Who We Help
WHO WE HELP
We work with HR teams to round out your benefits
We guide teachers and staff to loan forgiveness & less worry
We aid healthcare staff with financial planning & more
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Give your clients the financial benefits their team deserves
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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.
Are the fees in my retirement plan too high?
In this week's episode, Stacy, Dame, and Pete discuss high retirement plan fees.
November 17, 2023
Paying off your partner's debt
In last week's episode, Dame, Kristen, and Pete discuss the ends and outs of paying off your partner's debts. And as you might guess, the email which stoked this conversation, has some strange twists.
November 10, 2023
Considering unorthodox financial products
In this week’s episode, Kristen, Dame, and Pete discuss whether or not they’d purchase an All-in-one mortgage or universal life insurance.
November 3, 2023
Dame's 2024 economic outlook
In this week’s episode, Kristen, Dame, and Pete discuss what Dame learned at a recent economic conference.
October 27, 2023
Okay fine. Life is tremendously more expensive than it was in 1967 and 1995.
In this week’s episode, Kristen, Dame, and Pete discuss how much the cost of living has increased relative to wage growth. Even though we knew it would illustrate a crazy challenge for young people, the results were actually worse than we thought.
October 20, 2023
The Gen Z Episode
In this week’s episode, Pete and special guest co-host Ellie discuss all things Gen Z finance.
October 6, 2023
Government shutdown, stagflation, and a locksmith. It's a rough week.
September 29, 2023
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
Signs your financial stability is starting to crumble
In this week’s episode, Kristen, Dame, and Pete discuss how they know their financial stability is starting to suffer, and what they do about it.
August 25, 2023
Why homeowners insurance and auto insurance premiums are climbing
In this week’s episode, Kristen, Dame, and Pete discuss the harsh reality many people are facing — skyrocketing insurance rates. Is there a way around it?
August 11, 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