The Pete the Planner® Show
Discussing money can be emotionally charged, but not here on the Pete the Planner® Show where Personal Finance Expert, former comedian, and author Peter Dunn breaks down personal finance with humor, practical advice, and real-life scenarios to help you make smarter money moves. Pete and his co-hosts Kristen and Damian lead a guilt-free discussion of budgeting, investing, retirement planning, and any number of other topics meant to help you thrive in the present and future. Part of the IBJ Media Podcast Network.
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Ep 333: This Is Motivation to Start Saving! (Ma...
This week, Pete and Damian talk examples of the classic phrase: “Have your cake and eat it too:” You can save $3.8M in your lifetime? Do Student Loan payments build credit? New spouse, new house & new baby: Am I ok? Three very real... Read More
39 min
252
Ep. 332: Power Percentage™
Introducing Power Percentage™. You have been trying to measure your financial life for years. You measure it by your credit score, your net worth, your income, your savings or retirement account balances… yet none of those reward you for good behavior...
41 min
253
Ep 331: Preparing for A Prenup & More!
The tag team is back again! This week, Pete and Damian tackle Considerations when Preparing for a Prenuptial Agreement, Going into Debt to buy Furniture, and ‘Retirement Confidence.’ Three very real topics, for very real people! Can’t listen?
39 min
254
Ep 330: Is A HELOC the Winning Option?
Another week, another show! Press play and listen as Pete and Damian weigh the HELOC vs. the ‘Double Move.’ Yes, it’s HELOC, not to be confused with a mythical Master of the Universe. Can’t listen? Check the Notes. Show Notes: HELOC means Home...
39 min
255
Ep. 326: Getting rid of an old car which starts...
It's the age old question -- "When do I bite the bullet and just get a new car?" Damian and Pete do their best to answer this question.
39 min
256
Ep. 323: What should we do with this inheritance?
Pete and Damian help a guy deal with a $60,000 inheritance.
39 min
257
Ep. 322: One of the two topics married couples ...
Pete and Damian answer questions around money and relationships.
39 min
258
Ep. 321: Don’t buy the house
Pete and Damian tackle two emails in which the solution is to not buy the house.
39 min
259
Ep. 320: Stock market update
Pete and Damian give you an update on what the market is doing and why you should care.
38 min
260
Ep. 319: I’ll pay for college if you get good g...
An emailer wants to know if his self-created “merit” based college funding idea makes sense for his sons.
39 min
261
Ep. 318: Children with special needs and ABLE a...
Pete and Damian discuss ABLE plans and how they can help families with children with special needs.
38 min
262
Ep. 317: Wiping out all student loan debt and s...
Pete and Damian discuss the proposals to wipe out student loan debt. Are they realistic? Are they fair?
39 min
263
Ep. 316: Why our financial lives are more compl...
Whether you realize it or not, our financial lives have changed drastically in the last few decades. We used to not be charged with dealing with our pasts and our futures. Today we are.
39 min
264
Ep. 315: Should your college degree be on your ...
Alvaro from Colombia emails to see whether or not a degree belongs on a balance sheet. Pete, Damian, and Phil Schuman, Director of Financial Literacy at Indiana University, weigh in.
39 min
265
Ep. 314: Credit advice that I hate
Nothing drives me crazy quite like bad advice about repairing credit. It can ruin a person’s financial life. Chad Meadows joins me in studio while Damian is on vacation.
39 min
266
Ep. 313: Do you really need disability insurance?
This week we tackle the world of disability insurance. Also, we discuss my nightmare flight.
39 min
267
Ep 312: Now an elderly mom is mooching
Last week, 50 year olds were mooching off of their parents. Now, elderly parents are mooching off their 50 year old children. It’s all spinning out of control!
39 min
268
Ep. 311: When 50 year olds mooch off their elde...
We celebrate Mother’s Day 2019 with lots of family financial awkwardness.
39 min
269
Ep. 301: Does presidential candidate Pete Butti...
Do you ever feel like our government leaders aren't in touch with the financial lives most Americans live? I feel that way all the time. That's precisely why I jumped at the opportunity to interview presidential candi...
39 min
270
Ep. 298 Firing your male financial advisor
This week we tackle exorbitant daycare costs, firing your male investment advisor, and more. With Special guest Blair DuQuesnay from Ritholtz Wealth Management.
39 min
271
Ep. 271: Effects of Financial Stress
This week on The Pete the Planner® Show we have an eclectic combination of topics… to say the least. We’re discussing a very important topic in this episode, that is not talked about enough. Financial stress impacts us in many ways,
50 min
272
Ep. 270: Nicole
On this episode of The Pete the Planner® Show, we meet Nicole. Tired of commuting over an hour, she has eyes on investing in real estate. But before Nicole does anything, she wants the best way to pay down her $27,000... Read More
19 min
273
Ep. 269: Roger
This week on The Pete the Planner® Show, we meet one of our first international guests! Hailing from Central America, our guest Roger is ready to get serious about funding his retirement. Over the past 10 years, Roger has paid off over... Read More
23 min
274
Ep. 268: Home buyer’s remorse and 401k roll-overs
This week on The Pete the Planner® Show, we’re back answering more of your money questions. Our first question comes from a listener with a case of home-buyers remorse. His dilemma? He can afford his current housing situation,
43 min
275
Ep. 267: Jackie
This week on The Pete the Planner® Show, we meet Jackie. She’s 56, recently remarried, and feeling all over the place financially. After losing her dad two years ago, she inherited his estate but hasn’t done much with it. Currently living... Read More
29 min