New to the show this week, Pete and Damian present: The Best Email of the Year! Believe us, you don’t want to miss this one. They’ll explain it all when you click Play below. Can’t listen? Check the Show Notes! Show Notes:…
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Dear Pete, My wife and I are beginning to put together our estate plan, and we’ve come to an interesting conclusion. We don’t want to pass any of our money onto our adult children. They’re not bad people, and they’ve…
FIRST SHOW OF THE NEW DECADE! Starting 2020 off in the right way, Pete and Damian are…still here. Seriously, to welcome us all into a new season, it’s only right that the team introduce you to something new. Click play to hear…
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Dear Pete, My wife and I have been married for seven years this February. We get along great, except for one minor issue. Well, it’s not that minor. She spends a tremendous amount of money, which makes achieving our financial…
With the hullabaloo of resolutions settling down, let’s start fresh. Not everyone who reads this blog or listens to the podcast wants to concern themselves with seemingly trivial things like a safe withdrawal rate, or updating their net worth regularly,…
Coming up this week: Pete and Damian try even harder to try to figure out what they can disagree on! For the final show of 2019, the dynamic duo try to empty out the mailbag and answer what they can…
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It’s almost 2020, people! As we wrap up 2019, we’re digging deep into the mailbag to discuss more of our listeners’ questions. Listen to this show to hear a variety of situations and Pete and Damian’s expert insights. Perhaps you’ve been…
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Pete, Some of my friends are opening Roth IRA accounts and telling me what a good idea they are. I understand how they’re different from a normal IRA account, and I think I’d like to open my own account, but…
This week’s show is, in a word: focused. Pete and Damian really drill into the most general area there is: Retirement. The mailbag was opened and brought out a question from a listener that Pete could get excited over: “Here’s my financial…
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In episode 333 of the Pete the Planner Show, Pete and I found ourselves discussing the role that time plays in our investing lives. The short version is this: The younger you are when you begin investing, the more of…