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. 250: Your money questions, answered.
This week on The Pete the Planner Show, Pete and I are answering your money questions. To start this week’s show, we piggyback off of a question he answered in his USA Today column, “Why does my investment advisor charge based... Read More
42 min
352
Ep. 249: Janet
Imagine setting your financial goal, aggressively saving for it, and achieving it. But now… you’re not sure how to more evenly spread out your savings. You and your husband both contribute to your retirement fund(s) and have an emergency fund fully...
24 min
353
Ep. 248: Pete’s back in studio
This week on The Pete The Planner Show, Pete’s back in studio!!! After a couple months on the road, Pete joins me back at HQ and his mic has never sounded more clear. In this episode, we cover four very different topics.... Read More
44 min
354
Ep. 247: Nick
You just moved across the county and are still acclimating to your new (and more expensive) cost of living. Trying to make the most of your current income, you’re working your way through a chunk of student loan debt paying... Read More
26 min
355
Ep. 246: Pete’s in Phoenix
This week on The Pete The Planner Show we wrap up our road series! Pete’s in Phoenix for the final leg of his travel… for right now and I’m in HQ maning the board. In this episode, Pete’s diving into his... Read More
43 min
356
Ep.245: Laine
As the parents of two young girls, one of you and your husband’s major financial goals is to set them up to become fiancially successful adults. You’re actively contributing to their college funds and always on a mission to create... Read More
27 min
357
Ep. 244: Jerry
Imagine already knowing before you’re 30 that you want to retire early. You and your fiance live on the east coast and are both teachers. You’re getting married in August and are trying to have a budget wedding, but that... Read More
23 min
358
Ep. 243 Road Series: Pete’s in Philadelphia
This week on The Pete The Planner Show we’re back with another road series edition! This episode we dissect Power Percentage™ from Philadelphia. When measuring how well you’re doing in your financial life, your income alone isn’t a good representation....
43 min
359
Ep. 242: Lucy
Imagine being a single parent having sole custody of your two young children. You’re trying to save but the West coast cost of living doesn’t lend itself to your budget . You do not receive any child support and have had... Read More
26 min
360
Ep. 241 Road Series: Pete’s in Austin
On this episode of The Pete The Planner Show, we’re back again with a road series edition. This week, I’m recording from Austin, TX. However it’s not just any edition, it’s a bit of a Petepourri edition. My travel schedule is in... Read More
43 min
361
Ep. 240: April
Imagine being well over half-way to retirement, but not being sure if you’ve been saving enough. You are an on-call archaeologist working part-time and your husband is a high-school teacher, together you bring in $93,000 a year.
29 min
362
Ep. 239: Pete’s in Atlanta talking about taxes
In the second instalment of our road series, were recording this week’s episode from Atlanta, Georgia! Millennial producer Nicole is manning the board from home, as I dive deeper into my 2018 travel season. And this week on The Pete... Read More
43 min
363
Ep. 238: Greg
Imagine wanting to retire early to pursue a growing side business full-time. But before you retire, you would like to buy a bigger home in the next couple of years and possibly a new/newer to you car. With a consistent... Read More
24 min
364
Ep. 237: Pete’s with Parrots in Pasadena
This week on The Pete The Planner Show we debut a new mini special: The Road Series. As travel season gears up, for the next few weeks I’ll be joining the show from location while Producer Nicole mans the board at HQ.... Read More
43 min
365
Ep. 236: Elaine
Imagine, returning to work after having two boys and having taking on steep daycare costs. You bought a modest house a few years back full of functional flaws, with the intention to one day renovate. You’re behind on savings and... Read More
20 min
366
Ep. 235: A Petepourri Episode
It’s been an exciting whirlwind of events in the PTP headquarters the past couple a months, and this week we’re taking time to step back and take a deep breath. As things calm down, I’m trying to dodge being sick... Read More
41 min
367
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
368
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
369
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
370
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
371
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
372
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
373
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
374
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
375
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