The Pete the Planner® Show

By IBJ Media

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Category: Investing

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Subscribers: 102
Reviews: 0
Episodes: 454

Description

Discussing money can be emotionally charged, but not here on the Pete the Planner® Show where Personal Finance Expert, former comedian, and author Peter Dunn breaks down personal finance with humor, practical advice, and real-life scenarios to help you make smarter money moves. Pete and his co-hosts Kristen and Damian lead a guilt-free discussion of budgeting, investing, retirement planning, and any number of other topics meant to help you thrive in the present and future. Part of the IBJ Media Podcast Network.

Episode Date
Storytime with Pete: How to break bad money habits
May 17, 2025
Pete's Ideal Budget Gets Roasted
May 16, 2025
Navigating Now: What the highs and lows of stock can teach you
May 15, 2025
Navigating Now: The average car payment is what?!?!
May 13, 2025
Waiting for the world to change will crush you
May 09, 2025
Navigating Now: Three Tools to Calm Your Finances in a Shaky Economy
May 08, 2025
Storytime with Pete: Filtering everyone's money advice
May 07, 2025
Navigating Now: What you need to know about GDP
May 06, 2025
The $84k Flood That Might Just Change Everything
May 02, 2025
Navigating Now: How Not To Cut Your Market Returns In Half
May 01, 2025
Storytime with Pete: The Awkward Truth About Being Born on Third Base
Apr 30, 2025
Navigating Now: What You Need To Know About Interest
Apr 29, 2025
The Passive Aggressive Economy
Apr 25, 2025
Navigating Now: What Earnings Season is Telling Us
Apr 24, 2025
Storytime with Pete: Are you financially ethical?
Apr 23, 2025
Navigating Now: Bear and Bull Markets Explained
Apr 22, 2025
What Does Not Needing Money Look Like at Different Stages of Your Life?
Apr 18, 2025
Navigating Now: Consumer Confidence Predicts The Future
Apr 17, 2025
Storytime with Pete: The truth about money problems
Apr 16, 2025
Navigating Now: How sector rotation can impact your investing and your career
Apr 15, 2025
What to do if the market just smashed your plans
Apr 11, 2025
Navigating Now: Volatility can take your breath away
Apr 10, 2025
Storytime with Pete: The Market crashed! Here's what to do next.
Apr 09, 2025
Navigating Now: What's actually wrong with the economy and markets right now?
Apr 08, 2025
The Market’s Terrible, Horrible, No Good, Very Bad Day
Apr 04, 2025
EMERGENCY EPISODE -- If I Were President Trump: What I’d Say About Tariffs
Apr 03, 2025
Storytime with Pete: The Insincerity of Negotiation
Apr 03, 2025
Storytime with Pete: The Juxtaposition of Modern Consumption
Apr 01, 2025
What Can You Afford on $100k a year? The Honest Breakdown
Mar 28, 2025
Storytime with Pete: What is an American Car?
Mar 27, 2025
Storytime with Pete: The bittersweet tax refund
Mar 25, 2025
Trapped at the Bottom: The Science Behind Staying Broke
Mar 21, 2025
Storytime with Pete: The Recession Obsession
Mar 18, 2025
Panic is Expensive -- Calm Down
Mar 14, 2025
Storytime with Pete: Youth travel sports
Mar 11, 2025
Credit Scores: The Silent Score Controlling Your Life
Mar 07, 2025
Storytime with Pete: The good and the bad of tariffs
Mar 04, 2025
Why it feels impossible to get ahead
Feb 28, 2025
Storytime with Pete: The winners and losers in the death of the CFPB
Feb 25, 2025
Storytime with Pete: The truth about egg prices
Feb 19, 2025
Stockpicking 101: More than vibes
Feb 18, 2025
Netflix, Chill, and Split the Bill
Feb 14, 2025
Tapping Investments Early: Goldmine or Landmine
Feb 11, 2025
2025 Spectaxular
Feb 04, 2025
Ep. 572: When in doubt, use target date funds...according to one of us
Jan 28, 2025
Ep. 571: Why we told an emailer it's time to breakup with his financial advisor
Jan 21, 2025
Ep. 570: 2025 stock pics of the year
Jan 14, 2025
Ep. 569: End of the year extravaganza
Dec 24, 2024
Ep. 568: Financial influencer advice is somehow getting worse
Dec 17, 2024
Ep. 567: Finally a substantive episode on Bitcoin
Dec 10, 2024
Ep. 566: Neglecting your home will cost you
Nov 26, 2024
Ep. 565: The conversations to have before you combine finances
Nov 19, 2024
Ep. 564: How will Trump's re-election impact the markets and the economy at large?
Nov 12, 2024
Ep. 563: Financial infidelity isn't sustainable
Nov 05, 2024
Ep. 562: Does everyone actually need a financial planner?
Oct 29, 2024
Ep. 561: The case for the 15 year mortgage
Oct 22, 2024
Ep. 560: Should you refinance a car loan?
Oct 15, 2024
Ep. 559: Arguing with each other for an hour
Oct 08, 2024
Ep. 558: Pete returns to social media
Oct 01, 2024
Ep. 557: Splitting things 50/50 in a divorce is more complicated than you think
Sep 17, 2024
Ep. 556: Are youth travel sports worth it?
Sep 10, 2024
Ep. 555: All balances being equal, should you payoff student loans, credit cards, or car loans first?
Sep 02, 2024
Ep. 554: Big inheritance, shocked into retirement?
Aug 27, 2024
Ep. 553: The new real estate commission changes are WILD
Aug 20, 2024
Ep. 552: It's likely too soon to refinance
Aug 13, 2024
Ep. 551: Sure personal finance is personal, but you're not the only stakeholder
Aug 06, 2024
Ep. 550: Whoever the next President is, will love the falling interest rates
Jul 30, 2024
Ep. 549: Pushing your housing budget, when you don't have to
Jul 23, 2024
Ep. 548: Should you intervene in your friend's financial infidelity?
Jul 16, 2024
Ep. 547: Should an emailer payoff their house with a giant bonus?
Jul 02, 2024
Ep. 546: More allegations surface against prominent financial advisor
Jun 25, 2024
Ep. 545: Are zombie mortgages an actual threat? And if they are, should you have already known that?
Jun 11, 2024
Ep. 544: Setting up an investment account for a kid is harder than it should be
Jun 04, 2024
Ep. 543: So what you're saying is the average American doesn't understand the economy
May 28, 2024
Ep. 542: What to do if your financial advisor changes firms
May 21, 2024
Ep 541: Instagram is driving-up the cost of weddings
May 14, 2024
Ep. 540: Should a new relationship help pay-off old debts?
May 07, 2024
Ep. 539: Why I'm skeptical of a person's $3 million retirement plan
Apr 30, 2024
Ep. 538: Your primary residence isn't the ultimate investment
Apr 23, 2024
Ep. 537: Being an executor can't be that hard, can it?
Apr 16, 2024
Ep. 536: If only we had avoided these stupid mistakes
Apr 02, 2024
Ep. 535: Did the real estate industry just change forever?
Mar 26, 2024
Ep. 534: The gender episode
Mar 19, 2024
Ep. 533: How to recover from a big financial mistake
Mar 12, 2024
Ep. 532: A deep look inside the alleged misdeeds of a prominent financial advisor
Mar 05, 2024
Ep. 531: Pivoting hard when you think you might lose your job
Feb 27, 2024
Ep. 530: Overrated and underrated financial advice
Feb 20, 2024
Ep. 529: The 5 money conversations you need to have with your partner
Feb 13, 2024
Ep. 528: What is the best amount for a starter emergency fund
Feb 06, 2024
Ep. 527: Why don't people research their financial advisor's past?
Jan 30, 2024
Ep. 526: The first day of retirement
Jan 23, 2024
Ep. 525: The ins and out of 2024
Jan 16, 2024
Ep. 524: Stock prediction awards spectacular
Jan 09, 2024
Ep. 523: 2023 PTP Show Wrapped
Dec 26, 2023
Ep. 522: The crew shares their book recommendations!
Dec 19, 2023
Ep. 521: When should you NOT max out your retirement plan contributions?
Dec 12, 2023
Ep. 520: There are questions you should be asking questions about your money, and you currently aren't asking these questions.
Dec 05, 2023
Ep. 519: Are the fees in my retirement plan too high?
Nov 21, 2023
Ep. 518: Paying off your partner's debt
Nov 14, 2023
Ep. 517: Considering unorthodox financial products
Nov 07, 2023
Ep. 516: Dame's 2024 economic outlook
Oct 31, 2023
Ep. 515: Okay fine. Life is tremendously more expensive than it was in 1967 and 1995.
Oct 24, 2023
Ep. 514: The Gen Z episode
Oct 10, 2023
Ep. 513: Is it dishonest to have two financial advisors?
Oct 03, 2023
Ep. 512: The refilling of the emergency fund is the key to success
Sep 26, 2023
Ep. 511: Did Aaron just come-up with a compelling reason for a 401k loan?
Sep 19, 2023
Ep. 510: The personal finance fantasy draft
Sep 12, 2023
Ep. 509: Kristen, what debts would you take on?
Sep 05, 2023
Ep. 508: Signs your financial stability is starting to crumble
Aug 29, 2023
Ep. 507: Why homeowners insurance and auto insurance premiums are climbing
Aug 15, 2023
Ep. 506: Kristen and Pete’s battle royale over hot button issues
Aug 08, 2023
Ep. 505: When sitting on a giant chunk of money is the right answer
Aug 01, 2023
Ep. 504: Pete actually has a personal finance issue
Jul 25, 2023
Ep. 503: It’s time to ask your advisor what you’re doing wrong
Jul 18, 2023
Ep. 502: The Supreme Court live stream reporting episode
Jul 04, 2023
Ep. 501: What does it mean to financially “win the game”? And is it realistic?
Jun 27, 2023
Ep. 500: It’s kinda episode 850, but whatever
Jun 20, 2023
Ep. 499: Do 401k loans ever make sense?
Jun 13, 2023
Ep. 498: Why renters are giving up on homeownership
Jun 06, 2023
Ep. 497: These are the financial metrics we dislike
May 30, 2023
Ep. 496: The popular expenses we just don’t get
May 16, 2023
Ep. 495: Evaluating homeownership standards
May 09, 2023
Ep. 494: Is your benefits package any good?
May 02, 2023
Ep. 493: Wait, Apple’s a bank now?
Apr 25, 2023
Ep. 492: The dynamics of 1 and 2 income households
Apr 18, 2023
Ep. 488: Is the new 529 rollover rule helpful?
Mar 14, 2023
Ep. 487: What's the biggest threat to your financial stability?
Mar 07, 2023
Ep. 483: Should you hire a friend as your financial advisor?
Jan 31, 2023
Ep. 482: Hills we're willing to die on -- boy that escalated quickly
Jan 24, 2023
Ep. 480: 2023 stock market predictions
Jan 10, 2023
Ep. 477: Expenses retirees regret
Dec 13, 2022
Ep. 476: Are these popular money tips actually just myths?
Nov 22, 2022
Ep. 475: What is your dominant money behavior?
Nov 15, 2022
Ep. 474: Would you rather — the financial addition
Nov 08, 2022
Ep. 473: Common insurance mistakes to avoid
Oct 25, 2022
Ep. 472: How to use behavior modification tactics to better your finances
Oct 11, 2022
Ep. 471: Dame flees the hurricane
Oct 04, 2022
Ep. 470: Can a single income under the age of 30 really afford a house?
Sep 27, 2022
Ep. 469: The relationship between urgency and regret
Sep 20, 2022
Ep. 468: September Stock Market Checkin
Sep 13, 2022
Ep. 467: How much effort should you put into retiring your parents?
Sep 06, 2022
Ep. 466: The day student loans were forgiven
Aug 30, 2022
Ep. 465: Should you ask for details of your inheritance now?
Aug 23, 2022
Ep. 464: How long will the recession last?
Aug 16, 2022
Ep. 463: I would never…
Aug 09, 2022
Ep. 462: Should moving-in with a partner be the solution to your financial problems?
Jul 25, 2022
Ep. 461: Why withdrawing money for college this fall will sting
Jul 19, 2022
Ep. 460: Is a credit line a reasonable emergency fund?
Jul 12, 2022
Ep. 459: Are income share agreements going to replace student loans?
Jul 05, 2022
Ep. 458: iBonds, gas tax holidays, and a chaotic stock market
Jun 28, 2022
Ep. 457: Was the American Rescue Plan a mistake?
Jun 14, 2022
Ep. 456: The return of live calls!
Jun 07, 2022
Ep. 455: The housing market is about to cool down, right?
May 24, 2022
Ep. 454: 1,000 point market swings are the latest rage
May 10, 2022
Ep. 453: Is a recession coming?
May 03, 2022
Ep. 452: What role should shame play in our financial lives?
Apr 26, 2022
Ep. 451: Thing That Matter with Joshua Becker
Apr 19, 2022
Ep. 450: What parts of your financial life should be automated?
Apr 05, 2022
Ep. 449: Should you be concerned if your advisor is charging you 2.5 percent? Probably
Mar 29, 2022
Ep. 448: How much are gas prices really impacting your wallet?
Mar 15, 2022
Ep. 447: The difference between risk tolerance and risk capacity
Mar 08, 2022
Ep. 446: The impact of Ukraine on the world economy
Mar 01, 2022
Ep. 445: The housing market is a giant bubble, right?
Feb 22, 2022
Ep. 444: Are 401k vesting schedules ethical?
Feb 15, 2022
Ep. 443: Could consumer habits solve the inflation problem?
Feb 08, 2022
Ep. 442: Stress is an amazing financial motivator…at first
Feb 01, 2022
Ep. 441: How common is insider trading, and are you at risk?
Jan 25, 2022
Ep. 440: Should you care if your financial advisor is an avid gambler?
Jan 18, 2022
Ep. 439: Market Review for 2021 PLUS Our Picks for 2022
Jan 11, 2022
Ep. 438: Three Smart Money Moves to End 2021 & Start 2022
Dec 28, 2021
Ep. 437: Talking Modern Money with Special Guest: Joe Saul-Sehy
Dec 21, 2021
Ep. 436: HELP! My Employer Doesn’t Have A Good 401(k) Plan
Dec 14, 2021
Ep. 435: Discretionary Spending + Financial News Rundown
Dec 09, 2021
Ep. 434: Let’s Play, ‘Will You Need That Much?’
Nov 23, 2021
Ep. 433: Retirement – Digging Deep Into the 4% Rule…
Nov 16, 2021
Ep. 432: Does Being ‘Dependable’ Make You Financially Stable?
Nov 09, 2021
Ep. 431: Do You Need Credit to Get Student Loans?
Oct 26, 2021
Ep. 430: Colleges Running Up the Tab on Parent PLUS Loans
Oct 19, 2021
Ep. 429: Why Raising the Federal Debt Ceiling Matters
Oct 12, 2021
Ep. 428: Handling the Unexpected Expenses Parents See!
Oct 05, 2021
Ep. 427: Questioning Our Confidence in Retirement!
Sep 27, 2021
Ep. 426: Parent PLUS Loans Are the Bane of Our Existence?!
Sep 21, 2021
Ep. 425: Open Enrollment: The Biggest (Financial) Missed Opportunity?
Sep 14, 2021
Ep. 424: Is Your Alma Mater Going Under?
Aug 31, 2021
Ep. 423: Pandemic Fallout: We React to the News!
Aug 24, 2021
Ep. 422: When I Retire, What Really Happens to My Money?
Aug 17, 2021
Ep. 421: The Jobs Report Is Here & I Was Wrong (Again!)
Aug 10, 2021
Ep. 420: “Pete, Am I Investing Too Aggressively?”
Aug 03, 2021
Ep. 419: Dissecting the New Inflation & Social Security Rates
Jul 20, 2021
Ep. 418: What Do We Do If We Might Over-Fund Our 529?
Jul 13, 2021
Ep. 417: Should I Roll Over My Older 401(k)s?
Jul 06, 2021
Ep. 390: A New Format & Our Weirdest Metaphor Ever!
Dec 15, 2020
Ep. 389: A Unique Stock Market Year-End Review!
Dec 08, 2020
Ep. 388: Our Philosophies on Money, Explained! Sort Of.
Dec 01, 2020
Ep. 387: “Hold Tight. See How Things Play Out…”
Nov 24, 2020
Ep. 386: Maturity Plays A Big Role In This…
Nov 10, 2020
Ep. 385: The Effects of the Pandemic (and Recession) on Higher Ed
Nov 03, 2020
Ep. 385: The Effects of the Pandemic (and Recession) on Higher Ed
Nov 03, 2020
Ep. 384: How We Feel About What We Said 238 Days Ago!
Oct 27, 2020
Ep. 384: How We Feel About What We Said 238 Days Ago!
Oct 27, 2020
Ep. 383: Managing Money Is Not A “Men’s Only” Club
Oct 20, 2020
Ep. 383: Managing Money Is Not A “Men’s Only” Club
Oct 20, 2020
Ep. 382: Let’s Talk About Lifestyle Creep!
Oct 13, 2020
Ep. 382: Let’s Talk About Lifestyle Creep!
Oct 13, 2020
Ep. 381: Help! My Parents Haven’t Filed Taxes in 5 Years!
Oct 06, 2020
Ep. 381: Help! My Parents Haven’t Filed Taxes in 5 Years!
Oct 06, 2020
Ep. 380: How Much You Should Have Saved for Retirement
Sep 29, 2020
Ep. 380: How Much You Should Have Saved for Retirement
Sep 29, 2020
Ep. 379: The Economic Chaos Coming This Holiday Season
Sep 22, 2020
Ep. 379: The Economic Chaos Coming This Holiday Season
Sep 22, 2020
Ep. 378: The Greatest Segment in the History of Our Show?!
Sep 15, 2020
Ep. 378: The Greatest Segment in the History of Our Show?!
Sep 15, 2020
Ep. 377: Pressing Reset on Our Financial Sensibilities
Sep 09, 2020
Ep. 377: Pressing Reset on Our Financial Sensibilities
Sep 09, 2020
Ep. 376: Shoring Up Finances In The Economic Downturn
Sep 01, 2020
Ep. 376: Shoring Up Finances In The Economic Downturn
Sep 01, 2020
Ep. 375: The Hottest Topic Under the Sun: Student Loans?
Aug 25, 2020
Ep. 375: The Hottest Topic Under the Sun: Student Loans?
Aug 25, 2020
Ep. 374: How Are You Using the Income You Make?
Aug 18, 2020
Ep. 374: How Are You Using the Income You Make?
Aug 18, 2020
Ep. 373: Stability Is More Valuable Than You Think
Aug 11, 2020
Ep. 373: Stability Is More Valuable Than You Think
Aug 11, 2020
Ep. 372: The Million-Dollar Question With Damian Dunn
Aug 04, 2020
Ep. 372: The Million-Dollar Question With Damian Dunn
Aug 04, 2020
Ep. 371: Talking Retirement with Gold-Star Gayle!
Jul 28, 2020
Ep. 370: We Love the Advice Here; Can You Help Us?
Jul 21, 2020
Ep. 369: Pensions & Retirement – Decisions, Decisions!
Jul 14, 2020
Ep. 368: 2020 Halftime Financial Market Report
Jul 07, 2020
Ep. 367: Questions with Kristen: “Queen of the Desert!”
Jun 30, 2020
Ep. 366: How Can You Tell If You’re Financially Stable?
Jun 23, 2020
Ep. 365: Can I Help My Adult Child Learn About Money?
Jun 16, 2020
Ep. 364: The Latest Market Reports: We’re Dumbfounded!
Jun 09, 2020
Ep. 363: $40K Interest-Free Loan From My In-laws. Yes or No?
Jun 02, 2020
Ep. 362: “Quite the Financial Quagmire,” He Says…
May 26, 2020
Ep. 361: The Future of Restaurants – Special Guest: Neal Brown
May 19, 2020
Ep. 360: July Could Get Ugly; Is A New Stimulus Coming?
May 12, 2020
Ep. 359: Are We “New Normal” Yet? + The Rest of 2020
May 05, 2020
Ep. 358: Coronavirus Domino Effects + Pete Was Wrong!
Apr 28, 2020
Ep. 357: What Is The Future of Our National Debt?
Apr 21, 2020
Ep. 356: Economic Pandemic; Rebuilding from Recession
Apr 14, 2020
Ep. 355: Can We Call This An Economic Pandemic?
Apr 07, 2020
Ep. 354: The CARES Act Stimulus Bill: An Overview
Mar 31, 2020
Ep. 353: The Most Interesting Week of 2020, So Far
Mar 24, 2020
Ep. 352: Financially Preparing Yourself for Tough Times
Mar 17, 2020
Ep. 351: The Refinancing Boom!
Mar 10, 2020
Ep 350: Coronavirus! But More Importantly, Retirement.
Mar 03, 2020
Ep. 349: The Launch of Hey Money!
Feb 25, 2020
Ep. 348: All Things Considered, Should We Relocate?
Feb 18, 2020
347: Do We Make Enough Money? Is There Hope?
Feb 11, 2020
Ep. 346: What Should We Do With Our Cashflow?
Feb 04, 2020
Ep. 345: Brendan, This One's For You
Jan 28, 2020
Ep. 343: Bridging the Financial Questions Gap, Finally.
Jan 14, 2020
Ep. 342: What Can I Do With My Money?
Dec 31, 2019
Ep 341: 2019 Holiday Variety Pack
Dec 24, 2019
Ep. 340: The Ultimate Retirement Question: $ or %?
Dec 17, 2019
Ep. 339: After Job Loss, What Happens to my 401(k)?
Dec 10, 2019
Ep. 338: Inheritance Is Coming. What Should I Do?
Dec 03, 2019
Ep. 338: Inheritance Is Coming. What Should I Do?
Dec 03, 2019
Ep. 337: New Home Buyer’s Remorse!
Nov 26, 2019
Ep. 336: Signs of a Chaotic Financial Life
Nov 19, 2019
Ep. 335: With $1M Saved, I Can Retire Now, Right?
Nov 12, 2019
Ep. 334: Am I Saving TOO MUCH Money? Help.
Nov 05, 2019
Ep 333: This Is Motivation to Start Saving! (Maybe.)
Oct 29, 2019
Ep. 332: Power Percentage™
Oct 22, 2019
Ep 331: Preparing for A Prenup & More!
Oct 15, 2019
Ep 330: Is A HELOC the Winning Option?
Oct 08, 2019
Ep. 326: Getting rid of an old car which starts costing you money
Sep 10, 2019
Ep. 323: What should we do with this inheritance?
Aug 13, 2019
Ep. 322: One of the two topics married couples argue about the most
Aug 06, 2019
Ep. 321: Don’t buy the house
Jul 30, 2019
Ep. 320: Stock market update
Jul 23, 2019
Ep. 319: I’ll pay for college if you get good grades
Jul 16, 2019
Ep. 318: Children with special needs and ABLE accounts
Jul 09, 2019
Ep. 317: Wiping out all student loan debt and starting over
Jul 02, 2019
Ep. 316: Why our financial lives are more complicated than they used to be
Jun 25, 2019
Ep. 315: Should your college degree be on your balance sheet?
Jun 18, 2019
Ep. 314: Credit advice that I hate
Jun 11, 2019
Ep. 313: Do you really need disability insurance?
Jun 04, 2019
Ep 312: Now an elderly mom is mooching
May 22, 2019
Ep. 311: When 50 year olds mooch off their elderly parents
May 14, 2019
Ep. 301: Does presidential candidate Pete Buttigieg understand our financial lives?
Feb 16, 2019
Ep. 298 Firing your male financial advisor
Feb 07, 2019
Ep. 271: Effects of Financial Stress
Sep 20, 2018
Ep. 270: Nicole
Sep 18, 2018
Ep. 269: Roger
Sep 13, 2018
Ep. 268: Home buyer’s remorse and 401k roll-overs
Sep 11, 2018
Ep. 267: Jackie
Sep 06, 2018
Ep. 266: 401k fees, refinances, and the weirdest financial product
Sep 04, 2018
Ep. 265: Ashley
Aug 30, 2018
Ep. 264: Lynwood
Aug 23, 2018
Ep. 263: Phone-a-friend
Aug 21, 2018
Ep. 262: Taking advice from friends, housing situations, and student loans
Aug 14, 2018
RePete Ep. 7: Complicated financial tools back to basics
Aug 09, 2018
Ep. 261: Target funds, HSAs, and stock cashouts
Aug 07, 2018
RePete Ep. 6: Everything you’ve ever wanted to know about your 401k
Aug 02, 2018
Ep. 260: Funding dual college tuitions and early 401k cash-outs
Jul 24, 2018
RePete Ep. 5: What college students REALLY need to know prior to freshman year
Jul 19, 2018
Ep. 259: Sharing money with your honey and emotional housing attachments
Jul 17, 2018
RePete Ep. 4: The ins and outs of home equity
Jul 12, 2018
Ep. 258: Investing early, international schools & retirement questions
Jul 10, 2018
RePete Ep. 3: Lessons from our parents
Jul 05, 2018
Ep. 257: How to prioritize debt pay off while saving for retirement
Jul 03, 2018
RePete Ep. 2: Who is your financial role model?
Jun 28, 2018
Ep. 256: The worst financial question ever.
Jun 26, 2018
Ep. 255: Helicopter Parents & Entrepreneurship
Jun 19, 2018
Ep. 254: Money conversations and college saving plans
Jun 12, 2018
Ep. 253: Healthcare, mortgages and leather puzzles
Jun 05, 2018
Ep. 252: Is it possible to not retire… successfully?
May 22, 2018
Ep. 251: The Sandwich Generation and cryptocurrencies, oh my!
May 17, 2018
Ep. 250: Your money questions, answered.
May 10, 2018
Ep. 249: Janet
May 08, 2018
Ep. 248: Pete’s back in studio
May 03, 2018
Ep. 247: Nick
May 01, 2018
Ep. 246: Pete’s in Phoenix
Apr 26, 2018
Ep.245: Laine
Apr 24, 2018
Ep. 244: Jerry
Apr 17, 2018
Ep. 243 Road Series: Pete’s in Philadelphia
Apr 12, 2018
Ep. 242: Lucy
Apr 10, 2018
Ep. 241 Road Series: Pete’s in Austin
Apr 05, 2018
Ep. 240: April
Apr 03, 2018
Ep. 239: Pete’s in Atlanta talking about taxes
Mar 29, 2018
Ep. 238: Greg
Mar 27, 2018
Ep. 237: Pete’s with Parrots in Pasadena
Mar 22, 2018
Ep. 236: Elaine
Mar 20, 2018
Ep. 235: A Petepourri Episode
Mar 16, 2018
Ep. 234: Return of Tina
Mar 13, 2018
Ep. 233 Socially Responsible Investing
Mar 08, 2018
Ep. 232: Peggy
Mar 06, 2018
Ep. 231: Devante
Feb 27, 2018
Ep. 230: Hollywood Squares Mailbag Edition
Feb 22, 2018
Ep. 229: Sara
Feb 20, 2018
Ep. 228: Market Volatility with Tadas Viskanta
Feb 15, 2018
Ep. 227: The Return of Ann
Feb 13, 2018
Ep. 226: Solving Nicole’s Problems
Feb 08, 2018
Ep. 225: Beth
Feb 06, 2018
Ep. 224: Joe
Jan 30, 2018
Ep. 223: Millennials & Money
Jan 25, 2018
Ep. 222 Boris
Jan 23, 2018
Ep. 221: Teaching Your Kids About Money
Jan 18, 2018
Ep. 220 Mark
Jan 16, 2018
Ep. 219: Celebrating Financial Successes with Mr. Kinetik
Jan 11, 2018
Ep. 218: Bryan
Jan 09, 2018
Ep. 217: 2017 Investment Wrap-up with Tadas Viskanta
Jan 04, 2018
Ep. 216: Derek
Jan 02, 2018
Ep. 215: Hank
Dec 26, 2017
Ep. 214: Answering emails with Paul Ashley
Dec 21, 2017
Ep. 213: Pepe
Dec 19, 2017
Ep. 212: Setting goals for 2018
Dec 14, 2017
211: Nancy
Dec 12, 2017
Ep. 210: Cryptocurrency
Dec 07, 2017
Ep. 209: Harry
Dec 05, 2017
Ep. 208: Drew
Nov 28, 2017
Ep. 207: Change
Nov 23, 2017
Ep. 207: Change
Nov 23, 2017
Ep. 206: Becky
Nov 21, 2017
Ep. 206: Becky
Nov 21, 2017
Ep. 205: Thinking Man’s Edition
Nov 16, 2017
Ep. 205: Thinking Man’s Edition
Nov 16, 2017
Ep. 204: Kira
Nov 14, 2017
Ep. 204: Kira
Nov 14, 2017
Ep. 203: Credit cards, medical bills and more
Nov 09, 2017
Ep. 203: Credit cards, medical bills and more
Nov 09, 2017
Ep. 202: Chris
Nov 07, 2017
Ep. 202: Chris
Nov 07, 2017
Ep. 201: Frank is changing his mindset and taking control of his financial life.
Nov 02, 2017
Ep. 201: Frank is changing his mindset and taking control of his financial life.
Nov 02, 2017
Ep. 200: Mrs. Planner’s Debut
Oct 31, 2017
Ep. 200: Mrs. Planner’s Debut
Oct 31, 2017
Ep. 199: Eliminating expenses prior to retirement
Oct 26, 2017
Ep. 199: Eliminating expenses prior to retirement
Oct 26, 2017
Ep. 198: Dr. Stella
Oct 24, 2017
Ep. 197 Budgeting Basics
Oct 19, 2017
Ep. 196: Mike, semi-retired and fully funded
Oct 17, 2017
Ep. 195: Pete’s Potpourri pt. 2
Oct 12, 2017
Ep. 194: Wayne is ready to retire and recharge
Oct 10, 2017
Ep. 193: Answering your wake-up call
Oct 05, 2017
Ep. 192: Olivia is trying to pay off her past and fund her future.
Oct 03, 2017
Ep. 191: Wendy is funding a Midwest present, preparing for a West Coast future.
Sep 26, 2017
Ep. 190: Rosé, radio, and health care with Paul Ashley
Sep 21, 2017
Ep. 189: Cassie is ready to walk the walk to a secure financial life.
Sep 19, 2017
Ep. 188: Maybel, she’s got multiple next moves & is trying to find the best fit.
Sep 12, 2017
Ep. 187 Freezing your credit: the what & how to’s.
Sep 11, 2017
Ep. 186: Autumn, a mom working to keep her family financially on track.
Sep 05, 2017
Ep. 185: Sharing finances with your special someone
Aug 31, 2017
Ep. 184: Rubin, a business owner focused on saving for the future.
Aug 29, 2017
Ep. 183: Red, a state worker & wanna be salesman.
Aug 22, 2017
Ep. 182: Signs of a Chaotic Financial Life
Aug 17, 2017
Ep. 181: Brielle has a lot of moving pieces & is ready to put them into place.
Aug 15, 2017
Ep. 180: Peter Dunn & CJ McClanahan
Aug 10, 2017
Ep. 179: Tina, a single mother ready to get back on track & contributing to her future.
Aug 08, 2017
Ep. 178: Selling Your Home
Aug 03, 2017
Ep.177: Allison wants to retire early, but got a late start on serious retirement savings.
Aug 01, 2017
Ep. 176: Jeff, rocket ship salesman by day…real-estate broker by night.
Jul 25, 2017
Ep. 175: A Potpourri Episode
Jul 20, 2017
Ep. 174: Katie, the Paper Mill Engineer Who Drives a Forester.
Jul 18, 2017
Ep. 173: Family & Money
Jul 13, 2017
Ep. 172: Lynette is in her mid 30’s and trying to do it all.
Jul 11, 2017
Ep. 171: Mailbag
Jul 06, 2017
Ep. 170: Jordan, a school teacher, reverses roles as I grade him on his financial life.
Jul 04, 2017
Ep. 169: Setting Your Financial Rules.
Jun 29, 2017
Ep. 168: The Return of Omar
Jun 27, 2017
Ep. 167: The Four Stages of Your Financial Life
Jun 22, 2017
Ep. 166: Melissa has saved for retirement since the age of 25 and is getting ready to reap the benefits.
Jun 20, 2017
Ep. 165 Life Insurance
Jun 15, 2017
Ep. 164: Brian’s paid off over $60,000 in debt and is ready to get back on track.
Jun 13, 2017
Ep.163: The Reality Gap
Jun 08, 2017
Ep. 161: John has nearly thought of everything…but he hasn’t
Jun 06, 2017
Ep. 160: Serena is struggling to prioritize
May 23, 2017
Ep. 158: Dylan is a cop with big goals
May 18, 2017
Ep. 157: Financial Stability
May 11, 2017
Ep. 156: Aurora is already a millionaire…now what?
May 09, 2017
Ep. 155: Healthcare
May 04, 2017
Ep. 153: The Turn Around
Apr 20, 2017
Ep. 152: Kendall has a child with special needs and wants to plan for the future
Apr 18, 2017
Ep. 151: Mailbag
Apr 13, 2017
Ep. 150: Renee has a new baby and some extra money at the end of the month…can she avoid lifestyle creep?
Apr 11, 2017
Ep. 149: College Financial Literacy
Apr 06, 2017
Ep. 148: CJ had a late start to his career, but his profession makes it less stressful than you’d think
Apr 04, 2017
Ep. 147: Youth Sports
Mar 30, 2017
Ep. 146: Cindy, recently divorced, is looking for a financial fresh start
Mar 28, 2017
Ep. 145: Rhonda needs to make a plan for retirement for herself and her employees
Mar 21, 2017
Ep. 144: Mailbag
Mar 16, 2017
Ep. 143: Jack tries to sell me some life insurance
Mar 14, 2017
Ep. 142: Tatiana’s husband just lost his job, but their financial life is still looking up
Mar 07, 2017
Ep. 141: Power Percentage Part 2
Mar 02, 2017
Ep. 140: Rey recently inherited a whopping half million and needs to know where it should go.
Feb 28, 2017
Ep. 139: Parenting
Feb 23, 2017
Ep. 138: Mark has a pretty good financial life, except for his unique life insurance situation…
Feb 21, 2017
Ep. 137: Financing
Feb 16, 2017
Ep. 136: Penny just bought a house and now she’s feeling lost.
Feb 14, 2017
Ep. 135: Visualization
Feb 09, 2017
Ep. 134 Bernard has a lot of good things going, but he’s going to have to play the waiting game.
Feb 07, 2017
Ep. 133 Princess Leia returns…just before jetting off to the UK
Jan 31, 2017
Ep. 132: Retirement Checklist
Jan 26, 2017
Ep. 131: Aaron has a big housing decision to make that can make or break his financial future
Jan 17, 2017
Ep. 130: College Savings
Jan 12, 2017
Ep. 129: Ed now has to make one full- and one part-time income work for five people.
Jan 10, 2017
Ep. 128: Fresh Starts
Jan 05, 2017
Ep. 127: Dave is making over 100k but feels like he’s living on 30k.
Jan 04, 2017
Ep. 126: Charity
Dec 22, 2016
Ep. 125: Renae just had a giant income increase and needs help budgeting
Dec 21, 2016
Ep. 124: Essential Truths
Dec 15, 2016
Ep. 123: Judy is coming-off a divorce and has some work to do
Dec 13, 2016
Ep. 122: Healthcare
Dec 08, 2016
Ep. 121: Joey’s income went up and his margins shrunk
Nov 15, 2016
Ep. 120: Power Percentage
Nov 14, 2016
Ep. 119: Monica is your financial role model
Nov 08, 2016
Ep. 118: Patience
Nov 04, 2016
Ep. 117: Tony wants to be able to shut it down at 40. Can he?
Nov 01, 2016
Ep. 116: Emails
Oct 31, 2016
Ep. 115: Malcolm is a doctor and is about to get paid
Oct 25, 2016
Ep. 114: Action
Oct 25, 2016
Ep. 114: Action
Oct 21, 2016
Ep. 113: Steve is a public defender who doesn’t get frisked
Oct 12, 2016