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.
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Ep. 128: Fresh Starts
Topic: Fresh Starts Special Guest: Marc Williams, A.K.A. Mr. Kinetik, A.K.A. Mr. K This week I talk Fresh Starts for the new year with my friend Mark Williams. Financial goals—how do we make them and how do we keep them?
39 min
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Ep. 127: Dave is making over 100k but feels lik...
M$D: N/A Meet Dave Age: 28 Dave’s main concerns, in his words: I am in medical sales and my wife is in procurement. Getting married next month. Share bank account. Combined, we make about $110k/year, but we always seem to have the same amount of money...
23 min
428
Ep. 126: Charity
Topic: Charity Special Guest: Steven Shattuck from Bloomerang.
40 min
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Ep. 125: Renae just had a giant income increase...
M$D: 7/11/2062 Meet Renae Age: 28 Renae’s main concerns, in her words: Took my time to get into college, graduated undergrads in graphic design in 2013. Got pregnant. Took any work possible. Landed a decent 30k salary/benefits job that I enjoy.
25 min
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Ep. 124: Essential Truths
The post Ep. 124: Essential Truths appeared first on Pete the Planner®.
39 min
431
Ep. 123: Judy is coming-off a divorce and has s...
M$D: 12/29/2037 Meet Judy
25 min
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Ep. 122: Healthcare
Topic: Healthcare Special Guest: Paul Ashley from FirstPerson.
41 min
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Ep. 121: Joey’s income went up and his margins ...
M$D: N/A Meet Joey Age: 26 Joey’s main concerns, in his words: I used to be a budgeting boss but now that I am the boss I’m a lifestyle creep – maybe. It felt easier to budget and handle money when our income was modest and followed a straight line.
33 min
434
Ep. 120: Power Percentage
Topic: Power Percentage * Why we need it * How to calculate it * The scale * 10% and below – Eh * 11% to 20% – OK * 21% – 34% – Getting there * 35% and above – Perfect
41 min
435
Ep. 119: Monica is your financial role model
M$D: 8/5/2028 Meet Monica Age: 26 Monica’s main concerns, in her words: My income isn’t crazy high (active duty military), but I’m able to save and invest 50-60% of my take-home pay depending on the month,
24 min
436
Ep. 118: Patience
Topic: Patience * Housing Patience * Until you have a downpayment * Until you prove you can save money * Until you have an emergency fund * Until you can afford the 15 yr mortgage * Until you can afford a house which you’ll be able to sell later
39 min
437
Ep. 117: Tony wants to be able to shut it down ...
M$D: 7/31/2026 Meet Tony Age: 28 Tony’s main concerns, in his words: I’m 28, my wife is 26. We have a 16-month-old son. Our main goal is to have enough money where I can semi-retire at 40 (or earlier), if I want,
27 min
438
Ep. 116: Emails
Topic: This week, I answer your emails. Subscribe on iTunes | Subscribe on Stitcher Want to be a guest on the The Million Dollar Plan podcast? Apply Here
39 min
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Ep. 115: Malcolm is a doctor and is about to ge...
M$D: 4/14/2051 Meet Malcolm Age: 28 Malcolm’s main concerns, in his words: I’m a little over a year out of medical school, doing a three year residency training program. I have about $312,000 in student debt, and make about $50,
31 min
440
Ep. 114: Action
Topic: Action What we cover: * How to get out of a financial rut and get your motivation up * The importance of doing something * Why action is the key to a successful financial life * What is the financial equivalent of a FitBit?
31 min
441
Ep. 114: Action
Topic: Action What we cover: * How proactive activity leads to a successful life and how reaction leads to regret. Subscribe on iTunes | Subscribe on Stitcher Want to be a guest on the The Million Dollar Plan podcast? Apply Here
40 min
442
Ep. 113: Steve is a public defender who doesn’t...
M$D: 6/17/1945 Meet Steve Age: 28 Steve’s main concerns, in his words: Hello. I am a 28 year old guy who works as a Public Defender. I am in a long term relationship that will lead to an engagement very soon (ring is already purchased),
34 min