The Pete the Planner® Show

Latest Episodes:

Ep. 192: Olivia is trying to pay off her past and fund her future. Oct 03, 2017

Show notes

Meet, Olivia. Olivia’s main concerns, in her own words: “I wasn’t a credit wizard in my early 20’s and early 30’s. It took a lot of hard knocks to show me the light. Now I have seen said light, and... Read More

Ep. 191: Wendy is funding a Midwest present, preparing for a West Coast future. Sep 26, 2017

Show notes

Meet Wendy. Wendy’s main concerns, in her own words: If we were to stay in the Midwest in our current jobs, I wouldn’t be worried about our financial future at all. However, my husband, who is active duty military, is... Read More

Ep. 190: Rosé, radio, and health care with Paul Ashley Sep 21, 2017

Show notes

This week, I welcome back my friend Paul Ashley from First Person Advisors. Paul has been featured on my show two times prior to this week’s episode, and you can find both by clicking here and here. *clicky, clicky* There... Read More

Ep. 189: Cassie is ready to walk the walk to a secure financial life. Sep 19, 2017

Show notes

Meet Cassie. Cassie’s main concerns, in her own words: I find managing money difficult, but over the past several years I’ve educated myself on financial responsibility and budgeting. I am quite proud of what I have accomplished–curbed my unnecessary s...

Ep. 188: Maybel, she’s got multiple next moves & is trying to find the best fit. Sep 12, 2017

Show notes

Meet Maybel. Maybel’s main concerns, in her own words: I am not sure WHAT to do next, or how to go about it. When I left my previous employer, I became a contract worker and stopped contributing to retirement to build... Read More

Ep. 187 Freezing your credit: the what & how to’s. Sep 11, 2017

Show notes

In a special early week edition we’re focusing on how our data is handled, specifically with the credit data bureaus. In early September of 2017, one of the big three credit bureaus (Equifax) had a data breach causing potential reproductions... Read More

Ep. 186: Autumn, a mom working to keep her family financially on track. Sep 05, 2017

Show notes

Meet Autumn. Autumn’s main concerns, in her own words: We have roughly $1500-1700/mo in extra income and we would like to know how we should allocate this money. We have ideas of contributing more to my HSA, start ROTH’s, contribute... Read More

Ep. 185: Sharing finances with your special someone Aug 31, 2017

Show notes

This week: we’re talking about banking. *Specifically* with that special someone of yours. Your “lovey-dovey”, if you will. This is an episode that has been a long time coming. And after seeing a friend of mine this past week while... Read More

Ep. 184: Rubin, a business owner focused on saving for the future. Aug 29, 2017

Show notes

In this week’s episode–we shake things up a little bit. It’s what we do here in PTP headquarters. If you listen to my radio show, and usual Thursday podcast postings, you’re familiar with my four-segmented show. Now stay with us–for... Read More

Ep. 183: Red, a state worker & wanna be salesman. Aug 22, 2017

Show notes

Meet Red. Red’s main concerns, in his own words: My wife and I are in our mid 30’s. We have one child who is 8 y.o, of which we recently found out has Type 1 Diabetes. I work for the... Read More

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