The Pete the Planner® Show

Latest Episodes:

Ep. 267: Jackie Sep 06, 2018

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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... Read More

Ep. 266: 401k fees, refinances, and the weirdest financial product Sep 04, 2018

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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... Read More

Ep. 265: Ashley Aug 30, 2018

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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... Read More

Ep. 264: Lynwood Aug 23, 2018

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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... Read More

Ep. 263: Phone-a-friend Aug 21, 2018

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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... Read More

Ep. 262: Taking advice from friends, housing situations, and student loans Aug 14, 2018

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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... Read More

RePete Ep. 7: Complicated financial tools back to basics Aug 09, 2018

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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... Read More

Ep. 261: Target funds, HSAs, and stock cashouts Aug 07, 2018

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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... Read More

RePete Ep. 6: Everything you’ve ever wanted to know about your 401k Aug 02, 2018

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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... Read More

Ep. 260: Funding dual college tuitions and early 401k cash-outs Jul 24, 2018

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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.... Read More

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