Meet Maggie. Maggie’s main concerns, in her own words: Hi Pete, Discovered your podcast a couple of months ago and have been binge-listening. I get something out of every single episode. I calculated my power percentage at 38%…and my MDD…
Meet Serena. Serena’s main concerns, in her own words: I’m starting a new job, so I feel like I’ll finally be earning enough to open an individual retirement account (in addition to my employer’s pension plan); however; I still have…
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Meet Dylan. Dylan’s main concerns, in his own words: We are both in law enforcement and live together with two children under three years of age. She was out of work for a year and a half with child care…
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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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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 $26K and we don’t really budget…
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If you’re like most people, you haven’t been able to avoid all the discussion surrounding healthcare in the past few weeks and months. To cut through all the static, I brought on Paul Ashley from First Person Benefit Advisors onto…
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M$D: May 1, 2045 Meet Steven. Steven’s main concerns, in his own words: I am a teacher and my wife is a medical assistant. We have two kids aged 3 and 1 and we make 85k a year and take…
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We mix it up on PTPTV this week! For this episode, I’m in the guest seat and podcaster Lindsey Hein is hosting. She’s hilarious and I was happy to be the one on the other end of the questions for…
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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This week on PTPTV I talked with Coach Burt. Coach of what you may ask? Sports coach? Life coach? Career coach? The answer is, all of the above. He’s recently written a book, Everybody Needs a Coach in Life. Most of…