Product
Who We Help
WHO WE HELP
For Businesses
We work with HR teams to round out your benefits
For Education
We guide teachers and staff to loan forgiveness & less worry
For Government
We help government workers budget, address loans, & more
LEARN MORE
Success Stories
See how we're helping teams improve employee wellness
Partners
Give your clients the financial benefits their team deserves
Pricing
Resources
INSIGHTS
HR & Benefits
Get in-depth info about the latest in benefits and wellness
Financial Wellness
Get the latest resources on living a better financial life
MEDIA
Resources
Get helpful on-demand webinars and downloads
Company
LEARN ABOUT YML
Careers
We're hiring!
We’re always looking for stellar folks to join our team
About
Learn about our mission, values, & the people who make it happen
Watch a demo
Login
The Pete the Planner Show
Join Pete, Kristen, and Damian as they unpack all you need to find success in your financial life—and redefine financial wellness along the way
The refilling of the emergency fund is the key to success
In this week’s episode, Dame, Kristen, Pete, and special guest L.A.-based comedian Danny Dunn (actually related), discuss various financial topics.
September 22, 2023
Did Aaron just come up with a compelling reason for a 401k loan?
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.
September 15, 2023
The personal finance fantasy draft
Kristen, Dame, Ben, and Pete put together personal finance fantasy teams.
September 8, 2023
Kristen and Pete's battle royale over hot button issues
In this week's episode, Kristen and Pete "debate" each other, as Dame watches on with glee.
August 4, 2023
When sitting on a giant chunk of money is the right answer
Kristen and Pete discuess what to do with an extra $250,000. Yeah, we know that's a great problem to have. But the answer can serve anyone.
July 27, 2023
Pete actually has a personal finance issue
Today we read a handwritten letter from a listener. The letter says we're wrong.
July 20, 2023
It's time to ask your advisor what you're doing wrong
The gang is back and ready to go!
July 14, 2023
The Supreme Court live stream reporting episode
Yes, the letters behind your financial advisor's name are confusing. And yes, there's a reason why.
July 1, 2023
What does it mean to financially win the game, and is it realistic?
Show 501. Doesn't exactly have the same level of excitement, does it?
June 24, 2023
It's kind episode 850, but whatever
Somehow, someway we've reached 500 shows. This episode will celebrate this milestone with special guests and moments.
June 16, 2023
Do 401k loans ever make sense?
How do you balance the life you can afford with the life you feel like you deserve?
June 10, 2023
Why renters are giving up on homeownership
Live....from my porch
June 3, 2023
These are the financial metrics we dislike
On a scale of 1-10, how big of a problem is the debt ceiling for you and your daily finances?
May 27, 2023
The popular expenses we just don't get
We're in the top 1% of podcasts. No, seriously.
May 13, 2023
Evaluating homeownership standards
Cinco de Dinero
May 6, 2023
Is your benefits package any good?
An emailer wants to know whether his benefits are good or not. We'll tell him the truth.
April 29, 2023
Wait, Apple's a bank now?
Wait, Apple's a bank now?
April 22, 2023
The dynamics of 1 and 2 income households
Is the concept of "primary breadwinner" dead?
April 15, 2023
Next
.png)
.webp)
