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New! Creating Culture Course
Earn 3 SHRM PDCs and learn how to create a culture of wellbeing where employees thrive.
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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.
Pandemic Fallout: We React to the News!
Spooky Friday the 13th Show
August 14, 2021
When I Retire, What Really Happens to My Money?
Pete admits he was wrong about how couples should manage their money
August 7, 2021
The Jobs Report Is Here & I Was Wrong (Again!)
Pete's back from vacation and fired-up over an email from a credit union.
July 31, 2021
"Pete, Am I Investing Too Aggressively?"
Pete and Dame talk monies
July 17, 2021
Dissecting the New Inflation & Social Security Rates
Pete and Dame blow your mind with money knowledge
July 9, 2021
What Do We Do If We Might Over-Fund Our 529?
How often SHOULD you meet with your investment advisor?
July 3, 2021
Should I Roll Over My Older 401(k)s?
Should you opt out of the Advanced Child Tax Credit?
June 26, 2021
Is This the Greatest Time Ever for Hustlers?!
My Youth Travel Sports Mea Culpa
June 18, 2021
So, We Need Long-Term Care Insurance Now, Too?
Is YOLO the new FIRE movement?
June 12, 2021
My 2021 Prediction was WRONG!
Why are so many colleges and universities forgiving student debt all of the sudden?
June 5, 2021
How Much Exposure Do You Have to Inflation?
Inflation? More like booooflation
May 22, 2021
How Do You Know When You're A Worse Investor Than You Thought?
Discussing the signs which might indicate you're not as good as an investor as you think.
May 15, 2021
Why Hire A Financial Advisor And Not Listen?
Pete and Dame shock you with mediocrity.
May 8, 2021
Why Does A Company Care About Its Stock Price?
Why companies care about their stock price
May 1, 2021
Should We Move Our Money To A Self-Directed IRA?
Self-directed fun
April 24, 2021
Longest Question Ever Asked on This Show?!
Pete and Dame are back and refreshed
April 17, 2021
Where Are All The New Jobs? — Recovery Update
Pete and Dame talk economic recovery
April 3, 2021
Buy Quality vs Buy Cheap — What Would We Do?
Money talk
March 27, 2021
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