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... Read More

This week, we’re talking budgeting. Through the different online sites, apps and e-resources, setting a monthly budget can get lost in all the noise. We live in a world of convenience, but when it comes to budgeting–convenience is one of... Read More

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... Read More

Y A few weeks back, we introduced a special edition of The Million Dollar Plan, called “Pete’s Potpourri.”  We talked a little bit about this and a little bit of that. Some might say, a bit of a “potpourri” episode, if... Read More

Meet, Wayne. Wayne’s main concerns, in his own words: “My government job is stressful, I feel burned-out, and I need a change. When I turn 57 in 4 months, I’m eligible to retire from a with a monthly pension of... Read More

This week, we’re talking about wake-up calls. Whether it’s your health, your relationships or your finances–you are well aware if a certain component of your life is not where it needs to be.  You don’t have to receive an ominous... Read More

Meet, Olivia. Olivia’s main concerns, in her own words: “I wasn’t a credit wizard in my early 20’s and early 30’s. It took a lot of hard knocks to show me the light. Now I have seen said light, and... Read More

Meet Wendy. Wendy’s main concerns, in her own words:  If we were to stay in the Midwest in our current jobs, I wouldn’t be worried about our financial future at all. However, my husband, who is active duty military, is... Read More

This week, I welcome back my friend Paul Ashley from First Person Advisors. Paul has been featured on my show two times prior to this week’s episode, and you can find both by clicking here and here. *clicky, clicky* There... Read More

Meet Cassie. Cassie’s main concerns, in her own words: I find managing money difficult, but over the past several years I’ve educated myself on financial responsibility and budgeting. I am quite proud of what I have accomplished–curbed my unnecessary s...