Category Archives: Million Dollar Plan

Ep. 283: Holly

This week on The Pete the Planner Show®, we meet Holly. After staying home to focus on raising her four children, Holly has returned back to the workforce. But it’s taken a little while for her to hit her stride in navigating…

Read More

Ep. 282: Kendall

This week on The Pete the Planner® Show, we meet Kendall. On paper, her financial life looks amazing. And believe it or not, her financial life is even better in real life. She’s 23, recently got a raise, and paid off ALL her…

Read More

Ep. 281: Timing when to retire and paying off mortgages early

This week on The Pete the Planner® Show, we’re back answering more of your money questions! We kick the show off with an emailer who has been berated by his friends for saving for retirement. Tired of the snide remarks, our email…

Read More

Ep. 280: Ruby

This week on The Pete the Planner® Show, we meet Ruby. She’s 45 and bringing in about $100,000/year. However, finding herself at an impasse with her health, Ruby needs to take a step back and get herself back on track. In order…

Read More

Ep. 279: Elaine & Steve

On this episode of The Pete the Planner® Show, we meet Elaine and her husband, Steve. Elaine and Steve never seem to be on the same page when it comes to money. Steve owns his own business, making it even more difficult…

Read More

Ep. 278: Behavioral investing & student loan forgiveness

This week on The Pete the Planner® Show, we’re back answering more of your money questions! We had some pretty big questions flood the inbox this week, and in light, we’re bringing in some experts. In this week’s episode, we’re joined by Dr….

Read More

Ep. 277: Kal

This week on The Pete the Planner® Show,  we meet Kal. He’s got an impressive Power Percentage™, a great start to his retirement fund,  and his only debt is a small car loan that will soon be a thing of the…

Read More

Ep. 276: Joint bank accounts and 2nd mortgages

We’re back this week on The Pete the Planner® Show, and we’ve got something special. We’re answering more of your money questions! We’ve got three very different questions, and of course, the biggest waste of money of the week.  Kicking off…

Read More

Ep. 275: Annie

This week on The Pete the Planner® Show we meet Annie. Annie has diligently built up her savings and is ready to leave her debt in her 20s. She’s feeling an itch to pay off her debt with her savings, but…

Read More

Ep. 274: How to start a retirement plan at age 50

This week on The Pete the Planner® Show, we’re doing something fun! As opposed to the last 10 years of the show, we’re sticking to one topic for the entire show. In light of Pete’s four-part series in USA Today, we’re dedicating…

Read More