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.
326
Ep. 222 Boris
Meet: Boris. Boris’s main concerns, in his own words: “My main financial focus is on the costs that go away in retirement. Most of my top monthly outlays are to items that will go away and/or reduce when we retire.... Read More
19 min
327
Ep. 221: Teaching Your Kids About Money
This week, we bring you a very special edition of The Million Dollar Plan: Teaching Kids About Money. This is an episode, I have waited a very long time to do. It’s no secret I LOVE talking and teaching about money, especially... Read More
40 min
328
Ep. 220 Mark
Meet Mark. Mark’s main concerns, in his own words: “I have not been working since 2016, following a divorce and am still on the job search. Only debt really is home and car (bought a low-mileage 3 year old Lexus... Read More
35 min
329
Ep. 219: Celebrating Financial Successes with M...
This week on the Million Dollar Plan, we’re talking about celebrating financial successes. Going into the new year we lay a blueprint to the financial goals we want to achieve. We work continuously, maintaining the momentum the whole year through,...
41 min
330
Ep. 218: Bryan
Meet, Bryan. Bryan’s Maine concern, in his own words: “In the past 3-4 months, I’ve become a little obsessive about getting us back in the groove of goals towards finances. I think a lot has been spurred by us having... Read More
28 min
331
Ep. 217: 2017 Investment Wrap-up with Tadas Vis...
When we recorded this, it was our LAST radio episode of 2017. It only felt right to end the year with a special edition of the Million Dollar Plan. This week, we present: The 2017 PTPTV Investment Wrap-up. And it just so happens,... Read More
41 min
332
Ep. 216: Derek
This week, we met Derek. Derek’s main concerns, in his own words: “I’m 38 years old and have been divorced for 3 years now. I currently have no consumer debt, and a mortgage with about 150,000 left on it. I feel... Read More
22 min
333
Ep. 215: Hank
This week, we met Hank. Hank’s main concerns, in his own words: “After college I spent about a decade pursuing my passion of coaching triathletes rather than go into the corporate world. I took a job managing a bike shop... Read More
29 min
334
Ep. 214: Answering emails with Paul Ashley
It is no secret, I get a lot of emails. And for whatever reason, recently, I have been getting some intense emails coming through my inbox. We are talking intro, three full body paragraphs, and conclusion with a SparkNotes sheet,... Read More
41 min
335
Ep. 213: Pepe
This week, we met Pepe. Pepe’s main concerns, in his own words: “I am 27 and have been following your advice for two years now. I should say I have had a sincere interest in your advice for two years... Read More
22 min
336
Ep. 212: Setting goals for 2018
This week on The MIllion Dollar Plan, we’re setting some goals. As we sunset 2017, we’re laying the blueprint to our 2018. We set goals, to get us going on the path for each area of our life’s successes. Throughout... Read More
40 min
337
211: Nancy
Meet, Nancy. Nancy’s main concerns, in her own words: “My husband and I are in the process of getting our 5 year plan in order. My husband and I each make just over $100, 000 (plus $30-40,000 in bonuses). We’ve... Read More
34 min
338
Ep. 210: Cryptocurrency
This week on the Million Dollar Plan we dive into cryptocurrencies. This is a topic that I’ve wanted to do on the show for years now, but I haven’t known who/where to turn to. So, I turned to the inter-webs. It was there... Read More
40 min
339
Ep. 209: Harry
Meet Harry. Harry’s main concerns, in his own words: “My wife was a HS teacher for 14 years and stopped working for a few years as she was primary caregiver to her grandfather. She has re-entered the workforce as a... Read More
25 min
340
Ep. 208: Drew
Meet Drew. Drew’s main concerns, in his own words: “My wife and I are a young, married couple with our first baby on the way. We both work, and we’re trying to plan for the future, save as much as... Read More
32 min
341
Ep. 207: Change
This week on the Million Dollar Plan, we’re talking about change. Making a change, and following through with it can be hard. Making a financial change, and following through with it can be hard. Making any alteration in your day-to-day... Read More
40 min
342
Ep. 207: Change
This week on the Million Dollar Plan, we’re talking about change. Making a change, and following through with it can be hard. Making a financial change, and following through with it can be hard. Making any alteration in your day-to-day... Read More
40 min
343
Ep. 206: Becky
Meet Becky. Becky’s main concerns, in her own words: “I am retired and live well within my means. I’m hooked on saving money and have excellent credit. My main financial focus is eliminating all outstanding debt (I have a car... Read More
20 min
344
Ep. 206: Becky
Meet Becky. Becky’s main concerns, in her own words: “I am retired and live well within my means. I’m hooked on saving money and have excellent credit. My main financial focus is eliminating all outstanding debt (I have a car... Read More
20 min
345
Ep. 205: Thinking Man’s Edition
This week on the Million Dollar Plan, we’re embracing the Thanksgiving spirit. We might be a week early but at PTP Headquarters, Thanksgiving is one of our favorite holidays. When planning this show, we were prompted with the concept of, “on... Read More
40 min
346
Ep. 205: Thinking Man’s Edition
This week on the Million Dollar Plan, we’re embracing the Thanksgiving spirit. We might be a week early but at PTP Headquarters, Thanksgiving is one of our favorite holidays. When planning this show, we were prompted with the concept of, “on... Read More
40 min
347
Ep. 204: Kira
This week, we met Kira. Kira’s main concerns, in her own words: “My situation is a little unusual. My plan is to sell our house in the next year and move to Nashville, where my daughter lives. We plan to... Read More
28 min
348
Ep. 204: Kira
This week, we met Kira. Kira’s main concerns, in her own words: “My situation is a little unusual. My plan is to sell our house in the next year and move to Nashville, where my daughter lives. We plan to... Read More
28 min
349
Ep. 203: Credit cards, medical bills and more
This week, it’s a bit of a “gripey Old Man” Pete edition of The Million Dollar Plan. After over 160 flights and 13 weeks of travel, I’m finally home. We’ve been on a bit of a Petepourri kick, so we kept it... Read More
39 min
350
Ep. 203: Credit cards, medical bills and more
This week, it’s a bit of a “gripey Old Man” Pete edition of The Million Dollar Plan. After over 160 flights and 13 weeks of travel, I’m finally home. We’ve been on a bit of a Petepourri kick, so we kept it... Read More
39 min