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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326
Ep. 339: After Job Loss, What Happens to my 401...
New this week, Pete and Damian spend the entire show on The 401(k). Our writer is suffering a crushing blow with this from the mailbag: “I lost my job after 27 years of employment there. What should I do with my 401(k).”... Read More
39 min
327
Ep. 338: Inheritance Is Coming. What Should I Do?
Familiar and funny as ever, Pete and Damian disagree. Our regular listeners will know what an occasion this is. "I'm going to receive a $130,000 inheritance. What should..." WAIT! Before you tune out the rest of the question, there are some home-buying gems you should hear in this show.Can't listen? Check the Show Notes!Show Notes:* The writer has a $130K inheritance coming. While we listen with jealous ears, he writes should he use it to pay down his current mortgage, or save the $130k for the next home purchase? How should he use the inheritance in the smartest way possible?* Without knowing all of the details, Pete and Damian discuss the range of options with two different time horizons: 10 years from retirement and 30+ years from retirement.* Peter and Damian disagree, one claiming a better option would be to grow the $130 through market instruments, and the other backing a more cashflow-forward approach. 
39 min
328
Ep. 338: Inheritance Is Coming. What Should I Do?
Familiar and funny as ever, Pete and Damian disagree. Our regular listeners will know what an occasion this is. “I’m going to receive a $130,000 inheritance. What should…”  WAIT! Before you tune out the rest of the question, there are... Read More
39 min
329
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
330
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
331
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
332
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
333
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
334
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
335
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
336
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
337
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
338
Ep. 323: What should we do with this inheritance?
Pete and Damian help a guy deal with a $60,000 inheritance.
39 min
339
Ep. 322: One of the two topics married couples ...
Pete and Damian answer questions around money and relationships.
39 min
340
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
341
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
342
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
343
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
344
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
345
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
346
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
347
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
348
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
349
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
350
Ep. 311: When 50 year olds mooch off their elde...
We celebrate Mother’s Day 2019 with lots of family financial awkwardness.
39 min