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Make smart choices about your money, time and productivity

May 28, 2018

#131: Scott Rieckens and his wife Taylor enjoyed a classic Southern California lifestyle.

They lived near a gorgeous beach in sunny San Diego. They frequently dined at sushi restaurants. They drove a BMW.

But after the birth of their daughter, everything changed. Taylor, an intelligent, career-driven, independent woman,...

May 21, 2018

#130: Anna and Dave want to get married … eventually. But they want to buy a rental property together first. How should they approach this from a paperwork/legal structure standpoint?

Note: They’re thinking about having one partner purchase the home, with the other partner acting as a lender (with proper paperwork...

May 14, 2018

#129: Laura Adams grew up in an upper-middle-class family in South Carolina, and her parents supported her through college. She attended her top-choice school, met her husband while they were still students, and enjoyed a charmed life.

When she graduated, she continued to live at a lifestyle to which she felt...

May 7, 2018

#128: Antonia, 27, wants to retire in 15 years. She's trying to figure out whether to contribute to pre-tax or after-tax retirement accounts.

Most financial advice for 20-somethings that she's encountered says to contribute to after-tax (Roth) retirement accounts. These articles assume that a 27-year-old will continue...