Dear Pete, I’m worried about what will happen to my retirement income when my husband dies. I’m 52 years old, and he’s 62. He’s made much more money than me for years, and I personally don’t have many assets. He…
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…
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This week on The Pete the Planner® Show, we meet Jackie. She’s 56, recently remarried, and feeling all over the place financially. After losing her dad two years ago, she inherited his estate but hasn’t done much with it. Currently living…
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We’re back with the second installment of our Expert Series on RePete! This week we’re joined by Phil Schuman, Senior Director of Financial Literacy at Indiana University and our partner in MoneySmarts U, to dive into what a soon-to-be college student…
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I’m on vacation. Like, right now, as I type, family vacation. We’re having a great time, thanks for asking. So, why am I crafting this blog post? Because something happened on our way to vacation that I wanted to share…
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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Re-meet, Ann. Ann’s main concerns, in her own words: “Greetings from your episode #9 guest! We’ve run into a unique “problem”…. Our household income has more than doubled but with minimal lifestyle inflation, leading to a surplus of $104,000 a…
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This week on the Million Dollar Plan, we’re embracing the Thanksgiving spirit. We might be a week early but at PTP Headquarters, Thanksgiving is one of our favorite holidays. When planning this show, we were prompted with the concept of, “on…
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Originally printed in USA Today and The Indianapolis Star Budgeting is easy. All you have to do is use all cash, use a smartphone app, save your receipts, keep money in 25 envelopes, use only your credit card, use only…
For 20 years, I’ve been putting nuts in the tree. I’ve been doing it because, just like you, someone told me to. “Make sure you save for the future, young man,” some random person said. So I did. And like…