Ep. 244: Jerry
Imagine already knowing before you’re 30 that you want to retire early. You and your fiance live on the east coast and are both teachers. You’re getting married in August and are trying to have a budget wedding, but that…
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Ep. 243 Road Series: Pete’s in Philadelphia
This week on The Pete The Planner Show we’re back with another road series edition! This episode we dissect Power Percentage™ from Philadelphia. When measuring how well you’re doing in your financial life, your income alone isn’t a good representation. This is…
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Ep. 242: Lucy
Imagine being a single parent having sole custody of your two young children. You’re trying to save but the West coast cost of living doesn’t lend itself to your budget . You do not receive any child support and have had…
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Ep. 240: April
Imagine being well over half-way to retirement, but not being sure if you’ve been saving enough. You are an on-call archaeologist working part-time and your husband is a high-school teacher, together you bring in $93,000 a year. Your five-year-old daughter…
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Ep. 239: Pete’s in Atlanta talking about taxes
In the second instalment of our road series, were recording this week’s episode from Atlanta, Georgia! Millennial producer Nicole is manning the board from home, as I dive deeper into my 2018 travel season. And this week on The Pete…
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Ep. 238: Greg
Imagine wanting to retire early to pursue a growing side business full-time. But before you retire, you would like to buy a bigger home in the next couple of years and possibly a new/newer to you car. With a consistent…
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Ep. 237: Pete’s with Parrots in Pasadena
This week on The Pete The Planner Show we debut a new mini special: The Road Series. As travel season gears up, for the next few weeks I’ll be joining the show from location while Producer Nicole mans the board at HQ….
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Ep. 234: Return of Tina
Imagine, getting back on track with plan in focus. You’re contributing to your 401k, paying down debt, but you’re ready to take on another task. With an approaching decrease in rent, will you be able to afford a down payment…
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Ep. 233 Socially Responsible Investing
In this week’s episode of The Pete The Planner Show, we’re talking about socially responsible investing. This, this buzzing topic, is what has everyone talking. They’re boycotting stuff, claiming they’ll never do business that feels *this* way or *that way* about…
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Ep. 232: Peggy
Imagine being a $100,000 household, living on East coast with two young kids. Currently, both kids are in daycare, but in the fall the oldest will start kindergarten. With only one child in daycare, soon your budget will welcome back…
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Ep. 231: Devante
This week, we meet Devante. Devante’s main concerns, in his own words: “As an immigrant to the U.S., I am determined to do things smarter/more efficiently than my parents did when we first arrived here over 20 yrs ago. I am…
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Ep. 230: Hollywood Squares Mailbag Edition
I make it no secret that my inbox is never short of full, but I wouldn’t have it any other way. Hearing your feedback and your take-a-ways from the show or a column of mine you’ve read, are one of…
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Ep. 229: Sara
Meet, Sara. Sara’s main concerns, in her own words: “My husband and I are in our late 20’s and currently live in a metropolis part of the midwest where we bought our first home soon after we graduated from college. We…
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Ep. 228: Market Volatility with Tadas Viskanta
On this week’s episode of The Pete The Planner Show, we’re talking about allllll the market volatility in the last several market sessions. And, oddly enough, this isn’t even the biggest hubbub in the nation right now due to the 24-hr…
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Ep. 227: The Return of Ann
Re-meet, Ann. Ann’s main concerns, in her own words: “Greetings from your episode #9 guest! We’ve run into a unique “problem”…. Our household income has more than doubled but with minimal lifestyle inflation, leading to a surplus of $104,000 a…
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Ep. 226: Solving Nicole’s Problems
On this episode of The Pete The Planner Show our favorite millennial producer Nicole… has had quite the week. And in light, she’s found herself with some problems and we’re talking her through them. Over the past year Nicole’s financial habits have…
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Ep. 225: Beth
Meet Beth Beth’s main concerns, in her own words: “We’re narrowing in on mid and short term priorities now that we know the husband needs to stay home with kids. Working through the setbacks and obstacles of child card, not…
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Ep. 224: Joe
Meet, Joe. Joe’s main concerns, in his own words: “My wife and I come from different sides of the tracks. She was raised in a well-to-do family in which her mom stayed home, and the funds to provide were never short….
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Ep. 223: Millennials & Money
This week on The Million Dollar Plan, w’re talking about Millennials and their money habits. It has become overwhelmingly clear that over the past 20 to 30 years, our financial lives and habits have changed drastically. It is actually much, much more…
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Ep. 222 Boris
Meet: Boris. Boris’s main concerns, in his own words: “My main financial focus is on the costs that go away in retirement. Most of my top monthly outlays are to items that will go away and/or reduce when we retire….
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Ep. 221: Teaching Your Kids About Money
This week, we bring you a very special edition of The Million Dollar Plan: Teaching Kids About Money. This is an episode, I have waited a very long time to do. It’s no secret I LOVE talking and teaching about money, especially…
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Ep. 220 Mark
Meet Mark. Mark’s main concerns, in his own words: “I have not been working since 2016, following a divorce and am still on the job search. Only debt really is home and car (bought a low-mileage 3 year old Lexus…
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Ep. 219: Celebrating Financial Successes with Mr. Kinetik
This week on the Million Dollar Plan, we’re talking about celebrating financial successes. Going into the new year we lay a blueprint to the financial goals we want to achieve. We work continuously, maintaining the momentum the whole year through,…
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Ep. 218: Bryan
Meet, Bryan. Bryan’s Maine concern, in his own words: “In the past 3-4 months, I’ve become a little obsessive about getting us back in the groove of goals towards finances. I think a lot has been spurred by us having…
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Ep. 217: 2017 Investment Wrap-up with Tadas Viskanta
When we recorded this, it was our LAST radio episode of 2017. It only felt right to end the year with a special edition of the Million Dollar Plan. This week, we present: The 2017 PTPTV Investment Wrap-up. And it just so happens,…
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Ep. 216: Derek
This week, we met Derek. Derek’s main concerns, in his own words: “I’m 38 years old and have been divorced for 3 years now. I currently have no consumer debt, and a mortgage with about 150,000 left on it. I feel…
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Ep. 215: Hank
This week, we met Hank. Hank’s main concerns, in his own words: “After college I spent about a decade pursuing my passion of coaching triathletes rather than go into the corporate world. I took a job managing a bike shop…
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Ep. 214: Answering emails with Paul Ashley
It is no secret, I get a lot of emails. And for whatever reason, recently, I have been getting some intense emails coming through my inbox. We are talking intro, three full body paragraphs, and conclusion with a SparkNotes sheet,…
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Ep. 213: Pepe
This week, we met Pepe. Pepe’s main concerns, in his own words: “I am 27 and have been following your advice for two years now. I should say I have had a sincere interest in your advice for two years…
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2017 Holiday Wine Tasting Spectacular
In the midst of the hustle and bustle of this time of year, at PTP HQ we took an afternoon this week to stop and smell the poinsettias. On a special edition of PTPTV we present: The 2017 Holiday Wine…
Ep. 212: Setting goals for 2018
This week on The MIllion Dollar Plan, we’re setting some goals. As we sunset 2017, we’re laying the blueprint to our 2018. We set goals, to get us going on the path for each area of our life’s successes. Throughout…
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211: Nancy
Meet, Nancy. Nancy’s main concerns, in her own words: “My husband and I are in the process of getting our 5 year plan in order. My husband and I each make just over $100, 000 (plus $30-40,000 in bonuses). We’ve…
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Ep. 210: Cryptocurrency
This week on the Million Dollar Plan we dive into cryptocurrencies. This is a topic that I’ve wanted to do on the show for years now, but I haven’t known who/where to turn to. So, I turned to the inter-webs. It was there…
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Ep. 209: Harry
Meet Harry. Harry’s main concerns, in his own words: “My wife was a HS teacher for 14 years and stopped working for a few years as she was primary caregiver to her grandfather. She has re-entered the workforce as a…
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Ep. 208: Drew
Meet Drew. Drew’s main concerns, in his own words: “My wife and I are a young, married couple with our first baby on the way. We both work, and we’re trying to plan for the future, save as much as…
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Ep. 207: Change
This week on the Million Dollar Plan, we’re talking about change. Making a change, and following through with it can be hard. Making a financial change, and following through with it can be hard. Making any alteration in your day-to-day…
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Ep. 205: Thinking Man’s Edition
This week on the Million Dollar Plan, we’re embracing the Thanksgiving spirit. We might be a week early but at PTP Headquarters, Thanksgiving is one of our favorite holidays. When planning this show, we were prompted with the concept of, “on…
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Ep. 204: Kira
This week, we met Kira. Kira’s main concerns, in her own words: “My situation is a little unusual. My plan is to sell our house in the next year and move to Nashville, where my daughter lives. We plan to…
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Ep. 203: Credit cards, medical bills and more
This week, it’s a bit of a “gripey Old Man” Pete edition of The Million Dollar Plan. After over 160 flights and 13 weeks of travel, I’m finally home. We’ve been on a bit of a Petepourri kick, so we kept it…
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Ep. 202: Chris
This week, we met Chris. Chris’s main concerns, in his own words: “My in-laws have struggled through financial issues for most of their lives. Now that problem is hitting home for my family. They are moving in with our family…
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Ep. 201: Frank is changing his mindset and taking control of his financial life.
This week, we met Frank. Frank’s main concerns, in his own words: “I’m in about $22,000 worth of debt between personal and credit card loans. My wife and I are expecting baby number two very soon and I need to…
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Ep. 200: Mrs. Planner’s Debut
This week, we celebrated a special episode for The Million Dollar Plan. While I have been doing radio (going on) eight years now, there has been one guest I have been waiting for. In honor of our 200th episode, Mrs. Planner joined…
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Ep. 198: Dr. Stella
This week, we meet Stella. Stella’s main concerns, in her own words: “I got a late start financially because I got a PhD, but I’ve educated myself a lot and am passionate about being in control of my finances. I’d…
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Ep. 197 Budgeting Basics
This week, we’re talking budgeting. Through the different online sites, apps and e-resources, setting a monthly budget can get lost in all the noise. We live in a world of convenience, but when it comes to budgeting–convenience is one of…
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Ep. 196: Mike, semi-retired and fully funded
Meet Mike. Mike’s main concerns, in his own words: “My wife and I are early retired, slightly, for a couple of years now. She was a stay at home mom and has been retired for decades. I now make six…
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Ep. 194: Wayne is ready to retire and recharge
Meet, Wayne. Wayne’s main concerns, in his own words: “My government job is stressful, I feel burned-out, and I need a change. When I turn 57 in 4 months, I’m eligible to retire from a with a monthly pension of…
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Ep. 193: Answering your wake-up call
This week, we’re talking about wake-up calls. Whether it’s your health, your relationships or your finances–you are well aware if a certain component of your life is not where it needs to be. You don’t have to receive an ominous…
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Ep. 192: Olivia is trying to pay off her past and fund her future.
Meet, Olivia. Olivia’s main concerns, in her own words: “I wasn’t a credit wizard in my early 20’s and early 30’s. It took a lot of hard knocks to show me the light. Now I have seen said light, and…
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Ep. 191: Wendy is funding a Midwest present, preparing for a West Coast future.
Meet Wendy. Wendy’s main concerns, in her own words: If we were to stay in the Midwest in our current jobs, I wouldn’t be worried about our financial future at all. However, my husband, who is active duty military, is…
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Ep. 190: Rosé, radio, and health care with Paul Ashley
This week, I welcome back my friend Paul Ashley from First Person Advisors. Paul has been featured on my show two times prior to this week’s episode, and you can find both by clicking here and here. *clicky, clicky* There…
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