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. 342: What Can I Do With My Money?

Coming up this week: Pete and Damian try even harder to try to figure out what they can disagree on! For the final show of 2019, the dynamic duo try to empty out the mailbag and answer what they can... Read More

Dec 31, 201940 min

Ep 341: 2019 Holiday Variety Pack

It’s almost 2020, people! As we wrap up 2019, we’re digging deep into the mailbag to discuss more of our listeners’ questions. Listen to this show to hear a variety of situations and Pete and Damian’s expert insights. Perhaps you’ve been... Read More

Dec 24, 201941 min

Ep. 340: The Ultimate Retirement Question: $ or %?

This week’s show is, in a word: focused. Pete and Damian really drill into the most general area there is: Retirement. The mailbag was opened and brought out a question from a listener that Pete could get excited over: “Here’s my financial... Read More

Dec 17, 201941 min

Ep. 339: After Job Loss, What Happens to my 401(k)?

New this week, Pete and Damian spend the entire show on The 401(k). Our writer is suffering a crushing blow with this from the mailbag: “I lost my job after 27 years of employment there. What should I do with my 401(k).”... Read More

Dec 10, 201940 min

Ep. 338: Inheritance Is Coming. What Should I Do?

Familiar and funny as ever, Pete and Damian disagree. Our regular listeners will know what an occasion this is. "I'm going to receive a $130,000 inheritance. What should..." WAIT! Before you tune out the rest of the question, there are some home-buying gems you should hear in this show. Can't listen? Check the Show Notes! Show Notes: The writer has a $130K inheritance coming. While we listen with jealous ears, he writes should he use it to pay down his current mortgage, or save the $130k for the...

Dec 03, 201940 min

Ep. 338: Inheritance Is Coming. What Should I Do?

Familiar and funny as ever, Pete and Damian disagree. Our regular listeners will know what an occasion this is. “I’m going to receive a $130,000 inheritance. What should…” WAIT! Before you tune out the rest of the question, there are... Read More

Dec 03, 201940 min

Ep. 337: New Home Buyer’s Remorse!

Up next on the new show, Pete and Damian wince as their writer begins his question with a stunning headline: “I just bought a new home and I instantly regret it.” You have got to check this one out. Can’t listen?... Read More

Nov 26, 201940 min

Ep. 336: Signs of a Chaotic Financial Life

This week, we’re talking about the chaos that can ensue in your financial life. Can’t listen? Check the Show Notes! Show Notes: Chaos—while fun to spell and fun to say is not so fun when it comes to your financial... Read More

Nov 19, 201939 min

Ep. 335: With $1M Saved, I Can Retire Now, Right?

Back into the mailbag! New on the show, Pete and Damian try to find balance in their skepticism toward a retirement-bound writer. With over $1M in investable assets and a continuing part-time job, why is he still concerned about outliving his... Read More

Nov 12, 201940 min

Ep. 334: Am I Saving TOO MUCH Money? Help.

New week, new show! This time, Pete is joined by… Damian! They wax so poetic about retirement and advisors that they had to extend the segment! Is it possible to be saving TOO MUCH money for retirement? Find out when... Read More

Nov 05, 201940 min

Ep 333: This Is Motivation to Start Saving! (Maybe.)

This week, Pete and Damian talk examples of the classic phrase: “Have your cake and eat it too:” You can save $3.8M in your lifetime? Do Student Loan payments build credit? New spouse, new house & new baby: Am I ok? Three very real... Read More

Oct 29, 201940 min

Ep. 332: Power Percentage™

Introducing Power Percentage™. You have been trying to measure your financial life for years. You measure it by your credit score, your net worth, your income, your savings or retirement account balances… yet none of those reward you for good behavior... Read More

Oct 22, 201942 min

Ep 331: Preparing for A Prenup & More!

The tag team is back again! This week, Pete and Damian tackle Considerations when Preparing for a Prenuptial Agreement, Going into Debt to buy Furniture, and ‘Retirement Confidence.’ Three very real topics, for very real people! Can’t listen? Check the Show Notes! Show Notes:... Read More

Oct 15, 201940 min

Ep 330: Is A HELOC the Winning Option?

Another week, another show! Press play and listen as Pete and Damian weigh the HELOC vs. the ‘Double Move.’ Yes, it’s HELOC, not to be confused with a mythical Master of the Universe. Can’t listen? Check the Notes. Show Notes: HELOC means Home... Read More

Oct 08, 201940 min

Ep. 314: Credit advice that I hate

Nothing drives me crazy quite like bad advice about repairing credit. It can ruin a person’s financial life. Chad Meadows joins me in studio while Damian is on vacation.

Jun 11, 201940 min

Ep 312: Now an elderly mom is mooching

Last week, 50 year olds were mooching off of their parents. Now, elderly parents are mooching off their 50 year old children. It’s all spinning out of control!

May 22, 201940 min

Ep. 301: Does presidential candidate Pete Buttigieg understand our financial lives?

Do you ever feel like our government leaders aren't in touch with the financial lives most Americans live? I feel that way all the time. That's precisely why I jumped at the opportunity to interview presidential candidate Pete Buttigieg. Pete, or Mayor Pete to most, is the mayor of South Bend, Indiana. He grew up in South Bend before attending Harvard and then Oxford as a Rhodes Scholar. Upon graduating, Pete went to work for management consulting giant McKinsey. He eventually found his way back...

Feb 16, 201940 min

Ep. 298 Firing your male financial advisor

This week we tackle exorbitant daycare costs, firing your male investment advisor, and more. With Special guest Blair DuQuesnay from Ritholtz Wealth Management.

Feb 07, 201940 min
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