Episodes

This week on the Million Dollar Plan, we’re combating retirement (or as I should say, income independence) from a COMPLETELY different angle. Usually on this show we look at and discuss ways to get/save a bunch of money. But today... Read More

This week on the Million Dollar Plan, we’re combating retirement (or as I should say, income independence) from a COMPLETELY different angle. Usually on this show we look at and discuss ways to get/save a bunch of money. But today... Read More

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 you will. After almost 13 weeks of traveling, countless emails, and multiple ideas, this week we brought back: Pete’s Potpourri, pt. 2. My inbox always has an interesting mix to the emails that come through. Some, make me laugh. Others, compel me to share. In this week’s episode a ...

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...

Meet Maybel. Maybel’s main concerns, in her own words: I am not sure WHAT to do next, or how to go about it. When I left my previous employer, I became a contract worker and stopped contributing to retirement to build... Read More

In a special early week edition we’re focusing on how our data is handled, specifically with the credit data bureaus. In early September of 2017, one of the big three credit bureaus (Equifax) had a data breach causing potential reproductions... Read More

Meet Autumn. Autumn’s main concerns, in her own words: We have roughly $1500-1700/mo in extra income and we would like to know how we should allocate this money. We have ideas of contributing more to my HSA, start ROTH’s, contribute... Read More

This week: we’re talking about banking. *Specifically* with that special someone of yours. Your “lovey-dovey”, if you will. This is an episode that has been a long time coming. And after seeing a friend of mine this past week while... Read More

In this week’s episode–we shake things up a little bit. It’s what we do here in PTP headquarters. If you listen to my radio show, and usual Thursday podcast postings, you’re familiar with my four-segmented show. Now stay with us–for... Read More

Meet Red. Red’s main concerns, in his own words: My wife and I are in our mid 30’s. We have one child who is 8 y.o, of which we recently found out has Type 1 Diabetes. I work for the... Read More

This week, we’re talking about the chaos that can ensue in your financial life. Chaos—while fun to spell and fun to say is not so fun when it comes to your financial life. If you’re waiting on your next paycheck... Read More

Meet Brielle. Brielle’s main concerns, in her own words: My biggest hurdle is balancing it all. We have a two and four year old that we will send to day care and preschool and starting in Sept. My children both have... Read More

This week, I’m joined by CJ McClanahan. CJ is an accomplished writer, speaker, executive coach and long-time personal friend. Over the past 10 years CJ has helped me grow personally, entrepreneurially, and is the reason I got into radio. Over the...

Meet Tina. Tina’s main concerns, in her own words: I am a single mother of a 4 year old. I owned a home but after a legal case I sold my home via short sale in 2015 after owing since 2000... Read More

This week, we’re talking about: Selling Your Home. A daunting feat, that if done correctly–can be a sizable pay off. When selling your home (or getting ready to sell your home) you’re preparing to leave the house. Your main focus... Read More

Meet Allison. Allison’s main concerns, in her own words: I am a single Federal Government employee who would like to retire at 62. I currently make just over $100,000, but I live in the high cost of living area of... Read More