In this episode of Storytime with Pete, we unpack the financial mirage that is the tax refund. Sure, it feels like free money—but it's really your own cash making a dramatic return after spending a year with the IRS. Pete breaks down why getting a big refund isn’t a win, how it exposes flawed money management, and what you can do to turn that refund into a financial reset (instead of a regrettable shopping spree). It's funny, it's a little uncomfortable, and—most importantly—it'll change how you think about your next refund check.

Economic mobility—the ability to move up the financial ladder—has long been a hallmark of the American Dream. But recent research suggests that for many, mobility is increasingly out of reach. In this episode, we’ll examine the determinants of economic mobility, explore why some individuals and families stay stagnant, and discuss realistic strategies for improving mobility at both a personal and policy level.

Are we on the brink of a recession, or is this just another round of economic fear-mongering? In this episode of Storytime with Pete, we break down the recession debate, why everything feels expensive even if the economy is supposedly fine, and whether tariffs could push us over the edge. Plus, practical steps to recession-proof your finances—without panicking and buying gold bars. Tune in, stay informed, and maybe start brewing your own coffee.

Market downturns bring out the worst in investors—panic selling, emotional decisions, and a desperate need to ‘do something.’ But that’s exactly when a good financial advisor proves their worth. In this episode, we pull back the curtain on what advisors really do during turbulent times. From keeping clients from self-sabotage to executing tactical strategies like tax-loss harvesting and rebalancing, we break down why their value goes far beyond picking investments. Plus, why going it alone in a volatile market could be the most expensive mistake you ever make. If you've ever questioned whether an advisor is worth it, this episode is for you.

In this episode of Storytime with Pete, we dive into the financial and emotional whirlwind of youth travel sports. What started as something I once mocked has now become my weekend reality—two-star hotels, overpriced tournament fees, and the ever-present pressure to “invest” in my kid’s future. But is it worth it? Can a reasonable person justify the expense? And what happens to the families who can’t afford it but do it anyway? Join me as we explore the absurdity, the financial lessons, and the delicate balance between passion and practicality in the world of elite youth sports.

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.

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

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.

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.

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.