Category Archives: PTPTV

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. 157: Financial Stability

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…

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Ep. 156: Aurora is already a millionaire…now what?

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…

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Ep. 155: Healthcare

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…

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Ep. 153: The Turn Around

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,…

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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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