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.
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Episodes

Ep. 271: Effects of Financial Stress

This week on The Pete the Planner® Show we have an eclectic combination of topics… to say the least. We’re discussing a very important topic in this episode, that is not talked about enough. Financial stress impacts us in many ways,

Sep 20, 201851 min

Ep. 270: Nicole

On this episode of The Pete the Planner® Show, we meet Nicole. Tired of commuting over an hour, she has eyes on investing in real estate. But before Nicole does anything, she wants the best way to pay down her $27,000... Read More

Sep 18, 201820 min

Ep. 269: Roger

This week on The Pete the Planner® Show, we meet one of our first international guests! Hailing from Central America, our guest Roger is ready to get serious about funding his retirement. Over the past 10 years, Roger has paid off over... Read More

Sep 13, 201824 min

Ep. 268: Home buyer’s remorse and 401k roll-overs

This week on The Pete the Planner® Show, we’re back answering more of your money questions. Our first question comes from a listener with a case of home-buyers remorse. His dilemma? He can afford his current housing situation,

Sep 11, 201844 min

Ep. 267: Jackie

This week on The Pete the Planner® Show, we meet Jackie. She’s 56, recently remarried, and feeling all over the place financially. After losing her dad two years ago, she inherited his estate but hasn’t done much with it. Currently living... Read More

Sep 06, 201830 min

Ep. 266: 401k fees, refinances, and the weirdest financial product

This week on The Pete the Planner® Show, we’re back answering more of your money questions. To kick things off, Pete and I dive into an email asking for a simplistic review over 401k fees. Following our 401k fees exploration, we... Read More

Sep 04, 201844 min

Ep. 265: Ashley

This week on The Pete the Planner Show, we meet Ashley. Well-weathered for 26 years old, she filed for bankruptcy this summer to put the terrible financial past of her previous marriage in the rearview mirror. And, in addition, she has... Read More

Aug 30, 201825 min

Ep. 264: Lynwood

This week on The Pete the Planner® Show, we’re bringing back… you! We tried a few things out this summer, but we’re bringing back our feature guest format. However, this time around, we’re not focused on your million dollar day. We... Read More

Aug 23, 201824 min

Ep. 263: Phone-a-friend

On this episode of The Pete the Planner Show, it’s a phone-a-friend edition! We have three very niche questions for the show and needed to call in a few experts. To kick things off, Pete received an email from a lady listener with some... Read More

Aug 21, 201844 min

RePete Ep. 7: Complicated financial tools back to basics

This week we bring you: the final episode of RePete. We tried a little something different this summer, but you asked and for once we’re listening. The next extension episode you hear will feature a guest asking their financial question(s) to... Read More

Aug 09, 201831 min

Ep. 261: Target funds, HSAs, and stock cashouts

This week on The Pete the Planner Show we’re joined in studio by lead Financial Concierge on Your Money Line, Damian Dunn! Damian visits us at PTP HQ about once a month, so we take advantage and invite him to co-host when available. In this... Read More

Aug 07, 201844 min

Ep. 260: Funding dual college tuitions and early 401k cash-outs

This week on The Pete the Planner® Show, we’re answering more of your money questions! First, in our trio of questions, we received an email from a woman getting ready to change jobs and has some choices to make while doing so.... Read More

Jul 24, 201844 min

RePete Ep. 4: The ins and outs of home equity

On this episode of RePete we’re dedicating a whole show to your dear friend, home equity. Yes! This will be the first in our expert series where Pete and I bring in an expert on a topic we want all the... Read More

Jul 12, 201832 min

RePete Ep. 3: Lessons from our parents

We’re back with another RePete! This week’s question of the week: what lessons did you learn from your parents? Over the course of this episode, Pete and I realize a lot of lessons we’ve learned from our parents that we apply... Read More

Jul 05, 201836 min

RePete Ep. 2: Who is your financial role model?

We’re back with another episode of RePete! This week’s question of the week: who are your financial role models? I’ve always searched for a role model, consciously or subconsciously, in almost every aspect of my life. It was no different when... Read More

Jun 28, 201831 min

Ep. 256: The worst financial question ever.

This week, on The Pete the Planner Show, Pete is answering… the worst money question ever. And what makes this question the worst? Well, let us explain. A younger follower of ours, who recently graduated from college, is on the up and... Read More

Jun 26, 201844 min

Ep. 255: Helicopter Parents & Entrepreneurship

This week on The Pete the Planner Show Pete and I have more of your money questions, answered. For the first time ~ever~ I’m on the other side of the control room!!! I join Pete in studio this week and let... Read More

Jun 19, 201844 min

Ep. 254: Money conversations and college saving plans

This week on The Pete the Planner Show, Pete and I are back answering more of your money questions. To kick off this episode, we’re joined in studio by Christy Fogg from Journey to Joy Counseling! Why has Christy graced us with her... Read More

Jun 12, 201845 min

Ep. 253: Healthcare, mortgages and leather puzzles

This week on The Pete the Planner Show, Pete and I are back answering more of your money questions. We kick off this episode with a retirement question from an emailer, “I’m 64 and trying to figure out when to retire. If... Read More

Jun 05, 201844 min

Ep. 252: Is it possible to not retire… successfully?

This week on The Pete the Planner Show, Pete and I are back answering more of your money questions! We’re covering a wide range of topics this week (which if your a friend of the show, should not come as a surprise... Read More

May 22, 201844 min

Ep. 251: The Sandwich Generation and cryptocurrencies, oh my!

This week on The Pete the Planner Show we’re back with more of your money questions, answered. Pete and I dive into this episode with a common question we get from our friends of the Sandwich Generation in the great debacle of,... Read More

May 17, 201843 min

Ep. 250: Your money questions, answered.

This week on The Pete the Planner Show, Pete and I are answering your money questions. To start this week’s show, we piggyback off of a question he answered in his USA Today column, “Why does my investment advisor charge based... Read More

May 10, 201843 min

Ep. 249: Janet

Imagine setting your financial goal, aggressively saving for it, and achieving it. But now… you’re not sure how to more evenly spread out your savings. You and your husband both contribute to your retirement fund(s) and have an emergency fund fully...

May 08, 201825 min

Ep. 248: Pete’s back in studio

This week on The Pete The Planner Show, Pete’s back in studio!!! After a couple months on the road, Pete joins me back at HQ and his mic has never sounded more clear. In this episode, we cover four very different topics.... Read More

May 03, 201845 min
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