Ep. 282: Kendall

This week on The Pete the Planner® Show, we meet Kendall. On paper, her financial life looks amazing. And believe it or not, her financial life is even better in real life. She’s 23, recently got a raise, and paid off ALL her student loans. Kendall has all the right things, in all the right places, except… she doesn’t have access to a 401k or an HSA to prepare herself for retirement. She’s tried a few different routes to funding her retirement but hasn’t quite found the right fit. Throughout this episode, Pete helps Kendall put together a plan to begin saving for her retirement.

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.

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