The Pete the Planner® Show

The Pete the Planner® Show


Latest Episodes

Ep 312: Now an elderly mom is mooching
May 22, 2019

Last week, 50 year olds were mooching off of their parents. Now, elderly parents are mooching off their 50 year old children. It’s all spinning out of control!

Ep. 311: When 50 year olds mooch off their elderly parents
May 14, 2019

We celebrate Mother’s Day 2019 with lots of family financial awkwardness.

Ep. 271: Effects of Financial Stress
September 20, 2018

This week on The Pete the Planner® Show we have an eclectic combination of topics… to say the least. We’re discussing a very important topic in this episode,  that is not talked about enough. Financial stress impacts us in many ways,

Ep. 270: Nicole
September 18, 2018

On this episode of The Pete the Planner® Show, we meet Nicole. Tired of commuting over an hour, she has eyes on investing in real estate. But before Nicole does anything, she wants the best way to pay down her $27,000... Read More

Ep. 269: Roger
September 13, 2018

This week on The Pete the Planner® Show, we meet one of our first international guests! Hailing from Central America, our guest Roger is ready to get serious about funding his retirement. Over the past 10 years, Roger has paid off over... Read More

Ep. 268: Home buyer’s remorse and 401k roll-overs
September 11, 2018

This week on The Pete the Planner® Show, we’re back answering more of your money questions. Our first question comes from a listener with a case of home-buyers remorse. His dilemma? He can afford his current housing situation,

Ep. 267: Jackie
September 06, 2018

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
September 04, 2018

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