The Pete the Planner® Show

The Pete the Planner® Show


Latest Episodes

Ep. 337: New Home Buyer’s Remorse!
November 26, 2019

Up next on the new show, Pete and Damian wince as their writer begins his question with a stunning headline: “I just bought a new home and I instantly regret it.” You have got to check this one out. Can’t listen?... Read More

Ep. 336: Signs of a Chaotic Financial Life
November 19, 2019

This week, we’re talking about the chaos that can ensue in your financial life. Can’t listen? Check the Show Notes! Show Notes: Chaos—while fun to spell and fun to say is not so fun when it comes to your financial... Read More

Ep. 335: With $1M Saved, I Can Retire Now, Right?
November 12, 2019

Back into the mailbag! New on the show, Pete and Damian try to find balance in their skepticism toward a retirement-bound writer. With over $1M in investable assets and a continuing part-time job, why is he still concerned about outliving his... Read More

Ep. 334: Am I Saving TOO MUCH Money? Help.
November 05, 2019

New week, new show! This time, Pete is joined by… Damian! They wax so poetic about retirement and advisors that they had to extend the segment! Is it possible to be saving TOO MUCH money for retirement? Find out when... Read More

Ep 333: This Is Motivation to Start Saving! (Maybe.)
October 29, 2019

This week, Pete and Damian talk examples of the classic phrase: “Have your cake and eat it too:” You can save $3.8M in your lifetime? Do Student Loan payments build credit? New spouse, new house & new baby: Am I ok? Three very real... Read More

Ep. 332: Power Percentage™
October 22, 2019

Introducing Power Percentage™. You have been trying to measure your financial life for years. You measure it by your credit score, your net worth, your income, your savings or retirement account balances… yet none of those reward you for good behavior....

Ep 331: Preparing for A Prenup & More!
October 15, 2019

The tag team is back again! This week, Pete and Damian tackle Considerations when Preparing for a Prenuptial Agreement, Going into Debt to buy Furniture, and ‘Retirement Confidence.’ Three very real topics, for very real people! Can’t listen?

Ep 330: Is A HELOC the Winning Option?
October 08, 2019

Another week, another show! Press play and listen as Pete and Damian weigh the HELOC vs. the ‘Double Move.’ Yes, it’s HELOC, not to be confused with a mythical Master of the Universe. Can’t listen? Check the Notes. Show Notes: HELOC means Home...

Ep. 323: What should we do with this inheritance?
August 13, 2019

Pete and Damian help a guy deal with a $60,000 inheritance.