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Episode 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 rea

Episode 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 inve

Episode 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

Episode 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 the

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