In this episode of the Pete the Planner® Show, I talk visualization. If you are wandering aimlessly through your financial life, this is the key you are missing. Visualizing the financial life you want is a great tool to get... Read More

M$D: June 16, 2033 Meet Bernard. Bernard’s main concerns, in his words: I’m not completely sure how to plan effectively for my retirement. My wife and I are both public school teachers. In our state, we will receive a pension when... Read More

M$D: N/A Meet Princess Leia (or, if you’re a longtime listener and heard her first episode, welcome back Princess Leia) Leia’s main concerns, in her words: I was featured on your podcast a little over a year ago and you gave me the... Read More

Topic: Retirement Checklist Special Kudos: Ann, our listener of the week who suggested this topic No matter what your age, you’re going to walk away from this episode with either a wake up call and a list of what to do next... Read More

M$D: N/A Meet Aaron Age: 29 Aaron’s main concerns, in his words: We just got married on July 22nd and would like to be financially literate and on the same financial page. We are fortunate enough to have our condo paid off... Read More

Topic: College Savings Special Guest: Troy Montigney, ‘The 529 Guy’, Executive Director of the Indiana Education Savings Authority This week we talk saving for college, specifically Indiana’s 529 plan. You may have heard me talk about this before in th...

M$D: 10/3/2026 Meet Ed Age: 38 Ed’s main concerns, in his words: In 18 months, we went from supporting two people on two full-time incomes to supporting five people on one.  We now have 1 full-time and 1 part-time income. We have... Read More

Topic: Fresh Starts Special Guest: Marc Williams, A.K.A. Mr. Kinetik, A.K.A. Mr. K This week I talk Fresh Starts for the new year with my friend Mark Williams. Financial goals—how do we make them and how do we keep them?... Read More

M$D: N/A Meet Dave Age: 28 Dave’s main concerns, in his words: I am in medical sales and my wife is in procurement. Getting married next month. Share bank account. Combined, we make about $110k/year, but we always seem to have the same amount of...

Topic: Charity Special Guest: Steven Shattuck from Bloomerang.