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.
376
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
377
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
378
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
379
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
380
Ep. 202: Chris
This week, we met Chris. Chris’s main concerns, in his own words: “My in-laws have struggled through financial issues for most of their lives. Now that problem is hitting home for my family. They are moving in with our family... Read More
34 min
381
Ep. 202: Chris
This week, we met Chris. Chris’s main concerns, in his own words: “My in-laws have struggled through financial issues for most of their lives. Now that problem is hitting home for my family. They are moving in with our family... Read More
34 min
382
Ep. 201: Frank is changing his mindset and taki...
This week, we met Frank. Frank’s main concerns, in his own words: “I’m in about $22,000 worth of debt between personal and credit card loans. My wife and I are expecting baby number two very soon and I need to... Read More
28 min
383
Ep. 201: Frank is changing his mindset and taki...
This week, we met Frank. Frank’s main concerns, in his own words: “I’m in about $22,000 worth of debt between personal and credit card loans. My wife and I are expecting baby number two very soon and I need to... Read More
28 min
384
Ep. 200: Mrs. Planner’s Debut
This week, we celebrated a special episode for The Million Dollar Plan. While I have been doing radio (going on) eight years now, there has been one guest I have been waiting for. In honor of our 200th episode, Mrs. Planner joined... Read More
40 min
385
Ep. 200: Mrs. Planner’s Debut
This week, we celebrated a special episode for The Million Dollar Plan. While I have been doing radio (going on) eight years now, there has been one guest I have been waiting for. In honor of our 200th episode, Mrs. Planner joined... Read More
40 min
386
Ep. 199: Eliminating expenses prior to retirement
This week on the Million Dollar Plan, we’re combating retirement (or as I should say, income independence) from a COMPLETELY different angle. Usually on this show we look at and discuss ways to get/save a bunch of money. But today... Read More
40 min
387
Ep. 199: Eliminating expenses prior to retirement
This week on the Million Dollar Plan, we’re combating retirement (or as I should say, income independence) from a COMPLETELY different angle. Usually on this show we look at and discuss ways to get/save a bunch of money. But today... Read More
40 min
388
Ep. 198: Dr. Stella
This week, we meet Stella. Stella’s main concerns, in her own words: “I got a late start financially because I got a PhD, but I’ve educated myself a lot and am passionate about being in control of my finances. I’d... Read More
30 min
389
Ep. 197 Budgeting Basics
This week, we’re talking budgeting. Through the different online sites, apps and e-resources, setting a monthly budget can get lost in all the noise. We live in a world of convenience, but when it comes to budgeting–convenience is one of... Read More
40 min
390
Ep. 196: Mike, semi-retired and fully funded
Meet Mike. Mike’s main concerns, in his own words: “My wife and I are early retired, slightly, for a couple of years now. She was a stay at home mom and has been retired for decades. I now make six... Read More
24 min
391
Ep. 195: Pete’s Potpourri pt. 2
Y A few weeks back, we introduced a special edition of The Million Dollar Plan, called “Pete’s Potpourri.” We talked a little bit about this and a little bit of that. Some might say, a bit of a “potpourri” episode, if you will.
39 min
392
Ep. 194: Wayne is ready to retire and recharge
Meet, Wayne. Wayne’s main concerns, in his own words: “My government job is stressful, I feel burned-out, and I need a change. When I turn 57 in 4 months, I’m eligible to retire from a with a monthly pension of... Read More
29 min
393
Ep. 193: Answering your wake-up call
This week, we’re talking about wake-up calls. Whether it’s your health, your relationships or your finances–you are well aware if a certain component of your life is not where it needs to be. You don’t have to receive an ominous... Read More
40 min
394
Ep. 192: Olivia is trying to pay off her past a...
Meet, Olivia. Olivia’s main concerns, in her own words: “I wasn’t a credit wizard in my early 20’s and early 30’s. It took a lot of hard knocks to show me the light. Now I have seen said light, and... Read More
24 min
395
Ep. 191: Wendy is funding a Midwest present, pr...
Meet Wendy. Wendy’s main concerns, in her own words: If we were to stay in the Midwest in our current jobs, I wouldn’t be worried about our financial future at all. However, my husband, who is active duty military, is... Read More
26 min
396
Ep. 190: Rosé, radio, and health care with Paul...
This week, I welcome back my friend Paul Ashley from First Person Advisors. Paul has been featured on my show two times prior to this week’s episode, and you can find both by clicking here and here. *clicky, clicky* There... Read More
40 min
397
Ep. 189: Cassie is ready to walk the walk to a ...
Meet Cassie. Cassie’s main concerns, in her own words: I find managing money difficult, but over the past several years I’ve educated myself on financial responsibility and budgeting. I am quite proud of what I have accomplished–curbed my unnecessary s...
31 min
398
Ep. 188: Maybel, she’s got multiple next moves ...
Meet Maybel. Maybel’s main concerns, in her own words: I am not sure WHAT to do next, or how to go about it. When I left my previous employer, I became a contract worker and stopped contributing to retirement to build... Read More
35 min
399
Ep. 187 Freezing your credit: the what & how to’s.
In a special early week edition we’re focusing on how our data is handled, specifically with the credit data bureaus. In early September of 2017, one of the big three credit bureaus (Equifax) had a data breach causing potential reproductions... Read More
42 min
400
Ep. 186: Autumn, a mom working to keep her fami...
Meet Autumn. Autumn’s main concerns, in her own words: We have roughly $1500-1700/mo in extra income and we would like to know how we should allocate this money. We have ideas of contributing more to my HSA, start ROTH’s, contribute... Read More
41 min