Ep. 311: When 50 year olds mooch off their elderly parents
We celebrate Mother’s Day 2019 with lots of family financial awkwardness.
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep 310: Saying no to a living inheritance
Should a couple looking to get on their feet accept a living inheritance? No. Here’s why.
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 309: Financial products and their square peg round hole nature
Do you ever wonder why certain financial products get bad reputations? Square peg and round holes are the problem.
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep 308: Rental properties and how they impact Power Percentages
Pete the Planner and Damian Dunn work through questions and Pete tells an unbelievable vacation story.
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 307: Linda wants to peace out
Emailer Linda wants to retire sooner rather than later. Can she?
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 306: How to get the most out of your financial advisor
This week on The Pete the Planner show, Damain Dunn and Pete discuss how to stop underutilizing your financial advisor.
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 305: Back to the Basics – Housing
A new segment debuts this week — Back to the Basics. We explore what numbers make homeownership possible for you, and how to make sure you don’t end up over-housed.
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 304: Settling marital arguments
A couple argues over converting Roth IRAs, another couple has house fever, and a 58 year old woman is scared her job is coming to a close. Damian Dunn joins Pete the Planner once again.
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 303: Wait, a 20 year old in NYC can save money?
A 20-year old with money to save in NYC, a couple wondering how get their biggest bang for their buck from Social Security, and repairing your credit when you’re in you 70s. Special guest Damian Dunn joins the party.
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 302 Should we cash-in the life insurance my parents got me when I was a baby?
This week on the show, my daughter Ollie stops-by to ask me random financial questions. Plus, should Joanna cancel the life insurance her parents bought her when she was a kid?
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 301: Does presidential candidate Pete Buttigieg understand our financial lives?
Do you ever feel like our government leaders aren’t in touch with the financial lives most Americans live? I feel that way all the time. That’s precisely why I jumped at the opportunity to interview presidential candidate Pete Buttigieg. Pete,…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep 300 How to start investing
Young listener Lincoln wants to know how to begin investing. We dedicate the whole episode to his great question.
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep 299 Losing your job in your 50s
You know what stinks? Losing your job. You know what stinks more? Losing your job when you’re in your 50s.
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 298 Firing your male financial advisor
This week we tackle exorbitant daycare costs, firing your male investment advisor, and more. With Special guest Blair DuQuesnay from Ritholtz Wealth Management.
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep 297 The effect of the government shutdown
The podcast is back! And it has a new sound. A flurry of shows are on the way! Prepare yourself for a big week.
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 296: What you need to know about banking
Do you ever wonder how banks really make their money and why they have stopped encouraging saving money? This week we welcome Chad Meadows (ChadForce) to the show and he gives us the inside scoop on what you should know…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 295: Debbie
On this episode of The Pete the Planner Show, we meet Debbie. Currently 35 and steadily saving for her retirement, she’s wondering how much longer she’ll need to be in the workforce. Boasting a full time gig and steady second job,…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 294: A 2018 Petepourri
This week on The Pete the Planner Show, we bring you a Petepourri episode. This was the last show we recorded in 2018, and the last episode I join Pete before bidding adieu to my team at Pete the Planner….
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 293: David
This week on The Pete the Planner Show, we meet David. Currently residing on the west coast, David and his wife recently took a pay cut for her to stay home with their kids. In light of the pay cut,…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 292: Health insurance wrap-ups
This week on The Pete the Planner® Show, we’re back answering more of your money questions! It’s been a minute since we’ve dove into your questions, but do not fret, we’re back. In one of our final episodes for 2018, we explore…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 291: Raven
This week on The Pete the Planner® Show, we meet Raven. Raven has all the right things going, in all the right places. She’s been actively paying down her student loans and is ready to get serious about her housing…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 290: 2018 Wrap-up
On this episode of The Pete the Planner®, we’re wrapping up 2018. We may be a little early… but oh well. Pete and I dig into the financial goals for 2018 we each set for 2018, and evaluate our success….
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 289: Vanessa
This week on The Pete the Planner® Show, we meet Vanessa. Since they began working in their 20s, Vanessa and her husband have been saving to fund their retirement. Fast-forward twenty years, and she’s not sure they’ve been saving enough. In addition,…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 288: Minimalism with Joshua Becker
This week on The Pete the Planner Show, we are NOT answering your money questions! Instead, we are joined by Joshua Becker to discuss a topic Pete is obsessed with: minimalism. As we head into the holiday season, we all prepare to acquire more… stuff. However,…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 287: Dawn
This week on The Pete the Planner® Show, we meet Dawn. Recently remarried with a new blended family, Dawn and her husband feel all over the place financially. Together they have seven kids, all still living at home. And up until last…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 286: Thanksgiving edition
This week on The Pete the Planner® Show, we’re getting into the holiday spirit! Well the Thanksgiving spirit, that is. We can’t go a show without answering one of your money questions, so we kick off this week’s episode with a 529 question,…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 285: Stella
This week on, The Pete the Planner® Show, we meet Stella. She’s never been one to save and is feeling the repercussions as she prepares for retirement. Stella has carried some bit of debt for a majority of her adult financial life and is…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 284: How to cut out eating out
This week on The Pete the Planner® Show, we’re back answering more of your money questions. We’re joined this week by lead financial concierge of Your Money Line, Damian Dunn, and no- Pete and Damian still aren’t related (even though we wish they were.)…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 283: Holly
This week on The Pete the Planner Show®, we meet Holly. After staying home to focus on raising her four children, Holly has returned back to the workforce. But it’s taken a little while for her to hit her stride in navigating…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
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…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 281: Timing when to retire and paying off mortgages early
This week on The Pete the Planner® Show, we’re back answering more of your money questions! We kick the show off with an emailer who has been berated by his friends for saving for retirement. Tired of the snide remarks, our email…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 280: Ruby
This week on The Pete the Planner® Show, we meet Ruby. She’s 45 and bringing in about $100,000/year. However, finding herself at an impasse with her health, Ruby needs to take a step back and get herself back on track. In order…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 279: Elaine & Steve
On this episode of The Pete the Planner® Show, we meet Elaine and her husband, Steve. Elaine and Steve never seem to be on the same page when it comes to money. Steve owns his own business, making it even more difficult…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 278: Behavioral investing & student loan forgiveness
This week on The Pete the Planner® Show, we’re back answering more of your money questions! We had some pretty big questions flood the inbox this week, and in light, we’re bringing in some experts. In this week’s episode, we’re joined by Dr….
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 277: Kal
This week on The Pete the Planner® Show, we meet Kal. He’s got an impressive Power Percentage™, a great start to his retirement fund, and his only debt is a small car loan that will soon be a thing of the…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 276: Joint bank accounts and 2nd mortgages
We’re back this week on The Pete the Planner® Show, and we’ve got something special. We’re answering more of your money questions! We’ve got three very different questions, and of course, the biggest waste of money of the week. Kicking off…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 275: Annie
This week on The Pete the Planner® Show we meet Annie. Annie has diligently built up her savings and is ready to leave her debt in her 20s. She’s feeling an itch to pay off her debt with her savings, but…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 274: How to start a retirement plan at age 50
This week on The Pete the Planner® Show, we’re doing something fun! As opposed to the last 10 years of the show, we’re sticking to one topic for the entire show. In light of Pete’s four-part series in USA Today, we’re dedicating…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 273: Virginia
This week on The Pete the Planner® Show, we meet Virginia. Over the past couple of years, Virginia and her wife have been diligently saving in anticipation of growing their family. However, now that they’re pregnant, they’re overwhelmed with the constant change that comes with…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 272: Peter and friends
This week on The Pete the Planner® Show, Damian Dunn joins us for a special edition episode we like to call, Peter and friends. To kick things off this week, we dive in with a question about 401k allocations, and I learn…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 270: Nicole
This week on The Pete the Planner® Show, we meet Nicole (not to be confused with Producer Nicole.) Nicole is tired of commuting over two hours round trip to work and has eyes on investing in real estate. But before she…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 269: Roger
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 268: Home buyer’s remorse and 401k roll-overs
This week on The Pete the Planner® Show, we’re back answering more of your money questions. Our first question comes from a listener with a case of home-buyers remorse. His dilemma? He can afford his current housing situation, but he doesn’t want to…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 267: Jackie
This week on The Pete the Planner® Show, we meet Jackie. She’s 56, recently remarried, and feeling all over the place financially. After losing her dad two years ago, she inherited his estate but hasn’t done much with it. Currently living…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 266: 401k fees, refinances, and the weirdest financial product
This week on The Pete the Planner® Show, we’re back answering more of your money questions. To kick things off, Pete and I dive into an email asking for a simplistic review over 401k fees. Following our 401k fees exploration, we…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 265: Ashley
This week on The Pete the Planner Show, we meet Ashley. Well-weathered for 26 years old, she filed for bankruptcy this summer to put the terrible financial past of her previous marriage in the rearview mirror. And, in addition, she has…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 264: Lynwood
This week on The Pete the Planner® Show, we’re bringing back… you! We tried a few things out this summer, but we’re bringing back our feature guest format. However, this time around, we’re not focused on your million dollar day. We…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 263: Phone-a-friend
On this episode of The Pete the Planner Show, it’s a phone-a-friend edition! We have three very niche questions for the show and needed to call in a few experts. To kick things off, Pete received an email from a lady listener with some…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
Ep. 262: Taking advice from friends, housing situations, and student loans
This week on The Pete the Planner® Show, Pete and I are back answering three more of your money questions. Our first question comes from an emailer whose friend has extended his advice on “what he’d do if he was in…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS
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…
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Android | Stitcher | RSS