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
51
Ep. 554: Big inheritance, shocked into retirement?
On this week's episode we consider whether or not a person should retire based on a surprise inheritance.
50 min
52
Ep. 553: The new real estate commission changes...
On this week's episode, Dame, Kristen, and Pete are joined by real estate wizard Jimmy Dulin. We knew there were major real estate contract changes, we had no idea how big the changes are.
66 min
53
Ep. 552: It's likely too soon to refinance
On this week's episode, Kristen, Dame, and Pete discuss historic mortgage rates and whether or not it's too soon to refinance.
66 min
54
Ep. 551: Sure personal finance is personal, but...
On this week's episode Kristen and Pete explore the various stakeholders in your personal finances, including the furry four-legged ones.
62 min
55
Ep. 550: Whoever the next President is, will lo...
On this week's episode, Kristen, Dame, and Pete talk politics. Well, no exactly. We talk economics, and the ramifications for the next president.
60 min
56
Ep. 549: Pushing your housing budget, when you ...
On this week's episode, Kristen, Dame, and Pete discuss whether it makes any sense at all to make a dynamic housing decision, when housing has previously been a position of strength in a money life. Also, Pete glitches-out.
60 min
57
Ep. 548: Should you intervene in your friend's ...
On this week's episode, Kristen, Pete, and Dame discuss whether or not an emailer should say something about a friend hiding purchases. It has all the elements of a great story, including money, fast food gift cards, and well, that's it.
63 min
58
Ep. 547: Should an emailer payoff their house w...
On this week's episode, Dame and Pete discuss whether a 37 year old should payoff his 6.5% mortgage with a giant bonus.
47 min
59
Ep. 546: More allegations surface against promi...
In this week's episode, Kristen, Dame, and Pete discuss new fraud allegations against Alexander Joyce, CEO of Rejoyce Financial LLC. You can read the most recent court filing here (https://public.courts.in.gov/MyCase#/vw/CaseSummary/eyJ2Ijp7IkNhc2VUb2tlbiI6Ik1KN2dhb2hJX2J1dTJhZXpVaC0xMklEVEdET0RNWkU4R1V0aUxCdmZSZ3cxIn19).If you believe you've been the vicim of financial fraud, contact your state's Secretary of State's office. All matters discussed on this show are allegations at this point, and the justice system will determine guilt/liability.
65 min
60
Ep. 545: Are zombie mortgages an actual threat?...
In this weeks episode, Kristen, Dame, and Pete explore zombie mortgages. Then they debate who's to blame.
58 min
61
Ep. 544: Setting up an investment account for a...
On this week's episode, Kristen, Dame, and Pete discuss what a pain in the neck setting up account for your kids is. You should do it anyway. Batman makes an appearance, and Pete has Schlage deja vu.
59 min
62
Ep. 543: So what you're saying is the average A...
On this week's episode, Kristen, Dame, and Pete discuss a new survey which sheds light on the average American's economic ignorance. It's not surprising, but it's still shocking.
61 min
63
Ep. 542: What to do if your financial advisor c...
In this week's episode, Kristen, Pete, and Dame talk about how to handle your financial advisor changing firms.
59 min
64
Ep 541: Instagram is driving-up the cost of wed...
On this week's episode, Dame, Kristen, and Pete dig through new realities of getting married in the 21st century. The result? Kristen reminds Pete and Dame how old they are.
58 min
65
Ep. 540: Should a new relationship help pay-off...
On this week's episode, Dame, Pete and Kristen debate whether or not a new relationship is a get out of debt jail free card.
60 min
66
Ep. 539: Why I'm skeptical of a person's $3 mil...
On this week's episode, we debate whether or not an emailer should retire with his $3 million plan. It's not as cut and try as you might think.
63 min
67
Ep. 538: Your primary residence isn't the ultim...
On this week's episode, Kristen, Dame, and Pete, combat a local credit union's assertion that a primary residence is the ultimate wealth generation tool. Needless to say, it's not.
61 min
68
Ep. 537: Being an executor can't be that hard, ...
On this week's episode, Dame and Pete discuss the complexity of being the executor of an estate. Long story short, it's a lot harder than you think it is.
57 min
69
Ep. 536: If only we had avoided these stupid mi...
In this week's episode, Kristen and Pete recall the mistakes they made early in their financial lives.
66 min
70
Ep. 535: Did the real estate industry just chan...
On this week's episode, Dame, Kristen, and Pete discuss whether the NAR settlement will shift real estate prices significantly. They also make predictions as to how low real estate commissions will go in the next couple of years.
50 min
71
Ep. 534: The gender episode
On this week's episode, Kristen and Pete discuss money and gender.
66 min
72
Ep. 533: How to recover from a big financial mi...
In this week's episode, Dame and Pete talk about how to recover from a bad financial mistake.
58 min
73
Ep. 532: A deep look inside the alleged misdeed...
In this week's episode, Dame and Pete take a deep dive into shocking allegations against a Carmel, Indiana based financial advisor.The advisor is accused of stealing $2.6 million from a husband and wife, and then buying a $2 million mansion within minutes of take control of their money.
58 min
74
Ep. 531: Pivoting hard when you think you might...
In this week's episode, Dame, Kristen, and Pete explore how to make preemptive financial moves, if you think you're about to lose your job.
57 min
75
Ep. 530: Overrated and underrated financial advice
In this week's episode, Kristen, Dame, and Pete debate what financial advice is overrated and what financial advice is underrated.
58 min