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. 142: Tatiana’s husband just lost his job, b...
M$D: October 28, 2027 Meet Tatiana. Tatiana’s main concerns, in her words: Hello Pete, Our goal is to be debt-free except for our house by November 2019 if not sooner! What can we invest in that will increase our net worth and minimize our tax liabili...
32 min
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Ep. 141: Power Percentage Part 2
It’s time we talk about Power Percentage. Again. Ever since my podcast on this topic a few weeks ago, I’ve been receiving lots of questions. If you have no clue what a Power Percentage is, check out Episode 120 or watch the first episode of PTPTV.
37 min
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Ep. 140: Rey recently inherited a whopping half...
M$D: September 29, 2026 Meet Rey. Rey’s main concerns, in her words: I wouldn’t normally be contacting you, but I have come upon a not-normal situation. I am a RN ($52k), my husband is a fire captain ($58k) and we have 3 boys ages 10, 8 and 8 (yes,
30 min
479
Ep. 139: Parenting
My friend David Klain is a real estate czar, the owner of my favorite coffee shop (Zing Cafe), and a parent. So it’s no surprise that last week he and I got talking about our kids’ financial futures when I bumped into him. The conversation was so great,
38 min
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Ep. 138: Mark has a pretty good financial life,...
M$D: January 28, 2024 Meet Mark. Mark’s main concerns, in his words: I have 300k in retirement savings. Putting $3000 a month toward retirement in Roth 401k and 457b plans (We make too much for a Roth IRA). Have $170,000 in student debt.
32 min
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Ep. 137: Financing
In this episode I talk about financing. Surprisingly, I haven’t touched on this topic much yet. But today, I got fired up about it. Over and over again, I’ve come across people who have ruined their financial lives by financing a purchase they couldn’...
39 min
482
Ep. 136: Penny just bought a house and now she’...
M$D: July 16, 2034 Meet Penny. Penny’s main concerns, in her words: Hi Pete. I just discovered your podcast a week ago and have listened to 30 episodes so far and have already made some changes to my financial life (like not having huge amounts of mon...
30 min
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Ep. 135: Visualization
In this episode of the Pete the Planner® Show, I talk visualization. If you are wandering aimlessly through your financial life, this is the key you are missing. Visualizing the financial life you want is a great tool to get you motivated to achieve i...
38 min
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Ep. 134 Bernard has a lot of good things going,...
M$D: June 16, 2033 Meet Bernard. Bernard’s main concerns, in his words: I’m not completely sure how to plan effectively for my retirement. My wife and I are both public school teachers. In our state, we will receive a pension when we retire.
34 min
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Ep. 133 Princess Leia returns…just before jetti...
M$D: N/A Meet Princess Leia (or, if you’re a longtime listener and heard her first episode, welcome back Princess Leia) Leia’s main concerns, in her words: I was featured on your podcast a little over a year ago and you gave me the name Princess Leia…...
31 min
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Ep. 132: Retirement Checklist
Topic: Retirement Checklist Special Kudos: Ann, our listener of the week who suggested this topic No matter what your age, you’re going to walk away from this episode with either a wake up call and a list of what to do next or…the opposite of a wake u...
39 min
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Ep. 131: Aaron has a big housing decision to ma...
M$D: N/A Meet Aaron Age: 29 Aaron’s main concerns, in his words: We just got married on July 22nd and would like to be financially literate and on the same financial page. We are fortunate enough to have our condo paid off but I do have significant st...
25 min
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Ep. 130: College Savings
Topic: College Savings Special Guest: Troy Montigney, ‘The 529 Guy’, Executive Director of the Indiana Education Savings Authority This week we talk saving for college, specifically Indiana’s 529 plan. You may have heard me talk about this before in t...
39 min
489
Ep. 129: Ed now has to make one full- and one p...
M$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
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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 $110k/year, but we always seem to have the same amount of money...
23 min
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Ep. 126: Charity
Topic: Charity Special Guest: Steven Shattuck from Bloomerang.
40 min
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Ep. 125: Renae just had a giant income increase...
M$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$D: 12/29/2037 Meet Judy
25 min
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Ep. 122: Healthcare
Topic: Healthcare Special Guest: Paul Ashley from FirstPerson.
41 min
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Ep. 121: Joey’s income went up and his margins ...
M$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
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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