Category Archives: Million Dollar Plan

Ep. 175: A Potpourri Episode

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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Ep. 174: Katie, the Paper Mill Engineer Who Drives a Forester.

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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Ep. 172: Lynette is in her mid 30’s and trying to do it all.

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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Ep. 168: The Return of Omar

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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Ep. 167: The Four Stages of Your Financial Life

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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Ep. 166: Melissa has saved for retirement since the age of 25 and is getting ready to reap the benefits.

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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Ep. 165 Life Insurance

*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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Ep. 164: Brian’s paid off over $60,000 in debt and is ready to get back on track.

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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Ep.163: The Reality Gap

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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Ep. 161: John has nearly thought of everything…but he hasn’t

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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