Ep. 571: Why We Told An Emailer It's Time To Breakup With His Financial Advisor The Pete The Planner® Show podcast

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Welcome to Exile, a podcast about Jewish lives under the shadow of fascism. Narrated by award-winning screen and stage actor, Mandy Patinkin. Untold stories and firsthand accounts drawn from intimate letters, diaries and interviews found in the Leo Baeck Institute’s vast archive. Each episode, a story of beauty and danger that brings history to life. Because the past is always present. Starting November 1, episodes are released weekly every Tuesday. The Leo Baeck Institute, New York | Berlin is a research library and archive focused on the history of German-speaking Jews. Antica Productions produces award-winning non-fiction podcasts, films and series which inform and inspire audiences around the world.

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Ep. 571: Why we told an emailer it's time to breakup with his financial advisor

год назад 1:03:39

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Контент предоставлен IBJ Media. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией IBJ Media или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

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.

… continue reading

532 эпизодов

#Trading #Business #Business News #Careers #News #IBJ Media #Answer Questions

The Pete the Planner® Show

The Pete the Planner® Show podcast artwork

Ep. 571: Why we told an emailer it's time to breakup with his financial advisor

The Pete the Planner® Show

published год назад

Поделиться

MP3•Главная эпизода

Контент предоставлен IBJ Media. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией IBJ Media или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

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.

… continue reading

532 эпизодов

#Trading #Business #Business News #Careers #News #IBJ Media #Answer Questions

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The Pete the Planner® Show

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Credit Scores: The Silent Score Controlling Your Life 1:03:19

1 day назад1:03:19

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1:03:19

Your credit report might be controlling more of your life than you think. From loans and insurance rates to job opportunities and even renting an apartment, this silent score holds serious power. But is the system fair, or is it working against you? In this episode, Pete dives into the history, controversies, and hidden pitfalls of credit reports—plus what you can do to take back control. If you’ve ever wondered whether your credit report is helping or hurting you, this is the episode you don’t want to miss.…

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Storytime with Pete: The good and the bad of tariffs 5:38

5 дней назад5:38

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5:38

Exploring the good and the bad of tariffs. And yes, there's good.

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Why it feels impossible to get ahead 1:04:27

8 дней назад1:04:27

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1:04:27

Today, Pete, Kristen, and Dame take a deep dive into the best and worst economic periods in American history. Was the post-WWII boom really the golden age of prosperity, or is that just nostalgia talking? How does today’s economy stack up against past crises like the Great Depression, stagflation, and the Great Recession? We break down real numbers—GDP growth, wages, home affordability, and even the cost of healthcare and college—to see when life was truly the best (and worst) for the average American. Plus, what lessons can we take from history to improve our financial future? Strap in for a fascinating discussion full of surprises, economic insights, and just a little bit of Kristen and Dame keeping Pete in check. Listen now—because knowing history might just help your wallet today.…

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Storytime with Pete: The winners and losers in the death of the CFPB 4:30

12 дней назад4:30

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4:30

The Consumer Financial Protection Bureau (CFPB) is officially no more. Is this the long-overdue removal of a bureaucratic overreach, or the beginning of a new era of financial chaos? In today’s episode of Storytime with Pete , we break down what the CFPB’s closure means for banks, businesses, and, most importantly, your wallet. Will fewer regulations lead to more financial freedom, or just more fine print and hidden fees? Let’s find out.…

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Storytime with Pete: The truth about egg prices 4:14

17 дней назад4:14

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4:14

A new series -- Storytime with Pete. Pete the Planner delivers sharp, insightful, and sometimes provocative takes on the financial world and beyond—all in under five minutes. These short-form episodes are high-energy, opinionated, and straight to the point, blending Pete’s signature wit with hard-hitting truths about money, business, and life. Whether he’s breaking down economic trends, calling out financial nonsense, or offering no-nonsense advice, Pete keeps it real and relevant. No fluff. No wasted time. Just Pete, a mic, and a fresh perspective. New episodes drop regularly—quick enough to fit into your coffee break, but impactful enough to change how you think about your money and future.…

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Stockpicking 101: More than vibes 1:00:59

18 дней назад1:00:59

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1:00:59

In this episode of The Pete the Planner Show , Pete, Kristen, and Dane dive into a mix of financial wisdom, everyday observations, and entertaining tangents. Pete kicks things off by discussing an unexpected fashion moment inspired by a mannequin outfit. From there, the team transitions into personal finance topics, breaking down money management strategies with a relatable and humorous approach. Whether it's navigating spending habits, financial planning, or reacting to real-world economic trends, this episode balances practical advice with engaging conversation.…

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Netflix, Chill, and Split the Bill 1:01:21

22 дня назад1:01:21

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1:01:21

Big Changes for The Pete the Planner Show! Plus, Love and Money We’re kicking things off with a major update—The Pete the Planner Show is now part of the IBJ Media Podcast Network! If you're a longtime listener, welcome back. If you’re new, get ready for a personal finance show that’s anything but ordinary. In this episode, Pete, Kristen Ahlenius, and Damian Dunn talk about the evolution of the show, what this new partnership means, and the core mission of helping people navigate money with humor, honesty, and insight. But that’s not all—since it’s Valentine’s week, we’re diving into one of the biggest financial stressors in relationships: Love and Money. Why financial transparency is key in any partnership Common money fights couples have—and how to avoid them The real impact of different spending styles and financial goals How to talk about money without ruining date night Subscribe, leave a review, and stay tuned for more insightful (and weird) financial wisdom!…

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Tapping Investments Early: Goldmine or Landmine 1:03:57

26 дней назад1:03:57

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1:03:57

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 independence, the psychology of wealth-building, and why having enough money doesn’t always mean you should start using it. Is this couple making a smart move, or are they jeopardizing their long-term financial security? Plus, Pete shares insights from his son’s personal finance class, unexpected thoughts on hugging etiquette, and an inside look at changes coming to the show.…

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2025 Spectaxular 57:11

5 weeks назад57:11

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57:11

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 deductions and itemized deductions. Plus, Dame shares insider wisdom from his tax expert wife, even though she wasn’t invited to the show.…

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Ep. 572: When in doubt, use target date funds...according to one of us 50:09

6 weeks назад50:09

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On this week's episode, Kristen, Dame, and Pete debate the utility of target date funds. Disagreement abounds.

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Ep. 571: Why we told an emailer it's time to breakup with his financial advisor 1:03:39

7 weeks назад1:03:39

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1:03:39

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.

T

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Ep. 570: 2025 stock pics of the year 59:19

8 weeks назад59:19

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59:19

On this week's episode, Kristen, Dame and Pete pick their stocks for 2025. As always, the stock picks are for entertainment purposes only.

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Ep. 569: End of the year extravaganza 53:54

11 weeks назад53:54

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53:54

Pete and Kristen wrap the year!

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Ep. 568: Financial influencer advice is somehow getting worse 1:04:32

12 weeks назад1:04:32

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On this week's episode, Dame, Kristen, and Pete discuss terrible housing advice which would leave you stressed, broke, and working forever.

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Ep. 567: Finally a substantive episode on Bitcoin 1:04:24

13 weeks назад1:04:24

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On this week's episode, the crew is joined by crypto enthusiast Doug Collins to talk about Bitcoin cresting $100k/coin

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