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. 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
277
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
278
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
279
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
280
Ep. 266: 401k fees, refinances, and the weirdes...
This week on The Pete the Planner® Show, we’re back answering more of your money questions. To kick things off, Pete and I dive into an email asking for a simplistic review over 401k fees. Following our 401k fees exploration, we... Read More
43 min
281
Ep. 265: Ashley
This week on The Pete the Planner Show, we meet Ashley. Well-weathered for 26 years old, she filed for bankruptcy this summer to put the terrible financial past of her previous marriage in the rearview mirror. And, in addition, she has... Read More
24 min
282
Ep. 264: Lynwood
This week on The Pete the Planner® Show, we’re bringing back… you! We tried a few things out this summer, but we’re bringing back our feature guest format. However, this time around, we’re not focused on your million dollar day. We... Read More
23 min
283
Ep. 263: Phone-a-friend
On this episode of The Pete the Planner Show, it’s a phone-a-friend edition! We have three very niche questions for the show and needed to call in a few experts. To kick things off, Pete received an email from a lady listener with some... Read More
43 min
284
Ep. 262: Taking advice from friends, housing si...
This week on The Pete the Planner® Show, Pete and I are back answering three more of your money questions. Our first question comes from an emailer whose friend has extended his advice on “what he’d do if he was in... Read More
43 min
285
RePete Ep. 7: Complicated financial tools back ...
This week we bring you: the final episode of RePete. We tried a little something different this summer, but you asked and for once we’re listening. The next extension episode you hear will feature a guest asking their financial question(s) to... Read More
30 min
286
Ep. 261: Target funds, HSAs, and stock cashouts
This week on The Pete the Planner Show we’re joined in studio by lead Financial Concierge on Your Money Line, Damian Dunn! Damian visits us at PTP HQ about once a month, so we take advantage and invite him to co-host when available. In this... Read More
43 min
287
RePete Ep. 6: Everything you’ve ever wanted to ...
On this episode of RePete we’re joined by Rick Unser to talk about your 401k! (Ok, not your 401k specifically, but you know what I’m getting at.) Pete and I wanted someone to help us understand 401ks on a deeper level and what... Read More
34 min
288
Ep. 260: Funding dual college tuitions and earl...
This week on The Pete the Planner® Show, we’re answering more of your money questions! First, in our trio of questions, we received an email from a woman getting ready to change jobs and has some choices to make while doing so.... Read More
43 min
289
RePete Ep. 5: What college students REALLY need...
We’re back with the second installment of our Expert Series on RePete! This week we’re joined by Phil Schuman, Senior Director of Financial Literacy at Indiana University and our partner in MoneySmarts U, to dive into what a soon-to-be college student....
38 min
290
Ep. 259: Sharing money with your honey and emot...
This week on The Pete the Planner® Show, Pete and I are back answering more of your money questions! The first in the lineup? A question about quarrels over money between two honeys. Financial conversations are usually about as awesome... Read More
43 min
291
RePete Ep. 4: The ins and outs of home equity
On this episode of RePete we’re dedicating a whole show to your dear friend, home equity. Yes! This will be the first in our expert series where Pete and I bring in an expert on a topic we want all the... Read More
31 min
292
Ep. 258: Investing early, international school...
This week on The Pete the Planner® Show, Pete and I could not be answering three more different financial questions. We dive into this episode with an email so good that it’s either an incredible prank… or genuinely the best email ever.... Read More
43 min
293
RePete Ep. 3: Lessons from our parents
We’re back with another RePete! This week’s question of the week: what lessons did you learn from your parents? Over the course of this episode, Pete and I realize a lot of lessons we’ve learned from our parents that we apply... Read More
35 min
294
Ep. 257: How to prioritize debt pay off while s...
We’re back answering more of YOUR money questions! Why? Well, it’s what we do. To kick off this week’s show Pete and I read an email from a listener who’s hustling her way through just shy of $50,000 of debt.... Read More
44 min
295
RePete Ep. 2: Who is your financial role model?
We’re back with another episode of RePete! This week’s question of the week: who are your financial role models? I’ve always searched for a role model, consciously or subconsciously, in almost every aspect of my life. It was no different when... Read More
30 min
296
Ep. 256: The worst financial question ever.
This week, on The Pete the Planner Show, Pete is answering… the worst money question ever. And what makes this question the worst? Well, let us explain. A younger follower of ours, who recently graduated from college, is on the up and... Read More
43 min
297
Ep. 255: Helicopter Parents & Entrepreneurship
This week on The Pete the Planner Show Pete and I have more of your money questions, answered. For the first time ~ever~ I’m on the other side of the control room!!! I join Pete in studio this week and let... Read More
43 min
298
Ep. 254: Money conversations and college saving...
This week on The Pete the Planner Show, Pete and I are back answering more of your money questions. To kick off this episode, we’re joined in studio by Christy Fogg from Journey to Joy Counseling! Why has Christy graced us with her... Read More
44 min
299
Ep. 253: Healthcare, mortgages and leather puzzles
This week on The Pete the Planner Show, Pete and I are back answering more of your money questions. We kick off this episode with a retirement question from an emailer, “I’m 64 and trying to figure out when to retire. If... Read More
43 min
300
Ep. 252: Is it possible to not retire… successf...
This week on The Pete the Planner Show, Pete and I are back answering more of your money questions! We’re covering a wide range of topics this week (which if your a friend of the show, should not come as a surprise... Read More
43 min