Meet Kelly
Age: 43
Salary: $11,700/month take-home pay (combined)
Kelly’s main concerns, in their own words:
My husband and I are attorneys and making 6 figures but can’t meet most of our financial obligations. We have 2 kids and six figure incomes. However, we are committed to seeing a way out and have decided to sell our expensive McMansion and move into a smaller home that we can afford.
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Peter Dunn a.k.a. Pete the Planner® is an award-winning financial mind and a former comedian. He’s a USA TODAY columnist, author of ten books, and is the host of the popular radio show and podcast, The Pete the Planner Show. Pete is considered one of the foremost experts on financial wellness in the world, but he’s just as likely to talk your ear off about bass fishing.