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The Pete the Planner Show
Join Pete, Kristen, and Damian as they unpack what a successful money life looks like, redefine financial wellness, and share some laughs along the way.
Your primary residence isn't the ultimate investment
On this week's episode, Kristen, Dame, and Pete, combat a local credit union's assertion that a primary residence is the ultimate wealth generation tool. Needless to say, it's not.
April 19, 2024
Being an executor can't be that hard, can it?
On this week's episode, Dame and Pete discuss the complexity of being the executor of an estate. Long story short, it's a lot harder than you think it is.
April 12, 2024
If only we had avoided these stupid mistakes
In this week's episode, Kristen and Pete recall the mistakes they made early in their financial lives.
March 29, 2024
Did the real estate industry just change forever?
On this week's episode, Dame, Kristen, and Pete discuss whether the NAR settlement will shift real estate prices significantly. They also make predictions as to how low real estate commissions will go in the next couple of years.
March 22, 2024
The gender episode
On this week's episode, Kristen and Pete discuss money and gender.
March 15, 2024
How to recover from a big financial mistake
In this week's episode, Dame and Pete talk about how to recover from a bad financial mistake.
March 8, 2024
A deep look inside the alleged misdeeds of a prominent financial advisor
In this week's episode, Dame and Pete take a deep dive into shocking allegations against a Carmel, Indiana based financial advisor. The advisor is accused of stealing $2.6 million from a husband and wife, and then buying a $2 million mansion within minutes of take control of their money.
March 5, 2024
Pivoting hard when you think you might lose your job
In this week's episode, Dame, Kristen, and Pete explore how to make preemptive financial moves, if you think you're about to lose your job.
February 23, 2024
Overrated and underrated financial advice
In this week's episode, Kristen, Dame, and Pete debate what financial advice is overrated and what financial advice is underrated.
February 16, 2024
The 5 money conversations you need to have with your partner
In this week's episode, Dame, Kristen, and Pete talk about having better money conversations with your significant other.
February 9, 2024
What is the best amount for a starter emergency fund?
In this week's episode, Kristen, Dame, and Pete debate the best amount of money to set aside as a starter emergency fund.
February 2, 2024
Why don't people research their financial advisor's past?
In this week's episode, Kristen, Dame, and Pete express their frustrations with the lack of due diligence surrounding hiring a financial advisor.
January 26, 2024
The first day of retirement
On this week's episode, Dame, Kristen, and Pete talk about their visions for their first day of retirement.
January 18, 2024
The ins and outs of 2024
In this week's episode, Dame, Kristen, and Pete talk about what habits they're leaving behind, and what habits they're employing anew in 2024.
January 12, 2024
Stock prediction awards spectacular
On this week's episode, Dame, Kristen, and Pete review their 2023 stock picks, and make their selections for 2024.Stock and market predictions are for entertainment purposes only.
January 4, 2024
2023 PTP Show Wrapped
In this week's episode, Dame, Kristen, and Pete review the year that was the PTP Show. We also hand-out our listener of the year award(s)!
December 22, 2023
The crew shares their book recommendations!
In this week's episode, Kristen, Dame, and Pete answer three different emails. The highlight of this episode is when the crew shares their book recommendations
December 15, 2023
When should you NOT max out your retirement plan contributions?
On this week's episode, Dame, Kristen, and Pete discuss scenarios in which it makes no sense to max-out your retirement plan contributions.Also, stolen valor.
December 8, 2023
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