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…
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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…
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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…
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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….
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Ep. 269: Roger
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Ep. 261: Target funds, HSAs, and stock cashouts
This week on The Pete the Planner Show we’re joined in studio by lead Financial Concierge on Your Money Line, Damian Dunn! Damian visits us at PTP HQ about once a month, so we take advantage and invite him to co-host when available. In this…
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RePete Ep. 6: Everything you’ve ever wanted to know about your 401k
On this episode of RePete we’re joined by Rick Unser to talk about your 401k! (Ok, not your 401k specifically, but you know what I’m getting at.) Pete and I wanted someone to help us understand 401ks on a deeper level and what…
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Ep. 260: Funding dual college tuitions and early 401k cash-outs
This week on The Pete the Planner® Show, we’re answering more of your money questions! First, in our trio of questions, we received an email from a woman getting ready to change jobs and has some choices to make while doing so….
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RePete Ep. 5: What college students REALLY need to know prior to freshman year
We’re back with the second installment of our Expert Series on RePete! This week we’re joined by Phil Schuman, Senior Director of Financial Literacy at Indiana University and our partner in MoneySmarts U, to dive into what a soon-to-be college student…
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Ep. 259: Sharing money with your honey and emotional housing attachments
This week on The Pete the Planner® Show, Pete and I are back answering more of your money questions! The first in the lineup? A question about quarrels over money between two honeys. Financial conversations are usually about as awesome…
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RePete Ep. 4: The ins and outs of home equity
On this episode of RePete we’re dedicating a whole show to your dear friend, home equity. Yes! This will be the first in our expert series where Pete and I bring in an expert on a topic we want all the…
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Ep. 258: Investing early, international schools & retirement questions
This week on The Pete the Planner® Show, Pete and I could not be answering three more different financial questions. We dive into this episode with an email so good that it’s either an incredible prank… or genuinely the best email ever….
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RePete Ep. 3: Lessons from our parents
We’re back with another RePete! This week’s question of the week: what lessons did you learn from your parents? Over the course of this episode, Pete and I realize a lot of lessons we’ve learned from our parents that we apply…
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Ep. 257: How to prioritize debt pay off while saving for retirement
We’re back answering more of YOUR money questions! Why? Well, it’s what we do. To kick off this week’s show Pete and I read an email from a listener who’s hustling her way through just shy of $50,000 of debt….
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RePete Ep. 2: Who is your financial role model?
We’re back with another episode of RePete! This week’s question of the week: who are your financial role models? I’ve always searched for a role model, consciously or subconsciously, in almost every aspect of my life. It was no different when…
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Ep. 256: The worst financial question ever.
This week, on The Pete the Planner Show, Pete is answering… the worst money question ever. And what makes this question the worst? Well, let us explain. A younger follower of ours, who recently graduated from college, is on the up and…
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RePete Ep.1: What is work/life balance?
We’ve got big things happening at PTP HQ, we’ll be releasing a second episode of the Pete the Planner® Show each Thursday! You likely noticed the change from The Million Dollar Plan to The Pete the Planner® Show, and now we are finalizing all…
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Ep. 255: Helicopter Parents & Entrepreneurship
This week on The Pete the Planner Show, Pete answers more of your money questions. And, for the first time ~ever~ I’m on the other side of the control room!!! I join Pete in the studio this week and let me tell…
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Ep. 254: Money conversations and college saving plans
This week on The Pete the Planner Show, Pete and I are back answering more of your money questions. To kick off this episode, we’re joined in studio by Christy Fogg from Journey to Joy Counseling! Why has Christy graced us with her…
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Ep. 253: Healthcare, mortgages and leather puzzles
This week on The Pete the Planner Show, Pete and I are back answering more of your money questions. We kick off this episode with a retirement question from an emailer, “I’m 64 and trying to figure out when to retire. If…
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Ep. 252: Is it possible to not retire… successfully?
This week on The Pete the Planner Show, Pete and I are back answering more of your money questions! We’re covering a wide range of topics this week (which if your a friend of the show, should not come as a surprise…
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Ep. 251: The Sandwich Generation and cryptocurrencies, oh my!
This week on The Pete the Planner Show we’re back with more of your money questions, answered. Pete and I dive into this episode with a common question we get from our friends of the Sandwich Generation in the great debacle of,…
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Ep. 250: Your money questions, answered.
This week on The Pete the Planner Show, Pete and I are answering your money questions. To start this week’s show, we piggyback off of a question he answered in his USA Today column, “Why does my investment advisor charge based…
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Ep. 249: Janet
Imagine setting your financial goal, aggressively saving for it, and achieving it. But now… you’re not sure how to more evenly spread out your savings. You and your husband both contribute to your retirement fund(s) and have an emergency fund fully…
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Ep. 248: Pete’s back in studio
This week on The Pete The Planner Show, Pete’s back in studio!!! After a couple months on the road, Pete joins me back at HQ and his mic has never sounded more clear. In this episode, we cover four very different topics….
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Ep. 247: Nick
You just moved across the county and are still acclimating to your new (and more expensive) cost of living. Trying to make the most of your current income, you’re working your way through a chunk of student loan debt paying…
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Ep. 246: Pete’s in Phoenix
This week on The Pete The Planner Show we wrap up our road series! Pete’s in Phoenix for the final leg of his travel… for right now and I’m in HQ maning the board. In this episode, Pete’s diving into his…
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Ep.245: Laine
As the parents of two young girls, one of you and your husband’s major financial goals is to set them up to become fiancially successful adults. You’re actively contributing to their college funds and always on a mission to create…
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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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