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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76
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
77
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
78
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
79
Ep. 529: The 5 money conversations you need to ...
In this week's episode, Dame, Kristen, and Pete talk about having better money conversations with your significant other.
53 min
80
Ep. 528: What is the best amount for a starter ...
In this week's episode, Kristen, Dame, and Pete debate the best amount of money to set aside as a starter emergency fund.
64 min
81
Ep. 527: Why don't people research their financ...
In this week's episode, Kristen, Dame, and Pete express their frustrations with the lack of due diligence surrounding hiring a financial advisor.
66 min
82
Ep. 526: The first day of retirement
On this week's episode, Dame, Kristen, and Pete talk about their visions for their first day of retirement.
68 min
83
Ep. 525: The ins and out of 2024
In this week's episode, Dame, Kristen, and Pete talk about what habits they're leaving behind, and what habits they're employing anew in 2024.
67 min
84
Ep. 524: Stock prediction awards spectacular
On this week's episode, Dame, Kristen, and Pete review their 2023 stock picks, and make their selections for 2024.Stock and market predictions are for entertainment purposes only.
62 min
85
Ep. 523: 2023 PTP Show Wrapped
In this week's episode, Dame, Kristen, and Pete review the year that was the PTP Show. We also hand-out our listener of the year award(s)!
68 min
86
Ep. 522: The crew shares their book recommendat...
In this week's episode, Kristen, Dame, and Pete answer three different emails. The highlight of this episode is when the crew shares their book recommendations.
50 min
87
Ep. 521: When should you NOT max out your retir...
On this week's episode, Dame, Kristen, and Pete discuss scenarios in which it makes no sense to max-out your retirement plan contributions.Also, stolen valor.
55 min
88
Ep. 520: There are questions you should be aski...
In this week's episode, Dame and Pete chat through the various questions you should be asking about your money, but aren't.
60 min
89
Ep. 519: Are the fees in my retirement plan too...
In this week's episode, Stacy, Dame, and Pete discuss high retirement plan fees.
57 min
90
Ep. 518: Paying off your partner's debt
In this week's episode, Dame, Kristen, and Pete discuss the ends and out of paying off your partner's debt. And as you might guess, the email which stoked the conversation, has some strange twists.
62 min
91
Ep. 517: Considering unorthodox financial products
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COMIn this week’s episode, Kristen, Dame, and Pete discuss whether or not they’d purchase an All-in-one mortgage or universal life insurance.
59 min
92
Ep. 516: Dame's 2024 economic outlook
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COMIn this week’s episode, Kristen, Dame, and Pete discuss what Dame learned at a recent economic conference.
59 min
93
Ep. 515: Okay fine. Life is tremendously more e...
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COMIn this week’s episode, Kristen, Dame, and Pete discuss how much the cost of living has increased relative to wage growth. Even though we knew it would illustrate a crazy challenge for young people, the results were actually worse than we thought.
57 min
94
Ep. 514: The Gen Z episode
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COMIn this week’s episode, Pete and special guest co-host Ellie discuss all things Gen Z finance.
48 min
95
Ep. 513: Is it dishonest to have two financial ...
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COMIn this week’s episode, Dame, Kristen, Pete discuss Pete’s most recent newspaper column. In it, he suggests people hurt themselves when they try to juggle various financial advisors.
61 min
96
Ep. 512: The refilling of the emergency fund is...
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COMIn this week’s episode, Dame, Kristen, Pete, and special guest L.A.-based comedian Danny Dunn (actually related), discuss various financial topics.
70 min
97
Ep. 511: Did Aaron just come-up with a compelli...
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COMIn this week’s episode, Dame and Pete consider whether or not the dreaded 401k loan is justified by emailer Aaron’s latest case use.
53 min
98
Ep. 510: The personal finance fantasy draft
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COMIn this week’s episode, Kristen, Dame, Ben, and Pete put together personal finance fantasy teams. We draft strategies in 9 different areas of personal finance, and then we vote to see who drafted the best financial life. We’ll validate what you already know — it’s not Pete.Click the PLAY button below for the rest of the show!
64 min
99
Ep. 509: Kristen, what debts would you take on?
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COMIn this week’s episode, Kristen and Pete discuss what types of loans they’d actually sign-up for.Click the PLAY button below for the rest of the show!
64 min
100
Ep. 508: Signs your financial stability is star...
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COMIn this week’s episode, Kristen, Dame, and Pete discuss how they know their financial stability is starting to suffer, and what they do about it.Click the PLAY button below for the rest of the show!
52 min