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.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
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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
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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
479
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
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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
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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 $250K).
26 min
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Ep. 155: Healthcare
If you’re like most people, you haven’t been able to avoid all the discussion surrounding healthcare in the past few weeks and months. To cut through all the static, I brought on Paul Ashley from First Person Benefit Advisors onto my show to ask the m...
39 min
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Ep. 153: The Turn Around
I’m dedicating this entire episode to Barb! Barb, a wonderful audience member from a speech I gave last week in Michigan, asked the best question I’ve heard in years. What do you do when, 10 to 15 years from retiring,
40 min
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Ep. 152: Kendall has a child with special needs...
M$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
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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 $50,000 a year. I’m currently contributing 6% to my employer-sponsored Roth 401(k) and maxing out my Roth IRA.
40 min
486
Ep. 150: Renee has a new baby and some extra mo...
M$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-$89k this year (ballparking numbers for his travel stipe...
27 min
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Ep. 149: College Financial Literacy
This week, I talked with Phil Schuman, Director of Financial Literacy at Indiana University. Phil and I have been working together since last fall on a project to increase college financial literacy. The program, called Money Smarts U,
38 min
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Ep. 148: CJ had a late start to his career, but...
M$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
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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
490
Ep. 146: Cindy, recently divorced, is looking f...
M$D: June 10, 2036 Meet Cindy. Cindy’s main concerns, in her words: My husband and I are separated and the divorce will be final in a couple of months. He no longer lives in the house, so it’s just my income providing for us.
34 min
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Ep. 145: Rhonda needs to make a plan for retire...
M$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
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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
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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 $1,900.
32 min
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Ep. 142: Tatiana’s husband just lost his job, b...
M$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 ($58k) and we have 3 boys ages 10, 8 and 8 (yes,
30 min
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Ep. 139: Parenting
My friend David Klain is a real estate czar, the owner of my favorite coffee shop (Zing Cafe), and a parent. So it’s no surprise that last week he and I got talking about our kids’ financial futures when I bumped into him. The conversation was so great,
38 min
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Ep. 138: Mark has a pretty good financial life,...
M$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 $170,000 in student debt.
32 min
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Ep. 137: Financing
In this episode I talk about financing. Surprisingly, I haven’t touched on this topic much yet. But today, I got fired up about it. Over and over again, I’ve come across people who have ruined their financial lives by financing a purchase they couldn’...
39 min
500
Ep. 136: Penny just bought a house and now she’...
M$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