Jeff is 50, he’s a specialized surgeon. Susan is 48, she stays at home with their two kids. Their discretionary spending has grown over the years, ballooning at an uncontrollable rate. But their biggest issue is that they’re being taken advantage of by a percentage-based financial advisor.
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60. “My health is in question, but I don’t want to stop making money” (Part 1)
59. “98% of our net worth is in real estate. Are we in trouble?”
58. “If we want to retire, we’d have to live on $36k”
57. “I feel ashamed about having another child because we’re still renting”
56. “We have $200,000, but we’re afraid to take a vacation”
55. “My top 5 lessons from one year of interviewing couples about money”
54. “We grew up poor—but we could be millionaires” (Part 2)
53. “We want to break the cycle of generational poverty, but we don’t know how” (Part 1)
52. “He hides purchases from me—and I let him”
51. “We went bankrupt, but I still have no boundaries with money”
50. “Maybe buying this condo was a mistake” (Part 2)
49. “Our housing expense unexpectedly went up $2K when we bought our first home” (Part 1)
48. “My husband needs a better job, but he hates the idea of earning more”
47. “We make $500k. Why are we carrying a balance on our credit cards?”
46. “The ghost of FIRE still haunts our money mindset—we can’t enjoy money”
45. “She tells me that it’s my fault we can’t live the life we want to live”
44. “Trust in the universe and it (or my partner) will provide”
43. “Our $300k income is variable and declining but we aren’t adjusting our lifestyle”
42. “We’re worth $5.7 million but we’re arguing over the price of chocolates for Valentine’s day”
41. “My wife won’t admit her business is failing and we constantly argue about it”
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