As our team meeting got started this week, Pete made the following announcement: “Good news! It’s Marie Kondo week!” A blank expression on my face faithfully masked the internal panic that was rapidly building as everyone else clearly knew who…
Fragility. It’s the word, concept, feeling I can’t escape this week. Our financial lives are incredibly fragile. No matter our level of preparation, forces significantly outside of our control can rewrite the stories we’ve worked so hard to pen. …
Without fail, my wife and I randomly acquire a fresh calendar every December. It’s always something different, and we always come to possess it in some peculiar way. A few years ago, a funeral home sent us one with Norman…
During this season, I like to take a few minutes to reflect on the accomplishments, failures, and things I still have left to do this year. (My wife is really good at helping me remember things in two of these…
This week on The Pete the Planner Show, we meet David. Currently residing on the west coast, David and his wife recently took a pay cut for her to stay home with their kids. In light of the pay cut,…
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This week on The Pete the Planner® Show, we’re back answering more of your money questions! It’s been a minute since we’ve dove into your questions, but do not fret, we’re back. In one of our final episodes for 2018, we explore…
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This week on The Pete the Planner® Show, we meet Raven. Raven has all the right things going, in all the right places. She’s been actively paying down her student loans and is ready to get serious about her housing…
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On this episode of The Pete the Planner®, we’re wrapping up 2018. We may be a little early… but oh well. Pete and I dig into the financial goals for 2018 we each set for 2018, and evaluate our success….
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This week on The Pete the Planner® Show, we meet Vanessa. Since they began working in their 20s, Vanessa and her husband have been saving to fund their retirement. Fast-forward twenty years, and she’s not sure they’ve been saving enough. In addition,…
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Here we are at the end of another year. Thanksgiving is over and the December holiday season will soon be upon us. For many people, that means throwing rational decision making out the window and buying gifts for all of…