Category Archives: Retirement

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. 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. 135: Visualization

In this episode of the Pete the Planner® Show, I talk visualization. If you are wandering aimlessly through your financial life, this is the key you are missing. Visualizing the financial life you want is a great tool to get…

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Ep. 132: Retirement Checklist

Topic: Retirement Checklist Special Kudos: Ann, our listener of the week who suggested this topic No matter what your age, you’re going to walk away from this episode with either a wake up call and a list of what to do next…

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