Ep. 339: After Job Loss, What Happens to my 401(k)?
New this week, Pete and Damian spend the entire show on The 401(k). Our writer is suffering a crushing blow with this from the mailbag: “I lost my job after 27 years of employment there. What should I do with my 401(k).”…
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Ep. 338: Inheritance Is Coming. What Should I Do?
Familiar and funny as ever, Pete and Damian disagree. Our regular listeners will know what an occasion this is. “I’m going to receive a $130,000 inheritance. What should…” WAIT! Before you tune out the rest of the question, there are…
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Ep. 337: New Home Buyer’s Remorse!
Up next on the new show, Pete and Damian wince as their writer begins his question with a stunning headline: “I just bought a new home and I instantly regret it.” You have got to check this one out. Can’t listen?…
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Ep. 336: Signs of a Chaotic Financial Life
This week, we’re talking about the chaos that can ensue in your financial life. Can’t listen? Check the Show Notes! Show Notes: Chaos—while fun to spell and fun to say is not so fun when it comes to your financial…
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Ep. 335: With $1M Saved, I Can Retire Now, Right?
Back into the mailbag! New on the show, Pete and Damian try to find balance in their skepticism toward a retirement-bound writer. With over $1M in investable assets and a continuing part-time job, why is he still concerned about outliving his…
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Ep. 334: Am I Saving TOO MUCH Money? Help.
New week, new show! This time, Pete is joined by… Damian! They wax so poetic about retirement and advisors that they had to extend the segment! Is it possible to be saving TOO MUCH money for retirement? Find out when…
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Ep 333: This Is Motivation to Start Saving! (Maybe.)
This week, Pete and Damian talk examples of the classic phrase: “Have your cake and eat it too:” You can save $3.8M in your lifetime? Do Student Loan payments build credit? New spouse, new house & new baby: Am I ok? Three very real…
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Ep. 332: Power Percentage™
Introducing Power Percentage™. You have been trying to measure your financial life for years. You measure it by your credit score, your net worth, your income, your savings or retirement account balances… yet none of those reward you for good behavior…
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Ep 331: Preparing for A Prenup & More!
The tag team is back again! This week, Pete and Damian tackle Considerations when Preparing for a Prenuptial Agreement, Going into Debt to buy Furniture, and ‘Retirement Confidence.’ Three very real topics, for very real people! Can’t listen? Check the Show Notes! Show Notes:…
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Ep 330: Is A HELOC the Winning Option?
Another week, another show! Press play and listen as Pete and Damian weigh the HELOC vs. the ‘Double Move.’ Yes, it’s HELOC, not to be confused with a mythical Master of the Universe. Can’t listen? Check the Notes. Show Notes: HELOC means Home…
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Ep. 329: Why HSAs are one of the best financial products on the planet
Pop in your earbuds or turn the sound on and listen while you work. In this latest edition, Pete and Damian tell you why they love Health Savings Accounts (HSA). Feel like you don’t know enough about what those are…
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Ep. 328: Dipping your toe into minimalism
Special guest Gayle Evezich joins Pete and Damian to discuss starting a minimalist journey.
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Ep. 327: How many 529 accounts does our family need?
Pete and Damian discuss college funds, Power Percentage, and more. Special guest this week is Kristen Ahlenius from Your Money Line®.
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Ep. 326: Getting rid of an old car which starts costing you money
It’s the age old question — “When do I bite the bullet and just get a new car?” Damian and Pete do their best to answer this question.
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Ep. 325: Prenups are certainly something
Pete and Damian discuss the prudence of pre-nuptial agreements.
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Ep. 324: Using a Roth to buy a house
This week Pete and Damian explore alternative uses for a Roth IRA.
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Ep. 323: What should we do with this inheritance?
Pete and Damian help a guy deal with a $60,000 inheritance.
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Ep. 322: One of the two topics married couples argue about the most
Pete and Damian answer questions around money and relationships.
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Ep. 321: Don’t buy the house
Pete and Damian tackle two emails in which the solution is to not buy the house.
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Ep. 320: Stock market update
Pete and Damian give you an update on what the market is doing and why you should care.
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Ep. 319: I’ll pay for college if you get good grades
An emailer wants to know if his self-created “merit” based college funding idea makes sense for his sons.
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Ep. 318: Children with special needs and ABLE accounts
Pete and Damian discuss ABLE plans and how they can help families with children with special needs.
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Ep. 317: Wiping out all student loan debt and starting over
Pete and Damian discuss the proposals to wipe out student loan debt. Are they realistic? Are they fair?
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Ep. 316: Why our financial lives are more complicated than they used to be
Whether you realize it or not, our financial lives have changed drastically in the last few decades. We used to not be charged with dealing with our pasts and our futures. Today we are.
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Ep. 315: Should your college degree be on your balance sheet?
Alvaro from Colombia emails to see whether or not a degree belongs on a balance sheet. Pete, Damian, and Phil Schuman, Director of Financial Literacy at Indiana University, weigh in.
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Ep. 314: Credit advice that I hate
Nothing drives me crazy quite like bad advice about repairing credit. It can ruin a person’s financial life. Chad Meadows joins me in studio while Damian is on vacation.
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Ep. 313: Do you really need disability insurance?
This week we tackle the world of disability insurance. Also, we discuss my nightmare flight.
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Ep 312: Now an elderly mom is mooching
Last week, 50 year olds were mooching off of their parents. Now, elderly parents are mooching off their 50 year old children. It’s all spinning out of control!
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Ep. 311: When 50 year olds mooch off their elderly parents
We celebrate Mother’s Day 2019 with lots of family financial awkwardness.
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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.
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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.
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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.
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Ep. 307: Linda wants to peace out
Emailer Linda wants to retire sooner rather than later. Can she?
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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.
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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.
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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.
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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.
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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?
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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,…
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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.
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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.
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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.
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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.
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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…
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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,…
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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….
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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,…
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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…
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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…
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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….
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