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. 181: Brielle has a lot of moving pieces & i...
Meet Brielle. Brielle’s main concerns, in her own words: My biggest hurdle is balancing it all. We have a two and four year old that we will send to day care and preschool and starting in Sept. My children both have... Read More
39 min
377
Ep. 180: Peter Dunn & CJ McClanahan
This week, I’m joined by CJ McClanahan. CJ is an accomplished writer, speaker, executive coach and long-time personal friend. Over the past 10 years CJ has helped me grow personally, entrepreneurially, and is the reason I got into radio. Over the...
39 min
378
Ep. 179: Tina, a single mother ready to get bac...
Meet Tina. Tina’s main concerns, in her own words: I am a single mother of a 4 year old. I owned a home but after a legal case I sold my home via short sale in 2015 after owing since 2000... Read More
32 min
379
Ep. 178: Selling Your Home
This week, we’re talking about: Selling Your Home. A daunting feat, that if done correctly–can be a sizable pay off. When selling your home (or getting ready to sell your home) you’re preparing to leave the house. Your main focus... Read More
40 min
380
Ep.177: Allison wants to retire early, but got ...
Meet Allison. Allison’s main concerns, in her own words: I am a single Federal Government employee who would like to retire at 62. I currently make just over $100,000, but I live in the high cost of living area of... Read More
33 min
381
Ep. 176: Jeff, rocket ship salesman by day…real...
Meet Jeff. Jeff’s main concerns, in his own words: I’m 34, married with a 1-year old, based in Los Angeles (pretty high cost of living), and work for a tech startup. My wife works in law enforcement, but we have different... Read More
37 min
382
Ep. 175: A Potpourri Episode
In this week’s episode, we’re talking about a little bit of this and a little bit of that. Some might say, a bit of a “potpourri” episode, if you will. There are a couple different things I want to cover,... Read More
39 min
383
Ep. 174: Katie, the Paper Mill Engineer Who Dri...
Meet Katie. Katie’s main concerns, in her own words: I’m graduating from college in May 2017 and have a job making 72,000 as an engineer. I have no debt, no car payment, and a small amount in an IRA, so... Read More
33 min
384
Ep. 173: Family & Money
In this episode, we’re talking about: Family & Money. Now as a husband, father, son, and friend–while I’m no relationship expert, I do have experience in a handful of different ones. Today I’m going to cover the good, the bad,... Read More
39 min
385
Ep. 172: Lynette is in her mid 30’s and trying ...
Meet Lynette. Lynette’s main concerns, in her own words: My husband (38) and I (34) paid off all our debt, except our mortgage. We have a toddler, and a dog. We’re about to move to another state and will be... Read More
34 min
386
Ep. 171: Mailbag
On this episode of the Million Dollar Plan, I answer your questions. Once a month, or every four weeks or so, I like to dive into my mailbox and revisit some of your emails. They intrigue me–I never know what I’m... Read More
39 min
387
Ep. 170: Jordan, a school teacher, reverses rol...
Meet Jordan. Jordan’s main concerns, in his own words: I am a school teacher with two children under 4 and a third on the way. I have a net worth of $110,000 but only an income of $50,000 because my... Read More
30 min
388
Ep. 169: Setting Your Financial Rules.
This week, I’m talking about rules. You need rules to live by. For each component of your life you need to set some personal rules, or standards if you will, that apply to you and your everyday obligations.
39 min
389
Ep. 168: The Return of Omar
In October of 2016, I talked with Omar about a daunting feat: to retire by 40. When we first talked to him, here were his main concerns in his own words: I think my wife and I could make for an interesting case study.
30 min
390
Ep. 167: The Four Stages of Your Financial Life
This week, we’re talking about The Four Stages of Your Financial Life. In your financial life there are 15, yes count’em, 15 things that you need to do. 15 sounds daunting, doesn’t it? If you write them all down that’s not a quick post-it note,
40 min
391
Ep. 166: Melissa has saved for retirement since...
Meet Melissa. Melissa’s main concerns, in her own words: My base pay is $74,800 plus overtime on top of that. I have been saving for a house aggressively since January 2015 at about $700 a paycheck (last month I scaled that down to $500) plus any ext...
26 min
392
Ep. 165 Life Insurance
*important editor’s note: in light of recent listeners’ feedback, it has been brought to my attention last week’s show had too many jokes, too many personal stories, and not enough information. This week, I switched it up a little bit. All information,
40 min
393
Ep. 164: Brian’s paid off over $60,000 in debt ...
Meet Brian. Brian’s main concerns, in his own words: My wife and I are in our early 30’s. We have been on the wrong track financially for years. We got ourselves into some serious financial trouble early on in our marriage.
23 min
394
Ep.163: The Reality Gap
This week on the Pete the Planner® Show, I’m going to be talking about: The Reality Gap. Ah, the reality gap–so, this is what I’m really into right now and I’m going to explain and walk you through this concept.
65 min
395
Ep. 161: John has nearly thought of everything…...
Meet John. John’s main concerns, in his own words: My wife and I just welcomed our second (and last!) child. We have a comfortable lifestyle – both have stable jobs, we purchased a new home back in 2015, and save a respectable amount each month.
28 min
396
Ep. 160: Serena is struggling to prioritize
Meet Serena. Serena’s main concerns, in her own words: I’m starting a new job, so I feel like I’ll finally be earning enough to open an individual retirement account (in addition to my employer’s pension plan); however; I still have a lot of student ...
27 min
397
Ep. 158: Dylan is a cop with big goals
Meet Dylan. Dylan’s main concerns, in his own words: We are both in law enforcement and live together with two children under three years of age. She was out of work for a year and a half with child care and we have 26K in credit card debt and a 178K ...
32 min
398
Ep. 157: Financial Stability
This week, I cover the top three signs of financial stability. Over the course of my career, I’ve seen thousands of different financial situations—good and bad. These three signs have consistently been apparent in the good ones.
39 min
399
Ep. 156: Aurora is already a millionaire…now what?
M$D: Done. Meet Aurora. Aurora’s main concerns, in her own words: We are a dual income, one child family, who already has a million dollars saved for retirement. Our emergency fund is only at $26K and we don’t really budget our income (almost $250K).
26 min
400
Ep. 155: Healthcare
If you’re like most people, you haven’t been able to avoid all the discussion surrounding healthcare in the past few weeks and months. To cut through all the static, I brought on Paul Ashley from First Person Benefit Advisors onto my show to ask the m...
39 min