エピソード

  • How to trust your portfolio over the long haul

    How to trust your portfolio over the long haul
    2025/06/27
    When the market is a rollercoaster and headlines won’t stop screaming, even the savviest investors can start second-guessing everything. In this episode, Pete, Damian, and Kristen unpack what confidence in investing actually means—and how to build it, rebuild it, and protect it when doubt creeps in. Segment 1 kicks off by normalizing the fear that even seasoned investors feel, especially in today’s world of economic whiplash and geopolitical uncertainty. Then in Segment 2, the team breaks down the four pillars of a trustworthy portfolio—clarity of purpose, evidence-based design, behavior as the engine, and regular (not obsessive) reviews. Finally, Segment 3 offers practical tools to reset your mindset when confidence takes a hit. Whether you’re a hands-on investor or someone who treats their 401(k) like a haunted house, this episode will help you shift your focus from predicting the market to trusting your plan. Because calm isn’t magic—it’s a skill.
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    1 時間 5 分
  • Are the Rules for Teaching Kids About Money Different Now?

    Are the Rules for Teaching Kids About Money Different Now?
    2025/06/20
    Summer break is here—which means your kids are home, your fridge is empty, and your wallet is… nervous. In this episode, Pete, Kristen, and Dame explore whether the old rules of teaching kids about money still hold up, or if today’s world demands something new. From toddler toy budgets to teen summer job paychecks, we break down how to raise money-smart kids without turning into a lecture machine (or losing your mind). You’ll learn how to: Use summer moments as money teaching tools Talk to kids at different ages without getting eye-rolls Help teens manage their own money—without a meltdown Equip them for real life, not just allowance life Plus, the team shares their favorite (and most hilarious) wins and fails from teaching their own kids about money.
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    1 時間
  • Are You Actually Making Financial Progress… or Just Busy With Money?

    Are You Actually Making Financial Progress… or Just Busy With Money?
    2025/06/13
    In this episode, we tackle a sneaky problem: confusing financial motion with actual progress. Just because you’re constantly doing money-related tasks—paying bills, checking balances, moving money around—doesn’t mean you’re getting ahead. Pete opens with a gym analogy that hits a little too close to home, then brings in Kristen and Dame to break down why so many people feel stuck despite their efforts. We explore what real progress looks like—both on paper and emotionally. From Power Percentage and savings rate to the peace of mind that comes with financial confidence, we’re separating the signal from the noise. And with the year halfway over, we wrap with a "mid-year compass check" to help you course-correct before it’s too late. If January’s goals are now a blurry memory, this is your wake-up call. Don’t wait for December to figure out whether you made progress—let’s find out now.
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    1 時間 7 分
  • Navigating Now: How do market bubbles pop?

    Navigating Now: How do market bubbles pop?
    2025/06/12
    The markets are soaring, the economy is expanding, and everyone's wondering—are we in a bubble? In today’s CalmCast, Pete breaks down the difference between market momentum and market mania, explores what real economic growth looks like, and helps you focus your energy on what matters most: your personal financial vision. Whether you’re tempted to chase hot stocks or just trying to make sense of the noise, this episode will help you zoom out, calm down, and plan forward.
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    11 分
  • Understanding the markets's tell -- Volume

    Understanding the markets's tell -- Volume
    2025/06/10
    Sometimes the markets have confidence, well at least their investors do. And sometimes the market struggles to find conviction. What helps you understand the difference between the two? Volume. In this episode of Navigating Now, Pete helps you understand what you can learn from volume. Additionally, he'll chat through the trade deficit and then touch on net worth as well.
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    11 分
  • Why smart people make dumb money decisions

    Why smart people make dumb money decisions
    2025/06/06
    Think being smart protects you from financial blunders? Think again. In this episode of The Pete the Planner Show, we uncover why even the most intelligent, high-earning individuals routinely make money mistakes. From gym memberships we never use to inflated lifestyles we never questioned, we explore the sneaky psychological traps—like overconfidence, present bias, and lifestyle creep—that derail even the best of us. You’ll learn why financial IQ doesn’t always translate to good behavior, and more importantly, how to bridge that gap with practical tools rooted in behavioral science. Whether you're making six figures or just trying to make ends meet, this episode will help you stop being your own financial enemy. Segments include: You Know Better, But Do You Do Better? – Why knowing isn’t doing. The Smart-People Traps – The surprising ways confidence costs you. How to Outsmart Your Smart Self – Tactical strategies to outwit your own brain. Smart doesn’t equal invincible. Let’s get better together.
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    58 分
  • Is Stagflation Inevitable?

    Is Stagflation Inevitable?
    2025/06/05
    The markets are nervous, the economy’s acting weird, and housing feels increasingly out of reach. In today’s CalmCast, we walk you through three critical signals: what investor sentiment is telling us (and why it’s not the whole story), what stagflation is and whether we’re in danger of it, and why housing affordability is straining the budgets of millions. We’ll help you make sense of what’s happening—and what you can do to stay grounded, no matter the economic weather. Topics Covered: Market Sentiment: Why moods move markets Stagflation: The warning signs and what they mean Housing Affordability: Owning vs renting in 2025 Stay calm. Stay informed. Stay on course.
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    11 分
  • Paying for your own destruction...for the dopamine

    Paying for your own destruction...for the dopamine
    2025/06/04
    We know it’s bad for us—and we still buy it. In today’s Storytime with Pete, we dig into the bizarre economics of spending money on things that actively hurt us: alcohol, junk food, and those late-night dopamine bombs we call “treats.” Why do we do it? Blame your brain chemistry. Pete unpacks the science of dopamine, the illusion of indulgence, and the very real cost of self-sabotage—with just enough sarcasm to keep you from crying into your curly fries. This one’s part money talk, part emotional intervention. Bring your budget... and maybe a kale smoothie.
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    5 分