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.

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.

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

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.

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

Pete and Kristen wrap the year!

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

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

On this week's episode Dame and Pete talk about how easy it is to get behind on home projects.

On this week's episode, Kristen, Dame, and Pete talk about what you should discuss with your partner before you combine finances.