51 and starting over
After 26 years of marriage, a 51-year-old listener is learning how to manage money on her own. She has a solid income, retirement savings, h...
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Million Dollar Plan
Redefining Financial Wellness
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Is the great generational wealth transfer real?
Millennials are expected to inherit approximately $46 trillion over the next 25 years, making them the largest beneficiaries of the so-calle...
The case for outsourcing all your chores
We’ve all heard “it takes a village," but what if you have to pay for yours? From house cleaners and lawn care to childcare and grocery deli...
Americans Would Be Shocked by Canadian Personal Finance
What if you lived just a few hundred miles north—but the rules of your financial life were completely different? This week, we cross the bor...
The Second Best Thing To Do
Personal finance advice has a bad habit of sounding pass/fail. Save 15% for retirement. Have six months of expenses in cash. Put 20% down on...
The S&P 500 isn't what you think it is
The S&P 500 has become the default investment for millions of Americans, but what exactly are you buying when you buy “the market”? We break...
The financial distractions keeping you broke
Some financial decisions feel productive without actually making much of a difference. We obsess over coffee, credit scores, investment retu...
The $300k 401k Mistake
A 1% contribution increase doesn’t sound life-changing. Neither does a slightly higher investment fee or a small piece of an employer match....
Financial marketing, translated
Every financial company wants your attention. To get it, they rely on polished language, compelling statistics, and phrases that sound reass...
You Need HOW Much to Live Comfortably in Indiana?! The $220,000 Headline Everyone Is Getting Wrong
A listener clicked on one of those irresistible CNBC headlines claiming a family of four in Indiana needs more than $220,000 a year to live...
The $50,000 Mistake Hiding Inside Your House
Your house is probably the biggest purchase you'll ever make—but for most people, it's the least managed asset they own. This week, Pete and...
The best financial metric you've never heard of
Most people measure their financial lives by the wrong numbers. Income. Net worth. Debt. Credit score. Those numbers tell you where you are—...
When Doing the Right Thing Feels Like Financial Failure
You spend years making smart financial decisions. You save aggressively, live below your means, and watch your retirement accounts grow. The...
The 2.75% mortgage trap: When a great interest rate keeps you stuck
This week, we tackle one of the biggest financial dilemmas facing homeowners today: what do you do when your life outgrows your house, but y...
The strange reality of the brand new Trump accounts
The government wants to give newborns a $1,000 investment account. Depending on who you ask, it's either a bold step toward building generat...
The most overrated financial goals
Everyone has financial goals. Pay off your mortgage.Retire early.Get an 850 credit score.Pay cash for everything. But what if some of the mo...
The Millionaire Math: How to Become a Millionaire in Your 20s, 30s, or 40s
Everybody wants to become a millionaire. Almost nobody wants to hear the actual math required to do it. This week, we break down the old-fas...
The role your house should play in retirement
For decades, Americans have treated their homes like both a dream and an investment strategy. But when it comes to retirement planning, your...
Love, marriage, and relationship exit strategies
This week on The Pete the Planner Show, Pete, Kristen, and Dame sit down with divorce attorney Elisabeth Edwards for a brutally honest conve...
The hot take Olympics
Welcome to the first-ever Hot Take Olympics — where financial opinions aren’t just shared… they’re defended like gold medals are on the line...