Category Archives: Insurance

Ep. 266: 401k fees, refinances, and the weirdest financial product

This week on The Pete the Planner® Show, we’re back answering more of your money questions. To kick things off, Pete and I dive into an email asking for a simplistic review over 401k fees. Following our 401k fees exploration, we…

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Ep. 261: Target funds, HSAs, and stock cashouts

This week on The Pete the Planner Show we’re joined in studio by lead Financial Concierge on Your Money Line, Damian Dunn! Damian visits us at PTP HQ about once a month, so we take advantage and invite him to co-host when available. In this…

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Ep. 259: Sharing money with your honey and emotional housing attachments

This week on The Pete the Planner® Show, Pete and I are back answering more of your money questions! The first in the lineup? A question about quarrels over money between two honeys. Financial conversations are usually about as awesome…

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Ep. 250: Your money questions, answered.

This week on The Pete the Planner Show, Pete and I are answering your money questions. To start this week’s show, we piggyback off of a question he answered in his USA Today column, “Why does my investment advisor charge based…

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Ep. 248: Pete’s back in studio

This week on The Pete The Planner Show, Pete’s back in studio!!! After a couple months on the road, Pete joins me back at HQ and his mic has never sounded more clear. In this episode, we cover four very different topics….

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Ep. 246: Pete’s in Phoenix

This week on The Pete The Planner Show  we wrap up our road series! Pete’s in Phoenix for the final leg of his travel… for right now and I’m in HQ maning the board. In this episode, Pete’s diving into his…

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