The Pete the Planner® Show

Latest Episodes:

Ep. 233 Socially Responsible Investing Mar 08, 2018

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In this week’s episode of The Pete The Planner Show, we’re talking about socially responsible investing. This, this buzzing topic, is what has everyone talking. They’re boycotting stuff, claiming they’ll never do business that feels *this* way or *that...

Ep. 232: Peggy Mar 06, 2018

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Imagine being a $100,000 household, living on East coast with two young kids. Currently, both kids are in daycare, but in the fall the oldest will start kindergarten. With only one child in daycare, soon your budget will welcome back... Read More

Ep. 231: Devante Feb 27, 2018

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This week, we meet Devante. Devante’s main concerns, in his own words: “As an immigrant to the U.S., I am determined to do things smarter/more efficiently than my parents did when we first arrived here over 20 yrs ago. I am... Read More

Ep. 230: Hollywood Squares Mailbag Edition Feb 22, 2018

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I make it no secret that my inbox is never short of full, but I wouldn’t have it any other way. Hearing your feedback and your take-a-ways from the show or a column of mine you’ve read, are one of... Read More

Ep. 229: Sara Feb 20, 2018

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Meet, Sara. Sara’s main concerns, in her own words: “My husband and I (ages 29 and 28,) moved to Chicago from college and purchased our first home in April 2015 before marrying in June 2015 (no children). We do not... Read More

Ep. 228: Market Volatility with Tadas Viskanta Feb 15, 2018

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On this week’s episode of The Pete The Planner Show, we’re talking about allllll the market volatility in the last several market sessions. And, oddly enough, this isn’t even the biggest hubbub in the nation right now due to the 24-hr... Read More

Ep. 227: The Return of Ann Feb 13, 2018

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Re-meet, Ann. Ann’s main concerns, in her own words: “Greetings from your episode #9 guest! We’ve run into a unique “problem”…. Our household income has more than doubled but with minimal lifestyle inflation, leading to a surplus of $104,000 a...

Ep. 226: Solving Nicole’s Problems Feb 08, 2018

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On this episode of The Pete The Planner Show our favorite millennial producer Nicole… has had quite the week. And in light, she’s found herself with some problems and we’re talking her through them. Over the past year Nicole’s financial habits have...

Ep. 225: Beth Feb 06, 2018

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Meet Beth Beth’s main concerns, in her own words: “We’re narrowing in on mid and short term priorities now that we know the husband needs to stay home with kids. Working through the setbacks and obstacles of child card, not... Read More

Ep. 224: Joe Jan 30, 2018

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Meet, Joe. Joe’s main concerns, in his own words: “My wife and I come from different sides of the tracks. She was raised in a well-to-do family in which her mom stayed home, and the funds to provide were never short.... Read More

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