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,…
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…
Dear Pete, I am 30, as is my girlfriend, and have a serious and complicated question(s). I wanted to seek some financial and relationship advice. How should — or should I –present a prenup? She carries a lot of debt from school…
We need to talk. If you saw Pete’s last article for the Indianapolis Business Journal (here), you may have been confronted with a reality you hadn’t considered or didn’t want to confess. For a great number of people, including some…
New week, new show! This time, Pete is joined by… Damian! They wax so poetic about retirement and advisors that they had to extend the segment! Is it possible to be saving TOO MUCH money for retirement? Find out when…
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Introducing Power Percentage™. You have been trying to measure your financial life for years. You measure it by your credit score, your net worth, your income, your savings or retirement account balances… yet none of those reward you for good behavior…
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I’m a lucky guy. My job gives me the opportunity to help thousands of people with some of their most difficult and stressful problems and make a real difference in their lives. It’s immensely satisfying. I’ve heard all sorts of…
If you haven’t been able to tell by now, The PTP Team has grown in recent weeks. Now, here on the blog, we’re aiming to provide additional perspectives using Pete’s & Damian’s expertises. In this Reflections series, the goal isn’t…
Often our team is asked how you track your expenses in an attempt to maintain a household budget. Admittedly we all have biases and apps we tend to gravitate toward. However, that doesn’t mean we’re using the best tools for…
We decided to climb Pikes Peak, and after we parked and made our way to the trailhead with our friends, my wife ominously blurted “there’s no turning back now.” She was wrong. Sixty minutes later, I was on my way back…