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. 131: Aaron has a big housing decision to ma...
M$D: N/A Meet Aaron Age: 29 Aaron’s main concerns, in his words: We just got married on July 22nd and would like to be financially literate and on the same financial page. We are fortunate enough to have our condo paid off but I do have significant st...
25 min
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Ep. 130: College Savings
Topic: College Savings Special Guest: Troy Montigney, ‘The 529 Guy’, Executive Director of the Indiana Education Savings Authority This week we talk saving for college, specifically Indiana’s 529 plan. You may have heard me talk about this before in t...
39 min
428
Ep. 129: Ed now has to make one full- and one p...
M$D: 10/3/2026 Meet Ed Age: 38 Ed’s main concerns, in his words: In 18 months, we went from supporting two people on two full-time incomes to supporting five people on one. We now have 1 full-time and 1 part-time income.
25 min
429
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 $110k/year, but we always seem to have the same amount of money...
23 min
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Ep. 126: Charity
Topic: Charity Special Guest: Steven Shattuck from Bloomerang.
40 min
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Ep. 125: Renae just had a giant income increase...
M$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
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Ep. 123: Judy is coming-off a divorce and has s...
M$D: 12/29/2037 Meet Judy
25 min
435
Ep. 122: Healthcare
Topic: Healthcare Special Guest: Paul Ashley from FirstPerson.
41 min
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Ep. 121: Joey’s income went up and his margins ...
M$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
437
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
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Ep. 119: Monica is your financial role model
M$D: 8/5/2028 Meet Monica Age: 26 Monica’s main concerns, in her words: My income isn’t crazy high (active duty military), but I’m able to save and invest 50-60% of my take-home pay depending on the month,
24 min
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Ep. 118: Patience
Topic: Patience * Housing Patience * Until you have a downpayment * Until you prove you can save money * Until you have an emergency fund * Until you can afford the 15 yr mortgage * Until you can afford a house which you’ll be able to sell later
39 min
440
Ep. 117: Tony wants to be able to shut it down ...
M$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
441
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
442
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 $50,
31 min
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Ep. 114: Action
Topic: Action What we cover: * How to get out of a financial rut and get your motivation up * The importance of doing something * Why action is the key to a successful financial life * What is the financial equivalent of a FitBit?
31 min
444
Ep. 114: Action
Topic: Action What we cover: * How proactive activity leads to a successful life and how reaction leads to regret. Subscribe on iTunes | Subscribe on Stitcher Want to be a guest on the The Million Dollar Plan podcast? Apply Here
40 min
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Ep. 113: Steve is a public defender who doesn’t...
M$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