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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251
Ep. 370: We Love the Advice Here; Can You Help Us?
Have a question? Get answers. Email us: askpete@petetheplanner.com Do you wonder about your credit score? So many of us do. Do you know about these options to get back on track? Pete and Damian get into their thoughtful moods to provide some expert sug...
39 min
252
Ep. 369: Pensions & Retirement – Decisions, Dec...
Have a question? Get answers. Email us: askpete@petetheplanner.com Annnnnd we’re back again for another round of answers to real life listener questions. Pete and Damian offer their best expert suggestions to help. Listen for a special offer code!
39 min
253
Ep. 368: 2020 Halftime Financial Market Report
Have a question? Get answers. Email us: askpete@petetheplanner.com The first 6 months of this year have been a doozy. Pete and Damian run the numbers. Listen for a special offer code! HEY MONEY is your new secret weapon for advice in your personal fina...
39 min
254
Ep. 367: Questions with Kristen: “Queen of the ...
Have a question? Get answers. Email us: askpete@petetheplanner.com We’ve got a special, special treat for your ear canals today: Pete is joined by The Queen of the Desert herself, our very own financial expert, Kristen!
39 min
255
Ep. 366: How Can You Tell If You’re Financially...
Have a question? Get answers. Email us: askpete@petetheplanner.com Let’s walk through some of the factors of what it means to be “financially stable.” Pete and Damian have worked hard on this new formula. You’ve gotta hear this.
39 min
256
Ep. 365: Can I Help My Adult Child Learn About ...
Have a question? Get answers. Email us: askpete@petetheplanner.com Maybe things around here are slipping back to “normal.” Pete and Damian have the pleasure of answering some incredibly hard questions from our listeners.
39 min
257
Ep. 364: The Latest Market Reports: We’re Dumbf...
Have a question? Get answers. Email us: askpete@petetheplanner.com And we’re back for a new week. Pete and Damian highlight the latest reports and dig into the mailbag to address what’s happening in our listeners’ lives.
42 min
258
Ep. 363: $40K Interest-Free Loan From My In-law...
Have a question? Get answers. Email us: askpete@petetheplanner.com And we’re back for a new week. Today, Pete and Damian dig back into the mailbag to address what’s going on in our listeners’ lives. ::whisper::  Listen to get a special offer code for H...
40 min
259
Ep. 362: “Quite the Financial Quagmire,” He Says…
Have a question? Get answers. Email us: askpete@petetheplanner.com And we’re back for a new week. Today, Pete and Damian dig back into the mailbag to address what’s going on in our listeners’ lives. ::whisper::  Listen to get a special offer code for H...
40 min
260
Ep. 361: The Future of Restaurants – Special Gu...
Have a question? Get answers. Email us: askpete@petetheplanner.com The coming changes resulting from COVID-19 will spread across industries. Specifically, today, Pete and Damian talk restaurant business, the food world, and …social distancing?
40 min
261
Ep. 360: July Could Get Ugly; Is A New Stimulus...
Have a question? Get answers. Email us: askpete@petetheplanner.com More changes could be coming to our economy.  Although here, Pete and Damian are back in the mailbag,  answering financial questions from our amazing listeners.
40 min
262
Ep. 359: Are We “New Normal” Yet? + The Rest of...
Have a question? Get answers. Email us: askpete@petetheplanner.com Ah, yes….this feels like the good old days.  Pete and Damian are back in the mailbag,  answering financial questions from our amazing listeners.
40 min
263
Ep. 358: Coronavirus Domino Effects + Pete Was ...
Have a question? Get answers. Email us: askpete@petetheplanner.com This week on the show we return to the fundamentals: Q&A!  Pete and Damian answer some tough questions. In these trying times, people all over and across income levels are weathering th...
40 min
264
Ep. 357: What Is The Future of Our National Debt?
Have a question? Get answers. Email us: askpete@petetheplanner.com This week on the show... Pete and Damian answer questions? Eh, maybe not. But they do shed light on a very important topic as we all seek to recover from the “Economic Pandemic”!
40 min
265
Ep. 356: Economic Pandemic; Rebuilding from Rec...
Have a question? Get answers. Email us: askpete@petetheplanner.com This week on the show... Pete and Damian visit all kinds of thoughts on saving the world? Eh, maybe not; keeping it local takes center stage! ::whisper:: Remember,
40 min
266
Ep. 355: Can We Call This An Economic Pandemic?
Have a question? Let us know! askpete@petetheplanner.com This week on the show... Pete and Damian ask questions, too!  ::whisper:: Remember, keep this link in your bookmarks! — HEY MONEY! Can’t listen? Check the Show Notes!
40 min
267
Ep. 354: The CARES Act Stimulus Bill: An Overview
Have a question? Let us know! askpete@petetheplanner.com This week on the show, the team discusses the CARES Act. Pete and Damian bring in a special guest: “The Queen of the Desert” herself, Kristen!  ::whisper:: Hey, you should keep this link in...
40 min
268
Ep. 353: The Most Interesting Week of 2020, So Far
Have a question? Let us know! askpete@petetheplanner.com This week on the show, everyone is trying to find a new normal. Pete and Damian are social distancing, not for the first time as they pull out common questions from the mailbag.  ::whisper::...
40 min
269
Ep. 352: Financially Preparing Yourself for Tou...
Have a question? Let us know! askpete@petetheplanner.com This week…oh boy. Pete and Damian talk about what’s important about money right now.  ::whisper:: You should keep this link in your bookmarks — HEY MONEY! Can’t listen? Check the Show Notes!
40 min
270
Ep. 351: The Refinancing Boom!
Have a question? Let us know! askpete@petetheplanner.com This week, SPECIAL SHOW ALERT!  Coronavirus is back as our special guest (with all due respect to its seriousness) and Pete and Damian dedicate the entire show to the recent spate of questions ab...
40 min
271
Ep 350: Coronavirus! But More Importantly, Reti...
Have a question? Let us know! askpete@petetheplanner.com This week, VIRUS ALERT! And yet, all things considered, we still understand that things in the market cycle. Pete and Damian return with a special offer for the new consumer service, HEY MONEY!
40 min
272
Ep. 349: The Launch of Hey Money!
Have a question? Let us know! askpete@petetheplanner.com This week, we’ve got something really special for your listening ears!  Pete and Damian are back to formally introduce our new product for you, HEY MONEY! Oh,
41 min
273
Ep. 348: All Things Considered, Should We Reloc...
Have a question? Let us know! askpete@petetheplanner.com Peter Dunn and Damian Dunn — no relation — take questions from our listeners and offer their financial expert-level responses on the air (with a bit of humor to make it go down... Read More
40 min
274
347: Do We Make Enough Money? Is There Hope?
Have a question? Let us know! askpete@petetheplanner.com Pete and Damian are back to solving financial issues for a new week. Oh! But first, here’s a quick prelude: We are so excited for the soft launch of Hey Money tomorrow exclusively for... Read More
40 min
275
Ep. 346: What Should We Do With Our Cashflow?
Get ready to dive in! In this episode, Pete and Damian spare no details exploring our writers’ financial lives. There is far too much to discuss; let’s get into it, post haste!Can’t listen? Check the Show Notes!Show Notes:* Scenario: Writer, Jake and his wife bring in over $250,000 jointly, per year. She’s maxing out her 401K, he’s contributing 11% and increasing it by 2% each year. He currently has $20,000 saved, she has $50,000 saved. They are renters at $2100 per month, have student loans, car payments, live in Southern California, and are considering IVF ($20,000) in their family planning. They want to take out a $235,000 mortgage on an investment property.* Question 1: – Should they make this home purchase or do something else with cash flow? — Pete and Damian have a lot to say about this! Using every bit of information, they present some compelling arguments for not going through with this move. Click PLAY to hear how they dissect the facts!* Question 2: Pete and Damian help settle a 5-year debate between co-workers: Co-worker #1 says his 401(k) – comprised of 6 funds – is more diversified than the S&P 500. Co-worker #2 believes the S&P is in itself (already) diversified because it’s made up of 500 different holdings. …Who’s right? — Peter swings for the fences saying, “Having a large number of financial holdings…IS in itself a diversity of money, but not diversification of styles. The S&P 500 is not diverse enough to be your only holding.”  Listen to understand more about what that means.* Question 3: A young, 19 year-old student needs to learn how a credit card works, asking: “What happens when you hit your limit? Do you just get more?” — Pete speculates if the absence of “No” has created so many financial behavior issues…Something Special* REMEMBER: We’re rolling out a new thing! Hey Money – our new service for everyone! Get instant access to financial experts whenever you need it to help you solve your toughest (or easiest) money conundrums. Get on the Hey Money Launch List (https://petetheplanner.com/heymoney) for EXCLUSIVE first access. The Launch List (https://petetheplanner.com/heymoney) is the only way to access Hey Money for the first few weeks when we launching in early February.
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