
60. “My health is in question, but I don’t want to stop making money” (Part 1)
Today’s conversation will shock you—point blank. Tom and Julie are in their early fifties and have two school-aged kids. Both are savvy with their investments, and they’ve amassed a $12 million dollar...
13 Syys 202244min

59. “98% of our net worth is in real estate. Are we in trouble?”
Georgia and James bring a different problem to the table than we’re used to hearing about. In this one, we zoom in on where, exactly, their net worth has come from… and the real risks of these decisio...
6 Syys 202257min

58. “If we want to retire, we’d have to live on $36k”
This week’s conversation brings a slightly different perspective to the table. Michelle and Eric are in their fifties and are terrified that they’ve waited too long to invest for retirement. They’ve b...
30 Elo 202258min

57. “I feel ashamed about having another child because we’re still renting”
Rebecca and Joe have two young kids, and a third is on the way. They are renting at the moment and love the neighborhood they live in—but they both think they need more space to match their growing fa...
23 Elo 20221h 21min

56. “We have $200,000, but we’re afraid to take a vacation”
Michelle and Dan are in their early thirties, and from the outside, they look like they’re in a great place financially. They make $225,000 annually, and they’ve saved $200,000 already. So, why do the...
16 Elo 20221h 1min

55. “My top 5 lessons from one year of interviewing couples about money”
Personal finance can seem complicated, but most issues are linked back to two core influences—how people think and feel about money. Where they land on those scales has a wide range of possible manife...
9 Elo 202244min

54. “We grew up poor—but we could be millionaires” (Part 2)
Last week, in part one of my conversation with Austin and Annie, we got deeply personal about their upbringings and the invisible scripts they picked up as kids. I learned that they were passing bad m...
2 Elo 202253min

53. “We want to break the cycle of generational poverty, but we don’t know how” (Part 1)
Annie and Austin were both raised without knowing where their next meal would come from. They came to me looking for a way to break the relentless chain of generational poverty that they’ve experience...
26 Heinä 202247min




















