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.

Business
Investing
Careers
26
Why it feels impossible to get ahead
Today, Pete, Kristen, and Dame take a deep dive into the best and worst economic periods in American history. Was the post-WWII boom really the golden age of prosperity, or is that just nostalgia talking? How does today’s economy stack up against past crises like the Great Depression, stagflation, and the Great Recession?We break down real numbers—GDP growth, wages, home affordability, and even the cost of healthcare and college—to see when life was truly the best (and worst) for the average American. Plus, what lessons can we take from history to improve our financial future?Strap in for a fascinating discussion full of surprises, economic insights, and just a little bit of Kristen and Dame keeping Pete in check.Listen now—because knowing history might just help your wallet today.
66 min
27
Storytime with Pete: The winners and losers in ...
The Consumer Financial Protection Bureau (CFPB) is officially no more. Is this the long-overdue removal of a bureaucratic overreach, or the beginning of a new era of financial chaos? In today’s episode of Storytime with Pete, we break down what the CFPB’s closure means for banks, businesses, and, most importantly, your wallet. Will fewer regulations lead to more financial freedom, or just more fine print and hidden fees? Let’s find out.
4 min
28
Storytime with Pete: The truth about egg prices
A new series -- Storytime with Pete.Pete the Planner delivers sharp, insightful, and sometimes provocative takes on the financial world and beyond—all in under five minutes. These short-form episodes are high-energy, opinionated, and straight to the point, blending Pete’s signature wit with hard-hitting truths about money, business, and life. Whether he’s breaking down economic trends, calling out financial nonsense, or offering no-nonsense advice, Pete keeps it real and relevant.No fluff. No wasted time. Just Pete, a mic, and a fresh perspective.New episodes drop regularly—quick enough to fit into your coffee break, but impactful enough to change how you think about your money and future.
4 min
29
Stockpicking 101: More than vibes
In this episode of The Pete the Planner Show, Pete, Kristen, and Dane dive into a mix of financial wisdom, everyday observations, and entertaining tangents. Pete kicks things off by discussing an unexpected fashion moment inspired by a mannequin outfit. From there, the team transitions into personal finance topics, breaking down money management strategies with a relatable and humorous approach. Whether it's navigating spending habits, financial planning, or reacting to real-world economic trends, this episode balances practical advice with engaging conversation.
62 min
30
Netflix, Chill, and Split the Bill
Big Changes for The Pete the Planner Show! Plus, Love and MoneyWe’re kicking things off with a major update—The Pete the Planner Show is now part of the IBJ Media Podcast Network! If you're a longtime listener, welcome back. If you’re new, get ready for a personal finance show that’s anything but ordinary.In this episode, Pete, Kristen Ahlenius, and Damian Dunn talk about the evolution of the show, what this new partnership means, and the core mission of helping people navigate money with humor, honesty, and insight.But that’s not all—since it’s Valentine’s week, we’re diving into one of the biggest financial stressors in relationships: Love and Money.* Why financial transparency is key in any partnership* Common money fights couples have—and how to avoid them* The real impact of different spending styles and financial goals* How to talk about money without ruining date nightSubscribe, leave a review, and stay tuned for more insightful (and weird) financial wisdom!
61 min
31
Tapping Investments Early: Goldmine or Landmine
In this episode of The Pete the Planner Show, Pete, Dame, and Kristen tackle a listener’s question about using a taxable brokerage account to supplement income before retirement. A high-earning couple with no debt and significant savings wonders if they should ease off their high-paying IT jobs and start tapping their investments. Pete isn’t buying it—he challenges whether they’re taking the easy way out rather than making a sustainable career shift.The conversation dives into financial independence, the psychology of wealth-building, and why having enough money doesn’t always mean you should start using it. Is this couple making a smart move, or are they jeopardizing their long-term financial security? Plus, Pete shares insights from his son’s personal finance class, unexpected thoughts on hugging etiquette, and an inside look at changes coming to the show.
64 min
32
2025 Spectaxular
Tax season is upon us, and The Pete the Planner Show is here to guide you through it with The 2025 SpecTAXular! Pete, Dame, and Kristen dive deep into everything you need to know about taxes—what your accountant really wishes you knew, how to avoid common tax season pitfalls, and the ultimate debate: Is it better to owe or get a refund?They also tackle listener questions, bust common tax myths (hint: there’s no such thing as a “write-off”), and break down the difference between standard deductions and itemized deductions. Plus, Dame shares insider wisdom from his tax expert wife, even though she wasn’t invited to the show.
57 min
33
Ep. 572: When in doubt, use target date funds.....
On this week's episode, Kristen, Dame, and Pete debate the utility of target date funds. Disagreement abounds.
49 min
34
Ep. 571: Why we told an emailer it's time to br...
On this week's episode, Kristen, Dame, and Pete debate whether or not an emailer should breakup with their advisor. We talk fees, communication, and underperformance.
63 min
35
Ep. 570: 2025 stock pics of the year
On this week's episode, Kristen, Dame and Pete pick their stocks for 2025. As always, the stock picks are for entertainment purposes only.
57 min
36
Ep. 569: End of the year extravaganza
Pete and Kristen wrap the year!
52 min
37
Ep. 568: Financial influencer advice is somehow...
On this week's episode, Dame, Kristen, and Pete discuss terrible housing advice which would leave you stressed, broke, and working forever.
62 min
38
Ep. 567: Finally a substantive episode on Bitcoin
On this week's episode, the crew is joined by crypto enthusiast Doug Collins to talk about Bitcoin cresting $100k/coin
64 min
39
Ep. 566: Neglecting your home will cost you
On this week's episode Dame and Pete talk about how easy it is to get behind on home projects.
57 min
40
Ep. 565: The conversations to have before you c...
On this week's episode, Kristen, Dame, and Pete talk about what you should discuss with your partner before you combine finances.
63 min
41
Ep. 564: How will Trump's re-election impact th...
Don't worry, we don't get into the politics. Numbers only this week.
71 min
42
Ep. 563: Financial infidelity isn't sustainable
On this week's episode, Kristen, Dame, and Pete answer an email regarding financial infidelity. Let's just say they didn't like the ground rules.
53 min
43
Ep. 562: Does everyone actually need a financia...
On this week's episode we discuss whether or not everyone really needs a financial planner.
53 min
44
Ep. 561: The case for the 15 year mortgage
On this week's episode, Kristen, Dame, and Pete discuss they whys and why-nots of 15 year mortgages.
67 min
45
Ep. 560: Should you refinance a car loan?
On this week's episode, Kristen, Dame, and Pete discuss the falling interest rates should influence you to refinance your car loans.
68 min
46
Ep. 559: Arguing with each other for an hour
On this week's episode, chaos.
56 min
47
Ep. 558: Pete returns to social media
On this week's episode, Pete teases his return to the socials.
54 min
48
Ep. 557: Splitting things 50/50 in a divorce is...
On this week's episode, Dame and Pete discuss an email from divorcee who may not have gotten the best divorce settlement.
60 min
49
Ep. 556: Are youth travel sports worth it?
On this week's episode, Kristen, Dame, and Pete discuss the outlandish costs of youth travel sports. Kristen goes back in time to adopt Pete's perspective from 10 years ago.
59 min
50
Ep. 555: All balances being equal, should you p...
On this week's episode, Kristen and Pete talk about why different types of debt are, well, different.
61 min