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
1
Navigating Now: How Not To Cut Your Market Retu...
10 min
2
Storytime with Pete: The Awkward Truth About Be...
3 min
3
Navigating Now: What You Need To Know About Int...
10 min
4
The Passive Aggressive Economy
70 min
5
Navigating Now: What Earnings Season is Telling Us
10 min
6
Storytime with Pete: Are you financially ethical?
5 min
7
Navigating Now: Bear and Bull Markets Explained
10 min
8
What Does Not Needing Money Look Like at Differ...
70 min
9
Navigating Now: Consumer Confidence Predicts Th...
10 min
10
Storytime with Pete: The truth about money prob...
4 min
11
Navigating Now: How sector rotation can impact ...
10 min
12
What to do if the market just smashed your plans
70 min
13
Navigating Now: Volatility can take your breath...
10 min
14
Storytime with Pete: The Market crashed! Here's...
4 min
15
Navigating Now: What's actually wrong with the ...
10 min
16
The Market’s Terrible, Horrible, No Good, Very ...
75 min
17
Storytime with Pete: The Insincerity of Negotia...
4 min
18
EMERGENCY EPISODE -- If I Were President Trump:...
8 min
19
Storytime with Pete: The Juxtaposition of Moder...
3 min
20
What Can You Afford on $100k a year? The Honest...
72 min
21
Storytime with Pete: What is an American Car?
2 min
22
Storytime with Pete: The bittersweet tax refund
4 min
23
Trapped at the Bottom: The Science Behind Stayi...
67 min
24
Storytime with Pete: The Recession Obsession
6 min
25
Panic is Expensive -- Calm Down
Market downturns bring out the worst in investors—panic selling, emotional decisions, and a desperate need to ‘do something.’ But that’s exactly when a good financial advisor proves their worth. In this episode, we pull back the curtain on what advisors really do during turbulent times. From keeping clients from self-sabotage to executing tactical strategies like tax-loss harvesting and rebalancing, we break down why their value goes far beyond picking investments. Plus, why going it alone in a volatile market could be the most expensive mistake you ever make. If you've ever questioned whether an advisor is worth it, this episode is for you.
70 min