The Pete the Planner® Show: Recent Episodes
Pete the Planner
A new series -- Storytime with Pete.
Pete the Planner delivers sharp, insightful, and sometimes provocative takes on the financial world and beyond—all in under five minutes. These short-form episodes are high-energy, opinionated, and straight to the point, blending Pete’s signature wit with hard-hitting truths about money, business, and life. Whether he’s breaking down economic trends, calling out financial nonsense, or offering no-nonsense advice, Pete keeps it real and relevant.
No fluff. No wasted time. Just Pete, a mic, and a fresh perspective.
New episodes drop regularly—quick enough to fit into your coffee break, but impactful enough to change how you think about your money and future.
In this episode of The Pete the Planner Show, Pete, Kristen, and Dane dive into a mix of financial wisdom, everyday observations, and entertaining tangents. Pete kicks things off by discussing an unexpected fashion moment inspired by a mannequin outfit. From there, the team transitions into personal finance topics, breaking down money management strategies with a relatable and humorous approach. Whether it's navigating spending habits, financial planning, or reacting to real-world economic trends, this episode balances practical advice with engaging conversation.
Big Changes for The Pete the Planner Show! Plus, Love and Money
We’re kicking things off with a major update—The Pete the Planner Show is now part of the IBJ Media Podcast Network! If you're a longtime listener, welcome back. If you’re new, get ready for a personal finance show that’s anything but ordinary.
In this episode, Pete, Kristen Ahlenius, and Damian Dunn talk about the evolution of the show, what this new partnership means, and the core mission of helping people navigate money with humor, honesty, and insight.
But that’s not all—since it’s Valentine’s week, we’re diving into one of the biggest financial stressors in relationships: Love and Money.
- Why financial transparency is key in any partnership
- Common money fights couples have—and how to avoid them
- The real impact of different spending styles and financial goals
- How to talk about money without ruining date night
Subscribe, leave a review, and stay tuned for more insightful (and weird) financial wisdom!
In this episode of The Pete the Planner Show, Pete, Dame, and Kristen tackle a listener’s question about using a taxable brokerage account to supplement income before retirement. A high-earning couple with no debt and significant savings wonders if they should ease off their high-paying IT jobs and start tapping their investments. Pete isn’t buying it—he challenges whether they’re taking the easy way out rather than making a sustainable career shift.
The conversation dives into financial independence, the psychology of wealth-building, and why having enough money doesn’t always mean you should start using it. Is this couple making a smart move, or are they jeopardizing their long-term financial security? Plus, Pete shares insights from his son’s personal finance class, unexpected thoughts on hugging etiquette, and an inside look at changes coming to the show.
Tax season is upon us, and The Pete the Planner Show is here to guide you through it with The 2025 SpecTAXular! Pete, Dame, and Kristen dive deep into everything you need to know about taxes—what your accountant really wishes you knew, how to avoid common tax season pitfalls, and the ultimate debate: Is it better to owe or get a refund?
They also tackle listener questions, bust common tax myths (hint: there’s no such thing as a “write-off”), and break down the difference between standard deductions and itemized deductions. Plus, Dame shares insider wisdom from his tax expert wife, even though she wasn’t invited to the show.
On this week's episode, Kristen, Dame, and Pete debate the utility of target date funds. Disagreement abounds.
On this week's episode, Kristen, Dame, and Pete debate whether or not an emailer should breakup with their advisor. We talk fees, communication, and underperformance.
On this week's episode, Kristen, Dame and Pete pick their stocks for 2025. As always, the stock picks are for entertainment purposes only.
On this week's episode, Dame, Kristen, and Pete discuss terrible housing advice which would leave you stressed, broke, and working forever.
On this week's episode, the crew is joined by crypto enthusiast Doug Collins to talk about Bitcoin cresting $100k/coin
On this week's episode Dame and Pete talk about how easy it is to get behind on home projects.
On this week's episode, Kristen, Dame, and Pete talk about what you should discuss with your partner before you combine finances.
On this week's episode, Kristen, Dame, and Pete answer an email regarding financial infidelity. Let's just say they didn't like the ground rules.
On this week's episode we discuss whether or not everyone really needs a financial planner.
On this week's episode, Kristen, Dame, and Pete discuss they whys and why-nots of 15 year mortgages.
On this week's episode, Kristen, Dame, and Pete discuss the falling interest rates should influence you to refinance your car loans.
On this week's episode, Dame and Pete discuss an email from divorcee who may not have gotten the best divorce settlement.
On this week's episode, Kristen, Dame, and Pete discuss the outlandish costs of youth travel sports. Kristen goes back in time to adopt Pete's perspective from 10 years ago.
On this week's episode, Kristen and Pete talk about why different types of debt are, well, different.
On this week's episode we consider whether or not a person should retire based on a surprise inheritance.
On this week's episode, Dame, Kristen, and Pete are joined by real estate wizard Jimmy Dulin. We knew there were major real estate contract changes, we had no idea how big the changes are.
On this week's episode, Kristen, Dame, and Pete discuss historic mortgage rates and whether or not it's too soon to refinance.
On this week's episode Kristen and Pete explore the various stakeholders in your personal finances, including the furry four-legged ones.
On this week's episode, Kristen, Dame, and Pete talk politics. Well, no exactly. We talk economics, and the ramifications for the next president.
On this week's episode, Kristen, Dame, and Pete discuss whether it makes any sense at all to make a dynamic housing decision, when housing has previously been a position of strength in a money life.
Also, Pete glitches-out.
On this week's episode, Kristen, Pete, and Dame discuss whether or not an emailer should say something about a friend hiding purchases. It has all the elements of a great story, including money, fast food gift cards, and well, that's it.
On this week's episode, Dame and Pete discuss whether a 37 year old should payoff his 6.5% mortgage with a giant bonus.
In this week's episode, Kristen, Dame, and Pete discuss new fraud allegations against Alexander Joyce, CEO of Rejoyce Financial LLC.
You can read the most recent court filing here.
If you believe you've been the vicim of financial fraud, contact your state's Secretary of State's office. All matters discussed on this show are allegations at this point, and the justice system will determine guilt/liability.
In this weeks episode, Kristen, Dame, and Pete explore zombie mortgages. Then they debate who's to blame.
On this week's episode, Kristen, Dame, and Pete discuss what a pain in the neck setting up account for your kids is. You should do it anyway.
Batman makes an appearance, and Pete has Schlage deja vu.
On this week's episode, Kristen, Dame, and Pete discuss a new survey which sheds light on the average American's economic ignorance. It's not surprising, but it's still shocking.
In this week's episode, Kristen, Pete, and Dame talk about how to handle your financial advisor changing firms.
On this week's episode, Dame, Kristen, and Pete dig through new realities of getting married in the 21st century. The result? Kristen reminds Pete and Dame how old they are.
On this week's episode, Dame, Pete and Kristen debate whether or not a new relationship is a get out of debt jail free card.
On this week's episode, Dame, Pete and Kristen debate whether or not a new relationship is a get out of debt jail free card.
On this week's episode, we debate whether or not an emailer should retire with his $3 million plan. It's not as cut and try as you might think.
On this week's episode, Kristen, Dame, and Pete, combat a local credit union's assertion that a primary residence is the ultimate wealth generation tool. Needless to say, it's not.
On this week's episode, Dame and Pete discuss the complexity of being the executor of an estate. Long story short, it's a lot harder than you think it is.
In this week's episode, Kristen and Pete recall the mistakes they made early in their financial lives.
On this week's episode, Dame, Kristen, and Pete discuss whether the NAR settlement will shift real estate prices significantly. They also make predictions as to how low real estate commissions will go in the next couple of years.
In this week's episode, Dame and Pete talk about how to recover from a bad financial mistake.
In this week's episode, Dame and Pete take a deep dive into shocking allegations against a Carmel, Indiana based financial advisor.
The advisor is accused of stealing $2.6 million from a husband and wife, and then buying a $2 million mansion within minutes of take control of their money.
In this week's episode, Dame, Kristen, and Pete explore how to make preemptive financial moves, if you think you're about to lose your job.
In this week's episode, Kristen, Dame, and Pete debate what financial advice is overrated and what financial advice is underrated.
In this week's episode, Dame, Kristen, and Pete talk about having better money conversations with your significant other.
In this week's episode, Kristen, Dame, and Pete debate the best amount of money to set aside as a starter emergency fund.
In this week's episode, Kristen, Dame, and Pete express their frustrations with the lack of due diligence surrounding hiring a financial advisor.
On this week's episode, Dame, Kristen, and Pete talk about their visions for their first day of retirement.
In this week's episode, Dame, Kristen, and Pete talk about what habits they're leaving behind, and what habits they're employing anew in 2024.
On this week's episode, Dame, Kristen, and Pete review their 2023 stock picks, and make their selections for 2024.
Stock and market predictions are for entertainment purposes only.
In this week's episode, Dame, Kristen, and Pete review the year that was the PTP Show. We also hand-out our listener of the year award(s)!
In this week's episode, Kristen, Dame, and Pete answer three different emails. The highlight of this episode is when the crew shares their book recommendations.
On this week's episode, Dame, Kristen, and Pete discuss scenarios in which it makes no sense to max-out your retirement plan contributions.
Also, stolen valor.
In this week's episode, Dame and Pete chat through the various questions you should be asking about your money, but aren't.
In this week's episode, Dame, Kristen, and Pete discuss the ends and out of paying off your partner's debt. And as you might guess, the email which stoked the conversation, has some strange twists.
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM
In this week’s episode, Kristen, Dame, and Pete discuss whether or not they’d purchase an All-in-one mortgage or universal life insurance.
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM
In this week’s episode, Kristen, Dame, and Pete discuss what Dame learned at a recent economic conference.
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM
In this week’s episode, Kristen, Dame, and Pete discuss how much the cost of living has increased relative to wage growth. Even though we knew it would illustrate a crazy challenge for young people, the results were actually worse than we thought.
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM
In this week’s episode, Pete and special guest co-host Ellie discuss all things Gen Z finance.
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM
In this week’s episode, Dame, Kristen, Pete discuss Pete’s most recent newspaper column. In it, he suggests people hurt themselves when they try to juggle various financial advisors.
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM
In this week’s episode, Dame, Kristen, Pete, and special guest L.A.-based comedian Danny Dunn (actually related), discuss various financial topics.
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM
In this week’s episode, Dame and Pete consider whether or not the dreaded 401k loan is justified by emailer Aaron’s latest case use.
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM
In this week’s episode, Kristen, Dame, Ben, and Pete put together personal finance fantasy teams. We draft strategies in 9 different areas of personal finance, and then we vote to see who drafted the best financial life. We’ll validate what you already know — it’s not Pete.
Click the PLAY button below for the rest of the show!
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, Ben, and Pete put together personal finance fantasy teams. We draft strategies in 9 different areas of...
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We want to answer your questions about money.Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen and Pete discuss what types of loans they’d actually sign-up for.
Click the PLAY button below for the rest of the show!
The post Ep. 509: Kristen, what debts would you take on? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete discuss how they know their financial stability is starting to suffer, and what they do...
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The post Ep. 508: Signs your financial stability is starting to crumble appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete discuss the harsh reality many people are facing — skyrocketing insurance rates. Is there a...
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The post Ep. 507: Why homeowners insurance and auto insurance premiums are climbing appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen and Pete “debate” each other, as Dame watches-on with glee. Click the PLAY button below for the rest...
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The post Ep. 506: Kristen and Pete’s battle royale over hot button issues appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen and Pete answer an email question which wonders what to do with an extra $250,000. Yeah, we know...
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The post Ep. 505: When sitting on a giant chunk of money is the right answer appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame, Kristen, and Pete discuss Pete’s financial conundrum. Click the PLAY button below for the rest of the show!...
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The post Ep. 504: Pete actually has a personal finance issue appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame, Kristen, and Pete discuss why you should convince your financial advisor to be harder on you. Click the...
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The post Ep. 503: It’s time to ask your advisor what you’re doing wrong appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame and Pete did their best to update live stream viewers in real time about the US Supreme Court’s...
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The post Ep. 502: The Supreme Court live stream reporting episode appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame, Pete, and Kristen spend an entire episode on one very long email. The email eventually asks about “winning...
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The post Ep. 501: What does it mean to financially “win the game”? And is it realistic? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame, Pete, and Kristen celebrate their 500th episode. There are special guests, special moments, and of course technical difficulties....
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The post Ep. 500: It’s kinda episode 850, but whatever appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame and Pete discuss whether or not a 401k is ever justified. Click the PLAY button below for the...
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The post Ep. 499: Do 401k loans ever make sense? appeared first on Pete the Planner®.
We want to answer your questions about money.Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen and Pete discuss why 66% of renters have given-up on the idea of home ownership. Do their reasons align with reality?
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The post Ep. 498: Why renters are giving up on homeownership appeared first on Pete the Planner®.
We want to answer your questions about money.Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen, Dame, and Pete debate financial metrics. Which ones are helpful and insightful? And which ones can you lead you astray.
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The post Ep. 497: These are the financial metrics we dislike appeared first on Pete the Planner®.
We want to answer your questions about money.Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen, Dame, and Pete take a look at the popular expense categories which just don’t make any sense to them. Summary – Kristen thinks she’s insulting Dame and Pete. She didn’t. Dame insults Kristen. And Pete insults and Kristen and Dame. So yeah, it was a fun conversation.
Click the PLAY button below for the rest of the show!
The post Ep. 496: The popular expenses we just don’t get appeared first on Pete the Planner®.
We want to answer your questions about money.Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen and Pete take a look at home income, downpayment, and other factors impact your ability to buy a home.
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The post Ep. 495: Evaluating homeownership standards appeared first on Pete the Planner®.
We want to answer your questions about money.Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen, Dame and Pete discuss what makes a good benefits package. And yes, we talk about hybrid work.
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The post Ep. 494: Is your benefits package any good? appeared first on Pete the Planner®.
We want to answer your questions about money.Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen, Dame and Pete discuss whether or not Apple’s foray into banking will be a success or not.
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The post Ep. 493: Wait, Apple’s a bank now? appeared first on Pete the Planner®.
We want to answer your questions about money.Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen, Dame and Pete discuss the dynamics of having two working incomes versus one, in a two person household. Despite our earnestness, it’s still a very touchy topic.
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The post Ep. 492: The dynamics of 1 and 2 income households appeared first on Pete the Planner®.
We want to answer your questions about money.Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Dame and Pete discuss whether or not a secured credit card makes sense for a college student.
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The post Ep. 491: Do secured credit cards make sense for young people? appeared first on Pete the Planner®.
We want to answer your questions about money.Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Dame and Pete discuss the proper way to give support to your aging parents.
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The post Ep. 490: How to help your parents with their finances appeared first on Pete the Planner®.
We want to answer your questions about money.Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Dame and Pete discuss whether or not the bank meltdown will directly impact most people.
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The post Ep. 489: Is the banking system really melting down? appeared first on Pete the Planner®.
We want to answer your questions about money.Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Dame and Pete discuss whether or not the 529 rollover rule is helpful or not.
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The post Ep. 488: Is the new 529 rollover rule helpful? appeared first on Pete the Planner®.
We want to answer your questions about money.Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen, Dame, and Pete discuss each major threat to financial stability, for ever generation. Yes, it gets cranky.
Click the PLAY button below for the rest of the show!
The post Ep. 487: What’s the biggest threat to your financial stability? appeared first on Pete the Planner®.
We want to answer your questions about money.Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen, Dame, and Pete discuss whether or not you should bail on your company’s 401k if they don’t match.
Click the PLAY button below for the rest of the show!
The post Ep. 486: What if my employer doesn’t match? appeared first on Pete the Planner®.
We want to answer your questions about money.Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen, Dame, and Pete discuss what financial regulations they change, if they were somehow mystically able to make financial laws.
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The post Ep. 485: The financial regulations we would change appeared first on Pete the Planner®.
We want to answer your questions about money.Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen, Dame, and Pete discuss what they do with their emergency funds. Then later in the show, they explore the heady concept of financial confidence.
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The post Ep. 484: Where does financial confidence come from? appeared first on Pete the Planner®.
We want to answer your questions about money.Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen, Dame, and Pete discuss whether or not you should hire a friend to run your finances.
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The post Ep. 483: Should you hire a friend as your financial advisor? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen, Dame, and Pete each reveal the personal finance hills they’re willing to die on. Everything was going just fine, and then Pete got serious. #Awkward
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SIDE NOTE:— Give your personal finances a facelift. Explore our personal guidance platform: Hey Money. —
The post Ep. 482: Hills we’re willing to die on — boy that escalated quickly appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen, Dame, and Pete read the world’s longest email, and answer whether or not a guy should sell this half million dollar mutual fund to buy a house with cash.
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SIDE NOTE:— Give your personal finances a facelift. Explore our personal guidance platform: Hey Money. —
The post Ep. 481: Should you pay cash for a house by liquidating investments? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen, Dame, and Pete make their 2023 stock picks. ****This is not investment advice. Picks are for entertainment purposes only.
Click the PLAY button below for the rest of the show!
SIDE NOTE:— Give your personal finances a facelift. Explore our personal guidance platform: Hey Money. —
The post Ep. 480: 2023 stock market predictions appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen, Dame, and Pete put a bow on 2022 and look forward to 2023. Special appearance by Ted Dunn.
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SIDE NOTE:— Give your personal finances a facelift. Explore our personal guidance platform: Hey Money. —
The post Ep. 479: End of 2022 extravaganza appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen, Dame, and Pete debate what demographics of people will be the most severely impacted by the Fed’s fiscal policy.
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SIDE NOTE:— Give your personal finances a facelift. Explore our personal guidance platform: Hey Money. —
The post Ep. 478: Who will be the most impacted by the fed’s actions? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen, Dame, and Pete talk about the various expenses retirees end-up regretting.
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SIDE NOTE:— Give your personal finances a facelift. Explore our personal guidance platform: Hey Money. —
The post Ep. 477: Expenses retirees regret appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen and Pete explore popular pieces of money advice. And we ask the question of whether or not they’re true or not.
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SIDE NOTE:— Give your personal finances a facelift. Explore our personal guidance platform: Hey Money. —
The post Ep. 476: Are these popular money tips actually just myths? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, we talk the four dominant money behaviors. You can determine your dominant behaviors right here.
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SIDE NOTE:— Give your personal finances a facelift. Explore our personal guidance platform: Hey Money. —
The post Ep. 475: What is your dominant money behavior? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, we play everyone’s favorite game — Would you rather. It’s an illuminating conversation which touches on the complexities of high-stakes decisions.
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SIDE NOTE:— Give your personal finances a facelift. Explore our personal guidance platform: Hey Money. —
The post Ep. 474: Would you rather — the financial addition appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, we discuss everyone’s least favorite topic — insurance. We know this topic isn’t fun, but we did our best to ensure we covered all the things you need to know in a fun way.
Click the PLAY button below for the rest of the show!
SIDE NOTE:— Give your personal finances a facelift. Explore our personal guidance platform: Hey Money. —
The post Ep. 473: Common insurance mistakes to avoid appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, we discuss various ways to use behavior modification tools to make good financial ideas stick.
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SIDE NOTE:— Give your personal finances a facelift. Explore our personal guidance platform: Hey Money. —
The post Ep. 472: How to use behavior modification tactics to better your finances appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com
In this week’s episode, Kristen and Pete talk money. Then Dame shows up late to tell us how he barely escaped the hurricane.
Click the PLAY button below for the rest of the show!
SIDE NOTE:— Give your personal finances a facelift. Explore our personal guidance platform: Hey Money. —
The post Ep. 471: Dame flees the hurricane appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame, Pete, and Kristen debate whether a young person can actually afford to buy a house in 2022. Click...
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The post Ep. 470: Can a single income under the age of 30 really afford a house? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame and Pete discuss how fickle we can be when it comes to urgency, and how our inaction is...
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The post Ep. 469: The relationship between urgency and regret appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame and Pete review their 2022 stock picks. Who’s losing, and why is it Pete? Click the PLAY button...
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The post Ep. 468: September Stock Market Checkin appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode we tackle on awesome question from a listener in regards to helping her mom retire. Does it ever make...
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The post Ep. 467: How much effort should you put into retiring your parents? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode we talk about the biggest personal finance news story in years — Student Loan Forgiveness. What’s good about it,...
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The post Ep. 466: The day student loans were forgiven appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode we explore whether or not asking your family about your inheritance makes sense. Click the PLAY button below for...
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The post Ep. 465: Should you ask for details of your inheritance now? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode we explore how long we think the recession will last. Click the PLAY button below for the rest of...
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The post Ep. 464: How long will the recession last? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen introduced us to a game of “I would never.” It became the whole show. Click the PLAY button...
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The post Ep. 463: I would never… appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we talked about the whether or not a financial situation should escalate a relationship. Click the PLAY button below...
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The post Ep. 462: Should moving-in with a partner be the solution to your financial problems? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we talked about the unfortunate timing of this down-turn as it relates to the college fall semester. Plus, Kristen...
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The post Ep. 461: Why withdrawing money for college this fall will sting appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we all brought a topic to the table. In other words, it was Potluck Radio. Dame talked emergency funds....
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The post Ep. 460: Is a credit line a reasonable emergency fund? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we explore whether income share agreements can replace student loans. Purdue University made a big bet on this type...
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The post Ep. 459: Are income share agreements going to replace student loans? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we explore what we’ve learned about the stock market so far this year. We also look at iBonds and...
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The post Ep. 458: iBonds, gas tax holidays, and a chaotic stock market appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we explore whether or not all the economic stimulus helped us or hurt us. Is it possible for it...
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The post Ep. 457: Was the American Rescue Plan a mistake? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, I did something I hadn’t done in nearly 10 years. I took random live calls. I loved it. Enjoy....
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The post Ep. 456: The return of live calls! appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we’re discussing whether or not the housing market is finally going to cool down. With rising interest rates and...
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The post Ep. 455: The housing market is about to cool down, right? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we’re discussing whether you should be concerned that the market is swinging 1,000 points at a time. Click the...
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The post Ep. 454: 1,000 point market swings are the latest rage appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we’re discussing whether or not a recession is on the horizon. It kinda feels that way, doesn’t it? Click...
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The post Ep. 453: Is a recession coming? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we’re talking to the Director of Education at Your Money Line, Kristen Ahlenius, about how shame impacts our finances....
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The post Ep. 452: What role should shame play in our financial lives? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we’re talking to friend of the show Joshua Becker. Joshua’s new book Things That Matter is available for purchase...
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The post Ep. 451: Thing That Matter with Joshua Becker appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we’re taking a look at how much of your financial life should be automated. The reality is, sometimes automation...
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The post Ep. 450: What parts of your financial life should be automated? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we’re taking a look at advisor fees. We’ll discuss what’s normal, what’s high, and why you should care. Click...
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The post Ep. 449: Should you be concerned if your advisor is charging you 2.5 percent? Probably appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we’re taking a look at how gas prices are directly impact your wallet. Yes, there’s indirect impact, primarily pass...
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The post Ep. 448: How much are gas prices really impacting your wallet? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we’re talking investing! We discuss a few finer point, which often get overlooked. Click the PLAY button below for...
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The post Ep. 447: The difference between risk tolerance and risk capacity appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we’re discussing the impact Ukraine has on the world right now. Please understand, our primary concern is with the...
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The post Ep. 446: The impact of Ukraine on the world economy appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, we’re exploring why we think the housing market is about to get hammered, and who’s...
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The post Ep. 445: The housing market is a giant bubble, right? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, we’re exploring three main topics: Are 401k vesting schedules ethical? Should my wife’s organ transplant...
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The post Ep. 444: Are 401k vesting schedules ethical? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, we’re exploring three main topics: How often should you look at your investments? Could changing...
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The post Ep. 443: Could consumer habits solve the inflation problem? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, we’re exploring three main topics: How does the taxation of ETFs differ from the taxation...
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The post Ep. 442: Stress is an amazing financial motivator…at first appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, we’re exploring three main topics: Is cash about to become popular again? Why did Netflix...
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The post Ep. 441: How common is insider trading, and are you at risk? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, we’re exploring three main topics: Can an emailer retire, whether or not you should be...
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The post Ep. 440: Should you care if your financial advisor is an avid gambler? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, we’re still saying Happy New Year! 🥳 🎉 Here’s a preview of what happened and when:...
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The post Ep. 439: Market Review for 2021 PLUS Our Picks for 2022 appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, a bonanza of Dunns! Damian is back, Pete’s here, and they bring on the most...
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The post Ep. 438: Three Smart Money Moves to End 2021 & Start 2022 appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete brings a friend and special guest co-host, Joe Saul-Sehy from the podcast Stacking Benjamins!...
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The post Ep. 437: Talking Modern Money with Special Guest: Joe Saul-Sehy appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete pushed his limits tooooo far with a giant 2PM cold brew coffee. 🥴 …Bad...
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The post Ep. 436: HELP! My Employer Doesn’t Have A Good 401(k) Plan appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete abandoned the show opening tune and got scolded by Damian! Whew! No time to...
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The post Ep. 435: Discretionary Spending + Financial News Rundown appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian get into the show in record time! No time to listen? Here’s...
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The post Ep. 434: Let’s Play, ‘Will You Need That Much?’ appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian revisit a #FAIL of their own: the intro music to the show....
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The post Ep. 433: Retirement – Digging Deep Into the 4% Rule… appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian discuss what could be the biggest business FAIL of all time! No...
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The post Ep. 432: Does Being ‘Dependable’ Make You Financially Stable? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Damian is back! And …there goes the show. 😅 No time to listen? Here’s a...
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The post Ep. 431: Do You Need Credit to Get Student Loans? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Peter and Dam- wait… no; Kristen! Pete and Kristen connect to throw down the gauntlet...
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The post Ep. 430: Colleges Running Up the Tab on Parent PLUS Loans appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Peter and Damian are back in the chairs with the most hilarious banter of all...
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The post Ep. 429: Why Raising the Federal Debt Ceiling Matters appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, IT’S SPOOKY SEASON! Don’t skip past this show intro! No time to listen? Here’s a...
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The post Ep. 428: Handling the Unexpected Expenses Parents See! appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete admitted he talked too much last week! No time to listen? Here’s a preview...
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The post Ep. 427: Questioning Our Confidence in Retirement! appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian drop in with a new intro! You’ve got to hear this. No...
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The post Ep. 426: Parent PLUS Loans Are the Bane of Our Existence?! appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian ease back into things from a holiday off-week! No time to listen? ...
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The post Ep. 425: Open Enrollment: The Biggest (Financial) Missed Opportunity? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete goes full-on Soccer Assistant Coach! No time to listen? Here’s a preview of what happened...
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The post Ep. 424: Is Your Alma Mater Going Under? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian continue their Dunniest unrelated Dunn banter! No time to listen? Here’s a...
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The post Ep. 423: Pandemic Fallout: We React to the News! appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Damian becomes a radio star! No time to listen? Here’s a preview of what happened and...
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The post Ep. 422: When I Retire, What Really Happens to My Money? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian change it up with YouTube and Facebook Live with the killer ‘wide...
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The post Ep. 421: The Jobs Report Is Here & I Was Wrong (Again!) appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete is back from vacation and Dame’s AquaDunns are expected to do quite well in...
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The post Ep. 420: “Pete, Am I Investing Too Aggressively?” appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian discuss what happens next week when Pete goes on vacation! What do...
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The post Ep. 419: Dissecting the New Inflation & Social Security Rates appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete hits the beep AGAIN and wonders if he’s a radio master by now after...
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The post Ep. 418: What Do We Do If We Might Over-Fund Our 529? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete hits the beep AGAIN, also Damian chooses the order for the show. WHAAAAT?! 🤯😱...
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The post Ep. 417: Should I Roll Over My Older 401(k)s? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete hits the beep! 🎉🥳 Remember: In the first six months of 2021, we’re going...
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The post Ep. 416: Is This the Greatest Time Ever for Hustlers?! appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian adjust the levels and the recording day to recognize the new Federal Holiday:...
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The post Ep. 415: So, We Need Long-Term Care Insurance Now, Too? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian are rested, recharged and energized from vacation and getting back in their...
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The post Ep. 414: My 2021 Prediction was WRONG! 😫 appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian decide if they’re shirts on or shirts off kind of guys at...
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The post Ep. 412: How Much Exposure Do You Have to Inflation? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Damian is exposed to be a martial arts expert?! Remember: In the first six months...
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The post Ep. 411: How Do You Know When You’re A Worse Investor Than You Thought? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian get right down to business! Remember: In the first six months of...
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The post Ep. 410: Why Hire A Financial Advisor And Not Listen? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete confesses he doesn’t want to get the test to find if he and Damian...
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The post Ep. 409: Why Does A Company Care About Its Stock Price? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete reveals how he still goes to bed, even during a live-streamed DJ party! Remember:...
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The post Ep. 408: Should We Move Our Money To A Self-Directed IRA? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete is back home in the office studio after a year of pandemic evasion! Remember:...
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The post Ep. 407: Longest Question Ever Asked on This Show?! appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian push the podcast recording speed limits, talk news, and give answers to...
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The post Ep. 406: Where Are All The New Jobs? – Recovery Update appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian meet their technical problems face to face! Oh, and they also respond to...
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The post Ep. 405: Buy Quality vs Buy Cheap – What Would We Do? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian are digging back into the mailbag to respond to real questions from real...
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The post Ep. 404: Should We Eliminate Our Mortgage or Keep Saving? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian haven’t the foggiest about what’s going to happen! Hey, it happens to...
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The post Ep. 403: U.S. Net Worth Averages & Medians By Age appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian do a lightning round review of industries to see how they might fare...
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The post Ep. 402: What’s Missing from Monte Carlo Simulations? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian do a lightning round review of industries to see how they might fare...
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The post Ep. 401: Win, Lose, or Fail: Economic Recovery by Industry appeared first on Pete the Planner®.
We want to answer your questions about money. Email us: askpete@petetheplanner.com This week on the Pete the Planner Show, THIS IS OUR 400TH EPISODE!!! 🎊🎉 “Mama we made it!” Remember: In the first six months of 2021, we’re going to make over five families’...
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The post Ep. 400: How Do You Plan (Now) On Funding Your Future? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete is not a cat, but he and Damian crrrrritique comments from Dave Ramsey! Remember: In the first six months of 2021, we’re going...
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The post Ep. 399: How Our Financial Views Have Evolved Decade x Decade! appeared first on Pete the Planner®.
We want to answer your questions about money. Email us: askpete@petetheplanner.com This week on the Pete the Planner Show, Damian gets a “listener” question! Remember: In the first six months of 2021, we’re going to make over five families’ financial lives, LIVE on the...
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The post Ep. 398: Does Mass Student Loan Forgiveness Make Sense? appeared first on Pete the Planner®.
We want to answer your questions about money. Email us: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian talk about the GameStop (GME) CHAOS that blew up the stock market. Remember: In the first six months of 2021, we’re...
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The post Ep. 397: So, What Happened with GameStop & Robinhood? appeared first on Pete the Planner®.
Get expert answers to your questions about money. Email us at: askpete@petetheplanner.com This week on the Pete the Planner Show, Damian gets to choose where the show begins! NOTE: In the first six months of 2021, we’re going to make over five families’ financial...
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The post Ep. 396: Should Your Adult Kids Know About Your Money? appeared first on Pete the Planner®.
Get expert answers to your questions about money. Email us at: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete celebrates Betty White’s 99th birthday because of another Betty White?! ….Let’s get into the show. NOTE: In the first six months of 2021, we’re...
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The post Ep. 395: President-Elect Biden’s $1.9 Trillion Stimulus Proposal appeared first on Pete the Planner®.
Get expert answers to your questions about money. Email us at: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete would like to note that his voice is back! Oh, and if you’re interested in a money makeover, check out the note...
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The post Ep. 394: Who Knows the Financial Details of Your Life? appeared first on Pete the Planner®.
Get expert answers to your questions about money. Email us at: askpete@petetheplanner.com This week on the Pete the Planner Show, 2020 wraps up and Pete and Damian introduce 2021 with bold predictions about what could happen this year? If that’s even possible…...
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The post Ep. 393: Bold Predictions for 2021…Yeah, We Know. appeared first on Pete the Planner®.
Get expert answers to your questions about money. Email us at: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete admits that Damian was right! Whether you know if that’s common or not, check out the show to find out why. NOTE:...
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The post Ep. 392: Let’s Break Down This New Stimulus Bill… appeared first on Pete the Planner®.
Get expert answers to your questions about money. Email us at: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian use a new computer that can shut down the show at any moment! In the first six months of 2021,...
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The post Ep. 391: 2020 Holiday Variety Pack appeared first on Pete the Planner®.
Questions about money? Get expert answers. Email us at: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian have an amazing surprise for our show listeners! You will now be getting the full, raw, unedited podcast to hear even more...
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The post Ep. 390: A New Format & Our Weirdest Metaphor Ever! appeared first on Pete the Planner®.
Questions about money? Get expert answers. Email us at: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian welcome a special co-host: Pete’s daughter, Ollie! REMINDER: Try HEY MONEY, your new secret weapon for advice in your personal finances. No time to...
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The post Ep. 389: A Unique Stock Market Year-End Review! appeared first on Pete the Planner®.
Have a money question? Get expert answers. Email us at: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian get two of the shortest questions of 2020 …and then they get the longest email question in the history of...
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The post Ep. 388: Our Philosophies on Money, Explained! Sort Of. appeared first on Pete the Planner®.
Have a money question? Get expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Peter and Damian remind everyone that the upcoming holidays are not cancelled; we just need to look at them differently, with safety being a...
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The post Ep. 387: “Hold Tight. See How Things Play Out…” appeared first on Pete the Planner®.
Have a money question? Get expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Peter and Damian tackle some serious relationship problems. REMINDER: Try HEY MONEY, your new secret weapon for advice in your personal finances. No time to listen?...
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The post Ep. 386: Maturity Plays A Big Role In This… appeared first on Pete the Planner®.
Have a money question? Get expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Peter and Damian welcome a special guest: Phil Schuman, Executive Director of Financial Wellness & Education at Indiana University! REMINDER: Try HEY MONEY, your new...
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The post Ep. 385: The Effects of the Pandemic (and Recession) on Higher Ed appeared first on Pete the Planner®.
Have a money question? Get expert answers. Email us: askpete@petetheplanner.com It’s time for a semi-annual review! On this episode of the Pete the Planner® Show, Peter and Damian discuss their current views on the concerns they had from March 1, 2020! Don’t...
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The post Ep. 384: How We Feel About What We Said 238 Days Ago! appeared first on Pete the Planner®.
Have a money question? Get expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Damian is gone forever! Well….forever was a stretch. For this awesome episode, Pete is handling hosting duties and welcomes our very own, OZ...
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The post Ep. 383: Managing Money Is Not A “Men’s Only” Club appeared first on Pete the Planner®.
Have a money question? Get expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Peter and Damian ask, “Should a person buy a home right now?” And they answer it! Don’t forget! HEY MONEY is your new secret...
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The post Ep. 382: Let’s Talk About Lifestyle Creep! appeared first on Pete the Planner®.
Have a money question? Get expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Peter and Damian tell personal stories about their households! Don’t forget! HEY MONEY is your new secret weapon for advice in your personal finances....
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The post Ep. 381: Help! My Parents Haven’t Filed Taxes in 5 Years! appeared first on Pete the Planner®.
Have a money question? Get expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Peter and Damian remember they don’t speak Spanish! Don’t forget! HEY MONEY is your new secret weapon for advice in your personal finances. No...
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The post Ep. 380: How Much You Should Have Saved for Retirement appeared first on Pete the Planner®.
Have a question? Get some expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Peter and Damian realize that the show is so good, we’ve got return visitors! There are actually people who have emailed us back!...
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The post Ep. 379: The Economic Chaos Coming This Holiday Season appeared first on Pete the Planner®.
Have a question? Get some expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Pete and Damian, use 3/4 of the show to tell and answer ONE question and cover the greatest segment in the history of...
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The post Ep. 378: The Greatest Segment in the History of Our Show?! appeared first on Pete the Planner®.
Have a question? Get some expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Peter and VP of Advice, Damian, answer a question, Pete gets personal, and the economic recession and COVID-19 pandemic are not over as...
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The post Ep. 377: Pressing Reset on Our Financial Sensibilities appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com People are feeling the pain all over. Peter and Damian discuss stories of the current reality onset by the strange mix of the economic recession and COVID-19 pandemic. Don’t forget! HEY MONEY is your...
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The post Ep. 376: Shoring Up Finances In The Economic Downturn appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com Today is alllllll about Student Loans. Peter and Damian throw words back and forth to hand out critical information on the sad realities of student loans! Don’t forget! HEY MONEY is your new secret...
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The post Ep. 375: The Hottest Topic Under the Sun: Student Loans? appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com Today, Pete gives what he calls “mystic” advice to a listener’s question from the mailbag and Damian is called DAD (again)! Don’t forget! HEY MONEY is your new secret weapon for advice in your personal...
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The post Ep. 374: How Are You Using the Income You Make? appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com Today we are digging all the way into the mailbag! Pete and Damian respond to listener questions about credit card debt, 529 accounts, and talk financial stability! Don’t forget! HEY MONEY is your new secret weapon for...
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The post Ep. 373: Stability Is More Valuable Than You Think appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com Today we’re talking about tax debt, stock splits, and The Million-Dollar Question! Pete and Damian are back with their usual hijinks talking about the latest money news and listener questions! Don’t forget! HEY MONEY is your new...
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The post Ep. 372: The Million-Dollar Question With Damian Dunn appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com Jump into the conversation with us! Gold-Star Gayle, from Austin, TX is back to share the wisdoms! Don’t forget! HEY MONEY is your new secret weapon for advice in your personal finances. No time to listen?...
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The post Ep. 371: Talking Retirement with Gold-Star Gayle! appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com Do you wonder about your credit score? So many of us do. Do you know about these options to get back on track? Pete and Damian get into their thoughtful moods to provide some expert suggestions...
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The post Ep. 370: We Love the Advice Here; Can You Help Us? appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com Annnnnd we’re back again for another round of answers to real life listener questions. Pete and Damian offer their best expert suggestions to help. Listen for a special offer code! HEY MONEY is your new secret...
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The post Ep. 369: Pensions & Retirement – Decisions, Decisions! appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com The first 6 months of this year have been a doozy. Pete and Damian run the numbers. Listen for a special offer code! HEY MONEY is your new secret weapon for advice in your personal finances....
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The post Ep. 368: 2020 Halftime Financial Market Report appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com We’ve got a special, special treat for your ear canals today: Pete is joined by The Queen of the Desert herself, our very own financial expert, Kristen! Listen for a special offer code!...
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The post Ep. 367: Questions with Kristen: “Queen of the Desert!” appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com Let’s walk through some of the factors of what it means to be “financially stable.” Pete and Damian have worked hard on this new formula. You’ve gotta hear this. Listen for a special offer...
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The post Ep. 366: How Can You Tell If You’re Financially Stable? appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com Maybe things around here are slipping back to “normal.” Pete and Damian have the pleasure of answering some incredibly hard questions from our listeners. ::whisper:: Listen for a special offer code! HEY MONEY! is your...
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The post Ep. 365: Can I Help My Adult Child Learn About Money? appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com And we’re back for a new week. Pete and Damian highlight the latest reports and dig into the mailbag to address what’s happening in our listeners’ lives. ::whisper:: Listen for a special offer code!...
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The post Ep. 364: The Latest Market Reports: We’re Dumbfounded! appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com And we’re back for a new week. Today, Pete and Damian dig back into the mailbag to address what’s going on in our listeners’ lives. ::whisper:: Listen to get a special offer code for HEY MONEY! your...
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The post Ep. 363: $40K Interest-Free Loan From My In-laws. Yes or No? appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com And we’re back for a new week. Today, Pete and Damian dig back into the mailbag to address what’s going on in our listeners’ lives. ::whisper:: Listen to get a special offer code for HEY MONEY! your...
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The post Ep. 362: “Quite the Financial Quagmire,” He Says… appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com The coming changes resulting from COVID-19 will spread across industries. Specifically, today, Pete and Damian talk restaurant business, the food world, and …social distancing? ::whisper:: Listen to get a special offer code for HEY MONEY! your...
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The post Ep. 361: The Future of Restaurants – Special Guest: Neal Brown appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com More changes could be coming to our economy. Although here, Pete and Damian are back in the mailbag, answering financial questions from our amazing listeners. ::whisper:: Listen to get a special offer code for HEY...
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The post Ep. 360: July Could Get Ugly; Is A New Stimulus Coming? appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com Ah, yes….this feels like the good old days. Pete and Damian are back in the mailbag, answering financial questions from our amazing listeners. ::whisper:: Listen to get a special offer code for HEY MONEY! No...
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The post Ep. 359: Are We “New Normal” Yet? + The Rest of 2020 appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com This week on the show we return to the fundamentals: Q&A! Pete and Damian answer some tough questions. In these trying times, people all over and across income levels are weathering this storm. Let’s...
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The post Ep. 358: Coronavirus Domino Effects + Pete Was Wrong! appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com This week on the show... Pete and Damian answer questions? Eh, maybe not. But they do shed light on a very important topic as we all seek to recover from the “Economic Pandemic”! ::whisper::...
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The post Ep. 357: What Is The Future of Our National Debt? appeared first on Pete the Planner®.
Have a question? Get answers. Email us: askpete@petetheplanner.com This week on the show... Pete and Damian visit all kinds of thoughts on saving the world? Eh, maybe not; keeping it local takes center stage! ::whisper:: Remember, keep this link in your bookmarks!...
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The post Ep. 356: Economic Pandemic; Rebuilding from Recession appeared first on Pete the Planner®.
Have a question? Let us know! askpete@petetheplanner.com This week on the show... Pete and Damian ask questions, too! ::whisper:: Remember, keep this link in your bookmarks! — HEY MONEY! Can’t listen? Check the Show Notes! Show Notes: We want to show you...
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The post Ep. 355: Can We Call This An Economic Pandemic? appeared first on Pete the Planner®.
Have a question? Let us know! askpete@petetheplanner.com This week on the show, the team discusses the CARES Act. Pete and Damian bring in a special guest: “The Queen of the Desert” herself, Kristen! ::whisper:: Hey, you should keep this link in...
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The post Ep. 354: The CARES Act Stimulus Bill: An Overview appeared first on Pete the Planner®.
Have a question? Let us know! askpete@petetheplanner.com This week on the show, everyone is trying to find a new normal. Pete and Damian are social distancing, not for the first time as they pull out common questions from the mailbag. ::whisper::...
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The post Ep. 353: The Most Interesting Week of 2020, So Far appeared first on Pete the Planner®.
Have a question? Let us know! askpete@petetheplanner.com This week…oh boy. Pete and Damian talk about what’s important about money right now. ::whisper:: You should keep this link in your bookmarks — HEY MONEY! Can’t listen? Check the Show Notes! Show Notes: What...
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The post Ep. 352: Financially Preparing Yourself for Tough Times appeared first on Pete the Planner®.
Have a question? Let us know! askpete@petetheplanner.com This week, SPECIAL SHOW ALERT! Coronavirus is back as our special guest (with all due respect to its seriousness) and Pete and Damian dedicate the entire show to the recent spate of questions about...
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The post Ep. 351: The Refinancing Boom! appeared first on Pete the Planner®.
Have a question? Let us know! askpete@petetheplanner.com This week, VIRUS ALERT! And yet, all things considered, we still understand that things in the market cycle. Pete and Damian return with a special offer for the new consumer service, HEY MONEY! Also,...
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The post Ep 350: Coronavirus! But More Importantly, Retirement. appeared first on Pete the Planner®.
Have a question? Let us know! askpete@petetheplanner.com This week, we’ve got something really special for your listening ears! Pete and Damian are back to formally introduce our new product for you, HEY MONEY! Oh, and they answer questions from the mailbag,...
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The post Ep. 349: The Launch of Hey Money! appeared first on Pete the Planner®.
Have a question? Let us know! askpete@petetheplanner.com Peter Dunn and Damian Dunn — no relation — take questions from our listeners and offer their financial expert-level responses on the air (with a bit of humor to make it go down...
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The post Ep. 348: All Things Considered, Should We Relocate? appeared first on Pete the Planner®.
Have a question? Let us know! askpete@petetheplanner.com Pete and Damian are back to solving financial issues for a new week. Oh! But first, here’s a quick prelude: We are so excited for the soft launch of Hey Money tomorrow exclusively for...
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The post 347: Do We Make Enough Money? Is There Hope? appeared first on Pete the Planner®.
Get ready to dive in! In this episode, Pete and Damian spare no details exploring our writers’ financial lives. There is far too much to discuss; let’s get into it, post haste! Can’t listen? Check the Show Notes! Show Notes: Scenario: Writer,...
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The post Ep. 346: What Should We Do With Our Cashflow? appeared first on Pete the Planner®.
In an uncommon feat, This episode is dedicated to Brendan. Pete and Damian feel so much gratitude to our writer’s email that he earned the entire show dedicated to his three questions Click PLAY below to see if you could use any...
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The post Ep. 345: Brendan, This One’s For You appeared first on Pete the Planner®.
New to the show this week, Pete and Damian present: The Best Email of the Year! Believe us, you don’t want to miss this one. They’ll explain it all when you click Play below. Can’t listen? Check the Show Notes! Show Notes:...
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The post Ep. 344: Want to Retire? Ask The Right Questions appeared first on Pete the Planner®.
FIRST SHOW OF THE NEW DECADE! Starting 2020 off in the right way, Pete and Damian are…still here. Seriously, to welcome us all into a new season, it’s only right that the team introduce you to something new. Click play to hear...
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The post Ep. 343: Bridging the Financial Questions Gap, Finally. appeared first on Pete the Planner®.
Coming up this week: Pete and Damian try even harder to try to figure out what they can disagree on! For the final show of 2019, the dynamic duo try to empty out the mailbag and answer what they can...
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The post Ep. 342: What Can I Do With My Money? appeared first on Pete the Planner®.
It’s almost 2020, people! As we wrap up 2019, we’re digging deep into the mailbag to discuss more of our listeners’ questions. Listen to this show to hear a variety of situations and Pete and Damian’s expert insights. Perhaps you’ve been...
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The post Ep 341: 2019 Holiday Variety Pack appeared first on Pete the Planner®.
This week’s show is, in a word: focused. Pete and Damian really drill into the most general area there is: Retirement. The mailbag was opened and brought out a question from a listener that Pete could get excited over: “Here’s my financial...
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The post Ep. 340: The Ultimate Retirement Question: $ or %? appeared first on Pete the Planner®.
New this week, Pete and Damian spend the entire show on The 401(k). Our writer is suffering a crushing blow with this from the mailbag: “I lost my job after 27 years of employment there. What should I do with my 401(k).”...
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The post Ep. 339: After Job Loss, What Happens to my 401(k)? appeared first on Pete the Planner®.
Familiar and funny as ever, Pete and Damian disagree. Our regular listeners will know what an occasion this is. “I’m going to receive a $130,000 inheritance. What should…” WAIT! Before you tune out the rest of the question, there are...
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The post Ep. 338: Inheritance Is Coming. What Should I Do? appeared first on Pete the Planner®.
Up next on the new show, Pete and Damian wince as their writer begins his question with a stunning headline: “I just bought a new home and I instantly regret it.” You have got to check this one out. Can’t listen?...
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The post Ep. 337: New Home Buyer’s Remorse! appeared first on Pete the Planner®.
This week, we’re talking about the chaos that can ensue in your financial life. Can’t listen? Check the Show Notes! Show Notes: Chaos—while fun to spell and fun to say is not so fun when it comes to your financial...
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The post Ep. 336: Signs of a Chaotic Financial Life appeared first on Pete the Planner®.
Back into the mailbag! New on the show, Pete and Damian try to find balance in their skepticism toward a retirement-bound writer. With over $1M in investable assets and a continuing part-time job, why is he still concerned about outliving his...
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The post Ep. 335: With $1M Saved, I Can Retire Now, Right? appeared first on Pete the Planner®.
New week, new show! This time, Pete is joined by… Damian! They wax so poetic about retirement and advisors that they had to extend the segment! Is it possible to be saving TOO MUCH money for retirement? Find out when...
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The post Ep. 334: Am I Saving TOO MUCH Money? Help. appeared first on Pete the Planner®.
This week, Pete and Damian talk examples of the classic phrase: “Have your cake and eat it too:” You can save $3.8M in your lifetime? Do Student Loan payments build credit? New spouse, new house & new baby: Am I ok? Three very real...
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The post Ep 333: This Is Motivation to Start Saving! (Maybe.) appeared first on Pete the Planner®.
Introducing Power Percentage™. You have been trying to measure your financial life for years. You measure it by your credit score, your net worth, your income, your savings or retirement account balances… yet none of those reward you for good behavior...
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The post Ep. 332: Power Percentage™ appeared first on Pete the Planner®.
The tag team is back again! This week, Pete and Damian tackle Considerations when Preparing for a Prenuptial Agreement, Going into Debt to buy Furniture, and ‘Retirement Confidence.’ Three very real topics, for very real people! Can’t listen? Check the Show Notes! Show Notes:...
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The post Ep 331: Preparing for A Prenup & More! appeared first on Pete the Planner®.
Another week, another show! Press play and listen as Pete and Damian weigh the HELOC vs. the ‘Double Move.’ Yes, it’s HELOC, not to be confused with a mythical Master of the Universe. Can’t listen? Check the Notes. Show Notes: HELOC means Home...
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The post Ep 330: Is A HELOC the Winning Option? appeared first on Pete the Planner®.
Pop in your earbuds or turn the sound on and listen while you work. In this latest edition, Pete and Damian tell you why they love Health Savings Accounts (HSA). Feel like you don’t know enough about what those are...
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The post Ep. 329: Why HSAs are one of the best financial products on the planet appeared first on Pete the Planner®.
Special guest Gayle Evezich joins Pete and Damian to discuss starting a minimalist journey.
The post Ep. 328: Dipping your toe into minimalism appeared first on Pete the Planner®.
Pete and Damian discuss college funds, Power Percentage, and more. Special guest this week is Kristen Ahlenius from Your Money Line®.
The post Ep. 327: How many 529 accounts does our family need? appeared first on Pete the Planner®.
It’s the age old question — “When do I bite the bullet and just get a new car?” Damian and Pete do their best to answer this question.
The post Ep. 326: Getting rid of an old car which starts costing you money appeared first on Pete the Planner®.
Pete and Damian discuss the prudence of pre-nuptial agreements.
The post Ep. 325: Prenups are certainly something appeared first on Pete the Planner®.
This week Pete and Damian explore alternative uses for a Roth IRA.
The post Ep. 324: Using a Roth to buy a house appeared first on Pete the Planner®.
Pete and Damian help a guy deal with a $60,000 inheritance.
The post Ep. 323: What should we do with this inheritance? appeared first on Pete the Planner®.
Pete and Damian answer questions around money and relationships.
The post Ep. 322: One of the two topics married couples argue about the most appeared first on Pete the Planner®.
Pete and Damian tackle two emails in which the solution is to not buy the house.
The post Ep. 321: Don’t buy the house appeared first on Pete the Planner®.
Pete and Damian give you an update on what the market is doing and why you should care.
The post Ep. 320: Stock market update appeared first on Pete the Planner®.
An emailer wants to know if his self-created “merit” based college funding idea makes sense for his sons.
The post Ep. 319: I’ll pay for college if you get good grades appeared first on Pete the Planner®.
Pete and Damian discuss ABLE plans and how they can help families with children with special needs.
The post Ep. 318: Children with special needs and ABLE accounts appeared first on Pete the Planner®.
Pete and Damian discuss the proposals to wipe out student loan debt. Are they realistic? Are they fair?
The post Ep. 317: Wiping out all student loan debt and starting over appeared first on Pete the Planner®.
Whether you realize it or not, our financial lives have changed drastically in the last few decades. We used to not be charged with dealing with our pasts and our futures. Today we are.
The post Ep. 316: Why our financial lives are more complicated than they used to be appeared first on Pete the Planner®.
Alvaro from Colombia emails to see whether or not a degree belongs on a balance sheet. Pete, Damian, and Phil Schuman, Director of Financial Literacy at Indiana University, weigh in.
The post Ep. 315: Should your college degree be on your balance sheet? appeared first on Pete the Planner®.
Nothing drives me crazy quite like bad advice about repairing credit. It can ruin a person’s financial life. Chad Meadows joins me in studio while Damian is on vacation.
The post Ep. 314: Credit advice that I hate appeared first on Pete the Planner®.
This week we tackle the world of disability insurance. Also, we discuss my nightmare flight.
The post Ep. 313: Do you really need disability insurance? appeared first on Pete the Planner®.
Last week, 50 year olds were mooching off of their parents. Now, elderly parents are mooching off their 50 year old children. It’s all spinning out of control!
The post Ep 312: Now an elderly mom is mooching appeared first on Pete the Planner®.
We celebrate Mother’s Day 2019 with lots of family financial awkwardness.
The post Ep. 311: When 50 year olds mooch off their elderly parents appeared first on Pete the Planner®.
Should a couple looking to get on their feet accept a living inheritance? No. Here’s why.
The post Ep 310: Saying no to a living inheritance appeared first on Pete the Planner®.
Do you ever wonder why certain financial products get bad reputations? Square peg and round holes are the problem.
The post Ep. 309: Financial products and their square peg round hole nature appeared first on Pete the Planner®.
Pete the Planner and Damian Dunn work through questions and Pete tells an unbelievable vacation story.
The post Ep 308: Rental properties and how they impact Power Percentages appeared first on Pete the Planner®.
Emailer Linda wants to retire sooner rather than later. Can she?
The post Ep. 307: Linda wants to peace out appeared first on Pete the Planner®.
This week on The Pete the Planner show, Damain Dunn and Pete discuss how to stop underutilizing your financial advisor.
The post Ep. 306: How to get the most out of your financial advisor appeared first on Pete the Planner®.
A new segment debuts this week — Back to the Basics. We explore what numbers make homeownership possible for you, and how to make sure you don’t end up over-housed.
The post Ep. 305: Back to the Basics – Housing appeared first on Pete the Planner®.
A couple argues over converting Roth IRAs, another couple has house fever, and a 58 year old woman is scared her job is coming to a close. Damian Dunn joins Pete the Planner once again.
The post Ep. 304: Settling marital arguments appeared first on Pete the Planner®.
A 20-year old with money to save in NYC, a couple wondering how get their biggest bang for their buck from Social Security, and repairing your credit when you’re in you 70s. Special guest Damian Dunn joins the party.
The post Ep. 303: Wait, a 20 year old in NYC can save money? appeared first on Pete the Planner®.
This week on the show, my daughter Ollie stops-by to ask me random financial questions. Plus, should Joanna cancel the life insurance her parents bought her when she was a kid?
The post Ep. 302 Should we cash-in the life insurance my parents got me when I was a baby? appeared first on Pete the Planner®.
Do you ever feel like our government leaders aren’t in touch with the financial lives most Americans live? I feel that way all the time. That’s precisely why I jumped at the opportunity to interview presidential candidate Pete Buttigieg. Pete,...
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The post Ep. 301: Does presidential candidate Pete Buttigieg understand our financial lives? appeared first on Pete the Planner®.
Young listener Lincoln wants to know how to begin investing. We dedicate the whole episode to his great question.
The post Ep 300 How to start investing appeared first on Pete the Planner®.
You know what stinks? Losing your job. You know what stinks more? Losing your job when you’re in your 50s.
The post Ep 299 Losing your job in your 50s appeared first on Pete the Planner®.
This week we tackle exorbitant daycare costs, firing your male investment advisor, and more. With Special guest Blair DuQuesnay from Ritholtz Wealth Management.
The post Ep. 298 Firing your male financial advisor appeared first on Pete the Planner®.
The podcast is back! And it has a new sound. A flurry of shows are on the way! Prepare yourself for a big week.
The post Ep 297 The effect of the government shutdown appeared first on Pete the Planner®.
Do you ever wonder how banks really make their money and why they have stopped encouraging saving money? This week we welcome Chad Meadows (ChadForce) to the show and he gives us the inside scoop on what you should know...
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The post Ep. 296: What you need to know about banking appeared first on Pete the Planner®.
On this episode of The Pete the Planner Show, we meet Debbie. Currently 35 and steadily saving for her retirement, she’s wondering how much longer she’ll need to be in the workforce. Boasting a full time gig and steady second job,...
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The post Ep. 295: Debbie appeared first on Pete the Planner®.
This week on The Pete the Planner Show, we bring you a Petepourri episode. This was the last show we recorded in 2018, and the last episode I join Pete before bidding adieu to my team at Pete the Planner....
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The post Ep. 294: A 2018 Petepourri appeared first on Pete the Planner®.
This week on The Pete the Planner Show, we meet David. Currently residing on the west coast, David and his wife recently took a pay cut for her to stay home with their kids. In light of the pay cut,...
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The post Ep. 293: David appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we’re back answering more of your money questions! It’s been a minute since we’ve dove into your questions, but do not fret, we’re back. In one of our final episodes for 2018, we explore...
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The post Ep. 292: Health insurance wrap-ups appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we meet Raven. Raven has all the right things going, in all the right places. She’s been actively paying down her student loans and is ready to get serious about her housing...
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The post Ep. 291: Raven appeared first on Pete the Planner®.
On this episode of The Pete the Planner®, we’re wrapping up 2018. We may be a little early… but oh well. Pete and I dig into the financial goals for 2018 we each set for 2018, and evaluate our success....
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The post Ep. 290: 2018 Wrap-up appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we meet Vanessa. Since they began working in their 20s, Vanessa and her husband have been saving to fund their retirement. Fast-forward twenty years, and she’s not sure they’ve been saving enough. In addition,...
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The post Ep. 289: Vanessa appeared first on Pete the Planner®.
This week on The Pete the Planner Show, we are NOT answering your money questions! Instead, we are joined by Joshua Becker to discuss a topic Pete is obsessed with: minimalism. As we head into the holiday season, we all prepare to acquire more… stuff. However,...
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The post Ep. 288: Minimalism with Joshua Becker appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we meet Dawn. Recently remarried with a new blended family, Dawn and her husband feel all over the place financially. Together they have seven kids, all still living at home. And up until last...
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The post Ep. 287: Dawn appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we’re getting into the holiday spirit! Well the Thanksgiving spirit, that is. We can’t go a show without answering one of your money questions, so we kick off this week’s episode with a 529 question,...
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The post Ep. 286: Thanksgiving edition appeared first on Pete the Planner®.
This week on, The Pete the Planner® Show, we meet Stella. She’s never been one to save and is feeling the repercussions as she prepares for retirement. Stella has carried some bit of debt for a majority of her adult financial life and is...
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The post Ep. 285: Stella appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we’re back answering more of your money questions. We’re joined this week by lead financial concierge of Your Money Line, Damian Dunn, and no- Pete and Damian still aren’t related (even though we wish they were.)...
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The post Ep. 284: How to cut out eating out appeared first on Pete the Planner®.
This week on The Pete the Planner Show®, we meet Holly. After staying home to focus on raising her four children, Holly has returned back to the workforce. But it’s taken a little while for her to hit her stride in navigating...
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The post Ep. 283: Holly appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we meet Kendall. On paper, her financial life looks amazing. And believe it or not, her financial life is even better in real life. She’s 23, recently got a raise, and paid off ALL her...
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The post Ep. 282: Kendall appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we’re back answering more of your money questions! We kick the show off with an emailer who has been berated by his friends for saving for retirement. Tired of the snide remarks, our email...
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The post Ep. 281: Timing when to retire and paying off mortgages early appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we meet Ruby. She’s 45 and bringing in about $100,000/year. However, finding herself at an impasse with her health, Ruby needs to take a step back and get herself back on track. In order...
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The post Ep. 280: Ruby appeared first on Pete the Planner®.
On this episode of The Pete the Planner® Show, we meet Elaine and her husband, Steve. Elaine and Steve never seem to be on the same page when it comes to money. Steve owns his own business, making it even more difficult...
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The post Ep. 279: Elaine & Steve appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we’re back answering more of your money questions! We had some pretty big questions flood the inbox this week, and in light, we’re bringing in some experts. In this week’s episode, we’re joined by Dr....
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The post Ep. 278: Behavioral investing & student loan forgiveness appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we meet Kal. He’s got an impressive Power Percentage™, a great start to his retirement fund, and his only debt is a small car loan that will soon be a thing of the...
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The post Ep. 277: Kal appeared first on Pete the Planner®.
We’re back this week on The Pete the Planner® Show, and we’ve got something special. We’re answering more of your money questions! We’ve got three very different questions, and of course, the biggest waste of money of the week. Kicking off...
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The post Ep. 276: Joint bank accounts and 2nd mortgages appeared first on Pete the Planner®.
This week on The Pete the Planner® Show we meet Annie. Annie has diligently built up her savings and is ready to leave her debt in her 20s. She’s feeling an itch to pay off her debt with her savings, but...
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The post Ep. 275: Annie appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we’re doing something fun! As opposed to the last 10 years of the show, we’re sticking to one topic for the entire show. In light of Pete’s four-part series in USA Today, we’re dedicating...
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The post Ep. 274: How to start a retirement plan at age 50 appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we meet Virginia. Over the past couple of years, Virginia and her wife have been diligently saving in anticipation of growing their family. However, now that they’re pregnant, they’re overwhelmed with the constant change that comes with...
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The post Ep. 273: Virginia appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, Damian Dunn joins us for a special edition episode we like to call, Peter and friends. To kick things off this week, we dive in with a question about 401k allocations, and I learn...
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The post Ep. 272: Peter and friends appeared first on Pete the Planner®.
This week on The Pete the Planner® Show we have an eclectic combination of topics… to say the least. We’re discussing a very important topic in this episode, that is not talked about enough. Financial stress impacts us in many ways, but one of the most...
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The post Ep. 271: Effects of Financial Stress appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we meet Nicole (not to be confused with Producer Nicole.) Nicole is tired of commuting over two hours round trip to work and has eyes on investing in real estate. But before she...
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The post Ep. 270: Nicole appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we meet one of our first international guests! Hailing from Central America, our guest Roger is ready to get serious about funding his retirement. Over the past 10 years, Roger has paid off over...
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The post Ep. 269: Roger appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we’re back answering more of your money questions. Our first question comes from a listener with a case of home-buyers remorse. His dilemma? He can afford his current housing situation, but he doesn’t want to...
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The post Ep. 268: Home buyer’s remorse and 401k roll-overs appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we meet Jackie. She’s 56, recently remarried, and feeling all over the place financially. After losing her dad two years ago, she inherited his estate but hasn’t done much with it. Currently living...
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The post Ep. 267: Jackie appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we’re back answering more of your money questions. To kick things off, Pete and I dive into an email asking for a simplistic review over 401k fees. Following our 401k fees exploration, we...
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The post Ep. 266: 401k fees, refinances, and the weirdest financial product appeared first on Pete the Planner®.
This week on The Pete the Planner Show, we meet Ashley. Well-weathered for 26 years old, she filed for bankruptcy this summer to put the terrible financial past of her previous marriage in the rearview mirror. And, in addition, she has...
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The post Ep. 265: Ashley appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we’re bringing back… you! We tried a few things out this summer, but we’re bringing back our feature guest format. However, this time around, we’re not focused on your million dollar day. We...
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The post Ep. 264: Lynwood appeared first on Pete the Planner®.
On this episode of The Pete the Planner Show, it’s a phone-a-friend edition! We have three very niche questions for the show and needed to call in a few experts. To kick things off, Pete received an email from a lady listener with some...
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The post Ep. 263: Phone-a-friend appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, Pete and I are back answering three more of your money questions. Our first question comes from an emailer whose friend has extended his advice on “what he’d do if he was in...
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The post Ep. 262: Taking advice from friends, housing situations, and student loans appeared first on Pete the Planner®.
This week we bring you: the final episode of RePete. We tried a little something different this summer, but you asked and for once we’re listening. The next extension episode you hear will feature a guest asking their financial question(s) to...
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The post RePete Ep. 7: Complicated financial tools back to basics appeared first on Pete the Planner®.
This week on The Pete the Planner Show we’re joined in studio by lead Financial Concierge on Your Money Line, Damian Dunn! Damian visits us at PTP HQ about once a month, so we take advantage and invite him to co-host when available. In this...
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The post Ep. 261: Target funds, HSAs, and stock cashouts appeared first on Pete the Planner®.
On this episode of RePete we’re joined by Rick Unser to talk about your 401k! (Ok, not your 401k specifically, but you know what I’m getting at.) Pete and I wanted someone to help us understand 401ks on a deeper level and what...
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The post RePete Ep. 6: Everything you’ve ever wanted to know about your 401k appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, we’re answering more of your money questions! First, in our trio of questions, we received an email from a woman getting ready to change jobs and has some choices to make while doing so....
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The post Ep. 260: Funding dual college tuitions and early 401k cash-outs appeared first on Pete the Planner®.
We’re back with the second installment of our Expert Series on RePete! This week we’re joined by Phil Schuman, Senior Director of Financial Literacy at Indiana University and our partner in MoneySmarts U, to dive into what a soon-to-be college student...
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The post RePete Ep. 5: What college students REALLY need to know prior to freshman year appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, Pete and I are back answering more of your money questions! The first in the lineup? A question about quarrels over money between two honeys. Financial conversations are usually about as awesome...
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The post Ep. 259: Sharing money with your honey and emotional housing attachments appeared first on Pete the Planner®.
On this episode of RePete we’re dedicating a whole show to your dear friend, home equity. Yes! This will be the first in our expert series where Pete and I bring in an expert on a topic we want all the...
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The post RePete Ep. 4: The ins and outs of home equity appeared first on Pete the Planner®.
This week on The Pete the Planner® Show, Pete and I could not be answering three more different financial questions. We dive into this episode with an email so good that it’s either an incredible prank… or genuinely the best email ever....
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The post Ep. 258: Investing early, international schools & retirement questions appeared first on Pete the Planner®.
We’re back with another RePete! This week’s question of the week: what lessons did you learn from your parents? Over the course of this episode, Pete and I realize a lot of lessons we’ve learned from our parents that we apply...
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The post RePete Ep. 3: Lessons from our parents appeared first on Pete the Planner®.
We’re back answering more of YOUR money questions! Why? Well, it’s what we do. To kick off this week’s show Pete and I read an email from a listener who’s hustling her way through just shy of $50,000 of debt....
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The post Ep. 257: How to prioritize debt pay off while saving for retirement appeared first on Pete the Planner®.
We’re back with another episode of RePete! This week’s question of the week: who are your financial role models? I’ve always searched for a role model, consciously or subconsciously, in almost every aspect of my life. It was no different when...
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The post RePete Ep. 2: Who is your financial role model? appeared first on Pete the Planner®.
This week, on The Pete the Planner Show, Pete is answering… the worst money question ever. And what makes this question the worst? Well, let us explain. A younger follower of ours, who recently graduated from college, is on the up and...
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The post Ep. 256: The worst financial question ever. appeared first on Pete the Planner®.
We’ve got big things happening at PTP HQ, we’ll be releasing a second episode of the Pete the Planner® Show each Thursday! You likely noticed the change from The Million Dollar Plan to The Pete the Planner® Show, and now we are finalizing all...
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The post RePete Ep.1: What is work/life balance? appeared first on Pete the Planner®.
This week on The Pete the Planner Show, Pete answers more of your money questions. And, for the first time ~ever~ I’m on the other side of the control room!!! I join Pete in the studio this week and let me tell...
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The post Ep. 255: Helicopter Parents & Entrepreneurship appeared first on Pete the Planner®.
This week on The Pete the Planner Show, Pete and I are back answering more of your money questions. To kick off this episode, we’re joined in studio by Christy Fogg from Journey to Joy Counseling! Why has Christy graced us with her...
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The post Ep. 254: Money conversations and college saving plans appeared first on Pete the Planner®.
This week on The Pete the Planner Show, Pete and I are back answering more of your money questions. We kick off this episode with a retirement question from an emailer, “I’m 64 and trying to figure out when to retire. If...
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The post Ep. 253: Healthcare, mortgages and leather puzzles appeared first on Pete the Planner®.
This week on The Pete the Planner Show, Pete and I are back answering more of your money questions! We’re covering a wide range of topics this week (which if your a friend of the show, should not come as a surprise...
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The post Ep. 252: Is it possible to not retire… successfully? appeared first on Pete the Planner®.
This week on The Pete the Planner Show we’re back with more of your money questions, answered. Pete and I dive into this episode with a common question we get from our friends of the Sandwich Generation in the great debacle of,...
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The post Ep. 251: The Sandwich Generation and cryptocurrencies, oh my! appeared first on Pete the Planner®.
This week on The Pete the Planner Show, Pete and I are answering your money questions. To start this week’s show, we piggyback off of a question he answered in his USA Today column, “Why does my investment advisor charge based...
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The post Ep. 250: Your money questions, answered. appeared first on Pete the Planner®.
Imagine setting your financial goal, aggressively saving for it, and achieving it. But now… you’re not sure how to more evenly spread out your savings. You and your husband both contribute to your retirement fund(s) and have an emergency fund fully...
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The post Ep. 249: Janet appeared first on Pete the Planner®.
This week on The Pete The Planner Show, Pete’s back in studio!!! After a couple months on the road, Pete joins me back at HQ and his mic has never sounded more clear. In this episode, we cover four very different topics....
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The post Ep. 248: Pete’s back in studio appeared first on Pete the Planner®.
You just moved across the county and are still acclimating to your new (and more expensive) cost of living. Trying to make the most of your current income, you’re working your way through a chunk of student loan debt paying...
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The post Ep. 247: Nick appeared first on Pete the Planner®.
This week on The Pete The Planner Show we wrap up our road series! Pete’s in Phoenix for the final leg of his travel… for right now and I’m in HQ maning the board. In this episode, Pete’s diving into his...
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The post Ep. 246: Pete’s in Phoenix appeared first on Pete the Planner®.
As the parents of two young girls, one of you and your husband’s major financial goals is to set them up to become fiancially successful adults. You’re actively contributing to their college funds and always on a mission to create...
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The post Ep.245: Laine appeared first on Pete the Planner®.
Imagine already knowing before you’re 30 that you want to retire early. You and your fiance live on the east coast and are both teachers. You’re getting married in August and are trying to have a budget wedding, but that...
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The post Ep. 244: Jerry appeared first on Pete the Planner®.
This week on The Pete The Planner Show we’re back with another road series edition! This episode we dissect Power Percentage™ from Philadelphia. When measuring how well you’re doing in your financial life, your income alone isn’t a good representation. This is...
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The post Ep. 243 Road Series: Pete’s in Philadelphia appeared first on Pete the Planner®.
Imagine being a single parent having sole custody of your two young children. You’re trying to save but the West coast cost of living doesn’t lend itself to your budget . You do not receive any child support and have had...
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The post Ep. 242: Lucy appeared first on Pete the Planner®.
On this episode of The Pete The Planner Show, we’re back again with a road series edition. This week, I’m recording from Austin, TX. However it’s not just any edition, it’s a bit of a Petepourri edition. My travel schedule is in...
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The post Ep. 241 Road Series: Pete’s in Austin appeared first on Pete the Planner®.
Imagine being well over half-way to retirement, but not being sure if you’ve been saving enough. You are an on-call archaeologist working part-time and your husband is a high-school teacher, together you bring in $93,000 a year. Your five-year-old daughter...
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The post Ep. 240: April appeared first on Pete the Planner®.
In the second instalment of our road series, were recording this week’s episode from Atlanta, Georgia! Millennial producer Nicole is manning the board from home, as I dive deeper into my 2018 travel season. And this week on The Pete...
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The post Ep. 239: Pete’s in Atlanta talking about taxes appeared first on Pete the Planner®.
Imagine wanting to retire early to pursue a growing side business full-time. But before you retire, you would like to buy a bigger home in the next couple of years and possibly a new/newer to you car. With a consistent...
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The post Ep. 238: Greg appeared first on Pete the Planner®.
This week on The Pete The Planner Show we debut a new mini special: The Road Series. As travel season gears up, for the next few weeks I’ll be joining the show from location while Producer Nicole mans the board at HQ....
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The post Ep. 237: Pete’s with Parrots in Pasadena appeared first on Pete the Planner®.
Imagine, returning to work after having two boys and having taking on steep daycare costs. You bought a modest house a few years back full of functional flaws, with the intention to one day renovate. You’re behind on savings and...
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The post Ep. 236: Elaine appeared first on Pete the Planner®.
It’s been an exciting whirlwind of events in the PTP headquarters the past couple a months, and this week we’re taking time to step back and take a deep breath. As things calm down, I’m trying to dodge being sick...
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The post Ep. 235: A Petepourri Episode appeared first on Pete the Planner®.
Imagine, getting back on track with plan in focus. You’re contributing to your 401k, paying down debt, but you’re ready to take on another task. With an approaching decrease in rent, will you be able to afford a down payment...
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The post Ep. 234: Return of Tina appeared first on Pete the Planner®.
In this week’s episode of The Pete The Planner Show, we’re talking about socially responsible investing. This, this buzzing topic, is what has everyone talking. They’re boycotting stuff, claiming they’ll never do business that feels this way or that way about...
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The post Ep. 233 Socially Responsible Investing appeared first on Pete the Planner®.
Imagine being a $100,000 household, living on East coast with two young kids. Currently, both kids are in daycare, but in the fall the oldest will start kindergarten. With only one child in daycare, soon your budget will welcome back...
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The post Ep. 232: Peggy appeared first on Pete the Planner®.
This week, we meet Devante. Devante’s main concerns, in his own words: “As an immigrant to the U.S., I am determined to do things smarter/more efficiently than my parents did when we first arrived here over 20 yrs ago. I am...
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The post Ep. 231: Devante appeared first on Pete the Planner®.
I make it no secret that my inbox is never short of full, but I wouldn’t have it any other way. Hearing your feedback and your take-a-ways from the show or a column of mine you’ve read, are one of...
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The post Ep. 230: Hollywood Squares Mailbag Edition appeared first on Pete the Planner®.
Meet, Sara. Sara’s main concerns, in her own words: “My husband and I are in our late 20’s and currently live in a metropolis part of the midwest where we bought our first home soon after we graduated from college. We...
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The post Ep. 229: Sara appeared first on Pete the Planner®.
On this week’s episode of The Pete The Planner Show, we’re talking about allllll the market volatility in the last several market sessions. And, oddly enough, this isn’t even the biggest hubbub in the nation right now due to the 24-hr...
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The post Ep. 228: Market Volatility with Tadas Viskanta appeared first on Pete the Planner®.
Re-meet, Ann. Ann’s main concerns, in her own words: “Greetings from your episode #9 guest! We’ve run into a unique “problem”…. Our household income has more than doubled but with minimal lifestyle inflation, leading to a surplus of $104,000 a...
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The post Ep. 227: The Return of Ann appeared first on Pete the Planner®.
On this episode of The Pete The Planner Show our favorite millennial producer Nicole… has had quite the week. And in light, she’s found herself with some problems and we’re talking her through them. Over the past year Nicole’s financial habits have...
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The post Ep. 226: Solving Nicole’s Problems appeared first on Pete the Planner®.
Meet Beth Beth’s main concerns, in her own words: “We’re narrowing in on mid and short term priorities now that we know the husband needs to stay home with kids. Working through the setbacks and obstacles of child card, not...
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The post Ep. 225: Beth appeared first on Pete the Planner®.
Meet, Joe. Joe’s main concerns, in his own words: “My wife and I come from different sides of the tracks. She was raised in a well-to-do family in which her mom stayed home, and the funds to provide were never short....
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The post Ep. 224: Joe appeared first on Pete the Planner®.
This week on The Million Dollar Plan, w’re talking about Millennials and their money habits. It has become overwhelmingly clear that over the past 20 to 30 years, our financial lives and habits have changed drastically. It is actually much, much more...
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The post Ep. 223: Millennials & Money appeared first on Pete the Planner®.
Meet: Boris. Boris’s main concerns, in his own words: “My main financial focus is on the costs that go away in retirement. Most of my top monthly outlays are to items that will go away and/or reduce when we retire....
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The post Ep. 222 Boris appeared first on Pete the Planner®.
This week, we bring you a very special edition of The Million Dollar Plan: Teaching Kids About Money. This is an episode, I have waited a very long time to do. It’s no secret I LOVE talking and teaching about money, especially...
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The post Ep. 221: Teaching Your Kids About Money appeared first on Pete the Planner®.
Meet Mark. Mark’s main concerns, in his own words: “I have not been working since 2016, following a divorce and am still on the job search. Only debt really is home and car (bought a low-mileage 3 year old Lexus...
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The post Ep. 220 Mark appeared first on Pete the Planner®.
This week on the Million Dollar Plan, we’re talking about celebrating financial successes. Going into the new year we lay a blueprint to the financial goals we want to achieve. We work continuously, maintaining the momentum the whole year through,...
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The post Ep. 219: Celebrating Financial Successes with Mr. Kinetik appeared first on Pete the Planner®.
Meet, Bryan. Bryan’s Maine concern, in his own words: “In the past 3-4 months, I’ve become a little obsessive about getting us back in the groove of goals towards finances. I think a lot has been spurred by us having...
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The post Ep. 218: Bryan appeared first on Pete the Planner®.
When we recorded this, it was our LAST radio episode of 2017. It only felt right to end the year with a special edition of the Million Dollar Plan. This week, we present: The 2017 PTPTV Investment Wrap-up. And it just so happens,...
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The post Ep. 217: 2017 Investment Wrap-up with Tadas Viskanta appeared first on Pete the Planner®.
This week, we met Derek. Derek’s main concerns, in his own words: “I’m 38 years old and have been divorced for 3 years now. I currently have no consumer debt, and a mortgage with about 150,000 left on it. I feel...
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The post Ep. 216: Derek appeared first on Pete the Planner®.
This week, we met Hank. Hank’s main concerns, in his own words: “After college I spent about a decade pursuing my passion of coaching triathletes rather than go into the corporate world. I took a job managing a bike shop...
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The post Ep. 215: Hank appeared first on Pete the Planner®.
It is no secret, I get a lot of emails. And for whatever reason, recently, I have been getting some intense emails coming through my inbox. We are talking intro, three full body paragraphs, and conclusion with a SparkNotes sheet,...
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The post Ep. 214: Answering emails with Paul Ashley appeared first on Pete the Planner®.
This week, we met Pepe. Pepe’s main concerns, in his own words: “I am 27 and have been following your advice for two years now. I should say I have had a sincere interest in your advice for two years...
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The post Ep. 213: Pepe appeared first on Pete the Planner®.
This week on The MIllion Dollar Plan, we’re setting some goals. As we sunset 2017, we’re laying the blueprint to our 2018. We set goals, to get us going on the path for each area of our life’s successes. Throughout...
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The post Ep. 212: Setting goals for 2018 appeared first on Pete the Planner®.
Meet, Nancy. Nancy’s main concerns, in her own words: “My husband and I are in the process of getting our 5 year plan in order. My husband and I each make just over $100, 000 (plus $30-40,000 in bonuses). We’ve...
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The post 211: Nancy appeared first on Pete the Planner®.
This week on the Million Dollar Plan we dive into cryptocurrencies. This is a topic that I’ve wanted to do on the show for years now, but I haven’t known who/where to turn to. So, I turned to the inter-webs. It was there...
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The post Ep. 210: Cryptocurrency appeared first on Pete the Planner®.
Meet Harry. Harry’s main concerns, in his own words: “My wife was a HS teacher for 14 years and stopped working for a few years as she was primary caregiver to her grandfather. She has re-entered the workforce as a...
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The post Ep. 209: Harry appeared first on Pete the Planner®.
Meet Drew. Drew’s main concerns, in his own words: “My wife and I are a young, married couple with our first baby on the way. We both work, and we’re trying to plan for the future, save as much as...
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The post Ep. 208: Drew appeared first on Pete the Planner®.
This week on the Million Dollar Plan, we’re talking about change. Making a change, and following through with it can be hard. Making a financial change, and following through with it can be hard. Making any alteration in your day-to-day...
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The post Ep. 207: Change appeared first on Pete the Planner®.
Meet Becky. Becky’s main concerns, in her own words: “I am retired and live well within my means. I’m hooked on saving money and have excellent credit. My main financial focus is eliminating all outstanding debt (I have a car...
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The post Ep. 206: Becky appeared first on Pete the Planner®.
This week on the Million Dollar Plan, we’re embracing the Thanksgiving spirit. We might be a week early but at PTP Headquarters, Thanksgiving is one of our favorite holidays. When planning this show, we were prompted with the concept of, “on...
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The post Ep. 205: Thinking Man’s Edition appeared first on Pete the Planner®.
This week, we met Kira. Kira’s main concerns, in her own words: “My situation is a little unusual. My plan is to sell our house in the next year and move to Nashville, where my daughter lives. We plan to...
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The post Ep. 204: Kira appeared first on Pete the Planner®.
This week, it’s a bit of a “gripey Old Man” Pete edition of The Million Dollar Plan. After over 160 flights and 13 weeks of travel, I’m finally home. We’ve been on a bit of a Petepourri kick, so we kept it...
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The post Ep. 203: Credit cards, medical bills and more appeared first on Pete the Planner®.
This week, we met Chris. Chris’s main concerns, in his own words: “My in-laws have struggled through financial issues for most of their lives. Now that problem is hitting home for my family. They are moving in with our family...
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The post Ep. 202: Chris appeared first on Pete the Planner®.
This week, we met Frank. Frank’s main concerns, in his own words: “I’m in about $22,000 worth of debt between personal and credit card loans. My wife and I are expecting baby number two very soon and I need to...
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The post Ep. 201: Frank is changing his mindset and taking control of his financial life. appeared first on Pete the Planner®.
This week, we celebrated a special episode for The Million Dollar Plan. While I have been doing radio (going on) eight years now, there has been one guest I have been waiting for. In honor of our 200th episode, Mrs. Planner joined...
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The post Ep. 200: Mrs. Planner’s Debut appeared first on Pete the Planner®.
This week on the Million Dollar Plan, we’re combating retirement (or as I should say, income independence) from a COMPLETELY different angle. Usually on this show we look at and discuss ways to get/save a bunch of money. But today...
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The post Ep. 199: Eliminating expenses prior to retirement appeared first on Pete the Planner®.
This week, we meet Stella. Stella’s main concerns, in her own words: “I got a late start financially because I got a PhD, but I’ve educated myself a lot and am passionate about being in control of my finances. I’d...
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The post Ep. 198: Dr. Stella appeared first on Pete the Planner®.
This week, we’re talking budgeting. Through the different online sites, apps and e-resources, setting a monthly budget can get lost in all the noise. We live in a world of convenience, but when it comes to budgeting–convenience is one of...
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The post Ep. 197 Budgeting Basics appeared first on Pete the Planner®.
Meet Mike. Mike’s main concerns, in his own words: “My wife and I are early retired, slightly, for a couple of years now. She was a stay at home mom and has been retired for decades. I now make six...
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The post Ep. 196: Mike, semi-retired and fully funded appeared first on Pete the Planner®.
Y A few weeks back, we introduced a special edition of The Million Dollar Plan, called “Pete’s Potpourri.” We talked a little bit about this and a little bit of that. Some might say, a bit of a “potpourri” episode, if...
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The post Ep. 195: Pete’s Potpourri pt. 2 appeared first on Pete the Planner®.
Meet, Wayne. Wayne’s main concerns, in his own words: “My government job is stressful, I feel burned-out, and I need a change. When I turn 57 in 4 months, I’m eligible to retire from a with a monthly pension of...
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The post Ep. 194: Wayne is ready to retire and recharge appeared first on Pete the Planner®.
This week, we’re talking about wake-up calls. Whether it’s your health, your relationships or your finances–you are well aware if a certain component of your life is not where it needs to be. You don’t have to receive an ominous...
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The post Ep. 193: Answering your wake-up call appeared first on Pete the Planner®.
Meet, Olivia. Olivia’s main concerns, in her own words: “I wasn’t a credit wizard in my early 20’s and early 30’s. It took a lot of hard knocks to show me the light. Now I have seen said light, and...
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The post Ep. 192: Olivia is trying to pay off her past and fund her future. appeared first on Pete the Planner®.
Meet Wendy. Wendy’s main concerns, in her own words: If we were to stay in the Midwest in our current jobs, I wouldn’t be worried about our financial future at all. However, my husband, who is active duty military, is...
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The post Ep. 191: Wendy is funding a Midwest present, preparing for a West Coast future. appeared first on Pete the Planner®.
This week, I welcome back my friend Paul Ashley from First Person Advisors. Paul has been featured on my show two times prior to this week’s episode, and you can find both by clicking here and here. clicky, clicky There...
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Meet Cassie. Cassie’s main concerns, in her own words: I find managing money difficult, but over the past several years I’ve educated myself on financial responsibility and budgeting. I am quite proud of what I have accomplished–curbed my unnecessary spending...
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The post Ep. 189: Cassie is ready to walk the walk to a secure financial life. appeared first on Pete the Planner®.
Meet Maybel. Maybel’s main concerns, in her own words: I am not sure WHAT to do next, or how to go about it. When I left my previous employer, I became a contract worker and stopped contributing to retirement to build...
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The post Ep. 188: Maybel, she’s got multiple next moves & is trying to find the best fit. appeared first on Pete the Planner®.
In a special early week edition we’re focusing on how our data is handled, specifically with the credit data bureaus. In early September of 2017, one of the big three credit bureaus (Equifax) had a data breach causing potential reproductions...
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The post Ep. 187 Freezing your credit: the what & how to’s. appeared first on Pete the Planner®.
Meet Autumn. Autumn’s main concerns, in her own words: We have roughly $1500-1700/mo in extra income and we would like to know how we should allocate this money. We have ideas of contributing more to my HSA, start ROTH’s, contribute...
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The post Ep. 186: Autumn, a mom working to keep her family financially on track. appeared first on Pete the Planner®.
This week: we’re talking about banking. Specifically with that special someone of yours. Your “lovey-dovey”, if you will. This is an episode that has been a long time coming. And after seeing a friend of mine this past week while...
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In this week’s episode–we shake things up a little bit. It’s what we do here in PTP headquarters. If you listen to my radio show, and usual Thursday podcast postings, you’re familiar with my four-segmented show. Now stay with us–for...
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The post Ep. 184: Rubin, a business owner focused on saving for the future. appeared first on Pete the Planner®.
Meet Red. Red’s main concerns, in his own words: My wife and I are in our mid 30’s. We have one child who is 8 y.o, of which we recently found out has Type 1 Diabetes. I work for the...
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The post Ep. 183: Red, a state worker & wanna be salesman. appeared first on Pete the Planner®.
This week, we’re talking about the chaos that can ensue in your financial life. Chaos—while fun to spell and fun to say is not so fun when it comes to your financial life. If you’re waiting on your next paycheck...
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The post Ep. 182: Signs of a Chaotic Financial Life appeared first on Pete the Planner®.
Meet Brielle. Brielle’s main concerns, in her own words: My biggest hurdle is balancing it all. We have a two and four year old that we will send to day care and preschool and starting in Sept. My children both have...
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The post Ep. 181: Brielle has a lot of moving pieces & is ready to put them into place. appeared first on Pete the Planner®.
This week, I’m joined by CJ McClanahan. CJ is an accomplished writer, speaker, executive coach and long-time personal friend. Over the past 10 years CJ has helped me grow personally, entrepreneurially, and is the reason I got into radio. Over the...
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Meet Tina. Tina’s main concerns, in her own words: I am a single mother of a 4 year old. I owned a home but after a legal case I sold my home via short sale in 2015 after owing since 2000...
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The post Ep. 179: Tina, a single mother ready to get back on track & contributing to her future. appeared first on Pete the Planner®.
This week, we’re talking about: Selling Your Home. A daunting feat, that if done correctly–can be a sizable pay off. When selling your home (or getting ready to sell your home) you’re preparing to leave the house. Your main focus...
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The post Ep. 178: Selling Your Home appeared first on Pete the Planner®.
Meet Allison. Allison’s main concerns, in her own words: I am a single Federal Government employee who would like to retire at 62. I currently make just over $100,000, but I live in the high cost of living area of...
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The post Ep.177: Allison wants to retire early, but got a late start on serious retirement savings. appeared first on Pete the Planner®.
Meet Jeff. Jeff’s main concerns, in his own words: I’m 34, married with a 1-year old, based in Los Angeles (pretty high cost of living), and work for a tech startup. My wife works in law enforcement, but we have different...
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The post Ep. 176: Jeff, rocket ship salesman by day…real-estate broker by night. appeared first on Pete the Planner®.
In this week’s episode, we’re talking about a little bit of this and a little bit of that. Some might say, a bit of a “potpourri” episode, if you will. There are a couple different things I want to cover,...
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The post Ep. 175: A Potpourri Episode appeared first on Pete the Planner®.
Meet Katie. Katie’s main concerns, in her own words: I’m graduating from college in May 2017 and have a job making 72,000 as an engineer. I have no debt, no car payment, and a small amount in an IRA, so...
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The post Ep. 174: Katie, the Paper Mill Engineer Who Drives a Forester. appeared first on Pete the Planner®.
In this episode, we’re talking about: Family & Money. Now as a husband, father, son, and friend–while I’m no relationship expert, I do have experience in a handful of different ones. Today I’m going to cover the good, the bad,...
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The post Ep. 173: Family & Money appeared first on Pete the Planner®.
Meet Lynette. Lynette’s main concerns, in her own words: My husband (38) and I (34) paid off all our debt, except our mortgage. We have a toddler, and a dog. We’re about to move to another state and will be...
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The post Ep. 172: Lynette is in her mid 30’s and trying to do it all. appeared first on Pete the Planner®.
On this episode of the Million Dollar Plan, I answer your questions. Once a month, or every four weeks or so, I like to dive into my mailbox and revisit some of your emails. They intrigue me–I never know what I’m...
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The post Ep. 171: Mailbag appeared first on Pete the Planner®.
Meet Jordan. Jordan’s main concerns, in his own words: I am a school teacher with two children under 4 and a third on the way. I have a net worth of $110,000 but only an income of $50,000 because my...
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The post Ep. 170: Jordan, a school teacher, reverses roles as I grade him on his financial life. appeared first on Pete the Planner®.
This week, I’m talking about rules. You need rules to live by. For each component of your life you need to set some personal rules, or standards if you will, that apply to you and your everyday obligations. If you don’t–you are...
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The post Ep. 169: Setting Your Financial Rules. appeared first on Pete the Planner®.
In October of 2016, I talked with Omar about a daunting feat: to retire by 40. When we first talked to him, here were his main concerns in his own words: I think my wife and I could make for...
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The post Ep. 168: The Return of Omar appeared first on Pete the Planner®.
This week, we’re talking about The Four Stages of Your Financial Life. In your financial life there are 15, yes count’em, 15 things that you need to do. 15 sounds daunting, doesn’t it? If you write them all down that’s...
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Meet Melissa. Melissa’s main concerns, in her own words: My base pay is $74,800 plus overtime on top of that. I have been saving for a house aggressively since January 2015 at about $700 a paycheck (last month I scaled...
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The post Ep. 166: Melissa has saved for retirement since the age of 25 and is getting ready to reap the benefits. appeared first on Pete the Planner®.
*important editor’s note: in light of recent listeners’ feedback, it has been brought to my attention last week’s show had too many jokes, too many personal stories, and not enough information. This week, I switched it up a little bit....
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The post Ep. 165 Life Insurance appeared first on Pete the Planner®.
Meet Brian. Brian’s main concerns, in his own words: My wife and I are in our early 30’s. We have been on the wrong track financially for years. We got ourselves into some serious financial trouble early on in our marriage....
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The post Ep. 164: Brian’s paid off over $60,000 in debt and is ready to get back on track. appeared first on Pete the Planner®.
This week on the Pete the Planner® Show, I’m going to be talking about: The Reality Gap. Ah, the reality gap–so, this is what I’m really into right now and I’m going to explain and walk you through this concept. But first...
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The post Ep.163: The Reality Gap appeared first on Pete the Planner®.
Meet John. John’s main concerns, in his own words: My wife and I just welcomed our second (and last!) child. We have a comfortable lifestyle – both have stable jobs, we purchased a new home back in 2015, and save a...
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The post Ep. 161: John has nearly thought of everything…but he hasn’t appeared first on Pete the Planner®.
Meet Serena. Serena’s main concerns, in her own words: I’m starting a new job, so I feel like I’ll finally be earning enough to open an individual retirement account (in addition to my employer’s pension plan); however; I still have...
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The post Ep. 160: Serena is struggling to prioritize appeared first on Pete the Planner®.
Meet Dylan.
Dylan’s main concerns, in his own words:
We are both in law enforcement and live together with two children under three years of age. She was out of work for a year and a half with child care and we have 26K in credit card debt and a 178K mortgage and about 15K in medical bills. My power percentage is 32. We have almost identical incomes at 71K each and she puts in 15% (75k current total) and I put in 12% (200k current total) into separate 457b (Deferred Compensation). We have pensions through work. I am 48 and will retire at 59 1/2 with a full pension. She is 34 and will retire at 53 with a full pension after 25yrs of service. We can’t seem to save any extra money for a down payment on a new home. I am very worried we don’t have enough saved for a comfortable retirement and provide for the children.
The post Ep. 158: Dylan is a cop with big goals appeared first on Pete the Planner®.
This week, I cover the top three signs of financial stability. Over the course of my career, I’ve seen thousands of different financial situations—good and bad. These three signs have consistently been apparent in the good ones.
- At least three months’ of expenses saved. An emergency fund. Seems simple enough right? From my experience, it can sometimes take people years to keep that amount in a savings account. You really need to go out of your way to make sure this is a lump sum completely separate from the cash account you use for everyday purchases. Start by just saving one month of expenses first. Work your way up to three as soon as you can.
- At least a 20% Power Percentage. Don’t know your Power Percentage? Read more about it here or listen to my podcast about it. The quickest and easiest way to bump up your percentage is to increase your retirement contributions.
- A clear understanding of your #1 financial goal. In other words, for the next extra dollar that comes into your household, do you have a plan for exactly where it will go? No matter what is happening in your life, keep at least one goal for your finances. Don’t let yourself become stagnant. If you’ve just hit a rough patch, your first goal is to rebuild your emergency fund. If you just paid off a large debt, have a plan for where the extra money will be going now that it’s not going to a monthly payment. I get it, bad stuff will happen, but you cannot let instability set in.
Ready to create stability in your life? Make the decision to take these steps today.
The post Ep. 157: Financial Stability appeared first on Pete the Planner®.
M$D: Done.
Meet Aurora.
Aurora’s main concerns, in her own words:
We are a dual income, one child family, who already has a million dollars saved for retirement. Our emergency fund is only at $26K and we don’t really budget our income (almost $250K). Should we reduce down our future savings to boost our lifestyle now or work to really budget our money better?? In fairness, we take two nice vacations each year but still feel strapped for cash monthly. Our power percentage is 34% but we’d like to make it higher. Do you have any thoughts on where to go from here?? We have wills and our son (7) has $85K set aside for college.
The post Ep. 156: Aurora is already a millionaire…now what? appeared first on Pete the Planner®.
If you’re like most people, you haven’t been able to avoid all the discussion surrounding healthcare in the past few weeks and months. To cut through all the static, I brought on Paul Ashley from First Person Benefit Advisors onto my show to ask the most pressing questions.
Since the Affordable Healthcare Act was passed in 2010, Republicans have wanted to repeal and replace it. But what does that mean? What does it look like in our every day life? We talk about the real differences between Obamacare (the ACA) and Trumpcare (the AHCA). No matter where you stand on the political scale, healthcare affects every one of us and it’s important to know what each side believes as well as the reality of each bill in the midst of so much opinionated coverage.
If you’ve ever wondered, “Why does healthcare cost so much?” or “How are other countries able to have what looks like ‘free’ healthcare?” then this episode is for you.
Follow Paul Ashley on Twitter or check out First Person Advisors here.
The post Ep. 155: Healthcare appeared first on Pete the Planner®.
M$D: May 1, 2045
Meet Steven.
Steven’s main concerns, in his own words:
I am a teacher and my wife is a medical assistant. We have two kids aged 3 and 1 and we make 85k a year and take home $5,800 a month. We have no debt (just aggressively paid off last car loan) and owe 130k on a mortgage for a house worth about 150k. We save $1,000 a month into 2 Roth IRAs and my wife puts 6% in a Roth 401k with a 3% match. As a teacher, we get a mortgage certificate that gives us a credit of $2,000 a year in taxes.
Main concern is my wife wants to go back to school to become an RN. We are looking at different options but it looks between $20-30k to get the degree. However, she will make at least that much extra once she gets her degree. It will be around a year before she can apply, but would not be able to work full-time while in school. We are trying to live just on my teacher income so we can get used to doing that while wife is in school.
What should we do with my wife’s current paycheck, stay maxing out both Roth’s or just leave in savings? Also, any suggestions on how to pay for school in a year or two?
The post Ep. 154: Steven’s wife wants to make a career change, can their finances accommodate it? appeared first on Pete the Planner®.
I’m dedicating this entire episode to Barb! Barb, a wonderful audience member from a speech I gave last week in Michigan, asked the best question I’ve heard in years. What do you do when, 10 to 15 years from retiring, you realize your Power Percentage isn’t where it should be and you aren’t sure if you can turn the ship around?
Whoa. Am I excited to tackle this one.
This episode is the turn around episode and we take on more Power Percentage challenges. To answer Barb’s question, I start with diagnosing the problem. How can you truly know you’re struggling? In what area are you struggling? Power Percentage answers this. More often than not, it’s a lifestyle problem. It always boils down to poor financial behavior. You’re either spending too much, in too much debt, or not saving enough. The hard truth is, no matter what caused it, the financial struggle is oftentimes due to your behavior. I know, I know, we all have different situations and circumstances, but if you’re looking at retirement and you aren’t fully prepared, saying, “It’s not my fault” is the same thing as saying, “I can’t fix it.” Look in the mirror and stop lying to yourself. You’re either on a path to retirement or you’re not. There is no “kinda”.
That being said, how can you truly fix this? To answer this, I look at a couple case studies. Overall, I break it down in a few steps:
- Figure out exactly how much they need to pay per month to make sure their mortgage is completely paid off by retirement.
- Immediately crank up your Power Percentage by increasing your retirement contributions. No excuses.
At this point, you’re probably asking, “Where is the money for this supposed to come from?” And this is where I get real with you. The reason you’re in a tough spot is because you’ve let other priorities move ahead of retirement. So should you live a rough life just to retire successfully? The answer is YES. We are talking about putting away enough money to survive without your income. If this sounds terrifying, it’s because it is.
- Never absorb a pay raise again. Put your raise directly toward your retirement fund.
- After these steps, it comes down to slimming down your lifestyle (i.e. cutting vacations, dining out less, downsizing your home, etc.)
Feeling a reality check coming on? Watch the episode on PTPTV and share with someone else who needs a reality check.
The post Ep. 153: The Turn Around appeared first on Pete the Planner®.
M$D: April 29, 2047
Meet Kendall.
Kendall’s main concerns, in her words:
We have a daughter with autism that we’re anticipating needing to care for the rest of our lives. Waiting for the state to set up ABLE account for her. Want to make sure we’re doing everything else right. I stopped working because of all the therapies. Contemplating going back to work part time in a lower paying field with flexibility but in the back of my mind thinking I may need to homeschool as she gets older. But, not working has me worried about SS, medicare, and disability benefits for myself. I do a small work from home gig as an independent contractor, but it doesn’t pay much. We’re working on paying our mortgage off in 15 years. Still have student loan debts. His will be gone this year where mine still have awhile. Also, my husband started working for a company last year that offers a pension, 50% vested in 5 years, 100% in 10. Full benefits at 65 or age plus years worked = 85. So far, we have no information about how much of a pension he could be potentially getting so trying to figure out how to plan for retirement with that. Plus, making sure we’ll be OK for my husband to buy a Tesla model 3 when it comes out. Currently he drives a 2002 car and his commute is longer now. He works hard for us and I would really like him to be able to get this car. We rarely splurge and do not take real vacations because our daughter can’t handle big trips yet so this is our splurge item before home items will be needing replaced/repaired.
The post Ep. 152: Kendall has a child with special needs and wants to plan for the future appeared first on Pete the Planner®.
This week, I dig into more of your questions. These are the ones I tackle:
“Hello Pete, I’m a 23-year-old and I work as a chemist making $50,000 a year. I’m currently contributing 6% to my employer-sponsored Roth 401(k) and maxing out my Roth IRA. I also recently started investing in a taxable account with my tax return and end-of-the-year bonus money. I have $26,000 in student loan debt and $10,000 in a car loan. The interest rates are 5.2% and 2.45% respectively. I currently make the minimum payments on each but feel overwhelmed by the large amount of debt. Should I keep throwing my extra money in the taxable account or start to double down on those loans? My investments have been making more than I currently pay in interest which is why I feel I am at a crossroads.”
— Alex from Wisconsin
“Is a 35% power percentage really realistic? I’m a single 27-year-old, drive a paid-off car, invest 12% toward retirement (includes employer contributions, retirement is between a Roth and a traditional), invest 8% gross toward emergency savings, 4.33% gross toward a taxable brokerage account, and to show for all of it, my net worth is in the low 40’s. The only debt I have is a small chunk of credit card debt. The problem I had was that after computing my power percentage, I have a less than satisfactory percentage at 25%. Am I missing something?”
— Cory from Colorado
“Hey Pete, I’ve been a big fan for a long time, my dad was too. I have to say, he probably followed more of your advice than me. One thing he did follow was your advice for freezing my parents’ credit. It sounds great, but now that he’s passed, my mom can’t get anything in her name because she doesn’t know the answers to the security questions they’re asking. Anyway, this on top of all the stress of losing her husband is an enormous pain. What do you think? A great blog post in the making or weeks of time on the phone in frustration or both?”
—Allison
I also cover manure, silent killers, and my best tactics for faking your way through English class. What can I say? Sometimes I get off track.
The post Ep. 151: Mailbag appeared first on Pete the Planner®.
M$D: January 22, 2039
Meet Renee.
Renee’s main concerns, in her words:
I feel like we have all of the pieces but I’m not sure how to prioritize. My husband and I will probably gross around $85-$89k this year (ballparking numbers for his travel stipend, overtime, and minus some unpaid maternity leave for me). I make 31k and his base pay is $49k. We owe $5k on a car that we’re aggressively paying down and owe $70k on our home in a 15-year mortgage. We have no other debt. We have 3 months of expenses saved. He saves 15% between his 401k & Roth accounts and I save 22% between a 403b & Roth since my job just started matching. We have a 529 for our new baby. After all of this, I can usually count on at the very least, $1000 extra a month. Learning more about investment has been my new year’s resolution and I’m finding out that paying off our house probably doesn’t necessarily need to be as far up our list of priorities as I originally wanted it to be. I would love some help in putting together a new game plan. Thanks!
The post Ep. 150: Renee has a new baby and some extra money at the end of the month…can she avoid lifestyle creep? appeared first on Pete the Planner®.
This week, I talked with Phil Schuman, Director of Financial Literacy at Indiana University. Phil and I have been working together since last fall on a project to increase college financial literacy. The program, called Money Smarts U, is through Indiana University, but will eventually be available for other colleges to adopt and offer to their students. We’re pretty excited about the change this can bring in increasing the financial preparedness of recent college grads. When everything is said and done, there will be over 20 hours of content for students at various stages of financial literacy to learn the basics before they reach the real world.
If you are a college student, have a current or future college student, or will be a college student eventually — basically anyone ever — this is an episode for you. We cover some common financial mistakes in college, ways people try to circumvent debt collectors (hint: you really can’t), and more.
Check it out.
The post Ep. 149: College Financial Literacy appeared first on Pete the Planner®.
M$D: October 10, 2041
Meet CJ.
CJ’s main concerns, in his words:
We are an early 30’s married couple that is looking to have kids soon. We have a house, but we are looking to upgrade that in the next few years as well. I got a late start to my career so I wasn’t able to really start saving for retirement until I was 30. I am on the tail end of student loans (about 5 years left) that I have from pursuing my MBA. We are finally saving how we want to, but are still not sure if it is enough for all of our needs. We each have a 401(K) and are putting 6% plus an employer 3% match. Combined gross income is around $125,000.
The post Ep. 148: CJ had a late start to his career, but his profession makes it less stressful than you’d think appeared first on Pete the Planner®.
This week on PTPTV, I talk youth sports with Travis Dorsch. He’s got quite the title, are you ready? Dr. Travis Dorsch: Former Professional Football Player, Assistant Professor, Founding Director of the Families in Sport Lab in the Department of Family, Consumer, and Human Development at Utah State University. Yes, I do give him a hard time about how long this title is. To summarize: he studies the impact of youth sports on families.
My primary approach to this topic has been financial. And no, I don’t mean betting on Joey’s little league team. That’s why it’s great for me to talk to someone like Travis to understand the impact of youth sports beyond the bank account. If you’re a parent with a kid who’s interested in youth sports, this episode is a must-listen. Travis and I discuss the message you send to your kids by spending money on youth sports, how to know if your child is really being enriched by their sport, yelling at refs, and a lot more.
Check it out.
Follow Travis on Twitter or check out Families in Sport.
The post Ep. 147: Youth Sports appeared first on Pete the Planner®.