Jane and her husband Joe live in the midwest with their two teenaged children and one parrot. Recently, Jane retired from her 24-year-long career as a college professor and loves the new lifestyle she’s carving out for herself. Joe works from home and the family enjoys spending a lot of time together. Jane’s question at this juncture is whether or not she needs to return to full or part-time work at any point, or, if...
Johanna is a veterinarian, her husband Matt is a physician, and they live with their two young children on a small island off the coast of the Northeastern United States. The couple previously lived on the Navajo Nation Reservation and greatly enjoyed the close-knit community they had there. While the East Coast is where their families live, they’re not sure that this island is the place for them for the longterm. Johanna is also concerned...
Neko and her husband Jerry live in Toronto, Ontario with their dog and two cats. Everything about Neko’s life sounds perfect on the surface–a loving marriage, engaging work, fun hobbies, a close-knit family living nearby–but she’s harboring secret debt that’s causing her immense physical and emotional pain. Neko would like our help understanding how to overcome her shopping addition, which has led her to live paycheck-to-paycheck and carry a debt load on her credit card....
Aurelia is a high school teacher at a public school in Boston who recently bought her first condo and is thrilled to be a homeowner at the age of 27! Tempering that enthusiasm, however, are her new competing financial demands of house maintenance costs, retirement, saving for Invisalign braces and paying off her student loans. Aurelia has a zest for life and a love for her students, but her salary doesn’t quite match that enthusiasm....
Jess is a single mom of two young daughters living in northern California along with their opinionated four-year-old Siamese cat. Jess works for herself as a freelance writer/public relations consultant, which is a job she loves. After getting divorced in 2020, Jess went on to buy her own home and chart her new life as a single parent. Although Jess has done a great job setting herself up with a fulfilling career in a place...
Holly is a music therapist living in Virginia with her husband, Josh, their three young children, two guinea pigs and one dog. They love hiking and spending time together as a family. Josh is a stay-at-home dad, which suits their family perfectly. Holly’s question is whether or not this is sustainable from a financial perspective. They are naturally frugal and don’t spend much, but wonder if they’re saving and planning well enough for retirement. Join...
Ann is a 47-year-old home health aide living in Southern California. Her four teen/young adult sons live with their dad 10 minutes away, which enables her to spend time with them regularly. She is also newly married to her soul-mate, Robert, who is serving a Life Without Parole sentence in a California prison 300 miles away. Ann’s making major changes in her life right now, including earning her BA in English and preparing to buy...
Rebecca and Robert are newlyweds living with their two cats in Washington, DC. Rebecca works in environmental sustainability and Robert is in donor relations at a non-profit. Their ultimate goal is to buy a home in a rural area with lots of natural beauty and the opportunity to grow their own food. They also have dreams of traveling full-time in the future–perhaps with their future young children. Right now, they’re living in a one-bedroom apartment...
Marie and her husband Ryan live on a 25-acre horse farm in rural Florida with their 10-year-old son and lab puppy. Ryan, who works as a firefighter, is incredibly handy and built their house 8 years ago. Marie is an elementary school teacher who enjoys her job. The family loves their rural lifestyle and the fact that their extended families live nearby. The only problem is their struggle to live within their means and the...
Jamie lives in the Netherlands and recently completed his degree as an all-around construction worker, with training in welding. He’s currently switching jobs to become a full-time welder and has two job offers he’d like our help deciding between. Additionally, he and his girlfriend dream of living and working abroad some day. Jamie lost his father when he was just 13 and has been working and helping his mother financially since then. At just 21...
