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.
426
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
427
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
428
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
429
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
430
Ep. 164: Brian’s paid off over $60,000 in debt ...
Meet Brian. Brian’s main concerns, in his own words: My wife and I are in our early 30’s. We have been on the wrong track financially for years. We got ourselves into some serious financial trouble early on in our marriage.
23 min
431
Ep.163: The Reality Gap
This week on the Pete the Planner® Show, I’m going to be talking about: The Reality Gap. Ah, the reality gap–so, this is what I’m really into right now and I’m going to explain and walk you through this concept.
65 min
432
Ep. 161: John has nearly thought of everything…...
Meet John. John’s main concerns, in his own words: My wife and I just welcomed our second (and last!) child. We have a comfortable lifestyle – both have stable jobs, we purchased a new home back in 2015, and save a respectable amount each month.
28 min
433
Ep. 160: Serena is struggling to prioritize
Meet Serena. Serena’s main concerns, in her own words: I’m starting a new job, so I feel like I’ll finally be earning enough to open an individual retirement account (in addition to my employer’s pension plan); however; I still have a lot of student ...
27 min
434
Ep. 158: Dylan is a cop with big goals
Meet Dylan. Dylan’s main concerns, in his own words: We are both in law enforcement and live together with two children under three years of age. She was out of work for a year and a half with child care and we have 26K in credit card debt and a 178K ...
32 min
435
Ep. 157: Financial Stability
This week, I cover the top three signs of financial stability. Over the course of my career, I’ve seen thousands of different financial situations—good and bad. These three signs have consistently been apparent in the good ones.
39 min
436
Ep. 156: Aurora is already a millionaire…now what?
M$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 $250K).
26 min
437
Ep. 155: Healthcare
If you’re like most people, you haven’t been able to avoid all the discussion surrounding healthcare in the past few weeks and months. To cut through all the static, I brought on Paul Ashley from First Person Benefit Advisors onto my show to ask the m...
39 min
438
Ep. 153: The Turn Around
I’m dedicating this entire episode to Barb! Barb, a wonderful audience member from a speech I gave last week in Michigan, asked the best question I’ve heard in years. What do you do when, 10 to 15 years from retiring,
40 min
439
Ep. 152: Kendall has a child with special needs...
M$D: April 29, 2047 Meet Kendall. Kendall’s main concerns, in her words: We have a daughter with autism that we’re anticipating needing to care for the rest of our lives. Waiting for the state to set up ABLE account for her.
36 min
440
Ep. 151: Mailbag
This week, I dig into more of your questions. These are the ones I tackle: “Hello Pete, I’m a 23-year-old and I work as a chemist making $50,000 a year. I’m currently contributing 6% to my employer-sponsored Roth 401(k) and maxing out my Roth IRA.
40 min
441
Ep. 150: Renee has a new baby and some extra mo...
M$D: January 22, 2039 Meet Renee. Renee’s main concerns, in her words: I feel like we have all of the pieces but I’m not sure how to prioritize. My husband and I will probably gross around $85-$89k this year (ballparking numbers for his travel stipe...
27 min
442
Ep. 149: College Financial Literacy
This week, I talked with Phil Schuman, Director of Financial Literacy at Indiana University. Phil and I have been working together since last fall on a project to increase college financial literacy. The program, called Money Smarts U,
38 min
443
Ep. 148: CJ had a late start to his career, but...
M$D: October 10, 2041 Meet CJ. CJ’s main concerns, in his words: We are an early 30’s married couple that is looking to have kids soon. We have a house, but we are looking to upgrade that in the next few years as well.
26 min
444
Ep. 147: Youth Sports
This week on PTPTV, I talk youth sports with Travis Dorsch. He’s got quite the title, are you ready? Dr. Travis Dorsch: Former Professional Football Player, Assistant Professor, Founding Director of the Families in Sport Lab in the Department of Family,
38 min
445
Ep. 146: Cindy, recently divorced, is looking f...
M$D: June 10, 2036 Meet Cindy. Cindy’s main concerns, in her words: My husband and I are separated and the divorce will be final in a couple of months. He no longer lives in the house, so it’s just my income providing for us.
34 min
446
Ep. 145: Rhonda needs to make a plan for retire...
M$D: August 26, 2049 Meet Rhonda. Rhonda’s main concerns, in her words: My husband and I recently paid off our businesses. We have been investing all our money into them and not saving much for retirement.
36 min
447
Ep. 144: Mailbag
On this episode of the Million Dollar Plan, I answer your questions. Do you want to send me some questions? Go ahead, hit me up at askpete@petetheplanner.com. Today I answer questions from Tim, Karen (spelled the way I think it should be spelled),
37 min
448
Ep. 143: Jack tries to sell me some life insurance
M$D: May 13, 2064 Meet Jack. Jack’s main concerns, in his words: I make $1,900 a month net, I also make some commissions although I’m still new so not entirely sure how consistent that will be! So, I would like to plan for just the $1,900.
32 min
449
Ep. 142: Tatiana’s husband just lost his job, b...
M$D: October 28, 2027 Meet Tatiana. Tatiana’s main concerns, in her words: Hello Pete, Our goal is to be debt-free except for our house by November 2019 if not sooner! What can we invest in that will increase our net worth and minimize our tax liabili...
32 min
450
Ep. 141: Power Percentage Part 2
It’s time we talk about Power Percentage. Again. Ever since my podcast on this topic a few weeks ago, I’ve been receiving lots of questions. If you have no clue what a Power Percentage is, check out Episode 120 or watch the first episode of PTPTV.
37 min