Real Life Case Study with Josh Levitt

This is a Real Life Case Study with Josh Levitt of  Josh is a Dave Ramsey Trained Financial Coach who offers “Winning game plans for financial freedom”.  He is our guest coach on this episode where we discuss the financial challenges of a couple who wants to change their financial life.

In this episode we talk about married couples sharing checking accounts, using the envelope system, and does it make sense to sell the house?

If you like these episodes and have comments about the show, feel free to comment.  If you LOVE the show then please leave a review on iTunes to help the podcast show up faster for others looking for shows on debt freedom.

Also mentioned on the show: ReboundPodcast – Episode 052

The Absolute Simplest Budget That Works
We're Not Talking Bonds


  • Scott Brinker

    Reply Reply January 30, 2011

    I’m about 14 mins in and I SCREAMING income crisis! $16K doesn’t work! Break it down to $1333/mo w/ an $800+ mortgage. TWO children? Sounds like he makes three.

    • Steve Stewart

      Reply Reply January 30, 2011

      Awww, be nice. The husband has entertained the idea of a 2nd job while he continues to get more gigs. But you are correct that their biggest challenge is the income side. Thanks Scott!

  • Good info and great show Steve – I love the ‘envelope’ method; whether you do it literally or virtually, it’s a great process to shoot for! I’ve never been able to make it work in real life though …. something always seems to come up :)

    • Steve Stewart

      Reply Reply January 31, 2011

      Well, you and your lovely wife are just going to have to give me a call sometime so we can get it to work for YOU. You know my number and know I can help.

      PS – Thanks for podcast topic, I’m going to try and work it into either Episode 007 or 008.

  • Josh Levitt

    Reply Reply February 21, 2011

    Thanks for inviting me on, Steve. Great show and always a joy to talk with you.

    Thanks for the comments as well, Scott and Michael. Definitely an income issue here but there are some basic steps to getting the money habits in order as that income starts to come up as well.

    Michael – a note on the virtual envelopes. I use a service called Mvelopes. Absolutely love it.

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