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
301
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
302
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
303
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
304
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
305
Ep. 311: When 50 year olds mooch off their elde...
We celebrate Mother’s Day 2019 with lots of family financial awkwardness.
39 min
306
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
307
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
308
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
309
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
310
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
311
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
312
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
313
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
314
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
315
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
316
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
317
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
318
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
319
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
320
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
321
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
322
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
323
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
324
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
325
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