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This week on the Pete the Planner Show, we’re exploring three main topics: Can an emailer retire, whether or not you should be bothered by your advisor’s sports gambling, and how you can avoid the impending tax refund delay. Oh, and Pete may have been over-caffeinated.
Here’s a preview of what happened and when:
Emailer asks questions, saves words for himself
Hi. We’re 55. 4.6m net worth, 1m of which is in our home. 2 private colleges funded
Pete and Dame debate the relevance of a financial advisor’s sports gambling
The IRS is incredibly understaffed, which means tax refunds could be severely delayed this year
In the first 6 months of 2021, 15,000 IRS employees tried to handle 240 million calls. Yeah, that didn’t work.
Click the PLAY button below for the rest of the show!
— Give your personal finances a facelift. Explore our personal guidance platform: Hey Money. —
The post Ep. 440: Should you care if your financial advisor is an avid gambler? appeared first on Pete the Planner®.
By IBJ Media4.6
245245 ratings
This week on the Pete the Planner Show, we’re exploring three main topics: Can an emailer retire, whether or not you should be bothered by your advisor’s sports gambling, and how you can avoid the impending tax refund delay. Oh, and Pete may have been over-caffeinated.
Here’s a preview of what happened and when:
Emailer asks questions, saves words for himself
Hi. We’re 55. 4.6m net worth, 1m of which is in our home. 2 private colleges funded
Pete and Dame debate the relevance of a financial advisor’s sports gambling
The IRS is incredibly understaffed, which means tax refunds could be severely delayed this year
In the first 6 months of 2021, 15,000 IRS employees tried to handle 240 million calls. Yeah, that didn’t work.
Click the PLAY button below for the rest of the show!
— Give your personal finances a facelift. Explore our personal guidance platform: Hey Money. —
The post Ep. 440: Should you care if your financial advisor is an avid gambler? appeared first on Pete the Planner®.

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