In this episode of The Pete the Planner Show, Pete, Dame, and Kristen tackle a listener’s question about using a taxable brokerage account to supplement income before retirement. A high-earning couple with no debt and significant savings wonders if they should ease off their high-paying IT jobs and start tapping their investments. Pete isn’t buying it—he challenges whether they’re taking the easy way out rather than making a sustainable career shift. The conversation dives into financial indepen...
Feb 11, 2025•1 hr 6 min
Tax season is upon us, and The Pete the Planner Show is here to guide you through it with The 2025 SpecTAXular! Pete, Dame, and Kristen dive deep into everything you need to know about taxes—what your accountant really wishes you knew, how to avoid common tax season pitfalls, and the ultimate debate: Is it better to owe or get a refund? They also tackle listener questions, bust common tax myths (hint: there’s no such thing as a “write-off”), and break down the difference between standard deducti...
Feb 04, 2025•59 min
On this week's episode, Kristen, Dame, and Pete debate the utility of target date funds. Disagreement abounds.
Jan 28, 2025•51 min
On this week's episode, Kristen, Dame, and Pete debate whether or not an emailer should breakup with their advisor. We talk fees, communication, and underperformance.
Jan 21, 2025•1 hr 5 min
On this week's episode, Kristen, Dame and Pete pick their stocks for 2025. As always, the stock picks are for entertainment purposes only.
Jan 14, 2025•59 min
Pete and Kristen wrap the year!
Dec 24, 2024•54 min
On this week's episode, Dame, Kristen, and Pete discuss terrible housing advice which would leave you stressed, broke, and working forever.
Dec 17, 2024•1 hr 4 min
On this week's episode, the crew is joined by crypto enthusiast Doug Collins to talk about Bitcoin cresting $100k/coin
Dec 10, 2024•1 hr 6 min
On this week's episode Dame and Pete talk about how easy it is to get behind on home projects.
Nov 26, 2024•59 min
On this week's episode, Kristen, Dame, and Pete talk about what you should discuss with your partner before you combine finances.
Nov 19, 2024•1 hr 5 min
Don't worry, we don't get into the politics. Numbers only this week.
Nov 12, 2024•1 hr 13 min
On this week's episode, Kristen, Dame, and Pete answer an email regarding financial infidelity. Let's just say they didn't like the ground rules.
Nov 05, 2024•55 min
On this week's episode we discuss whether or not everyone really needs a financial planner.
Oct 29, 2024•55 min
On this week's episode, Kristen, Dame, and Pete discuss they whys and why-nots of 15 year mortgages.
Oct 22, 2024•1 hr 9 min
On this week's episode, Kristen, Dame, and Pete discuss the falling interest rates should influence you to refinance your car loans.
Oct 15, 2024•1 hr 10 min
On this week's episode, chaos.
Oct 08, 2024•58 min
On this week's episode, Pete teases his return to the socials.
Oct 01, 2024•56 min
On this week's episode, Dame and Pete discuss an email from divorcee who may not have gotten the best divorce settlement.
Sep 17, 2024•1 hr 2 min
On this week's episode, Kristen, Dame, and Pete discuss the outlandish costs of youth travel sports. Kristen goes back in time to adopt Pete's perspective from 10 years ago.
Sep 10, 2024•1 hr 1 min
On this week's episode, Kristen and Pete talk about why different types of debt are, well, different.
Sep 02, 2024•1 hr 3 min
On this week's episode we consider whether or not a person should retire based on a surprise inheritance.
Aug 27, 2024•52 min
On this week's episode, Dame, Kristen, and Pete are joined by real estate wizard Jimmy Dulin. We knew there were major real estate contract changes, we had no idea how big the changes are.
Aug 20, 2024•1 hr 8 min
On this week's episode, Kristen, Dame, and Pete discuss historic mortgage rates and whether or not it's too soon to refinance.
Aug 13, 2024•1 hr 8 min
On this week's episode Kristen and Pete explore the various stakeholders in your personal finances, including the furry four-legged ones.
Aug 06, 2024•1 hr 4 min
On this week's episode, Kristen, Dame, and Pete talk politics. Well, no exactly. We talk economics, and the ramifications for the next president.
Jul 30, 2024•1 hr 2 min
On this week's episode, Kristen, Dame, and Pete discuss whether it makes any sense at all to make a dynamic housing decision, when housing has previously been a position of strength in a money life. Also, Pete glitches-out.
Jul 23, 2024•1 hr 2 min
On this week's episode, Kristen, Pete, and Dame discuss whether or not an emailer should say something about a friend hiding purchases. It has all the elements of a great story, including money, fast food gift cards, and well, that's it.
Jul 16, 2024•1 hr 5 min
On this week's episode, Dame and Pete discuss whether a 37 year old should payoff his 6.5% mortgage with a giant bonus.
Jul 02, 2024•49 min
In this week's episode, Kristen, Dame, and Pete discuss new fraud allegations against Alexander Joyce, CEO of Rejoyce Financial LLC. You can read the most recent court filing here. If you believe you've been the vicim of financial fraud, contact your state's Secretary of State's office. All matters discussed on this show are allegations at this point, and the justice system will determine guilt/liability.
Jun 25, 2024•1 hr 7 min
In this weeks episode, Kristen, Dame, and Pete explore zombie mortgages. Then they debate who's to blame.
Jun 11, 2024•1 hr
