Episodes

In the second instalment of our road series, were recording this week’s episode from Atlanta, Georgia! Millennial producer Nicole is manning the board from home, as I dive deeper into my 2018 travel season. And this week on The Pete... Read More

Imagine wanting to retire early to pursue a growing side business full-time. But before you retire, you would like to buy a bigger home in the next couple of years and possibly a new/newer to you car. With a consistent... Read More

This week on The Pete The Planner Show we debut a new mini special: The Road Series. As travel season gears up, for the next few weeks I’ll be joining the show from location while Producer Nicole mans the board at HQ.... Read More

Imagine, returning to work after having two boys and having taking on steep daycare costs. You bought a modest house a few years back full of functional flaws, with the intention to one day renovate. You’re behind on savings and... Read More

It’s been an exciting whirlwind of events in the PTP headquarters the past couple a months, and this week we’re taking time to step back and take a deep breath. As things calm down, I’m trying to dodge being sick... Read More

Imagine, getting back on track with plan in focus. You’re contributing to your 401k, paying down debt, but you’re ready to take on another task. With an approaching decrease in rent, will you be able to afford a down payment... Read More

In this week’s episode of The Pete The Planner Show, we’re talking about socially responsible investing. This, this buzzing topic, is what has everyone talking. They’re boycotting stuff, claiming they’ll never do business that feels *this* way or *that...

Imagine being a $100,000 household, living on East coast with two young kids. Currently, both kids are in daycare, but in the fall the oldest will start kindergarten. With only one child in daycare, soon your budget will welcome back... Read More

This week, we meet Devante. Devante’s main concerns, in his own words: “As an immigrant to the U.S., I am determined to do things smarter/more efficiently than my parents did when we first arrived here over 20 yrs ago. I am... Read More

I make it no secret that my inbox is never short of full, but I wouldn’t have it any other way. Hearing your feedback and your take-a-ways from the show or a column of mine you’ve read, are one of... Read More

Meet, Sara. Sara’s main concerns, in her own words: “My husband and I (ages 29 and 28,) moved to Chicago from college and purchased our first home in April 2015 before marrying in June 2015 (no children). We do not... Read More

On this week’s episode of The Pete The Planner Show, we’re talking about allllll the market volatility in the last several market sessions. And, oddly enough, this isn’t even the biggest hubbub in the nation right now due to the 24-hr... Read More

Re-meet, Ann. Ann’s main concerns, in her own words: “Greetings from your episode #9 guest! We’ve run into a unique “problem”…. Our household income has more than doubled but with minimal lifestyle inflation, leading to a surplus of $104,000 a...

On this episode of The Pete The Planner Show our favorite millennial producer Nicole… has had quite the week. And in light, she’s found herself with some problems and we’re talking her through them. Over the past year Nicole’s financial habits have...

Meet Beth Beth’s main concerns, in her own words: “We’re narrowing in on mid and short term priorities now that we know the husband needs to stay home with kids. Working through the setbacks and obstacles of child card, not... Read More

Meet, Joe. Joe’s main concerns, in his own words: “My wife and I come from different sides of the tracks. She was raised in a well-to-do family in which her mom stayed home, and the funds to provide were never short.... Read More

This week on The Million Dollar Plan, w’re talking about Millennials and their money habits. It has become overwhelmingly clear that over the past 20 to 30 years, our financial lives and habits have changed drastically. It is actually much,

Meet: Boris. Boris’s main concerns, in his own words: “My main financial focus is on the costs that go away in retirement. Most of my top monthly outlays are to items that will go away and/or reduce when we retire.... Read More

This week, we bring you a very special edition of The Million Dollar Plan: Teaching Kids About Money. This is an episode, I have waited a very long time to do. It’s no secret I LOVE talking and teaching about money, especially... Read More

Meet Mark. Mark’s main concerns, in his own words: “I have not been working since 2016, following a divorce and am still on the job search. Only debt really is home and car (bought a low-mileage 3 year old Lexus... Read More

This week on the Million Dollar Plan, we’re talking about celebrating financial successes. Going into the new year we lay a blueprint to the financial goals we want to achieve. We work continuously, maintaining the momentum the whole year through,...

Meet, Bryan. Bryan’s Maine concern, in his own words: “In the past 3-4 months, I’ve become a little obsessive about getting us back in the groove of goals towards finances. I think a lot has been spurred by us having... Read More

When we recorded this, it was our LAST radio episode of 2017. It only felt right to end the year with a special edition of the Million Dollar Plan. This week, we present: The 2017 PTPTV Investment Wrap-up. And it just so happens,... Read More

This week, we met Derek. Derek’s main concerns, in his own words: “I’m 38 years old and have been divorced for 3 years now. I currently have no consumer debt, and a mortgage with about 150,000 left on it. I feel... Read More