The look on the man’s face was one I’ll never forget. Five seconds prior, his wife unleashed a verbal blast heard around the world. Fine, it was just my office. “As long as we don’t end up like his parents,…
I cheated death this past weekend and learned something valuable in the process. My kids were invited to a birthday party at a local roller-skating rink and I needed to go to help with wrangling kids. Little did I know…
Saw your piece in USA Today, July 30, ’16. ‘Earning a scholarship creates an exception to the 10% penalty rule for non-qualified withdrawals.’ Luckily we’re in that situation. Question: Does a non-qualified withdrawal equal to the scholarship have to be…
Without fail, my wife and I randomly acquire a fresh calendar every December. It’s always something different, and we always come to possess it in some peculiar way. A few years ago, a funeral home sent us one with Norman…
I’m 56 years old and I have two job offers that I need to decide between within the next day. (Each only gave me 48 hours to make a decision.). Offer #1 is with a high-tech company that offers $26,000…
Do you ever wonder how banks really make their money and why they have stopped encouraging saving money? This week we welcome Chad Meadows (ChadForce) to the show and he gives us the inside scoop on what you should know…
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Dear Pete, My husband and I recently interviewed two different financial advisers in an attempt to find one who could help our growing family make better investment decisions. I expected to like one more than the other and have that…
Hi, First off, thank you for the podcast. I listen to each episode and I appreciate that you make personal finance entertaining! My wife and I live in the Midwest and just welcomed our first child a few months ago….
This week on The Pete the Planner® Show, we meet Raven. Raven has all the right things going, in all the right places. She’s been actively paying down her student loans and is ready to get serious about her housing…
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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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