Sara Lohse

Young Money: Tools and Strategies for Raising Financially Responsible Kids

Young Money: Tools and Strategies for Raising Financially Responsible Kids We all want our children to be set up for successful futures, but when personal finance isn’t taught in schools, how can we make sure they know how to make good decisions with their money? This one-hour webinar to go through tools and strategies for

21: The Behavioral Investor: How Our Minds and Emotions Can Ruin Our Investment Portfolios with Dr. Daniel Crosby

Welcome to the season four finale of Don’t Retire… Graduate! We’ve had amazing guests this season and couldn’t be more excited to finish with today’s guest. Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps…

20: Financial Planning for the Do-It-Yourselfer

In today’s Office Hours, Eric answers Jason’s question: “what are a few basic aspects of a financial plan that I can create myself?” The truth is, you can do it all yourself or with the help of a few vendors. A financial planner is not…

Financial Planning for the Do-It-Yourselfer

In today’s Office Hours, Eric answers Jason’s question: “what are a few basic aspects of a financial plan that I can create myself?” The truth is, you can do it all yourself or with the help of a few vendors. A financial planner is not necessarily needed. But which way is right for you? Have

20: M is for Money: Teaching Personal Finance to Kids in School and at Home with Rob Phelan

Welcome back to Don’t Retire… Graduate! Today we’re going back to school with Rob Phelan, a high school math and personal finance teacher and author of the children’s book M is for Money. Rob is here, live from his classroom, to talk about…

Paying Over Asking Price For a House: Good or Bad Idea?

In today’s Office Hours, Eric answers Matthew’s question: “is it better to pay over the asking price for a house or just rent?” There is so much going on in the market right now that is making purchasing a home — especially your first home — particularly difficult and expensive. Do you go for it

19: Paying Over Asking Price For a House: Good or Bad Idea?

In today’s Office Hours, Eric answers Matthew’s question: “is it better to pay over the asking price for a house or just rent?” There is so much going on in the market right now that is making purchasing a home — especially your first home –…

19: True Grit: Blazing a Trail from Homelessness to Award-Winning Financial Educator with Sharita Humphrey

Welcome back to Don’t Retire… Graduate! Our guest today did what nobody thought was possible: left Eric speechless. Sharita Humphrey has a remarkable story of grit and resilience. From a homeless mother of two living out of a motel, Sharita…

18: Lump Sum or Annual Payments? How Lottery Winners Should Claim their Fortune

In today’s Office Hours, Eric answers Mark’s question: “if you won the lottery and had the option of $30 million upfront or a million dollars a year for 30 years, which is actually the better option?” Unfortunately this is not a circumstance many of…

Lump Sum or Annual Payments? How Lottery Winners Should Claim their Fortune

In today’s Office Hours, Eric answers Mark’s question: “if you won the lottery and had the option of $30 million upfront or a million dollars a year for 30 years, which is actually the better option?” Unfortunately this is not a circumstance many of us will see ourselves in, but let’s talk about it anyway.