The Pete the Planner® Show

The Pete the Planner® Show


Latest Episodes

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

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.
September 10, 2017

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.
September 05, 2017

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
August 31, 2017

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.
August 29, 2017

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.
August 22, 2017

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

Ep. 182: Signs of a Chaotic Financial Life
August 17, 2017

This week, we’re talking about the chaos that can ensue in your financial life. Chaos—while fun to spell and fun to say is not so fun when it comes to your financial life. If you’re waiting on your next paycheck... Read More

Ep. 181: Brielle has a lot of moving pieces & is ready to put them into place.
August 15, 2017

Meet Brielle. Brielle’s main concerns, in her own words: My biggest hurdle is balancing it all. We have a two and four year old that we will send to day care and preschool and starting in Sept. My children both have... Read More

Ep. 180: Peter Dunn & CJ McClanahan
August 10, 2017

This week, I’m joined by CJ McClanahan. CJ is an accomplished writer, speaker, executive coach and long-time personal friend. Over the past 10 years CJ has helped me grow personally, entrepreneurially, and is the reason I got into radio. Over the...

Ep. 179: Tina, a single mother ready to get back on track & contributing to her future.
August 08, 2017

Meet Tina. Tina’s main concerns, in her own words: I am a single mother of a 4 year old. I owned a home but after a legal case I sold my home via short sale in 2015 after owing since 2000... Read More