Episodes

318
July 9, 2019

Ep. 318: Children with special needs and ABLE accounts

Pete and Damian discuss ABLE plans and how they can help families with children with special needs.
317
July 2, 2019

Ep. 317: Wiping out all student loan debt and starting over

Pete and Damian discuss the proposals to wipe out student loan debt. Are they realistic? Are they fair?
316
June 25, 2019

Ep. 316: Why our financial lives are more complicated than they used to be

Whether you realize it or not, our financial lives have changed drastically in the last few decades. We used to not be charged with dealing with our pasts and our futures. Today we are.
315
June 18, 2019

Ep. 315: Should your college degree be on your balance sheet?

Alvaro from Colombia emails to see whether or not a degree belongs on a balance sheet. Pete, Damian, and Phil Schuman, Director of Financial Literacy at Indiana University, weigh in.
314
June 11, 2019

Ep. 314: Credit advice that I hate

Nothing drives me crazy quite like bad advice about repairing credit. It can ruin a person’s financial life. Chad Meadows joins me in studio while Damian is on vacation.
313
June 4, 2019

Ep. 313: Do you really need disability insurance?

This week we tackle the world of disability insurance. Also, we discuss my nightmare flight.
312
May 22, 2019

Ep 312: Now an elderly mom is mooching

Last week, 50 year olds were mooching off of their parents. Now, elderly parents are mooching off their 50 year old children. It’s all spinning out of control!
311
May 14, 2019

Ep. 311: When 50 year olds mooch off their elderly parents

We celebrate Mother’s Day 2019 with lots of family financial awkwardness.
301
Feb. 16, 2019

Ep. 301: Does presidential candidate Pete Buttigieg understand our financial lives?

Do you ever feel like our government leaders aren't in touch with the financial lives most Americans live? I feel that way all the time. That's precisely why I jumped at the opportunity to interview presidential candidate Pete Buttigieg. Pete, or Mayor Pete to most, is the mayor of South Bend, Indiana. He grew up in South Bend before attending Harvard and then Oxford as a Rhodes Scholar. Upon graduating, Pete went to work for management consulting giant McKinsey. He eventually found his way bac...
298
Feb. 7, 2019

Ep. 298 Firing your male financial advisor

This week we tackle exorbitant daycare costs, firing your male investment advisor, and more. With Special guest Blair DuQuesnay from Ritholtz Wealth Management.
271
Sept. 20, 2018

Ep. 271: Effects of Financial Stress

This week on The Pete the Planner® Show we have an eclectic combination of topics… to say the least. We’re discussing a very important topic in this episode, that is not talked about enough. Financial stress impacts us in many ways,
270
Sept. 18, 2018

Ep. 270: Nicole

On this episode of The Pete the Planner® Show, we meet Nicole. Tired of commuting over an hour, she has eyes on investing in real estate. But before Nicole does anything, she wants the best way to pay down her $27,000... Read More
269
Sept. 13, 2018

Ep. 269: Roger

This week on The Pete the Planner® Show, we meet one of our first international guests! Hailing from Central America, our guest Roger is ready to get serious about funding his retirement. Over the past 10 years, Roger has paid off over... Read More
268
Sept. 11, 2018

Ep. 268: Home buyer’s remorse and 401k roll-overs

This week on The Pete the Planner® Show, we’re back answering more of your money questions. Our first question comes from a listener with a case of home-buyers remorse. His dilemma? He can afford his current housing situation,
267
Sept. 6, 2018

Ep. 267: Jackie

This week on The Pete the Planner® Show, we meet Jackie. She’s 56, recently remarried, and feeling all over the place financially. After losing her dad two years ago, she inherited his estate but hasn’t done much with it. Currently living... Read More
266
Sept. 4, 2018

Ep. 266: 401k fees, refinances, and the weirdest financial product

This week on The Pete the Planner® Show, we’re back answering more of your money questions. To kick things off, Pete and I dive into an email asking for a simplistic review over 401k fees. Following our 401k fees exploration, we... Read More
265
Aug. 30, 2018

Ep. 265: Ashley

This week on The Pete the Planner Show, we meet Ashley. Well-weathered for 26 years old, she filed for bankruptcy this summer to put the terrible financial past of her previous marriage in the rearview mirror. And, in addition, she has... Read More
264
Aug. 23, 2018

Ep. 264: Lynwood

This week on The Pete the Planner® Show, we’re bringing back… you! We tried a few things out this summer, but we’re bringing back our feature guest format. However, this time around, we’re not focused on your million dollar day. We... Read More
263
Aug. 21, 2018

Ep. 263: Phone-a-friend

On this episode of The Pete the Planner Show, it’s a phone-a-friend edition! We have three very niche questions for the show and needed to call in a few experts. To kick things off, Pete received an email from a lady listener with some... Read More
262
Aug. 14, 2018

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

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
7
Aug. 9, 2018

RePete Ep. 7: Complicated financial tools back to basics

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
261
Aug. 7, 2018

Ep. 261: Target funds, HSAs, and stock cashouts

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
6
Aug. 2, 2018

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

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
260
July 24, 2018

Ep. 260: Funding dual college tuitions and early 401k cash-outs

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