The Pete the Planner® Show

The Pete the Planner® Show


Latest Episodes

Ep. 178: Selling Your Home
August 03, 2017

This week, we’re talking about: Selling Your Home.  A daunting feat, that if done correctly–can be a sizable pay off. When selling your home (or getting ready to sell your home) you’re preparing to leave the house. Your main focus... Read More

Ep.177: Allison wants to retire early, but got a late start on serious retirement savings.
August 01, 2017

Meet Allison. Allison’s main concerns, in her own words: I am a single Federal Government employee who would like to retire at 62. I currently make just over $100,000, but I live in the high cost of living area of... Read More

Ep. 176: Jeff, rocket ship salesman by day…real-estate broker by night.
July 25, 2017

Meet Jeff. Jeff’s main concerns, in his own words: I’m 34, married with a 1-year old, based in Los Angeles (pretty high cost of living), and work for a tech startup. My wife works in law enforcement, but we have different... Read More

Ep. 175: A Potpourri Episode
July 20, 2017

In this week’s episode, we’re talking about a little bit of this and a little bit of that. Some might say, a bit of a “potpourri” episode, if you will. There are a couple different things I want to cover,... Read More

Ep. 174: Katie, the Paper Mill Engineer Who Drives a Forester.
July 18, 2017

Meet Katie. Katie’s main concerns, in her own words: I’m graduating from college in May 2017 and have a job making 72,000 as an engineer. I have no debt, no car payment, and a small amount in an IRA, so... Read More

Ep. 173: Family & Money
July 13, 2017

In this episode, we’re talking about: Family & Money. Now as a husband, father, son, and friend–while I’m no relationship expert, I do have experience in a handful of different ones.  Today I’m going to cover the good, the bad,... Read More

Ep. 172: Lynette is in her mid 30’s and trying to do it all.
July 11, 2017

Meet Lynette. Lynette’s main concerns, in her own words: My husband (38) and I (34) paid off all our debt, except our mortgage. We have a toddler, and a dog. We’re about to move to another state and will be... Read More

Ep. 171: Mailbag
July 06, 2017

On this episode of the Million Dollar Plan, I answer your questions. Once a month, or every four weeks or so, I like to dive into my mailbox and revisit some of your emails. They intrigue me–I never know what I’m... Read More

Ep. 170: Jordan, a school teacher, reverses roles as I grade him on his financial life.
July 04, 2017

Meet Jordan. Jordan’s main concerns, in his own words: I am a school teacher with two children under 4 and a third on the way. I have a net worth of $110,000 but only an income of $50,000 because my... Read More

Ep. 169: Setting Your Financial Rules.
June 29, 2017

This week, I’m talking about rules. You need rules to live by. For each component of your life you need to set some personal rules, or standards if you will, that apply to you and your everyday obligations. If you don’t–you are... Read More