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This week on the BONUS call we’re going to Bend, Oregon where we received a real estate question from Neil. Only 25 years old, Neil is wondering if it makes sense for him to buy a house.

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I loved this latest BONUS call from Brianne in Oakland, CA. Brianne wasn’t looking to help herself

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This week on the BONUS call we’re going to the beautiful Pacific Northwest to chat with Diane from Portland, Oregon.

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Ari, a physician, has been accumulating assets for several years and recently realized that the bulk of his money is in stocks. Now Ari is thinking his portfolio should be more balanced but he’s worried about the tax hit if he starts moving things around.

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This week on the BONUS call it’s yet again the all too familiar question about heavy, heavy student loan debt.

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Up until now everything David has saved has been 100% invested in stocks. Now that he’s in his 30s is it time to start diversifying?

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Up until now everything David has saved has been 100% invested in stocks. Now that he’s in his 30s is it time to start diversifying?

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Brian and his wife have lived overseas for a while and in the process built up a nest egg of about 600k. Now back in the States they have to find a house and are wondering how to do it without blowing through all the money they’ve accumulated.

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Remember folks, there are certain things that need to be happening before you’re ready to take the next step. This call will help walk you through the process.

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It’s so great and satisfying when we’re able to expose people to the world of finance through the podcast.