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.
351
Ep. 234: Return of Tina
Imagine, getting back on track with plan in focus. You’re contributing to your 401k, paying down debt, but you’re ready to take on another task. With an approaching decrease in rent, will you be able to afford a down payment... Read More
20 min
352
Ep. 233 Socially Responsible Investing
In this week’s episode of The Pete The Planner Show, we’re talking about socially responsible investing. This, this buzzing topic, is what has everyone talking. They’re boycotting stuff, claiming they’ll never do business that feels *this* way or *that...
43 min
353
Ep. 232: Peggy
Imagine being a $100,000 household, living on East coast with two young kids. Currently, both kids are in daycare, but in the fall the oldest will start kindergarten. With only one child in daycare, soon your budget will welcome back... Read More
36 min
354
Ep. 231: Devante
This week, we meet Devante. Devante’s main concerns, in his own words: “As an immigrant to the U.S., I am determined to do things smarter/more efficiently than my parents did when we first arrived here over 20 yrs ago. I am... Read More
31 min
355
Ep. 230: Hollywood Squares Mailbag Edition
I make it no secret that my inbox is never short of full, but I wouldn’t have it any other way. Hearing your feedback and your take-a-ways from the show or a column of mine you’ve read, are one of... Read More
41 min
356
Ep. 229: Sara
Meet, Sara. Sara’s main concerns, in her own words: “My husband and I (ages 29 and 28,) moved to Chicago from college and purchased our first home in April 2015 before marrying in June 2015 (no children). We do not... Read More
26 min
357
Ep. 228: Market Volatility with Tadas Viskanta
On this week’s episode of The Pete The Planner Show, we’re talking about allllll the market volatility in the last several market sessions. And, oddly enough, this isn’t even the biggest hubbub in the nation right now due to the 24-hr... Read More
40 min
358
Ep. 227: The Return of Ann
Re-meet, Ann. Ann’s main concerns, in her own words: “Greetings from your episode #9 guest! We’ve run into a unique “problem”…. Our household income has more than doubled but with minimal lifestyle inflation, leading to a surplus of $104,000 a...
33 min
359
Ep. 226: Solving Nicole’s Problems
On this episode of The Pete The Planner Show our favorite millennial producer Nicole… has had quite the week. And in light, she’s found herself with some problems and we’re talking her through them. Over the past year Nicole’s financial habits have...
42 min
360
Ep. 225: Beth
Meet Beth Beth’s main concerns, in her own words: “We’re narrowing in on mid and short term priorities now that we know the husband needs to stay home with kids. Working through the setbacks and obstacles of child card, not... Read More
29 min
361
Ep. 224: Joe
Meet, Joe. Joe’s main concerns, in his own words: “My wife and I come from different sides of the tracks. She was raised in a well-to-do family in which her mom stayed home, and the funds to provide were never short.... Read More
35 min
362
Ep. 223: Millennials & Money
This week on The Million Dollar Plan, w’re talking about Millennials and their money habits. It has become overwhelmingly clear that over the past 20 to 30 years, our financial lives and habits have changed drastically. It is actually much,
40 min
363
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
364
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
365
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
366
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
367
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
368
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
369
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
370
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
371
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
372
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
373
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
374
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
375
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