses). We’ve…

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Ep. 206: Becky

Meet Becky. Becky’s main concerns, in her own words: “I am retired and live well within my means.  I’m hooked on saving money and have excellent credit. My main financial focus is eliminating all outstanding debt (I have a car…

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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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Ep. 201: Frank is changing his mindset and taking control of his financial life.

This week, we met Frank. Frank’s main concerns, in his own words: “I’m in about $22,000 worth of debt between personal and credit card loans. My wife and I are expecting baby number two very soon and I need to…

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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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