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. 389: A Unique Stock Market Year-End Review!

QUESTIONS ABOUT MONEY? GET EXPERT ANSWERS. EMAIL US AT: ASKPETE@PETETHEPLANNER.COMThis week on the Pete the Planner Show, Pete and Damian welcome a special co-host: Pete’s daughter, Ollie! No time to listen? BUMMER. Here’s some of what happened: Show Notes: Stock Market Year-End Review (a month early): Back on March 23rd, Pete and Damian talked about the performance of the market. Neither predicted that things would recover and rally like it has. Guessing Game: How has this stock done this year ...

Dec 08, 202040 min

Ep. 388: Our Philosophies on Money, Explained! Sort Of.

HAVE A MONEY QUESTION? GET EXPERT ANSWERS. EMAIL US AT: ASKPETE@PETETHEPLANNER.COM This week on the Pete the Planner Show, Pete and Damian get two of the shortest questions of 2020 …and then they get the longest email question in the history of the show.

Dec 01, 202040 min

Ep. 387: “Hold Tight. See How Things Play Out…”

HAVE A MONEY QUESTION? GET EXPERT ANSWERS.EMAIL US: ASKPETE@PETETHEPLANNER.COMOn this episode of the Pete the Planner Show, Peter and Damian remind everyone that the upcoming holidays are not cancelled; we just need to look at them differently, with safety being a priority. FEATURED CONVO: Will Student Loan Forgiveness plans continue with the new federal administration? REMINDER: Try HEY MONEY, your new secret weapon for advice in your personal finances. No time to listen? BUMMER. Here’s some of...

Nov 24, 202040 min

Ep. 386: Maturity Plays A Big Role In This…

HAVE A MONEY QUESTION? GET EXPERT ANSWERS.EMAIL US: ASKPETE@PETETHEPLANNER.COMOn this episode of the Pete the Planner Show, Peter and Damian tackle some serious relationship problems. REMINDER: Try HEY MONEY, your new secret weapon for advice in your personal finances. No time to listen? BUMMER. Here’s some of what happened: Show Notes: Mailbag Question 1: “I’m feeling I’ve been abused by my husband. He thinks a stay-at-home mom is a servant and I don’t need an allowance, and is constantly sayin...

Nov 10, 202040 min

Ep. 385: The Effects of the Pandemic (and Recession) on Higher Ed

HAVE A MONEY QUESTION? GET EXPERT ANSWERS.EMAIL US: ASKPETE@PETETHEPLANNER.COMOn this episode of the Pete the Planner Show, Peter and Damian welcome a special guest: Phil Schuman, Executive Director of Financial Wellness & Education at Indiana University! REMINDER: Try HEY MONEY, your new secret weapon for advice in your personal finances. No time to listen? BUMMER. Here’s some of what happened: Show Notes: Catching Up: “What does the local economy of Bloomington, look like?“ Phil: I’m glad ...

Nov 03, 202040 min

Ep. 385: The Effects of the Pandemic (and Recession) on Higher Ed

Have a money question? Get expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Peter and Damian welcome a special guest: Phil Schuman, Executive Director of Financial Wellness & Education at Indiana University! REMINDER: Try HEY MONEY, your new... Read More

Nov 03, 202040 minEp. 385

Ep. 384: How We Feel About What We Said 238 Days Ago!

HAVE A MONEY QUESTION? GET EXPERT ANSWERS.EMAIL US: ASKPETE@PETETHEPLANNER.COMIt’s time for a semi-annual review! On this episode of the Pete the Planner® Show, Peter and Damian discuss their current views on the concerns they had from March 1, 2020! Don’t forget! HEY MONEY is your new secret weapon for advice in your personal finances. No time to listen? BUMMER. Here’s some of what happened: Show Notes: On the Pandemic: “On the pandemic, how concerned are you on a scale of 1-10?“ Damian: (NOW) ...

Oct 27, 202040 min

Ep. 384: How We Feel About What We Said 238 Days Ago!

Have a money question? Get expert answers. Email us: askpete@petetheplanner.com It’s time for a semi-annual review! On this episode of the Pete the Planner® Show, Peter and Damian discuss their current views on the concerns they had from March 1, 2020! Don’t... Read More

Oct 27, 202040 minEp. 384

Ep. 383: Managing Money Is Not A “Men’s Only” Club

HAVE A MONEY QUESTION? GET EXPERT ANSWERS.EMAIL US: ASKPETE@PETETHEPLANNER.COMOn this episode of the Pete the Planner Show, Damian is gone forever! Well….forever was a stretch. For this awesome episode, Pete is handling hosting duties and welcomes our very own, OZ for an important chat! Reminder: HEY MONEY is your new secret weapon for advice in your personal finances. No time to listen? BUMMER. Here’s some of what happened: Show Notes: Women and Investing: “I’m 24, and a woman. I have never inv...

Oct 20, 202040 min

Ep. 383: Managing Money Is Not A “Men’s Only” Club

Have a money question? Get expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Damian is gone forever! Well….forever was a stretch. For this awesome episode, Pete is handling hosting duties and welcomes our very own, OZ... Read More

Oct 20, 202040 minEp. 383

Ep. 382: Let’s Talk About Lifestyle Creep!

HAVE A MONEY QUESTION? GET EXPERT ANSWERS.EMAIL US: ASKPETE@PETETHEPLANNER.COMOn this episode of the Pete the Planner Show, Peter and Damian ask, “Should a person buy a home right now?” And they answer it! Don’t forget! HEY MONEY is your new secret weapon for advice in your personal finances. No time to listen? BUMMER. Here’s some of what happened: Show Notes: Mailbag Question 1: “As my means has grown, so has my budget. My wife and I used to make $25K, now we are both at about $85-90K. Over the...

Oct 13, 202040 min

Ep. 382: Let’s Talk About Lifestyle Creep!

Have a money question? Get expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Peter and Damian ask, “Should a person buy a home right now?” And they answer it! Don’t forget! HEY MONEY is your new secret... Read More

Oct 13, 202040 minEp. 382

Ep. 381: Help! My Parents Haven’t Filed Taxes in 5 Years!

HAVE A MONEY QUESTION? GET EXPERT ANSWERS.EMAIL US: ASKPETE@PETETHEPLANNER.COMOn this episode of the Pete the Planner Show, Peter and Damian tell personal stories about their households! Don’t forget! HEY MONEY is your new secret weapon for advice in your personal finances. No time to listen? BUMMER. Here’s some of what happened: Show Notes: Mailbag Question 1: “My grandmother passed away and left me $15,000. I could use a new car. What should I do with it?“ Damian: I don’t think there’s any way...

Oct 06, 202040 min

Ep. 381: Help! My Parents Haven’t Filed Taxes in 5 Years!

Have a money question? Get expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Peter and Damian tell personal stories about their households! Don’t forget! HEY MONEY is your new secret weapon for advice in your personal finances.... Read More

Oct 06, 202040 minEp. 381

Ep. 380: How Much You Should Have Saved for Retirement

HAVE A MONEY QUESTION? GET EXPERT ANSWERS.EMAIL US: ASKPETE@PETETHEPLANNER.COMOn this episode of the Pete the Planner Show, Peter and Damian remember they don’t speak Spanish! Don’t forget! HEY MONEY is your new secret weapon for advice in your personal finances. No time to listen? BUMMER. Here’s some of what happened: Show Notes: Main Question: “How much should I have saved based on how old I am in relation to my retirement portfolio?“ Damian: This is a very common question; especially the youn...

Sep 29, 202040 min

Ep. 380: How Much You Should Have Saved for Retirement

Have a money question? Get expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Peter and Damian remember they don’t speak Spanish! Don’t forget! HEY MONEY is your new secret weapon for advice in your personal finances. No... Read More

Sep 29, 202040 minEp. 380

Ep. 379: The Economic Chaos Coming This Holiday Season

HAVE A QUESTION? GET SOME EXPERT ANSWERS.EMAIL US: ASKPETE@PETETHEPLANNER.COMOn this episode of the Pete the Planner Show, Peter and Damian realize that the show is so good, we’ve got return visitors! There are actually people who have emailed us back! Don’t forget! HEY MONEY is your new secret weapon for advice in your personal finances. No time to listen? BUMMER. Here’s some of what happened: Show Notes: Question 1: “I was previously featured on episode 291. I bought a home in New Jersey for $...

Sep 22, 202040 min

Ep. 379: The Economic Chaos Coming This Holiday Season

Have a question? Get some expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Peter and Damian realize that the show is so good, we’ve got return visitors! There are actually people who have emailed us back!... Read More

Sep 22, 202040 min

Ep. 378: The Greatest Segment in the History of Our Show?!

HAVE A QUESTION? GET SOME EXPERT ANSWERS.EMAIL US: ASKPETE@PETETHEPLANNER.COMOn this episode of the Pete the Planner Show, Pete and Damian, use 3/4 of the show to tell and answer ONE question and cover the greatest segment in the history of this show. Don’t forget! HEY MONEY is your new secret weapon for advice in your personal finances. No time to listen? BUMMER. Here’s some of what happened: Show Notes: Question 1: “I’ve got an unusual conundrum. On a previous show, you said that a landscape a...

Sep 15, 202040 min

Ep. 378: The Greatest Segment in the History of Our Show?!

Have a question? Get some expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Pete and Damian, use 3/4 of the show to tell and answer ONE question and cover the greatest segment in the history of... Read More

Sep 15, 202040 minEp. 378

Ep. 377: Pressing Reset on Our Financial Sensibilities

HAVE A QUESTION? GET SOME EXPERT ANSWERS.EMAIL US: ASKPETE@PETETHEPLANNER.COMOn this episode of the Pete the Planner Show, Peter and VP of Advice, Damian, answer a question, Pete gets personal, and the economic recession and COVID-19 pandemic are not over as the CDC makes an unprecedented move on housing. Don’t forget! HEY MONEY is your new secret weapon for advice in your personal finances. No time to listen? BUMMER. Here’s some of what happened: Show Notes: Question 1: I switched jobs and I ha...

Sep 09, 202040 min

Ep. 377: Pressing Reset on Our Financial Sensibilities

Have a question? Get some expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Peter and VP of Advice, Damian, answer a question, Pete gets personal, and the economic recession and COVID-19 pandemic are not over as... Read More

Sep 09, 202040 minEp. 377

Ep. 376: Shoring Up Finances In The Economic Downturn

HAVE A QUESTION? GET ANSWERS.EMAIL US: ASKPETE@PETETHEPLANNER.COMPeople are feeling the pain all over. Peter and Damian discuss stories of the current reality onset by the strange mix of the economic recession and COVID-19 pandemic. Don’t forget! HEY MONEY is your new secret weapon for advice in your personal finances. No time to listen? BUMMER. Here’s some of what happened: Show Notes: Story Time! Article: “Survey: Many in United States Shoring Up Finances Amid Downturn.”It’s the paradox of a p...

Sep 01, 202040 min

Ep. 376: Shoring Up Finances In The Economic Downturn

Have a question? Get answers. Email us: askpete@petetheplanner.com People are feeling the pain all over. Peter and Damian discuss stories of the current reality onset by the strange mix of the economic recession and COVID-19 pandemic. Don’t forget! HEY MONEY is your... Read More

Sep 01, 202040 min

Ep. 375: The Hottest Topic Under the Sun: Student Loans?

HAVE A QUESTION? GET ANSWERS.EMAIL US: ASKPETE@PETETHEPLANNER.COMToday is alllllll about Student Loans. Peter and Damian throw words back and forth to hand out critical information on the sad realities of student loans! Don’t forget! HEY MONEY is your new secret weapon for advice in your personal finances. No time to listen? BUMMER. Here’s some of what happened: Show Notes: Mailbag Question 1: “We came o the USA as refugees in 2004, and my son was 19 years old. We had no money, no friends, no co...

Aug 25, 202040 min

Ep. 375: The Hottest Topic Under the Sun: Student Loans?

Have a question? Get answers. Email us: askpete@petetheplanner.com Today is alllllll about Student Loans. Peter and Damian throw words back and forth to hand out critical information on the sad realities of student loans! Don’t forget! HEY MONEY is your new secret... Read More

Aug 25, 202040 minEp. 375

Ep. 374: How Are You Using the Income You Make?

HAVE A QUESTION? GET ANSWERS.EMAIL US: ASKPETE@PETETHEPLANNER.COMToday, Pete gives what he calls “mystic” advice to a listener’s question from the mailbag and Damian is called DAD (again)! Don’t forget! HEY MONEY is your new secret weapon for advice in your personal finances. No time to listen? BUMMER. Here’s some of what happened: Show Notes: Mailbag Question 1: “I’ve been a longtime listener and reader of your content. My wife and I are 36 and we have a 6 year-old daughter. We’re pretty frugal...

Aug 18, 202040 min

Ep. 374: How Are You Using the Income You Make?

Have a question? Get answers. Email us: askpete@petetheplanner.com Today, Pete gives what he calls “mystic” advice to a listener’s question from the mailbag and Damian is called DAD (again)! Don’t forget! HEY MONEY is your new secret weapon for advice in your personal... Read More

Aug 18, 202040 minEp. 374

Ep. 373: Stability Is More Valuable Than You Think

HAVE A QUESTION? GET ANSWERS.EMAIL US: ASKPETE@PETETHEPLANNER.COMToday we are digging all the way into the mailbag! Pete and Damian respond to listener questions about credit card debt, 529 accounts, and talk financial stability! Don’t forget! HEY MONEY is your new secret weapon for advice in your personal finances. No time to listen? BUMMER. Here’s some of what happened: Show Notes: Mailbag Question 1: “I recently took a job after being downsized in January, making about $20K less. I accumulate...

Aug 11, 202039 min

Ep. 373: Stability Is More Valuable Than You Think

Have a question? Get answers. Email us: askpete@petetheplanner.com Today we are digging all the way into the mailbag! Pete and Damian respond to listener questions about credit card debt, 529 accounts, and talk financial stability! Don’t forget! HEY MONEY is your new secret weapon for... Read More

Aug 11, 202039 min
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