The Pete the Planner® Show - podcast cover

The Pete the Planner® Show

IBJ Mediapetetheplanner.com
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.
Last refreshed:
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

Ep. 217: 2017 Investment Wrap-up with Tadas Viskanta

When we recorded this, it was our LAST radio episode of 2017. It only felt right to end the year with a special edition of the Million Dollar Plan. This week, we present: The 2017 PTPTV Investment Wrap-up. And it just so happens,... Read More

Jan 04, 201842 min

Ep. 216: Derek

This week, we met Derek. Derek’s main concerns, in his own words: “I’m 38 years old and have been divorced for 3 years now. I currently have no consumer debt, and a mortgage with about 150,000 left on it. I feel... Read More

Jan 02, 201823 min

Ep. 215: Hank

This week, we met Hank. Hank’s main concerns, in his own words: “After college I spent about a decade pursuing my passion of coaching triathletes rather than go into the corporate world. I took a job managing a bike shop... Read More

Dec 26, 201730 min

Ep. 214: Answering emails with Paul Ashley

It is no secret, I get a lot of emails. And for whatever reason, recently, I have been getting some intense emails coming through my inbox. We are talking intro, three full body paragraphs, and conclusion with a SparkNotes sheet,... Read More

Dec 21, 201742 min

Ep. 213: Pepe

This week, we met Pepe. Pepe’s main concerns, in his own words: “I am 27 and have been following your advice for two years now. I should say I have had a sincere interest in your advice for two years... Read More

Dec 19, 201723 min

Ep. 212: Setting goals for 2018

This week on The MIllion Dollar Plan, we’re setting some goals. As we sunset 2017, we’re laying the blueprint to our 2018. We set goals, to get us going on the path for each area of our life’s successes. Throughout... Read More

Dec 14, 201741 min

211: Nancy

Meet, Nancy. Nancy’s main concerns, in her own words: “My husband and I are in the process of getting our 5 year plan in order. My husband and I each make just over $100, 000 (plus $30-40,000 in bonuses). We’ve... Read More

Dec 12, 201735 min

Ep. 210: Cryptocurrency

This week on the Million Dollar Plan we dive into cryptocurrencies. This is a topic that I’ve wanted to do on the show for years now, but I haven’t known who/where to turn to. So, I turned to the inter-webs. It was there... Read More

Dec 07, 201741 min

Ep. 209: Harry

Meet Harry. Harry’s main concerns, in his own words: “My wife was a HS teacher for 14 years and stopped working for a few years as she was primary caregiver to her grandfather. She has re-entered the workforce as a... Read More

Dec 05, 201726 min

Ep. 208: Drew

Meet Drew. Drew’s main concerns, in his own words: “My wife and I are a young, married couple with our first baby on the way. We both work, and we’re trying to plan for the future, save as much as... Read More

Nov 28, 201733 min

Ep. 207: Change

This week on the Million Dollar Plan, we’re talking about change. Making a change, and following through with it can be hard. Making a financial change, and following through with it can be hard. Making any alteration in your day-to-day... Read More

Nov 23, 201741 min

Ep. 207: Change

This week on the Million Dollar Plan, we’re talking about change. Making a change, and following through with it can be hard. Making a financial change, and following through with it can be hard. Making any alteration in your day-to-day... Read More

Nov 23, 201741 min

Ep. 206: Becky

Meet Becky. Becky’s main concerns, in her own words: “I am retired and live well within my means. I’m hooked on saving money and have excellent credit. My main financial focus is eliminating all outstanding debt (I have a car... Read More

Nov 21, 201721 min

Ep. 206: Becky

Meet Becky. Becky’s main concerns, in her own words: “I am retired and live well within my means. I’m hooked on saving money and have excellent credit. My main financial focus is eliminating all outstanding debt (I have a car... Read More

Nov 21, 201721 min

Ep. 205: Thinking Man’s Edition

This week on the Million Dollar Plan, we’re embracing the Thanksgiving spirit. We might be a week early but at PTP Headquarters, Thanksgiving is one of our favorite holidays. When planning this show, we were prompted with the concept of, “on... Read More

Nov 16, 201741 min

Ep. 205: Thinking Man’s Edition

This week on the Million Dollar Plan, we’re embracing the Thanksgiving spirit. We might be a week early but at PTP Headquarters, Thanksgiving is one of our favorite holidays. When planning this show, we were prompted with the concept of, “on... Read More

Nov 16, 201741 min

Ep. 204: Kira

This week, we met Kira. Kira’s main concerns, in her own words: “My situation is a little unusual. My plan is to sell our house in the next year and move to Nashville, where my daughter lives. We plan to... Read More

Nov 14, 201729 min

Ep. 204: Kira

This week, we met Kira. Kira’s main concerns, in her own words: “My situation is a little unusual. My plan is to sell our house in the next year and move to Nashville, where my daughter lives. We plan to... Read More

Nov 14, 201729 min

Ep. 203: Credit cards, medical bills and more

This week, it’s a bit of a “gripey Old Man” Pete edition of The Million Dollar Plan. After over 160 flights and 13 weeks of travel, I’m finally home. We’ve been on a bit of a Petepourri kick, so we kept it... Read More

Nov 09, 201740 min

Ep. 203: Credit cards, medical bills and more

This week, it’s a bit of a “gripey Old Man” Pete edition of The Million Dollar Plan. After over 160 flights and 13 weeks of travel, I’m finally home. We’ve been on a bit of a Petepourri kick, so we kept it... Read More

Nov 09, 201740 min

Ep. 202: Chris

This week, we met Chris. Chris’s main concerns, in his own words: “My in-laws have struggled through financial issues for most of their lives. Now that problem is hitting home for my family. They are moving in with our family... Read More

Nov 07, 201735 min

Ep. 202: Chris

This week, we met Chris. Chris’s main concerns, in his own words: “My in-laws have struggled through financial issues for most of their lives. Now that problem is hitting home for my family. They are moving in with our family... Read More

Nov 07, 201735 min

Ep. 200: Mrs. Planner’s Debut

This week, we celebrated a special episode for The Million Dollar Plan. While I have been doing radio (going on) eight years now, there has been one guest I have been waiting for. In honor of our 200th episode, Mrs. Planner joined... Read More

Oct 31, 201741 min

Ep. 200: Mrs. Planner’s Debut

This week, we celebrated a special episode for The Million Dollar Plan. While I have been doing radio (going on) eight years now, there has been one guest I have been waiting for. In honor of our 200th episode, Mrs. Planner joined... Read More

Oct 31, 201741 min

Ep. 199: Eliminating expenses prior to retirement

This week on the Million Dollar Plan, we’re combating retirement (or as I should say, income independence) from a COMPLETELY different angle. Usually on this show we look at and discuss ways to get/save a bunch of money. But today... Read More

Oct 26, 201741 min

Ep. 199: Eliminating expenses prior to retirement

This week on the Million Dollar Plan, we’re combating retirement (or as I should say, income independence) from a COMPLETELY different angle. Usually on this show we look at and discuss ways to get/save a bunch of money. But today... Read More

Oct 26, 201741 min

Ep. 198: Dr. Stella

This week, we meet Stella. Stella’s main concerns, in her own words: “I got a late start financially because I got a PhD, but I’ve educated myself a lot and am passionate about being in control of my finances. I’d... Read More

Oct 24, 201731 min

Ep. 197 Budgeting Basics

This week, we’re talking budgeting. Through the different online sites, apps and e-resources, setting a monthly budget can get lost in all the noise. We live in a world of convenience, but when it comes to budgeting–convenience is one of... Read More

Oct 19, 201741 min
For the best experience, listen in Metacast app for iOS or Android