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. 445: The housing market is a giant bubble, right?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, we’re exploring why we think the housing market is about to get hammered, and who’s going to suffer for it. Click the PLAY button below for the rest of the show! SIDE NOTE: — Give your personal finances a facelift. Explore our personal guidance platform: Hey Money. — The post Ep. 445: The housing market is a giant bubble, right? appeared fir...

Feb 22, 202251 minEp. 445

Ep. 444: Are 401k vesting schedules ethical?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, we’re exploring three main topics: Are 401k vesting schedules ethical? Should my wife’s organ transplant affect our retirement spending strategy? Why doesn’t the market spike on Fridays, due to everyone getting paid and making 401k deposits? Here’s a preview of what happened and when: Show Notes: Emailer worried his employer’s 401 matching c...

Feb 15, 20221 hr 3 minEp. 434

Ep. 443: Could consumer habits solve the inflation problem?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, we’re exploring three main topics: How often should you look at your investments? Could changing consumer habits toward experiences, make goods less expensive? How is a person who is very behind on retirement savings supposed to retire? Here’s a preview of what happened and when: Show Notes: Looking at your investment account balances too of...

Feb 08, 20221 hr 2 minEp. 443

Ep. 442: Stress is an amazing financial motivator…at first

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, we’re exploring three main topics: How does the taxation of ETFs differ from the taxation of actively managed mutual funds? Does you level of stability impact your primary financial motivation? Pete says absolutely yes. The economy is gonna get weird in the 2nd and 3rd quarter of 2022, according to Pete’s bold prediction of the week. Here’s ...

Feb 01, 202259 minEp. 442

Ep. 441: How common is insider trading, and are you at risk?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, we’re exploring three main topics: Is cash about to become popular again? Why did Netflix and Peloton have the worst week ever? How common is insider trading, and are you at risk? Here’s a preview of what happened and when: Show Notes: More stores are giving cash discounts Is society’s move to cashless, short-lived? A recent trend in cash di...

Jan 25, 20221 hr 7 minEp. 441

Ep. 440: Should you care if your financial advisor is an avid gambler?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, we’re exploring three main topics: Can an emailer retire, whether or not you should be bothered by your advisor’s sports gambling, and how you can avoid the impending tax refund delay. Oh, and Pete may have been over-caffeinated. Here’s a preview of what happened and when: Show Notes: Emailer asks questions, saves words for himself Hi. We’re...

Jan 18, 20221 hr 2 minEp. 439

Ep. 439: Market Review for 2021 PLUS Our Picks for 2022

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, we’re still saying Happy New Year!

Jan 11, 202259 minEp. 439

Ep. 438: Three Smart Money Moves to End 2021 & Start 2022

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, a bonanza of Dunns! Damian is back, Pete’s here, and they bring on the most special guest co-host, Pete’s very own son: Theo “Ted” Dunn! No time to listen to the LAST SHOW OF 2021? Here’s a preview of what happened and when: Show Notes: SPECIAL NEWS ALERT: FEDERAL STUDENT LOANS PAUSE EXTENSION: [5:55] On December 12, 2021, President Biden ex...

Dec 28, 202158 minEp. 438

Ep. 437: Talking Modern Money with Special Guest: Joe Saul-Sehy

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete brings a friend and special guest co-host, Joe Saul-Sehy from the podcast Stacking Benjamins! No time to listen? Here’s a preview of what happened and when: Show Notes: Looking for the TL;DR summary? This conversation is too fun not to check it our for yourself. From cryptocurrency to Joe’s latest book, “STACKED: Your Super‑Serious Guid...

Dec 21, 20211 hr 11 minEp. 437

Ep. 436: HELP! My Employer Doesn’t Have A Good 401(k) Plan

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete pushed his limits tooooo far with a giant 2PM cold brew coffee.

Dec 14, 20211 hr 4 minEp. 436

Ep. 435: Discretionary Spending + Financial News Rundown

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete abandoned the show opening tune and got scolded by Damian! Whew! No time to listen? Here’s a preview of what happened and when: Show Notes: MAILBAG QUESTION #1: [5:05] “Dear Pete, I heard colleagues talking about discretionary spending this week. It got me thinking about how much money I allow myself to spend in any given month. I typic...

Dec 09, 202149 minEp. 435

Ep. 434: Let’s Play, ‘Will You Need That Much?’

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian get into the show in record time! No time to listen? Here’s a preview of what happened and when: Show Notes: MAILBAG QUESTION #1: [2:07] “Hey Pete, honest question: given recent content around inflation and changing conventional knowledge about drawdown rates… My wife and I generally set aside $50,000 – $60,000 annually for r...

Nov 23, 202144 minEp. 434

Ep. 433: Retirement – Digging Deep Into the 4% Rule…

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian revisit a #FAIL of their own: the intro music to the show. No time to listen? Here’s a preview of what happened and when: Show Notes: DIGGING DEEP INTO THE 4% RULE: [6:33] One of the weird things about saving money into a retirement plan for 45 years is your find yourself perpetually in the accumulation phase. You don’t reall...

Nov 16, 202154 minEp. 433

Ep. 432: Does Being ‘Dependable’ Make You Financially Stable?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian discuss what could be the biggest business FAIL of all time! No... Read More

Nov 09, 202148 minEp. 432

Ep. 431: Do You Need Credit to Get Student Loans?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Damian is back! And …there goes the show.

Oct 26, 20211 hr 1 minEp. 431

Ep. 430: Colleges Running Up the Tab on Parent PLUS Loans

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Peter and Dam- wait… no; Kristen! Pete and Kristen connect to throw down the gauntlet... Read More

Oct 19, 20211 hr 2 minEp. 430

Ep. 429: Why Raising the Federal Debt Ceiling Matters

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Peter and Damian are back in the chairs with the most hilarious banter of all... Read More

Oct 12, 20211 hrEp. 429

Ep. 428: Handling the Unexpected Expenses Parents See!

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, IT’S SPOOKY SEASON! Don’t skip past this show intro! No time to listen? Here’s a... Read More

Oct 05, 202157 minEp. 428

Ep. 427: Questioning Our Confidence in Retirement!

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete admitted he talked too much last week! No time to listen? Here’s a preview... Read More

Sep 27, 202152 minEp. 427

Ep. 426: Parent PLUS Loans Are the Bane of Our Existence?!

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian drop in with a new intro! You’ve got to hear this. No... Read More

Sep 21, 20211 hr 1 minEp. 426

Ep. 425: Open Enrollment: The Biggest (Financial) Missed Opportunity?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian ease back into things from a holiday off-week! No time to listen? ... Read More

Sep 14, 202159 minEp. 425

Ep. 424: Is Your Alma Mater Going Under?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete goes full-on Soccer Assistant Coach! No time to listen? Here’s a preview of what happened... Read More

Aug 31, 202157 minEp. 424

Ep. 423: Pandemic Fallout: We React to the News!

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian continue their Dunniest unrelated Dunn banter! No time to listen? Here’s a... Read More

Aug 24, 202155 min

Ep. 422: When I Retire, What Really Happens to My Money?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Damian becomes a radio star! No time to listen? Here’s a preview of what happened and... Read More

Aug 17, 202157 minEp. 422

Ep. 421: The Jobs Report Is Here & I Was Wrong (Again!)

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian change it up with YouTube and Facebook Live with the killer ‘wide... Read More

Aug 10, 20211 hr 7 minEp. 421

Ep. 420: “Pete, Am I Investing Too Aggressively?”

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete is back from vacation and Dame’s AquaDunns are expected to do quite well in... Read More

Aug 03, 202147 minEp. 420

Ep. 419: Dissecting the New Inflation & Social Security Rates

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian discuss what happens next week when Pete goes on vacation! What do... Read More

Jul 20, 202146 minEp. 419

Ep. 418: What Do We Do If We Might Over-Fund Our 529?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete hits the beep AGAIN and wonders if he’s a radio master by now after... Read More

Jul 13, 202152 minEp. 418

Ep. 417: Should I Roll Over My Older 401(k)s?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete hits the beep AGAIN, also Damian chooses the order for the show. WHAAAAT?!

Jul 06, 202149 minEp. 417

Ep. 390: A New Format & Our Weirdest Metaphor Ever!

QUESTIONS ABOUT MONEY? GET EXPERT ANSWERS. EMAIL US AT: ASKPETE@PETETHEPLANNER.COM This week on the Pete the Planner Show, Pete and Damian have an amazing surprise for our show listeners! You will now be getting the full, raw, unedited podcast to hear even more Dunn-isms each week! Show Notes: Mailbag Question 1: My wife and I are both 52 and have a done a mediocre job at saving for retirement. Based on every online calculator I’ve used, we’re falling short of our retirement goals and the goals ...

Dec 15, 202059 min
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