Category Archives: PTPTV

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. 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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Ep. 138: Mark has a pretty good financial life, except for his unique life insurance situation…

M$D: January 28, 2024 Meet Mark. Mark’s main concerns, in his words: I have 300k in retirement savings. Putting $3000 a month toward retirement in Roth 401k and 457b plans (We make too much for a Roth IRA).  Have $170,000 in student…

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Ep. 137: Financing

In this episode I talk about financing. Surprisingly, I haven’t touched on this topic much yet. But today, I got fired up about it. Over and over again, I’ve come across people who have ruined their financial lives by financing…

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