Episodes

512
Sept. 26, 2023

Ep. 512: The refilling of the emergency fund is the key to success

WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COMIn this week’s episode, Dame, Kristen, Pete, and special guest L.A.-based comedian Danny Dunn (actually related), discuss various financial topics.
511
Sept. 19, 2023

Ep. 511: Did Aaron just come-up with a compelling reason for a 401k loan?

WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Dame and Pete consider whether or not the dreaded 401k loan is justified by emailer Aaron’s latest case use.
510
Sept. 12, 2023

Ep. 510: The personal finance fantasy draft

WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Kristen, Dame, Ben, and Pete put together personal finance fantasy teams. We draft strategies in 9 different areas of personal finance, and then we vote to see who drafted the best financial life. We’ll validate what you already know — it’s not Pete. Click the PLAY button below for the rest of the show!
509
Sept. 5, 2023

Ep. 509: Kristen, what debts would you take on?

WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Kristen and Pete discuss what types of loans they’d actually sign-up for. Click the PLAY button below for the rest of the show!
508
Aug. 29, 2023

Ep. 508: Signs your financial stability is starting to crumble

WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Kristen, Dame, and Pete discuss how they know their financial stability is starting to suffer, and what they do about it. Click the PLAY button below for the rest of the show!
509
Aug. 15, 2023

Ep. 507: Why homeowners insurance and auto insurance premiums are climbing

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete discuss the harsh reality many people are facing — skyrocketing insurance rates. Is there a way around it? Click the PLAY button below for the rest of the show! The post Ep. 507: Why homeowners insurance and auto insurance premiums are climbing appeared first on Pete the Planner®.
506
Aug. 8, 2023

Ep. 506: Kristen and Pete’s battle royale over hot button issues

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen and Pete “debate” each other, as Dame watches-on with glee. Click the PLAY button below for the rest of the show! The post Ep. 506: Kristen and Pete’s battle royale over hot button issues appeared first on Pete the Planner®.
505
Aug. 1, 2023

Ep. 505: When sitting on a giant chunk of money is the right answer

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen and Pete answer an email question which wonders what to do with an extra $250,000. Yeah, we know that’s a great problem to have. But the answer can serve anyone. Click the PLAY button below for the rest of the show! The post Ep. 505: When sitting on a giant chunk of money is the right answer appeared first on Pete the Planner®.
504
July 25, 2023

Ep. 504: Pete actually has a personal finance issue

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame, Kristen, and Pete discuss Pete’s financial conundrum. Click the PLAY button below for the rest of the show! The post Ep. 504: Pete actually has a personal finance issue appeared first on Pete the Planner®.
503
July 18, 2023

Ep. 503: It’s time to ask your advisor what you’re doing wrong

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame, Kristen, and Pete discuss why you should convince your financial advisor to be harder on you. Click the PLAY button below for the rest of the show! The post Ep. 503: It’s time to ask your advisor what you’re doing wrong appeared first on Pete the Planner®.
502
July 4, 2023

Ep. 502: The Supreme Court live stream reporting episode

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame and Pete did their best to update live stream viewers in real time about the US Supreme Court’s rulings. How did it go? Well, it got weird. Click the PLAY button below for the rest of the show! The post Ep. 502: The Supreme Court live stream reporting episode appeared first on Pete the Planner®.
501
June 27, 2023

Ep. 501: What does it mean to financially “win the game”? And is it realistic?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame, Pete, and Kristen spend an entire episode on one very long email. The email eventually asks about “winning the game.” The crew debates this. Click the PLAY button below for the rest of the show! The post Ep. 501: What does it mean to financially “win the game”? And is it realistic? appeared first on Pete the Planner®.
500
June 20, 2023

Ep. 500: It’s kinda episode 850, but whatever

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame, Pete, and Kristen celebrate their 500th episode. There are special guests, special moments, and of course technical difficulties. Click the PLAY button below for the rest of the show! The post Ep. 500: It’s kinda episode 850, but whatever appeared first on Pete the Planner®.
502
June 13, 2023

Ep. 499: Do 401k loans ever make sense?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame and Pete discuss whether or not a 401k is ever justified. Click the PLAY button below for the rest of the show! The post Ep. 499: Do 401k loans ever make sense? appeared first on Pete the Planner®.
498
June 6, 2023

Ep. 498: Why renters are giving up on homeownership

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen and Pete discuss why 66% of renters have given-up on the idea of home ownership. Do their reasons align with reality? Click the PLAY button below for the rest of the show! The post Ep. 498: Why renters are giving up on homeownership appeared first on Pete the Planner®.
497
May 30, 2023

Ep. 497: These are the financial metrics we dislike

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete debate financial metrics. Which ones are helpful and insightful? And which ones can you lead you astray. Click the PLAY button below for the rest of the show! The post Ep. 497: These are the financial metrics we dislike appeared first on Pete the Planner®.
496
May 16, 2023

Ep. 496: The popular expenses we just don’t get

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete take a look at the popular expense categories which just don’t make any sense to them. Summary – Kristen thinks she’s insulting Dame and Pete. She didn’t. Dame insults Kristen. And Pete insults and Kristen and Dame. So yeah, it was a fun conversation. Click the PLAY button below for the rest of the show! The post Ep. 496: The popul...
495
May 9, 2023

Ep. 495: Evaluating homeownership standards

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen and Pete take a look at home income, downpayment, and other factors impact your ability to buy a home. Click the PLAY button below for the rest of the show! The post Ep. 495: Evaluating homeownership standards appeared first on Pete the Planner®.
498
May 2, 2023

Ep. 494: Is your benefits package any good?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame and Pete discuss what makes a good benefits package. And yes, we talk about hybrid work. Click the PLAY button below for the rest of the show! The post Ep. 494: Is your benefits package any good? appeared first on Pete the Planner®.
493
April 25, 2023

Ep. 493: Wait, Apple’s a bank now?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame and Pete discuss whether or not Apple’s foray into banking will be a success or not. Click the PLAY button below for the rest of the show! The post Ep. 493: Wait, Apple’s a bank now? appeared first on Pete the Planner®.
492
April 18, 2023

Ep. 492: The dynamics of 1 and 2 income households

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame and Pete discuss the dynamics of having two working incomes versus one, in a two person household. Despite our earnestness, it’s still a very touchy topic. Click the PLAY button below for the rest of the show! The post Ep. 492: The dynamics of 1 and 2 income households appeared first on Pete the Planner®.
488
March 14, 2023

Ep. 488: Is the new 529 rollover rule helpful?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week's episode, Dame and Pete discuss whether or not the 529 rollover rule is helpful or not. Click the PLAY button below for the rest of the show!
487
March 7, 2023

Ep. 487: What's the biggest threat to your financial stability?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week's episode, Kristen, Dame, and Pete discuss each major threat to financial stability, for ever generation. Yes, it gets cranky. Click the PLAY button below for the rest of the show!
483
Jan. 31, 2023

Ep. 483: Should you hire a friend as your financial advisor?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week's episode, Kristen, Dame, and Pete discuss whether or not you should hire a friend to run your finances. Click the PLAY button below for the rest of the show!