Category Archives: Million Dollar Plan

Ep. 244: Jerry

Imagine already knowing before you’re 30 that you want to retire early. You and your fiance live on the east coast and are both teachers. You’re getting married in August and are trying to have a budget wedding, but that…

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Ep. 243 Road Series: Pete’s in Philadelphia

This week on The Pete The Planner Show we’re back with another road series edition! This episode we dissect Power Percentage™ from Philadelphia. When measuring how well you’re doing in your financial life, your income alone isn’t a good representation. This is…

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Ep. 242: Lucy

Imagine being a single parent having sole custody of your two young children. You’re trying to save but the West coast cost of living doesn’t lend itself to your budget . You do not receive any child support and have had…

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Ep. 240: April

Imagine being well over half-way to retirement, but not being sure if you’ve been saving enough. You are an on-call archaeologist working part-time and your husband is a high-school teacher, together you bring in $93,000 a year. Your five-year-old daughter…

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Ep. 239: Pete’s in Atlanta talking about taxes

In the second instalment of our road series, were recording this week’s episode from Atlanta, Georgia! Millennial producer Nicole is manning the board from home, as I dive deeper into my 2018 travel season. And this week on The Pete…

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Ep. 238: Greg

Imagine wanting to retire early to pursue a growing side business full-time. But before you retire, you would like to buy a bigger home in the next couple of years and possibly a new/newer to you car. With a consistent…

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Ep. 237: Pete’s with Parrots in Pasadena

This week on The Pete The Planner Show we debut a new mini special: The Road Series. As travel season gears up, for the next few weeks I’ll be joining the show from location while Producer Nicole mans the board at HQ….

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Ep. 234: Return of Tina

Imagine, getting back on track with plan in focus. You’re contributing to your 401k, paying down debt, but you’re ready to take on another task. With an approaching decrease in rent, will you be able to afford a down payment…

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Ep. 233 Socially Responsible Investing

In this week’s episode of The Pete The Planner Show, we’re talking about socially responsible investing. This, this buzzing topic, is what has everyone talking. They’re boycotting stuff, claiming they’ll never do business that feels *this* way or *that way* about…

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Ep. 232: Peggy

Imagine being a $100,000 household, living on East coast with two young kids. Currently, both kids are in daycare, but in the fall the oldest will start kindergarten. With only one child in daycare, soon your budget will welcome back…

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