The Pete the Planner® Show Podcast
1) When Cash Feels Like a Burden
Claire and Ethan, a newly married couple in their early 30s, are sitting on $450,000 in cash after selling property and combining finances — and instead of feeling secure, they’re feeling anxious. Wit...Show More
2) The Delusional Retirement Confidence of Americans
Americans are feeling strangely upbeat about retirement — maybe too upbeat. A new survey shows confidence is soaring, with fewer people saying it will take a “miracle” to retire comfortably. But optim...Show More
3) Financial Red Flags That You Think You Get Away With
Are all financial red flags truly dealbreakers? Not necessarily. This week, Pete and the team dig into the money habits that look risky on paper—but can actually be fine if managed with discipline. Fr...Show More
4) I just moved and I think I regret it
When love and real estate collide, things can get messy. A new listener writes in after moving into their partner’s home—a home that’s been theirs for nearly a decade, kids and all. The couple is seri...Show More
5) Midlife Money Panic
This week’s listener email comes from a 40-something who admits they’ve fallen behind on retirement savings—and they’re wondering if it’s too late to catch up. Pete and the team tackle the emotional w...Show More
6) Does downsizing your house always make sense?
Downsizing sounds like a simple way to save money—sell the big house, pocket the cash, live leaner. But real life isn’t that tidy. In this week’s episode, Pete, Damian, and Kristen unpack the hidden m...Show More
7) Should I buy a house with my in-laws?
When one listener gets a job offer in the Midwest with a 40% pay bump, it sparks more than just career contemplation—it opens the door to a bold family experiment: combining households with the in-law...Show More
8) How Do I Spend My 401(k)? Turning a Lifetime of Saving Into a Retirement Paycheck
After 40 years of saving diligently, listener Jeff is retiring next month—and like many new retirees, he’s asking the question the industry rarely answers: How do I actually spend my 401(k)? In this e...Show More
9) DIY Financial Planning: Can You Really Do It All Yourself?
This week on The Pete the Planner Show, we tackle a question from a listener couple in their 30s who’ve nailed the basics—no debt (besides the mortgage), a healthy emergency fund, steady retirement sa...Show More
10) Let’s Talk About the Thing No One Wants to Talk About -- Funerals
This week’s episode begins with a heartfelt listener question that cuts to the core of a topic we all tend to avoid—death, and the financial planning that surrounds it. Pete, Kristen, and Damian explo...Show More