M$D: 7/11/2062 Meet Renae Age: 28 Renae’s main concerns, in her words: Took my time to get into college, graduated undergrads in graphic design in 2013. Got pregnant. Took any work possible. Landed a decent 30k salary/benefits job that I enjoy.

The post Ep. 124: Essential Truths appeared first on Pete the Planner®.

M$D: 12/29/2037 Meet Judy  

Topic: Healthcare Special Guest: Paul Ashley from FirstPerson.

M$D: N/A Meet Joey Age: 26 Joey’s main concerns, in his words: I used to be a budgeting boss but now that I am the boss I’m a lifestyle creep – maybe. It felt easier to budget and handle money when our income was modest... Read More

Topic: Power Percentage Why we need it How to calculate it The scale 10% and below – Eh 11% to 20% – OK 21% – 34% – Getting there 35% and above – Perfect

M$D: 8/5/2028 Meet Monica Age: 26 Monica’s main concerns, in her words: My income isn’t crazy high (active duty military), but I’m able to save  and invest 50-60% of my take-home pay depending on the month,

Topic: Patience Housing Patience Until you have a downpayment Until you prove you can save money Until you have an emergency fund Until you can afford the 15 yr mortgage Until you can afford a house which you’ll be able... Read More

M$D: 7/31/2026 Meet Tony Age: 28 Tony’s main concerns, in his words: I’m 28, my wife is 26. We have a 16-month-old son. Our main goal is to have enough money where I can semi-retire at 40 (or earlier), if I want, and work part-time/full-time... Read More

Topic: This week, I answer your emails.   Subscribe on iTunes | Subscribe on Stitcher Want to be a guest on the The Million Dollar Plan podcast? Apply Here