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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Investing
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301
Ep. 373: Stability Is More Valuable Than You Think
Have a question? Get answers. Email us: askpete@petetheplanner.com Today we are digging all the way into the mailbag! Pete and Damian respond to listener questions about credit card debt, 529 accounts, and talk financial stability! Don’t forget!
38 min
302
Ep. 372: The Million-Dollar Question With Damia...
HAVE A QUESTION? GET ANSWERS.EMAIL US: ASKPETE@PETETHEPLANNER.COMToday we’re talking about tax debt, stock splits, and The Million-Dollar Question! Pete and Damian are back with their usual hijinks talking about the latest money news and listener questions!Don’t forget! HEY MONEY is your new secret weapon for advice in your personal finances.No time to listen? BUMMER. Here’s some of what happened:Show Notes:Mailbag Question 1:* “My son-in-law did not pay taxes owed and has a $10k debt to Uncle Sam. My daughter is freaked out. I told them to go onto the IRS.gov website to set up a payment plan. Also, who would be the best person to see to make sure they don’t get into this mess again?“Damian: $10,000 is a bit more than pocket change. But it’s easy to get on the website to set up a payment plan; no need to get a third-party involved. Try and get this figured out, and don’t wait longer than you have to.Pete: Getting behind can happen quite easily with self-employed folks who don’t set money aside for taxes. Also, relationship communication needs to increase, as this is an awful time to have a $10k tax debt.Mailbag Question 2:* “Apple announced a big stock split; 4-to-1. Why do companies take their stock, cut it up, shrink the price, and then give people more shares of the stock at a lower price?“Damian: The thought is they hope to make the company more liquid and reachable for the average investor. More people can buy shares of the company in full, versus buying fractional shares. This lets more get in on Apple and make some money. This does not lessen the overall value, it simply adds more shares at a smaller per-share price.Pete: So this move is to entice investors from around the world! It also gets people’s attention; “Oh, now I can afford it!”*  Click PLAY below for the full show! And while you’re here, don’t forget to check out Hey Money!
38 min
303
Ep. 372: The Million-Dollar Question With Damia...
Have a question? Get answers. Email us: askpete@petetheplanner.com Today we’re talking about tax debt, stock splits, and The Million-Dollar Question! Pete and Damian are back with their usual hijinks talking about the latest money news and listener que...
38 min
304
Ep. 371: Talking Retirement with Gold-Star Gayle!
Have a question? Get answers. Email us: askpete@petetheplanner.com Jump into the conversation with us! Gold-Star Gayle, from Austin, TX is back to share the wisdoms!  Don’t forget! HEY MONEY is your new secret weapon for advice in your personal finances.
43 min
305
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
306
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
307
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
308
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
309
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
310
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
311
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
312
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
313
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
314
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
315
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
316
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
317
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
318
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
319
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
320
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
321
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
322
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
323
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
324
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
325
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