Category Archives: Retirement

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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Ep. 117: Tony wants to be able to shut it down at 40. Can he?

M$D: 7/31/2026 Meet Tony Age: 28 Tony’s main concerns, in his words: I’m 28, my wife is 26. We have a 16-month-old son. Our main goal is to have enough money where I can semi-retire at 40 (or earlier), if I want, and work part-time/full-time…

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Ep. 111: Omar wants to retire by 40

M$D: 12/27/2023 Meet Omar Age: 30 Omar’s main concerns, in his words: I think my wife and I could make for an interesting case study. We’re both 30 with aspirations of achieving very early financial independence/retirement by 40. Neither one of us are doctors/lawyers/engineers…

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Ep. 95: Lucy is a travel nurse who is killing debt

M$D: 9/13/2038 Meet Lucy Age: 34 Lucy’s main concerns, in her words: Description: I’m a single, registered nurse. Currently, I have about $9,000 in credit card debt, $8,000 on my final student loan, I bought a house last summer ($112,000) and I lease a…

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Ep. 87: Phil is single and ready to mingle…if you’re financially responsible

M$D: 11/17/40
Meet Phil
Age: 31
After recently ending a long-term relationship, Phil is wondering how he’ll be able to afford the home they shared expenses on for years. Can Phil’s financial life adjust to the single life or will he have to make some big changes?

Ep. 86: Setting Goals

You set goals all the time, but they probably aren’t good ones. Sorry to burst your bubble, but setting smart financial goals is a honed skill. In this episode, I’ll help you understand how to set goals that challenge you but are still realistic and achievable.

Ep. 83: Mikey needs to wakeup

M$D: N/A
Meet Mikey
Age: 35
Mikey’s married with 3 kids and he and his wife are buried in debt. They are in over their heads and they need help. Mikey and I have a heart-to-heart about motivation, and we create a plan to get him on the right path.