The Pete the Planner® Show

Coming up this week: Pete and Damian try even harder to try to figure out what they can disagree on!  For the final show of 2019, the dynamic duo try to empty out the mailbag and answer what they can... Read More

It’s almost 2020, people! As we wrap up 2019, we’re digging deep into the mailbag to discuss more of our listeners’ questions.  Listen to this show to hear a variety of situations  and Pete and Damian’s expert insights. Perhaps you’ve been... Read More

This week’s show is, in a word: focused.  Pete and Damian really drill into the most general area there is: Retirement. The mailbag was opened and brought out a question from a listener that Pete could get excited over: “Here’s my financial... Read More

New this week, Pete and Damian spend the entire show on The 401(k). Our writer is suffering a crushing blow with this from the mailbag: “I lost my job after 27 years of employment there. What should I do with my 401(k).”... Read More

Familiar and funny as ever, Pete and Damian disagree. Our regular listeners will know what an occasion this is. "I'm going to receive a $130,000 inheritance. What should..." WAIT! Before you tune out the rest of the question, there are some home-buying gems you should hear in this show. Can't listen? Check the Show Notes! Show Notes: The writer has a $130K inheritance coming. While we listen with...

Familiar and funny as ever, Pete and Damian disagree. Our regular listeners will know what an occasion this is. “I’m going to receive a $130,000 inheritance. What should…”  WAIT! Before you tune out the rest of the question, there are... Read More

Up next on the new show, Pete and Damian wince as their writer begins his question with a stunning headline: “I just bought a new home and I instantly regret it.” You have got to check this one out. Can’t listen?... Read More

This week, we’re talking about the chaos that can ensue in your financial life. Can’t listen? Check the Show Notes! Show Notes: Chaos—while fun to spell and fun to say is not so fun when it comes to your financial... Read More

Back into the mailbag! New on the show, Pete and Damian try to find balance in their skepticism toward a retirement-bound writer. With over $1M in investable assets and a continuing part-time job, why is he still concerned about outliving his... Read More

New week, new show! This time, Pete is joined by… Damian! They wax so poetic about retirement and advisors that they had to extend the segment! Is it possible to be saving TOO MUCH money for retirement? Find out when... Read More

This week, Pete and Damian talk examples of the classic phrase: “Have your cake and eat it too:” You can save $3.8M in your lifetime? Do Student Loan payments build credit? New spouse, new house & new baby: Am I ok? Three very real... Read More

Introducing Power Percentage™. You have been trying to measure your financial life for years. You measure it by your credit score, your net worth, your income, your savings or retirement account balances… yet none of those reward you for good behavior... Read More

The tag team is back again! This week, Pete and Damian tackle Considerations when Preparing for a Prenuptial Agreement, Going into Debt to buy Furniture, and ‘Retirement Confidence.’ Three very real topics, for very real people! Can’t listen? Check the Show Notes! Show Notes:... Read More

Another week, another show! Press play and listen as Pete and Damian weigh the HELOC vs. the ‘Double Move.’ Yes, it’s HELOC, not to be confused with a mythical Master of the Universe. Can’t listen? Check the Notes. Show Notes: HELOC means Home... Read More

It's the age old question -- "When do I bite the bullet and just get a new car?" Damian and Pete do their best to answer this question.

Pete and Damian help a guy deal with a $60,000 inheritance.

Pete and Damian answer questions around money and relationships.

Pete and Damian tackle two emails in which the solution is to not buy the house.

Pete and Damian give you an update on what the market is doing and why you should care.

An emailer wants to know if his self-created “merit” based college funding idea makes sense for his sons.

Pete and Damian discuss ABLE plans and how they can help families with children with special needs.

Pete and Damian discuss the proposals to wipe out student loan debt. Are they realistic? Are they fair?

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.

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.

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.