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.
126
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
127
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
128
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
129
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
130
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
131
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
132
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
133
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
134
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
135
Ep. 534: The gender episode
On this week's episode, Kristen and Pete discuss money and gender.
66 min
136
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
137
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
138
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
139
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
140
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
141
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
142
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
143
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
144
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
145
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
146
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
147
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
148
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
149
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
150
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