The Pete the Planner® Show

Latest Episodes:

Ep. 223: Millennials & Money Jan 25, 2018

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This week on The Million Dollar Plan, w’re talking about Millennials and their money habits. It has become overwhelmingly clear that over the past 20 to 30 years, our financial lives and habits have changed drastically. It is actually much,

Ep. 222 Boris Jan 23, 2018

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Meet: Boris. Boris’s main concerns, in his own words: “My main financial focus is on the costs that go away in retirement. Most of my top monthly outlays are to items that will go away and/or reduce when we retire.... Read More

Ep. 221: Teaching Your Kids About Money Jan 18, 2018

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This week, we bring you a very special edition of The Million Dollar Plan: Teaching Kids About Money. This is an episode, I have waited a very long time to do. It’s no secret I LOVE talking and teaching about money, especially... Read More

Ep. 220 Mark Jan 16, 2018

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Meet Mark. Mark’s main concerns, in his own words: “I have not been working since 2016, following a divorce and am still on the job search. Only debt really is home and car (bought a low-mileage 3 year old Lexus... Read More

Ep. 219: Celebrating Financial Successes with Mr. Kinetik Jan 11, 2018

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This week on the Million Dollar Plan, we’re talking about celebrating financial successes. Going into the new year we lay a blueprint to the financial goals we want to achieve. We work continuously, maintaining the momentum the whole year through,...

Ep. 218: Bryan Jan 09, 2018

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Meet, Bryan. Bryan’s Maine concern, in his own words: “In the past 3-4 months, I’ve become a little obsessive about getting us back in the groove of goals towards finances. I think a lot has been spurred by us having... Read More

Ep. 217: 2017 Investment Wrap-up with Tadas Viskanta Jan 04, 2018

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When we recorded this, it was our LAST radio episode of 2017. It only felt right to end the year with a special edition of the Million Dollar Plan. This week, we present: The 2017 PTPTV Investment Wrap-up. And it just so happens,... Read More

Ep. 216: Derek Jan 02, 2018

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This week, we met Derek. Derek’s main concerns, in his own words: “I’m 38 years old and have been divorced for 3 years now. I currently have no consumer debt, and a mortgage with about 150,000 left on it. I feel... Read More

Ep. 215: Hank Dec 26, 2017

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This week, we met Hank. Hank’s main concerns, in his own words: “After college I spent about a decade pursuing my passion of coaching triathletes rather than go into the corporate world. I took a job managing a bike shop... Read More

Ep. 214: Answering emails with Paul Ashley Dec 21, 2017

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It is no secret, I get a lot of emails. And for whatever reason, recently, I have been getting some intense emails coming through my inbox. We are talking intro, three full body paragraphs, and conclusion with a SparkNotes sheet,... Read More

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