The Pete the Planner® Show
The Pete the Planner® Show
Redefining Financial Wellness
Ep 300 How to start investing#300
Ep 299 Losing your job in your 50s#299
Ep. 298 Firing your male financial advisor#298
Ep 297 The effect of the government shutdown#297
Ep. 296: What you need to know about banking#296
Ep. 295: Debbie#295
Ep. 294: A 2018 Petepourri#294
Ep. 293: David#293
Ep. 292: Health insurance wrap-ups#292
Ep. 291: Raven#291
Ep. 290: 2018 Wrap-up#290
Ep. 289: Vanessa#289
Ep. 288: Minimalism with Joshua Becker#288
Ep. 287: Dawn#287
Ep. 286: Thanksgiving edition#286
Ep. 285: Stella#285
Ep. 284: How to cut out eating out#284
Ep. 283: Holly#283
Ep. 282: Kendall#282
Ep. 281: Timing when to retire and paying off mortgages early#281
Ep. 280: Ruby#280
Ep. 279: Elaine & Steve#279
Ep. 278: Behavioral investing & student loan forgiveness#278
Ep. 277: Kal#277
Ep. 276: Joint bank accounts and 2nd mortgages#276
Ep. 275: Annie#275
Ep. 274: How to start a retirement plan at age 50#274
Ep. 273: Virginia#273
Ep. 272: Peter and friends#272
Ep. 271: Effects of Financial Stress#271
Ep. 270: Nicole#270
Ep. 269: Roger#269
Ep. 268: Home buyer’s remorse and 401k roll-overs#268
Ep. 267: Jackie#267
Ep. 266: 401k fees, refinances, and the weirdest financial product#266
Ep. 265: Ashley#265
Ep. 264: Lynwood#264
Ep. 263: Phone-a-friend#263
Ep. 262: Taking advice from friends, housing situations, and student loans#262
RePete Ep. 7: Complicated financial tools back to basics#261
Ep. 261: Target funds, HSAs, and stock cashouts#260
RePete Ep. 6: Everything you’ve ever wanted to know about your 401k#259
Ep. 260: Funding dual college tuitions and early 401k cash-outs#258
RePete Ep. 5: What college students REALLY need to know prior to freshman year#257
Ep. 259: Sharing money with your honey and emotional housing attachments#256
RePete Ep. 4: The ins and outs of home equity#255
Ep. 258: Investing early, international schools & retirement questions#254
RePete Ep. 3: Lessons from our parents#253
Ep. 257: How to prioritize debt pay off while saving for retirement#252
RePete Ep. 2: Who is your financial role model?#251
Ep. 256: The worst financial question ever.#250
RePete Ep.1: What is work/life balance?#249
Ep. 255: Helicopter Parents & Entrepreneurship#248
Ep. 254: Money conversations and college saving plans#247
Ep. 253: Healthcare, mortgages and leather puzzles#246
Ep. 252: Is it possible to not retire… successfully?#245
Ep. 251: The Sandwich Generation and cryptocurrencies, oh my!#244
Ep. 250: Your money questions, answered.#243
Ep. 249: Janet#242
Ep. 248: Pete’s back in studio#241
Ep. 247: Nick#240
Ep. 246: Pete’s in Phoenix#239
Ep.245: Laine#238
Ep. 244: Jerry#237
Ep. 243 Road Series: Pete’s in Philadelphia#236
Ep. 242: Lucy#235
Ep. 241 Road Series: Pete’s in Austin#234
Ep. 240: April#233
Ep. 239: Pete’s in Atlanta talking about taxes#232
Ep. 238: Greg#231
Ep. 237: Pete’s with Parrots in Pasadena#230
Ep. 236: Elaine#229
Ep. 235: A Petepourri Episode#228
Ep. 234: Return of Tina#227
Ep. 233 Socially Responsible Investing#226
Ep. 232: Peggy#225
Ep. 231: Devante#224
Ep. 230: Hollywood Squares Mailbag Edition#223
Ep. 229: Sara#222
Ep. 228: Market Volatility with Tadas Viskanta#221
Ep. 227: The Return of Ann#220
Ep. 226: Solving Nicole’s Problems#219
Ep. 225: Beth#218
Ep. 224: Joe#217
Ep. 223: Millennials & Money#216
Ep. 222 Boris#215
Ep. 221: Teaching Your Kids About Money#214
Ep. 220 Mark#213
Ep. 219: Celebrating Financial Successes with Mr. Kinetik#212
Ep. 218: Bryan#211
Ep. 217: 2017 Investment Wrap-up with Tadas Viskanta#210
Ep. 216: Derek#209
Ep. 215: Hank#208
Ep. 214: Answering emails with Paul Ashley#207
Ep. 213: Pepe#206
Ep. 212: Setting goals for 2018#205
211: Nancy#204
Ep. 210: Cryptocurrency#203
Ep. 209: Harry#202
Ep. 208: Drew#201
Ep. 207: Change#200
Ep. 206: Becky#199
Ep. 205: Thinking Man’s Edition#198
Ep. 204: Kira#197
Ep. 203: Credit cards, medical bills and more#196
Ep. 202: Chris#195
Ep. 201: Frank is changing his mindset and taking control of his financial life...#194
Ep. 200: Mrs. Planner’s Debut#193
Ep. 199: Eliminating expenses prior to retirement#192
Ep. 198: Dr. Stella#191
Ep. 197 Budgeting Basics#190
Ep. 196: Mike, semi-retired and fully funded#189
Ep. 195: Pete’s Potpourri pt. 2#188
Ep. 194: Wayne is ready to retire and recharge#187
Ep. 193: Answering your wake-up call#186
Ep. 192: Olivia is trying to pay off her past and fund her future.#185
Ep. 191: Wendy is funding a Midwest present, preparing for a West Coast future.#184
Ep. 190: Rosé, radio, and health care with Paul Ashley#183
Ep. 189: Cassie is ready to walk the walk to a secure financial life.#182
Ep. 188: Maybel, she’s got multiple next moves & is trying to find the best fit...#181
Ep. 187 Freezing your credit: the what & how to’s.#180
Ep. 186: Autumn, a mom working to keep her family financially on track.#179
Ep. 185: Sharing finances with your special someone#178
Ep. 184: Rubin, a business owner focused on saving for the future.#177
Ep. 183: Red, a state worker & wanna be salesman.#176
Ep. 182: Signs of a Chaotic Financial Life#175
Ep. 181: Brielle has a lot of moving pieces & is ready to put them into place.#174
Ep. 180: Peter Dunn & CJ McClanahan#173
Ep. 179: Tina, a single mother ready to get back on track & contributing to her...#172
Ep. 178: Selling Your Home#171
Ep.177: Allison wants to retire early, but got a late start on serious retireme...#170
Ep. 176: Jeff, rocket ship salesman by day…real-estate broker by night.#169
Ep. 175: A Potpourri Episode#168
Ep. 174: Katie, the Paper Mill Engineer Who Drives a Forester.#167
Ep. 173: Family & Money#166
Ep. 172: Lynette is in her mid 30’s and trying to do it all.#165
Ep. 171: Mailbag#164
Ep. 170: Jordan, a school teacher, reverses roles as I grade him on his financi...#163
Ep. 169: Setting Your Financial Rules.#162
Ep. 168: The Return of Omar#161
Ep. 167: The Four Stages of Your Financial Life#160
Ep. 166: Melissa has saved for retirement since the age of 25 and is getting re...#159
Ep. 165 Life Insurance#158
Ep. 164: Brian’s paid off over $60,000 in debt and is ready to get back on trac...#157
Ep.163: The Reality Gap#156
Ep. 161: John has nearly thought of everything…but he hasn’t#155
Ep. 160: Serena is struggling to prioritize#154
Ep. 158: Dylan is a cop with big goals#153
Ep. 157: Financial Stability#152
Ep. 156: Aurora is already a millionaire…now what?#151
Ep. 155: Healthcare#150
Ep. 154: Steven’s wife wants to make a career change, can their finances accomm...#149
Ep. 153: The Turn Around#148
Ep. 152: Kendall has a child with special needs and wants to plan for the futur...#147
Ep. 151: Mailbag#146
Ep. 150: Renee has a new baby and some extra money at the end of the month…can ...#145
Ep. 149: College Financial Literacy#144
Ep. 148: CJ had a late start to his career, but his profession makes it less st...#143
Ep. 147: Youth Sports#142
Ep. 146: Cindy, recently divorced, is looking for a financial fresh start#141
Ep. 145: Rhonda needs to make a plan for retirement for herself and her employe...#140
Ep. 144: Mailbag#139
Ep. 143: Jack tries to sell me some life insurance#138
Ep. 142: Tatiana’s husband just lost his job, but their financial life is still...#137
Ep. 141: Power Percentage Part 2#136
Ep. 140: Rey recently inherited a whopping half million and needs to know where...#135
Ep. 139: Parenting#134
Ep. 138: Mark has a pretty good financial life, except for his unique life insu...#133
Ep. 137: Financing#132
Ep. 136: Penny just bought a house and now she’s feeling lost.#131
Ep. 135: Visualization#130
Ep. 134 Bernard has a lot of good things going, but he’s going to have to play ...#129
Ep. 133 Princess Leia returns…just before jetting off to the UK#128
Ep. 132: Retirement Checklist#127
Ep. 131: Aaron has a big housing decision to make that can make or break his fi...#126
Ep. 130: College Savings#125
Ep. 129: Ed now has to make one full- and one part-time income work for five pe...#124
Ep. 128: Fresh Starts#123
Ep. 127: Dave is making over 100k but feels like he’s living on 30k.#122
Ep. 126: Charity#121
Ep. 125: Renae just had a giant income increase and needs help budgeting#120
Ep. 124: Essential Truths#119
Ep. 123: Judy is coming-off a divorce and has some work to do#118
Ep. 122: Healthcare#117
Ep. 121: Joey’s income went up and his margins shrunk#116
Ep. 120: Power Percentage™#115
Ep. 119: Monica is your financial role model#114
Ep. 118: Patience#113
Ep. 117: Tony wants to be able to shut it down at 40. Can he?#112
Ep. 116: Emails#111
Ep. 115: Malcolm is a doctor and is about to get paid#110
Ep. 114: Action#109
Ep. 113: Steve is a public defender who doesn’t get frisked#108
Ep. 112: Obsession#107
Ep. 111: Omar wants to retire by 40#106
Ep. 110: Self-Sabotage#105
Ep. 109: Gordon has paid down a ton of debt and is ready to party (buy a bigger...#104
Ep. 108: Raises#103
Ep. 107: Sophia#102
Ep. 106: Problem Solving#101
Ep. 105: Travis just got a big inheritance#100
Ep. 104: Better#99
Ep. 103: Ron has a ton of financial anxiety – his wife doesn’t#98
Ep. 102: Insurance#97
Ep. 101: Hank will be a millionaire by 40 with a few small changes#96
Ep. 100: Real Estate Investing#95
Ep. 99: Jackson is paying for his Masters degree as he goes#94
Ep. 98: Investment Logic#93
Ep. 97: Fred went from a DINK to a dad of twins#92
Ep. 96: $100#91
Ep. 95: Lucy is a travel nurse who is killing debt#90
Ep. 94: Motivation#89
Ep. 93: Whitley is the sole breadwinner, trying to support her husband’s dream#88
Ep. 92: Fatherhood#87
Ep. 91: Marci’s financial playground is fun#86
Ep. 90: Gender Differences#85
Ep. 89: Alyssa is on the cusp of something awesome#84
Ep. 88: Investing with your kids#83
Ep. 87: Phil is single and ready to mingle…if you’re financially responsible#82
Ep. 86: Setting Goals#81
Ep. 85 Henry is a veteran who delayed his financial life for you and me#80
Ep. 84 Mid-Year Checkup#79
Ep. 83: Mikey needs to wakeup#78
Ep. 82 Investing Behavior#77
Ep. 81: Alan is rebuilding after a divorce#76
Ep. 80: Housing#75
Ep. 79: Barry is single and feels like he should be making hay, but afraid he i...#74
Ep. 79: Transportation#73
Ep. 77: Danielle is self-employed and worried about creating permanent stabilit...#72
Ep. 76: Homework #2#71
Ep. 75: Maude wants to stay home with the kids, but…#70
Ep. 74: Retirement Variables#69
Ep. 73: Jerry is a millionaire and it doesn’t feel like he thought it would#68
Ep. 72: Life insurance#67
Ep. 71: Mary is about to exit the renter train#66
Ep. 70: You have homework#65
Ep. 69: Todd is about to go back to school, buy a house, and start a family#64
Ep. 68: Minimalism#63
Ep. 67: Tori’s PhD is going to change her life#62
Ep. 66: Relationships#61
Ep. 65: Giuseppe’s income is going to get huge in a year#60
Ep. 64: Investing#59
Ep. 63: Spencer wants to take a break to go get his MBA#58
Ep. 62: Mistakes#57
Ep. 61: Kami wants to freelance…just in case a baby is on the way#56
Ep. 60: Debt#55
Ep. 59: Ryan was talked into a house he can’t afford and his wife is pregnant#54
Ep. 58: Budgeting#53
Ep. 57: Dustin wants to know if his new home purchase will impact his retiremen...#52
Ep. 56: Betty’s retirement plan stability makes college possible for her daughe...#51
Ep. 55: Howard faces the financial ramifications of adopting a child#50
Ep. 54: Whitney is afraid her impending bonus and her spending habits will ruin...#49
Ep. 53: Jenny is dealing with debt, a variable income, and a new marriage#48
Ep. 52: Bobby is ready to pull the trigger…maybe#47
Ep. 51: Anne is divorced with two young kids and is concerned about a secure fu...#46
Ep. 50: Is BJ a lifestyle creep?#45
Ep. 49: Pam and her husband are ready to call it a career#44
Ep. 48: Lee might have a monopoly money problem#43
Ep. 47: Sheila considers bankruptcy#42
Ep. 46: Nicole wants to know whether she can buy a house before paying down som...#41
Ep. 45: Chuck wants to know if he should buy Long-Term Care insurance#40
Ep. 44: Brenda needs to budget in retirement to survive#39
Ep. 43: Jack has risk tolerance issues#38
Ep. 42: Keely gets engaged and everything is happening at once#37
Ep. 41: Leia resists the dark side of living in an expensive city#36
Ep. 40: Hairy has some big hairy audacious retirement goals#35
Ep. 39: Is Caroline behind the retirement eight ball, or is she right where she...#34
Ep. 38: Gene goes from ballin’ to borrowing from his mom’s life insurance polic...#33
Ep. 37: Ellie has a massive change in income#32
Ep. 36: Roy feels he must choose between medical help for his daughter or finan...#31
Ep. 35: Claire Balances a New Baby, Retirement, and Life Insurance#30
Ep. 34: Ray Makes A Monumental Comeback#29
Ep. 33: Samantha learns whether or not she should buy her first home#28
Ep. 32: Kelly Sells the Dream House#27
Ep 31: Chick McGee and Jess Hooker Help Clark Out#26
Ep. 30: Kyle Asks How To Hire A Financial Advisor#25
Ep. 29: Female Elvis Talks Through Her Complicated Financial Life#24
Ep. 28: Timmy Takes Responsibility for His Situation#23
Ep. 27: Dana Considers Early Retirement#22
Ep. 26: Ricky Transitions from Paying Debt to Saving#21
Ep. 25: Tara Asks How To Use Her Bonus#20
Ep. 24: Is Greg Saving Too Much For Retirement?#19
Ep. 23: Jennifer Avoids a Financial Crisis#18
Ep. 22: Grant Learns Net Worth is a Motivator#17
Episode 21: KC#16
Episode 20: Ned#15
Episode 19: Linda#14
Episode 18: Darren#13
Episode 17: Tori#12
Episode 16: Ernie#11
Episode 15: Candace#10
Episode 14: Alice#9
Episode 13: DJ#8
Episode 12: Nicole#7
Episode 11: David#6
Episode 10: Fritz#5
Episode 9: Ann#4
Episode 8: Rudy#3
Episode 7: Jasmin#2
Episode 6: Coach Cliff#1