All Episodes
The Pete the Planner® Show — 532 episodes
The S&P 500 isn't what you think it is
The financial distractions keeping you broke
The $300k 401k Mistake
Financial marketing, translated
You Need HOW Much to Live Comfortably in Indiana?! The $220,000 Headline Everyone Is Getting Wrong
The $50,000 Mistake Hiding Inside Your House
The best financial metric you've never heard of
When Doing the Right Thing Feels Like Financial Failure
The 2.75% mortgage trap: When a great interest rate keeps you stuck
The strange reality of the brand new Trump accounts
The most overrated financial goals
The Millionaire Math: How to Become a Millionaire in Your 20s, 30s, or 40s
The role your house should play in retirement
Love, marriage, and relationship exit strategies
The hot take Olympics
3 Money Decisions You’ll Either Regret Forever… or Be Glad You Made
Money and Marriage -- When 50/50 stops making sense
Did Boomers have it worse than Millennials at their age?
Oil prices aren't hurting who you think
Pete on the IBJ Podcast: Recession, Iran, and Petrodollars
How to start your financial life right out of school, and not mess everything up
Just moved into our new house. We feel...less excited than we thought we'd be
HS students are learning about money now. Are they being taught the wrong things?
Why leaving money to your kids can backfire
Emergency Pod: Stagflation
She built the wealth...he feels weird about it
The Curious Case of Having More Money Than Time
The Great 2026 Rent or Buy Crossroads
Prediction Markets: Are They Smart Money or Just Smart-Sounding Gambling?
Why the markets are unsettled right now
Is the Retirement Our Parents and Grandparents Had Even Possible Anymore?
Am I crazy, or is the economy teetering on the edge of boom and bust?
If You Need Cash: Ranking Debt from Least Bad to Absolutely Not
Why most people will retire later than they expect
Pete's 2026 predictions
The Pete the Planner origin story
The New Year's Resolution Draft
The 10 financial mistakes you need to try to avoid
Can this emailer retire at 54? Eh
Encore -- Regretting a home purchase
The money questions HR shouldn't answer
Pete's Pre-Holiday Pep Talk
The King of All Bad Ideas -- The 50 Yr Mortgage
Willpower
The truth about a mid-life crisis
Spotting financial advisor red flags
AI vs Two Money Guys
Why Smart People Do Dumb Things With Their Money
When supporting your adult children turns bad
If financial nihilism a thing?
When Cash Feels Like a Burden
The Delusional Retirement Confidence of Americans
Financial Red Flags That You Think You Get Away With
I just moved and I think I regret it
Midlife Money Panic
Does downsizing your house always make sense?
Should I buy a house with my in-laws?
How Do I Spend My 401(k)? Turning a Lifetime of Saving Into a Retirement Paycheck
DIY Financial Planning: Can You Really Do It All Yourself?
Let’s Talk About the Thing No One Wants to Talk About -- Funerals
You down with OBBB?
How to trust your portfolio over the long haul
Are the Rules for Teaching Kids About Money Different Now?
Are You Actually Making Financial Progress… or Just Busy With Money?
Navigating Now: How do market bubbles pop?
Understanding the markets's tell -- Volume
Why smart people make dumb money decisions
Is Stagflation Inevitable?
Paying for your own destruction...for the dopamine
Navigating Now: Understanding Circuit Breakers
How AI is changing how we manage money
Navigating Now: Understanding Market Caps
Your body called - it wants a line item in your budget
Navigating Now: What is technical analysis?
How to get addicted to good money habits
Navigating Now: Finally understanding yield curves
Storytime with Pete: What you didn't learn from your parents
Understanding ETFs vs Mutual Funds
Storytime with Pete: How to break bad money habits
Pete's Ideal Budget Gets Roasted
Navigating Now: What the highs and lows of stock can teach you
Navigating Now: The average car payment is what?!?!
Waiting for the world to change will crush you
Navigating Now: Three Tools to Calm Your Finances in a Shaky Economy
Storytime with Pete: Filtering everyone's money advice
Navigating Now: What you need to know about GDP
The $84k Flood That Might Just Change Everything
Navigating Now: How Not To Cut Your Market Returns In Half
Storytime with Pete: The Awkward Truth About Being Born on Third Base
Navigating Now: What You Need To Know About Interest
The Passive Aggressive Economy
Navigating Now: What Earnings Season is Telling Us
Storytime with Pete: Are you financially ethical?
Navigating Now: Bear and Bull Markets Explained
What Does Not Needing Money Look Like at Different Stages of Your Life?
Navigating Now: Consumer Confidence Predicts The Future
Storytime with Pete: The truth about money problems
Navigating Now: How sector rotation can impact your investing and your career
What to do if the market just smashed your plans
Navigating Now: Volatility can take your breath away
Storytime with Pete: The Market crashed! Here's what to do next.
Navigating Now: What's actually wrong with the economy and markets right now?
The Market’s Terrible, Horrible, No Good, Very Bad Day
Storytime with Pete: The Insincerity of Negotiation
EMERGENCY EPISODE -- If I Were President Trump: What I’d Say About Tariffs
Storytime with Pete: The Juxtaposition of Modern Consumption
What Can You Afford on $100k a year? The Honest Breakdown
Storytime with Pete: What is an American Car?
Storytime with Pete: The bittersweet tax refund
Trapped at the Bottom: The Science Behind Staying Broke
Storytime with Pete: The Recession Obsession
Panic is Expensive -- Calm Down
Storytime with Pete: Youth travel sports
Credit Scores: The Silent Score Controlling Your Life
Storytime with Pete: The good and the bad of tariffs
Why it feels impossible to get ahead
Storytime with Pete: The winners and losers in the death of the CFPB
Storytime with Pete: The truth about egg prices
Stockpicking 101: More than vibes
Netflix, Chill, and Split the Bill
Tapping Investments Early: Goldmine or Landmine
2025 Spectaxular
Ep. 572: When in doubt, use target date funds...according to one of us
Ep. 571: Why we told an emailer it's time to breakup with his financial advisor
Ep. 570: 2025 stock pics of the year
Ep. 569: End of the year extravaganza
Ep. 568: Financial influencer advice is somehow getting worse
Ep. 567: Finally a substantive episode on Bitcoin
Ep. 566: Neglecting your home will cost you
Ep. 565: The conversations to have before you combine finances
Ep. 564: How will Trump's re-election impact the markets and the economy at large?
Ep. 563: Financial infidelity isn't sustainable
Ep. 562: Does everyone actually need a financial planner?
Ep. 561: The case for the 15 year mortgage
Ep. 560: Should you refinance a car loan?
Ep. 559: Arguing with each other for an hour
Ep. 558: Pete returns to social media
Ep. 557: Splitting things 50/50 in a divorce is more complicated than you think
Ep. 556: Are youth travel sports worth it?
Ep. 555: All balances being equal, should you payoff student loans, credit cards, or car loans first?
Ep. 554: Big inheritance, shocked into retirement?
Ep. 553: The new real estate commission changes are WILD
Ep. 552: It's likely too soon to refinance
Ep. 551: Sure personal finance is personal, but you're not the only stakeholder
Ep. 550: Whoever the next President is, will love the falling interest rates
Ep. 549: Pushing your housing budget, when you don't have to
Ep. 548: Should you intervene in your friend's financial infidelity?
Ep. 547: Should an emailer payoff their house with a giant bonus?
Ep. 546: More allegations surface against prominent financial advisor
Ep. 545: Are zombie mortgages an actual threat? And if they are, should you have already known that?
Ep. 544: Setting up an investment account for a kid is harder than it should be
Ep. 543: So what you're saying is the average American doesn't understand the economy
Ep. 542: What to do if your financial advisor changes firms
Ep 541: Instagram is driving-up the cost of weddings
Ep. 540: Should a new relationship help pay-off old debts?
Ep. 539: Why I'm skeptical of a person's $3 million retirement plan
Ep. 538: Your primary residence isn't the ultimate investment
Ep. 537: Being an executor can't be that hard, can it?
Ep. 536: If only we had avoided these stupid mistakes
Ep. 535: Did the real estate industry just change forever?
Ep. 534: The gender episode
Ep. 533: How to recover from a big financial mistake
Ep. 532: A deep look inside the alleged misdeeds of a prominent financial advisor
Ep. 531: Pivoting hard when you think you might lose your job
Ep. 530: Overrated and underrated financial advice
Ep. 529: The 5 money conversations you need to have with your partner
Ep. 528: What is the best amount for a starter emergency fund
Ep. 527: Why don't people research their financial advisor's past?
Ep. 526: The first day of retirement
Ep. 525: The ins and out of 2024
Ep. 524: Stock prediction awards spectacular
Ep. 523: 2023 PTP Show Wrapped
Ep. 522: The crew shares their book recommendations!
Ep. 521: When should you NOT max out your retirement plan contributions?
Ep. 520: There are questions you should be asking questions about your money, and you currently aren't asking these questions.
Ep. 519: Are the fees in my retirement plan too high?
Ep. 518: Paying off your partner's debt
Ep. 517: Considering unorthodox financial products
Ep. 516: Dame's 2024 economic outlook
Ep. 515: Okay fine. Life is tremendously more expensive than it was in 1967 and 1995.
Ep. 514: The Gen Z episode
Ep. 513: Is it dishonest to have two financial advisors?
Ep. 512: The refilling of the emergency fund is the key to success
Ep. 511: Did Aaron just come-up with a compelling reason for a 401k loan?
Ep. 510: The personal finance fantasy draft
Ep. 509: Kristen, what debts would you take on?
Ep. 508: Signs your financial stability is starting to crumble
Ep. 507: Why homeowners insurance and auto insurance premiums are climbing
Ep. 506: Kristen and Pete’s battle royale over hot button issues
Ep. 505: When sitting on a giant chunk of money is the right answer
Ep. 504: Pete actually has a personal finance issue
Ep. 503: It’s time to ask your advisor what you’re doing wrong
Ep. 502: The Supreme Court live stream reporting episode
Ep. 501: What does it mean to financially “win the game”? And is it realistic?
Ep. 500: It’s kinda episode 850, but whatever
Ep. 499: Do 401k loans ever make sense?
Ep. 498: Why renters are giving up on homeownership
Ep. 497: These are the financial metrics we dislike
Ep. 496: The popular expenses we just don’t get
Ep. 495: Evaluating homeownership standards
Ep. 494: Is your benefits package any good?
Ep. 493: Wait, Apple’s a bank now?
Ep. 492: The dynamics of 1 and 2 income households
Ep. 488: Is the new 529 rollover rule helpful?
Ep. 487: What's the biggest threat to your financial stability?
Ep. 483: Should you hire a friend as your financial advisor?
Ep. 482: Hills we're willing to die on -- boy that escalated quickly
Ep. 480: 2023 stock market predictions
Ep. 477: Expenses retirees regret
Ep. 476: Are these popular money tips actually just myths?
Ep. 475: What is your dominant money behavior?
Ep. 474: Would you rather — the financial addition
Ep. 473: Common insurance mistakes to avoid
Ep. 472: How to use behavior modification tactics to better your finances
Ep. 471: Dame flees the hurricane
Ep. 470: Can a single income under the age of 30 really afford a house?
Ep. 469: The relationship between urgency and regret
Ep. 468: September Stock Market Checkin
Ep. 467: How much effort should you put into retiring your parents?
Ep. 466: The day student loans were forgiven
Ep. 465: Should you ask for details of your inheritance now?
Ep. 464: How long will the recession last?
Ep. 463: I would never…
Ep. 462: Should moving-in with a partner be the solution to your financial problems?
Ep. 461: Why withdrawing money for college this fall will sting
Ep. 460: Is a credit line a reasonable emergency fund?
Ep. 459: Are income share agreements going to replace student loans?
Ep. 458: iBonds, gas tax holidays, and a chaotic stock market
Ep. 457: Was the American Rescue Plan a mistake?
Ep. 456: The return of live calls!
Ep. 455: The housing market is about to cool down, right?
Ep. 454: 1,000 point market swings are the latest rage
Ep. 453: Is a recession coming?
Ep. 452: What role should shame play in our financial lives?
Ep. 451: Thing That Matter with Joshua Becker
Ep. 450: What parts of your financial life should be automated?
Ep. 449: Should you be concerned if your advisor is charging you 2.5 percent? Probably
Ep. 448: How much are gas prices really impacting your wallet?
Ep. 447: The difference between risk tolerance and risk capacity
Ep. 446: The impact of Ukraine on the world economy
Ep. 445: The housing market is a giant bubble, right?
Ep. 444: Are 401k vesting schedules ethical?
Ep. 443: Could consumer habits solve the inflation problem?
Ep. 442: Stress is an amazing financial motivator…at first
Ep. 441: How common is insider trading, and are you at risk?
Ep. 440: Should you care if your financial advisor is an avid gambler?
Ep. 439: Market Review for 2021 PLUS Our Picks for 2022
Ep. 438: Three Smart Money Moves to End 2021 & Start 2022
Ep. 437: Talking Modern Money with Special Guest: Joe Saul-Sehy
Ep. 436: HELP! My Employer Doesn’t Have A Good 401(k) Plan
Ep. 435: Discretionary Spending + Financial News Rundown
Ep. 434: Let’s Play, ‘Will You Need That Much?’
Ep. 433: Retirement – Digging Deep Into the 4% Rule…
Ep. 432: Does Being ‘Dependable’ Make You Financially Stable?
Ep. 431: Do You Need Credit to Get Student Loans?
Ep. 430: Colleges Running Up the Tab on Parent PLUS Loans
Ep. 429: Why Raising the Federal Debt Ceiling Matters
Ep. 428: Handling the Unexpected Expenses Parents See!
Ep. 427: Questioning Our Confidence in Retirement!
Ep. 426: Parent PLUS Loans Are the Bane of Our Existence?!
Ep. 425: Open Enrollment: The Biggest (Financial) Missed Opportunity?
Ep. 424: Is Your Alma Mater Going Under?
Ep. 423: Pandemic Fallout: We React to the News!
Ep. 422: When I Retire, What Really Happens to My Money?
Ep. 421: The Jobs Report Is Here & I Was Wrong (Again!)
Ep. 420: “Pete, Am I Investing Too Aggressively?”
Ep. 419: Dissecting the New Inflation & Social Security Rates
Ep. 418: What Do We Do If We Might Over-Fund Our 529?
Ep. 417: Should I Roll Over My Older 401(k)s?
Ep. 390: A New Format & Our Weirdest Metaphor Ever!
Ep. 389: A Unique Stock Market Year-End Review!
Ep. 388: Our Philosophies on Money, Explained! Sort Of.
Ep. 387: “Hold Tight. See How Things Play Out…”
Ep. 386: Maturity Plays A Big Role In This…
Ep. 385: The Effects of the Pandemic (and Recession) on Higher Ed
Ep. 385: The Effects of the Pandemic (and Recession) on Higher Ed
Ep. 384: How We Feel About What We Said 238 Days Ago!
Ep. 384: How We Feel About What We Said 238 Days Ago!
Ep. 383: Managing Money Is Not A “Men’s Only” Club
Ep. 383: Managing Money Is Not A “Men’s Only” Club
Ep. 382: Let’s Talk About Lifestyle Creep!
Ep. 382: Let’s Talk About Lifestyle Creep!
Ep. 381: Help! My Parents Haven’t Filed Taxes in 5 Years!
Ep. 381: Help! My Parents Haven’t Filed Taxes in 5 Years!
Ep. 380: How Much You Should Have Saved for Retirement
Ep. 380: How Much You Should Have Saved for Retirement
Ep. 379: The Economic Chaos Coming This Holiday Season
Ep. 379: The Economic Chaos Coming This Holiday Season
Ep. 378: The Greatest Segment in the History of Our Show?!
Ep. 378: The Greatest Segment in the History of Our Show?!
Ep. 377: Pressing Reset on Our Financial Sensibilities
Ep. 377: Pressing Reset on Our Financial Sensibilities
Ep. 376: Shoring Up Finances In The Economic Downturn
Ep. 376: Shoring Up Finances In The Economic Downturn
Ep. 375: The Hottest Topic Under the Sun: Student Loans?
Ep. 375: The Hottest Topic Under the Sun: Student Loans?
Ep. 374: How Are You Using the Income You Make?
Ep. 374: How Are You Using the Income You Make?
Ep. 373: Stability Is More Valuable Than You Think
Ep. 373: Stability Is More Valuable Than You Think
Ep. 372: The Million-Dollar Question With Damian Dunn
Ep. 372: The Million-Dollar Question With Damian Dunn
Ep. 371: Talking Retirement with Gold-Star Gayle!
Ep. 370: We Love the Advice Here; Can You Help Us?
Ep. 369: Pensions & Retirement – Decisions, Decisions!
Ep. 368: 2020 Halftime Financial Market Report
Ep. 367: Questions with Kristen: “Queen of the Desert!”
Ep. 366: How Can You Tell If You’re Financially Stable?
Ep. 365: Can I Help My Adult Child Learn About Money?
Ep. 364: The Latest Market Reports: We’re Dumbfounded!
Ep. 363: $40K Interest-Free Loan From My In-laws. Yes or No?
Ep. 362: “Quite the Financial Quagmire,” He Says…
Ep. 361: The Future of Restaurants – Special Guest: Neal Brown
Ep. 360: July Could Get Ugly; Is A New Stimulus Coming?
Ep. 359: Are We “New Normal” Yet? + The Rest of 2020
Ep. 358: Coronavirus Domino Effects + Pete Was Wrong!
Ep. 357: What Is The Future of Our National Debt?
Ep. 356: Economic Pandemic; Rebuilding from Recession
Ep. 355: Can We Call This An Economic Pandemic?
Ep. 354: The CARES Act Stimulus Bill: An Overview
Ep. 353: The Most Interesting Week of 2020, So Far
Ep. 352: Financially Preparing Yourself for Tough Times
Ep. 351: The Refinancing Boom!
Ep 350: Coronavirus! But More Importantly, Retirement.
Ep. 349: The Launch of Hey Money!
Ep. 348: All Things Considered, Should We Relocate?
347: Do We Make Enough Money? Is There Hope?
Ep. 346: What Should We Do With Our Cashflow?
Ep. 345: Brendan, This One's For You
Ep. 343: Bridging the Financial Questions Gap, Finally.
Ep. 342: What Can I Do With My Money?
Ep 341: 2019 Holiday Variety Pack
Ep. 340: The Ultimate Retirement Question: $ or %?
Ep. 339: After Job Loss, What Happens to my 401(k)?
Ep. 338: Inheritance Is Coming. What Should I Do?
Ep. 338: Inheritance Is Coming. What Should I Do?
Ep. 337: New Home Buyer’s Remorse!
Ep. 336: Signs of a Chaotic Financial Life
Ep. 335: With $1M Saved, I Can Retire Now, Right?
Ep. 334: Am I Saving TOO MUCH Money? Help.
Ep 333: This Is Motivation to Start Saving! (Maybe.)
Ep. 332: Power Percentage™
Ep 331: Preparing for A Prenup & More!
Ep 330: Is A HELOC the Winning Option?
Ep. 326: Getting rid of an old car which starts costing you money
Ep. 323: What should we do with this inheritance?
Ep. 322: One of the two topics married couples argue about the most
Ep. 321: Don’t buy the house
Ep. 320: Stock market update
Ep. 319: I’ll pay for college if you get good grades
Ep. 318: Children with special needs and ABLE accounts
Ep. 317: Wiping out all student loan debt and starting over
Ep. 316: Why our financial lives are more complicated than they used to be
Ep. 315: Should your college degree be on your balance sheet?
Ep. 314: Credit advice that I hate
Ep. 313: Do you really need disability insurance?
Ep 312: Now an elderly mom is mooching
Ep. 311: When 50 year olds mooch off their elderly parents
Ep. 301: Does presidential candidate Pete Buttigieg understand our financial lives?
Ep. 298 Firing your male financial advisor
Ep. 271: Effects of Financial Stress
Ep. 270: Nicole
Ep. 269: Roger
Ep. 268: Home buyer’s remorse and 401k roll-overs
Ep. 267: Jackie
Ep. 266: 401k fees, refinances, and the weirdest financial product
Ep. 265: Ashley
Ep. 264: Lynwood
Ep. 263: Phone-a-friend
Ep. 262: Taking advice from friends, housing situations, and student loans
RePete Ep. 7: Complicated financial tools back to basics
Ep. 261: Target funds, HSAs, and stock cashouts
RePete Ep. 6: Everything you’ve ever wanted to know about your 401k
Ep. 260: Funding dual college tuitions and early 401k cash-outs
RePete Ep. 5: What college students REALLY need to know prior to freshman year
Ep. 259: Sharing money with your honey and emotional housing attachments
RePete Ep. 4: The ins and outs of home equity
Ep. 258: Investing early, international schools & retirement questions
RePete Ep. 3: Lessons from our parents
Ep. 257: How to prioritize debt pay off while saving for retirement
RePete Ep. 2: Who is your financial role model?
Ep. 256: The worst financial question ever.
Ep. 255: Helicopter Parents & Entrepreneurship
Ep. 254: Money conversations and college saving plans
Ep. 253: Healthcare, mortgages and leather puzzles
Ep. 252: Is it possible to not retire… successfully?
Ep. 251: The Sandwich Generation and cryptocurrencies, oh my!
Ep. 250: Your money questions, answered.
Ep. 249: Janet
Ep. 248: Pete’s back in studio
Ep. 247: Nick
Ep. 246: Pete’s in Phoenix
Ep.245: Laine
Ep. 244: Jerry
Ep. 243 Road Series: Pete’s in Philadelphia
Ep. 242: Lucy
Ep. 241 Road Series: Pete’s in Austin
Ep. 240: April
Ep. 239: Pete’s in Atlanta talking about taxes
Ep. 238: Greg
Ep. 237: Pete’s with Parrots in Pasadena
Ep. 236: Elaine
Ep. 235: A Petepourri Episode
Ep. 234: Return of Tina
Ep. 233 Socially Responsible Investing
Ep. 232: Peggy
Ep. 231: Devante
Ep. 230: Hollywood Squares Mailbag Edition
Ep. 229: Sara
Ep. 228: Market Volatility with Tadas Viskanta
Ep. 227: The Return of Ann
Ep. 226: Solving Nicole’s Problems
Ep. 225: Beth
Ep. 224: Joe
Ep. 223: Millennials & Money
Ep. 222 Boris
Ep. 221: Teaching Your Kids About Money
Ep. 220 Mark
Ep. 219: Celebrating Financial Successes with Mr. Kinetik
Ep. 218: Bryan
Ep. 217: 2017 Investment Wrap-up with Tadas Viskanta
Ep. 216: Derek
Ep. 215: Hank
Ep. 214: Answering emails with Paul Ashley
Ep. 213: Pepe
Ep. 212: Setting goals for 2018
211: Nancy
Ep. 210: Cryptocurrency
Ep. 209: Harry
Ep. 208: Drew
Ep. 207: Change
Ep. 207: Change
Ep. 206: Becky
Ep. 206: Becky
Ep. 205: Thinking Man’s Edition
Ep. 205: Thinking Man’s Edition
Ep. 204: Kira
Ep. 204: Kira
Ep. 203: Credit cards, medical bills and more
Ep. 203: Credit cards, medical bills and more
Ep. 202: Chris
Ep. 202: Chris
Ep. 201: Frank is changing his mindset and taking control of his financial life.
Ep. 201: Frank is changing his mindset and taking control of his financial life.
Ep. 200: Mrs. Planner’s Debut
Ep. 200: Mrs. Planner’s Debut
Ep. 199: Eliminating expenses prior to retirement
Ep. 199: Eliminating expenses prior to retirement
Ep. 198: Dr. Stella
Ep. 197 Budgeting Basics
Ep. 196: Mike, semi-retired and fully funded
Ep. 195: Pete’s Potpourri pt. 2
Ep. 194: Wayne is ready to retire and recharge
Ep. 193: Answering your wake-up call
Ep. 192: Olivia is trying to pay off her past and fund her future.
Ep. 191: Wendy is funding a Midwest present, preparing for a West Coast future.
Ep. 190: Rosé, radio, and health care with Paul Ashley
Ep. 189: Cassie is ready to walk the walk to a secure financial life.
Ep. 188: Maybel, she’s got multiple next moves & is trying to find the best fit.
Ep. 187 Freezing your credit: the what & how to’s.
Ep. 186: Autumn, a mom working to keep her family financially on track.
Ep. 185: Sharing finances with your special someone
Ep. 184: Rubin, a business owner focused on saving for the future.
Ep. 183: Red, a state worker & wanna be salesman.
Ep. 182: Signs of a Chaotic Financial Life
Ep. 181: Brielle has a lot of moving pieces & is ready to put them into place.
Ep. 180: Peter Dunn & CJ McClanahan
Ep. 179: Tina, a single mother ready to get back on track & contributing to her future.
Ep. 178: Selling Your Home
Ep.177: Allison wants to retire early, but got a late start on serious retirement savings.
Ep. 176: Jeff, rocket ship salesman by day…real-estate broker by night.
Ep. 175: A Potpourri Episode
Ep. 174: Katie, the Paper Mill Engineer Who Drives a Forester.
Ep. 173: Family & Money
Ep. 172: Lynette is in her mid 30’s and trying to do it all.
Ep. 171: Mailbag
Ep. 170: Jordan, a school teacher, reverses roles as I grade him on his financial life.
Ep. 169: Setting Your Financial Rules.
Ep. 168: The Return of Omar
Ep. 167: The Four Stages of Your Financial Life
Ep. 166: Melissa has saved for retirement since the age of 25 and is getting ready to reap the benefits.
Ep. 165 Life Insurance
Ep. 164: Brian’s paid off over $60,000 in debt and is ready to get back on track.
Ep.163: The Reality Gap
Ep. 161: John has nearly thought of everything…but he hasn’t
Ep. 160: Serena is struggling to prioritize
Ep. 158: Dylan is a cop with big goals
Ep. 157: Financial Stability
Ep. 156: Aurora is already a millionaire…now what?
Ep. 155: Healthcare
Ep. 153: The Turn Around
Ep. 152: Kendall has a child with special needs and wants to plan for the future
Ep. 151: Mailbag
Ep. 150: Renee has a new baby and some extra money at the end of the month…can she avoid lifestyle creep?
Ep. 149: College Financial Literacy
Ep. 148: CJ had a late start to his career, but his profession makes it less stressful than you’d think
Ep. 147: Youth Sports
Ep. 146: Cindy, recently divorced, is looking for a financial fresh start
Ep. 145: Rhonda needs to make a plan for retirement for herself and her employees
Ep. 144: Mailbag
Ep. 143: Jack tries to sell me some life insurance
Ep. 142: Tatiana’s husband just lost his job, but their financial life is still looking up
Ep. 141: Power Percentage Part 2
Ep. 140: Rey recently inherited a whopping half million and needs to know where it should go.
Ep. 139: Parenting
Ep. 138: Mark has a pretty good financial life, except for his unique life insurance situation…
Ep. 137: Financing
Ep. 136: Penny just bought a house and now she’s feeling lost.
Ep. 135: Visualization
Ep. 134 Bernard has a lot of good things going, but he’s going to have to play the waiting game.
Ep. 133 Princess Leia returns…just before jetting off to the UK
Ep. 132: Retirement Checklist
Ep. 131: Aaron has a big housing decision to make that can make or break his financial future
Ep. 130: College Savings
Ep. 129: Ed now has to make one full- and one part-time income work for five people.
Ep. 128: Fresh Starts
Ep. 127: Dave is making over 100k but feels like he’s living on 30k.
Ep. 126: Charity
Ep. 125: Renae just had a giant income increase and needs help budgeting
Ep. 124: Essential Truths
Ep. 123: Judy is coming-off a divorce and has some work to do
Ep. 122: Healthcare
Ep. 121: Joey’s income went up and his margins shrunk
Ep. 120: Power Percentage
Ep. 119: Monica is your financial role model
Ep. 118: Patience
Ep. 117: Tony wants to be able to shut it down at 40. Can he?
Ep. 116: Emails
Ep. 115: Malcolm is a doctor and is about to get paid
Ep. 114: Action
Ep. 114: Action
Ep. 113: Steve is a public defender who doesn’t get frisked