The Budget Couple

We are the Budget Couple. We make a bi-weekly podcast that talks about life, family, and how to afford it. Join us on our budgeting journey as we explore the keys to budgeting, personal finance, and more.

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Tag: retirement

Episode 47: Paying off the House vs. Retirement Savings

Nate and Danielle discuss their thoughts on paying down the house or contributing more towards retirement. Show Notes Listener response to a question [Our] goal was to get our mortgage down to a certain amount by paying extra but I’m rethinking this and I’m considering opening ROTH IRAs for us instead. I would ultimately like the house paid off in…

Episode 26: Budgeting as a College Student

We answer a listener question about budgeting, opening a credit card, and planning for retirement all while still in college! Show Notes Use of Credit Cards: “I have started a budget on excel, and have been following it for about three months adjusting as needed. I was thinking about applying for a credit card to build my credit and to…

Episode 24: Budget by Numbers

We take a look at traditional budgeting recommendations and see how they hold up to our budget. Show Notes 50/30/20 50% of income on essentials 30% of income on wants 20% of income on savings How this works for us: 39% of income on essentials 13% of income on wants 47% of income on savings Housing 30% of gross (before…

Episode 11: Budget Ratios

In this episode, we talk about budget ratios and how we use them to help guide our decisions. Show Notes Budget ratio general rules 25% housing cost (rent or mortgage, include taxes, insurance, etc) 25% transportation (car, bus, metro, include upkeep of car and insurance) 15% retirement 25% living expenses (food, going out, utilities etc) 10% savings/debt relief Our budget…

Episode 7: Retirement Part 2

In this episode, we talk about our numbers and where we plan to be when we retire. Show Notes Quick disclaimer: We are not investment or retirement specialist. We have no certifications in this area. We are speaking from our experience and research. Please consult someone with the proper credentials as we are only speaking from our experience. Retirement is a…

Episode 02: How we setup our budget

In this episode we discuss what let us to create a budget, how we went about it, and how it’s evolved over time. We go into some details on budget line items, planning for retirement, and fitting in fun. Show Notes Required costs: Mortgage/Rent Utilities Internet/Cable Food Childcare Gas Car payment Solar panel payment Baby and pet items Optional costs:…