M$D: June 5, 2026
Meet Todd
Age: 27
Todd’s main concerns, in his own words:
My wife and I are currently in a good financial position (good jobs, decent retirement savings, decent earnings to spending ratio, minimal debt). However, over the next 12-24 months, we have a number of major life events to plan (and pay) for including:
-Starting graduate school ($~100,000 total cost)
-Buying a house
-Starting a family (1st a puppy, then a baby)
We’ve done a decent job managing our financial lives to this point, and just want to make sure we stay on track with these major events upcoming!
What we cover in this episode:
- What to do to prepare for major life changes
- Whether or not to get a “starter” home
- How to make a rental property a part of the financial plan
- When the long and short-term make sense, but the mid-term is variable
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Peter Dunn a.k.a. Pete the Planner® is an award-winning financial mind and a former comedian. He’s a USA TODAY columnist, author of ten books, and is the host of the popular radio show and podcast, The Pete the Planner Show. Pete is considered one of the foremost experts on financial wellness in the world, but he’s just as likely to talk your ear off about bass fishing.