There are benefits to both recasting and refinancing a mortgage. Like all things in personal finance, the best option depends on your personal situation. To help you get a better handle on recasting vs. refinancing, listen up!
Second, we’re back with our Mortgage Free Family segment. This month, we're featuring Ken and Mary Okoroafor from The Humble Penny. K ... Show More
Nov 19
5 Family Giving Traditions to Start This Year
In today’s episode, we explore the power of generosity and the traditions that can help our kids grow into grateful and giving adults. We walk through five simple and meaningful family giving ideas, including Big Tip Tuesday, the Big Give, glovebox giving, and volunteer habits th ... Show More
47m 17s
Nov 12
How to Talk About Money With Your Partner Without Fighting | Heather & Douglas Boneparth
Talking about money with your spouse can be hard, especially when emotions, expectations, and old habits get involved. In this episode, we explore how couples can discuss money without fighting and move toward fairness, trust, and teamwork. Our guests, Heather and Douglas Bonapar ... Show More
35m 27s
Nov 6
Rebecca Richardson’s $20K/Month Mortgage Originator Success Story (SOLOPRENEUR LIFE)
In this Solopreneur Life segment, Rebecca Richardson, also known as The Mortgage Mentor, shares how she built a thriving mortgage origination business earning up to $20,000 per month while maintaining the flexibility to be present for her four kids and family. With more than 20 y ... Show More
32m 37s
Oct 28
232. “My husband gives me an allowance. I feel like a child.”
Edward (38) and Ellen (30) live in Hawaii with their young daughter and a new baby on the way. With a net worth of over $2 million, their finances look strong on paper, but behind the scenes, their marriage is strained by control, fear, and trust issues around money. Edward manag ... Show More
1h 39m
Jun 2025
213. “We have a $1M trust - but a $30k budget” (Part 1)
Kate (45) and Keith (53) split their time between Maine and Hawaii, living what looks like a dream life. They’ve inherited wealth, run two small businesses, and have nearly $2 million in net worth. But with only $30,000 in annual income, they live in fear of spending—and cover th ... Show More
59m 30s
Nov 10
How to Talk About Money, Raise Independent Kids, and Build Real Wealth — ft. Morgan Housel
In this special episode of Office Hours, Scott brings on Morgan Housel, bestselling author of The Psychology of Money, to take your questions on love, parenting, and financial independence. They discuss how income gaps affect relationships, the moral gray zone of college admissio ... Show More
28m 49s
Aug 26
223. “We make $81k/yr in our 30s. Is that enough?”
Becca (35) and Nikki (31) are planning their wedding, but they’re already struggling with how to merge their money. Becca, a rock climbing guide with a variable income, has thrown herself into personal finance after years of scarcity thinking and now tracks every dollar. Nikki wa ... Show More
1h 30m