Episodes

5
July 19, 2018

RePete Ep. 5: What college students REALLY need to know prior to freshman year

We’re back with the second installment of our Expert Series on RePete! This week we’re joined by Phil Schuman, Senior Director of Financial Literacy at Indiana University and our partner in MoneySmarts U, to dive into what a soon-to-be college student....
259
July 17, 2018

Ep. 259: Sharing money with your honey and emotional housing attachments

This week on The Pete the Planner® Show, Pete and I are back answering more of your money questions! The first in the lineup? A question about quarrels over money between two honeys. Financial conversations are usually about as awesome... Read More
4
July 12, 2018

RePete Ep. 4: The ins and outs of home equity

On this episode of RePete we’re dedicating a whole show to your dear friend, home equity. Yes! This will be the first in our expert series where Pete and I bring in an expert on a topic we want all the... Read More
258
July 10, 2018

Ep. 258: Investing early, international schools & retirement questions

This week on The Pete the Planner® Show, Pete and I could not be answering three more different financial questions. We dive into this episode with an email so good that it’s either an incredible prank… or genuinely the best email ever.... Read More
3
July 5, 2018

RePete Ep. 3: Lessons from our parents

We’re back with another RePete! This week’s question of the week: what lessons did you learn from your parents? Over the course of this episode, Pete and I realize a lot of lessons we’ve learned from our parents that we apply... Read More
257
July 3, 2018

Ep. 257: How to prioritize debt pay off while saving for retirement

We’re back answering more of YOUR money questions! Why? Well, it’s what we do. To kick off this week’s show Pete and I read an email from a listener who’s hustling her way through just shy of $50,000 of debt.... Read More
2
June 28, 2018

RePete Ep. 2: Who is your financial role model?

We’re back with another episode of RePete! This week’s question of the week: who are your financial role models? I’ve always searched for a role model, consciously or subconsciously, in almost every aspect of my life. It was no different when... Read More
256
June 26, 2018

Ep. 256: The worst financial question ever.

This week, on The Pete the Planner Show, Pete is answering… the worst money question ever. And what makes this question the worst? Well, let us explain. A younger follower of ours, who recently graduated from college, is on the up and... Read More
255
June 19, 2018

Ep. 255: Helicopter Parents & Entrepreneurship

This week on The Pete the Planner Show Pete and I have more of your money questions, answered. For the first time ~ever~ I’m on the other side of the control room!!! I join Pete in studio this week and let... Read More
254
June 12, 2018

Ep. 254: Money conversations and college saving plans

This week on The Pete the Planner Show, Pete and I are back answering more of your money questions. To kick off this episode, we’re joined in studio by Christy Fogg from Journey to Joy Counseling! Why has Christy graced us with her... Read More
253
June 5, 2018

Ep. 253: Healthcare, mortgages and leather puzzles

This week on The Pete the Planner Show, Pete and I are back answering more of your money questions. We kick off this episode with a retirement question from an emailer, “I’m 64 and trying to figure out when to retire. If... Read More
252
May 22, 2018

Ep. 252: Is it possible to not retire… successfully?

This week on The Pete the Planner Show, Pete and I are back answering more of your money questions! We’re covering a wide range of topics this week (which if your a friend of the show, should not come as a surprise... Read More
251
May 17, 2018

Ep. 251: The Sandwich Generation and cryptocurrencies, oh my!

This week on The Pete the Planner Show we’re back with more of your money questions, answered. Pete and I dive into this episode with a common question we get from our friends of the Sandwich Generation in the great debacle of,... Read More
250
May 10, 2018

Ep. 250: Your money questions, answered.

This week on The Pete the Planner Show, Pete and I are answering your money questions. To start this week’s show, we piggyback off of a question he answered in his USA Today column, “Why does my investment advisor charge based... Read More
249
May 8, 2018

Ep. 249: Janet

Imagine setting your financial goal, aggressively saving for it, and achieving it. But now… you’re not sure how to more evenly spread out your savings. You and your husband both contribute to your retirement fund(s) and have an emergency fund fully...
248
May 3, 2018

Ep. 248: Pete’s back in studio

This week on The Pete The Planner Show, Pete’s back in studio!!! After a couple months on the road, Pete joins me back at HQ and his mic has never sounded more clear. In this episode, we cover four very different topics.... Read More
247
May 1, 2018

Ep. 247: Nick

You just moved across the county and are still acclimating to your new (and more expensive) cost of living. Trying to make the most of your current income, you’re working your way through a chunk of student loan debt paying... Read More
246
April 26, 2018

Ep. 246: Pete’s in Phoenix

This week on The Pete The Planner Show we wrap up our road series! Pete’s in Phoenix for the final leg of his travel… for right now and I’m in HQ maning the board. In this episode, Pete’s diving into his... Read More
245
April 24, 2018

Ep.245: Laine

As the parents of two young girls, one of you and your husband’s major financial goals is to set them up to become fiancially successful adults. You’re actively contributing to their college funds and always on a mission to create... Read More
244
April 17, 2018

Ep. 244: Jerry

Imagine already knowing before you’re 30 that you want to retire early. You and your fiance live on the east coast and are both teachers. You’re getting married in August and are trying to have a budget wedding, but that... Read More
243
April 12, 2018

Ep. 243 Road Series: Pete’s in Philadelphia

This week on The Pete The Planner Show we’re back with another road series edition! This episode we dissect Power Percentage™ from Philadelphia. When measuring how well you’re doing in your financial life, your income alone isn’t a good representation....
242
April 10, 2018

Ep. 242: Lucy

Imagine being a single parent having sole custody of your two young children. You’re trying to save but the West coast cost of living doesn’t lend itself to your budget . You do not receive any child support and have had... Read More
241
April 5, 2018

Ep. 241 Road Series: Pete’s in Austin

On this episode of The Pete The Planner Show, we’re back again with a road series edition. This week, I’m recording from Austin, TX. However it’s not just any edition, it’s a bit of a Petepourri edition. My travel schedule is in... Read More
240
April 3, 2018

Ep. 240: April

Imagine being well over half-way to retirement, but not being sure if you’ve been saving enough. You are an on-call archaeologist working part-time and your husband is a high-school teacher, together you bring in $93,000 a year.