Category Archives: Workplace

RePete Ep. 7: Complicated financial tools back to basics

This week we bring you: the final episode of RePete. We tried a little something different this summer, but you asked and for once we’re listening. The next extension episode you hear will feature a guest asking their financial question(s) to…

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RePete Ep. 6: Everything you’ve ever wanted to know about your 401k

On this episode of RePete we’re joined by Rick Unser to talk about your 401k! (Ok, not your 401k specifically, but you know what I’m getting at.) Pete and I wanted someone to help us understand 401ks on a deeper level and what…

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RePete Ep.1: What is work/life balance?

We’ve got big things happening at PTP HQ,  we’ll be releasing a second episode of the Pete the Planner® Show each Thursday! You likely noticed the change from The Million Dollar Plan to The Pete the Planner® Show, and now we are finalizing all…

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Ep. 248: Pete’s back in studio

This week on The Pete The Planner Show, Pete’s back in studio!!! After a couple months on the road, Pete joins me back at HQ and his mic has never sounded more clear. In this episode, we cover four very different topics….

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When you do everything you are supposed to be doing, but you still can’t find inner peace, there’s more to the story.

Originally seen in USA Today and The Indianapolis Star  I received an email last week that’s stuck with me since I first read it. A successful business owner is struggling to find financial solace, despite his self-admitted stability. His family, friends and business partner can’t…

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Ep. 183: Red, a state worker & wanna be salesman.

Meet Red. Red’s main concerns, in his own words: My wife and I are in our mid 30’s. We have one child who is 8 y.o, of which we recently found out has Type 1 Diabetes. I work for the…

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