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. We start with an interesting email Pete got from a USA Today reader on life insurance. We next find out and explore one of Pete’s biggest pet peeves. And while we were on the topic, Pete chats with Sarah Krapec of Strategic Retirement Partners about another pet peeve of his: 401(k) rollovers. They look at why financial advisors love them so much and how to manoeuvre one if you leave one job and go to another. And of course, we wrap this week up with the Biggest Waste of Money of the Week!
Nicole is the Digital Marketing Assistant at Pete the Planner®. She produces the radio show, podcast, and TV show. Additionally, she runs all email campaigns, webinars, and client programming. Nicole can be found drinking a Kombucha wherever there is an outdoor music festival.