The Pete the Planner® Show

The Pete the Planner® Show


Latest Episodes

Ep. 262: Taking advice from friends, housing situations, and student loans
August 14, 2018

This week on The Pete the Planner® Show, Pete and I are back answering three more of your money questions. Our first question comes from an emailer whose friend has extended his advice on “what he’d do if he was in... Read More

RePete Ep. 7: Complicated financial tools back to basics
August 09, 2018

This week we bring you: the final episode of RePete. We tried a little something different this summer, but you asked and for once we’re listening. The next extension episode you hear will feature a guest asking their financial question(s) to... Read More

Ep. 261: Target funds, HSAs, and stock cashouts
August 07, 2018

This week on The Pete the Planner Show we’re joined in studio by lead Financial Concierge on Your Money Line, Damian Dunn! Damian visits us at PTP HQ about once a month, so we take advantage and invite him to co-host when available. In this... Read More

RePete Ep. 6: Everything you’ve ever wanted to know about your 401k
August 02, 2018

On this episode of RePete we’re joined by Rick Unser to talk about your 401k! (Ok, not your 401k specifically, but you know what I’m getting at.) Pete and I wanted someone to help us understand 401ks on a deeper level and what... Read More

Ep. 260: Funding dual college tuitions and early 401k cash-outs
July 24, 2018

This week on The Pete the Planner® Show, we’re answering more of your money questions! First, in our trio of questions, we received an email from a woman getting ready to change jobs and has some choices to make while doing so.... Read More

RePete Ep. 5: What college students REALLY need to know prior to freshman year
July 19, 2018

We’re back with the second installment of our Expert Series on RePete! This week we’re joined by Phil Schuman, Senior Director of Financial Literacy at Indiana University and our partner in MoneySmarts U, to dive into what a soon-to-be college student....

Ep. 259: Sharing money with your honey and emotional housing attachments
July 17, 2018

This week on The Pete the Planner® Show, Pete and I are back answering more of your money questions! The first in the lineup? A question about quarrels over money between two honeys. Financial conversations are usually about as awesome... Read More

RePete Ep. 4: The ins and outs of home equity
July 12, 2018

On this episode of RePete we’re dedicating a whole show to your dear friend, home equity. Yes! This will be the first in our expert series where Pete and I bring in an expert on a topic we want all the... Read More

Ep. 258: Investing early, international schools & retirement questions
July 10, 2018

This week on The Pete the Planner® Show,  Pete and I could not be answering three more different financial questions. We dive into this episode with an email so good that it’s either an incredible prank… or genuinely the best email ever.... Read More

RePete Ep. 3: Lessons from our parents
July 05, 2018

We’re back with another RePete! This week’s question of the week: what lessons did you learn from your parents? Over the course of this episode, Pete and I realize a lot of lessons we’ve learned from our parents that we apply... Read More