Ep. 145: Rhonda needs to make a plan for retirement for herself and her employees

M$D: August 26, 2049 Meet Rhonda. Rhonda’s main concerns, in her words: My husband and I recently paid off our businesses. We have been investing all our money into them and not saving much for retirement. We now have quite a…

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Ep. 144: Mailbag

On this episode of the Million Dollar Plan, I answer your questions. Do you want to send me some questions? Go ahead, hit me up at askpete@petetheplanner.com. Today I answer questions from Tim, Karen (spelled the way I think it should…

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Ep. 143: Jack tries to sell me some life insurance

M$D: May 13, 2064 Meet Jack. Jack’s main concerns, in his words: I make $1,900 a month net, I also make some commissions although I’m still new so not entirely sure how consistent that will be! So, I would like to…

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Ep. 142: Tatiana’s husband just lost his job, but their financial life is still looking up

M$D: October 28, 2027 Meet Tatiana. Tatiana’s main concerns, in her words: Hello Pete, Our goal is to be debt-free except for our house by November 2019 if not sooner! What can we invest in that will increase our net worth…

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Ep. 141: Power Percentage Part 2

It’s time we talk about Power Percentage. Again. Ever since my podcast on this topic a few weeks ago, I’ve been receiving lots of questions. If you have no clue what a Power Percentage is, check out Episode 120 or…

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