Category Archives: Relationships

Ep. 289: Vanessa

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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Ep. 284: How to cut out eating out

This week on The Pete the Planner® Show, we’re back answering more of your money questions. We’re joined this week by lead financial concierge of Your Money Line, Damian Dunn, and no- Pete and Damian still aren’t related (even though we wish they were.)…

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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…

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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…

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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….

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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…

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