Category Archives: Million Dollar Plan

Ep. 152: Kendall has a child with special needs and wants to plan for the future

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…

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Ep. 151: Mailbag

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…

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Ep. 150: Renee has a new baby and some extra money at the end of the month…can she avoid lifestyle creep?

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…

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Ep. 149: College Financial Literacy

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…

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Ep. 148: CJ had a late start to his career, but his profession makes it less stressful than you’d think

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…

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Ep. 147: Youth Sports

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…

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Ep. 146: Cindy, recently divorced, is looking for a financial fresh start

M$D: June 10, 2036 Meet Cindy. Cindy’s main concerns, in her words:  My husband and I are separated and the divorce will be final in a couple of months. He no longer lives in the house, so it’s just my…

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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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