In October of 2016, I talked with Omar about a daunting feat: to retire by 40. When we first talked to him, here were his main concerns in his own words: I think my wife and I could make for... Read More

This week, we’re talking about The Four Stages of Your Financial Life. In your financial life there are 15, yes count’em, 15 things that you need to do. 15 sounds daunting, doesn’t it? If you write them all down that’s... Read More

Meet Melissa. Melissa’s main concerns, in her own words: My base pay is $74,800 plus overtime on top of that. I have been saving for a house aggressively since January 2015 at about $700 a paycheck (last month I scaled... Read More

*important editor’s note: in light of recent listeners’ feedback, it has been brought to my attention last week’s show had too many jokes, too many personal stories, and not enough information. This week, I switched it up a little bit.... Read More

Meet Brian. Brian’s main concerns, in his own words: My wife and I are in our early 30’s. We have been on the wrong track financially for years. We got ourselves into some serious financial trouble early on in our marriage.... Read More

This week on the Pete the Planner® Show, I’m going to be talking about: The Reality Gap. Ah,  the reality gap–so, this is what I’m really into right now and I’m going to explain and walk you through this concept. But first... Read More

Meet John. John’s main concerns, in his own words:  My wife and I just welcomed our second (and last!) child. We have a comfortable lifestyle – both have stable jobs, we purchased a new home back in 2015, and save a... Read More

Meet Serena. Serena’s main concerns, in her own words:  I’m starting a new job, so I feel like I’ll finally be earning enough to open an individual retirement account (in addition to my employer’s pension plan); however; I still have... Read More

Meet Dylan. Dylan’s main concerns, in his own words: We are both in law enforcement and live together with two children under three years of age. She was out of work for a year and a half with child care... Read More

This week, I cover the top three signs of financial stability. Over the course of my career, I’ve seen thousands of different financial situations—good and bad. These three signs have consistently been apparent in the good ones. At least three...