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.

Business
Investing
Careers
251
Ep. 337: New Home Buyer’s Remorse!
Up next on the new show, Pete and Damian wince as their writer begins his question with a stunning headline: “I just bought a new home and I instantly regret it.” You have got to check this one out. Can’t listen?... Read More
39 min
252
Ep. 336: Signs of a Chaotic Financial Life
This week, we’re talking about the chaos that can ensue in your financial life. Can’t listen? Check the Show Notes! Show Notes: Chaos—while fun to spell and fun to say is not so fun when it comes to your financial... Read More
38 min
253
Ep. 335: With $1M Saved, I Can Retire Now, Right?
Back into the mailbag! New on the show, Pete and Damian try to find balance in their skepticism toward a retirement-bound writer. With over $1M in investable assets and a continuing part-time job, why is he still concerned about outliving his... Read More
39 min
254
Ep. 334: Am I Saving TOO MUCH Money? Help.
New week, new show! This time, Pete is joined by… Damian! They wax so poetic about retirement and advisors that they had to extend the segment! Is it possible to be saving TOO MUCH money for retirement? Find out when... Read More
39 min
255
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
256
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
257
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
258
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
259
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
260
Ep. 323: What should we do with this inheritance?
Pete and Damian help a guy deal with a $60,000 inheritance.
39 min
261
Ep. 322: One of the two topics married couples ...
Pete and Damian answer questions around money and relationships.
39 min
262
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
263
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
264
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
265
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
266
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
267
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
268
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
269
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
270
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
271
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
272
Ep. 311: When 50 year olds mooch off their elde...
We celebrate Mother’s Day 2019 with lots of family financial awkwardness.
39 min
273
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
274
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
275
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