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. 514: The Gen Z episode

WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Pete and special guest co-host Ellie discuss all things Gen Z finance.

Oct 10, 202350 min

Ep. 513: Is it dishonest to have two financial advisors?

WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Dame, Kristen, Pete discuss Pete’s most recent newspaper column. In it, he suggests people hurt themselves when they try to juggle various financial advisors.

Oct 03, 20231 hr 3 min

Ep. 512: The refilling of the emergency fund is the key to success

WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Dame, Kristen, Pete, and special guest L.A.-based comedian Danny Dunn (actually related), discuss various financial topics.

Sep 26, 20231 hr 11 min

Ep. 510: The personal finance fantasy draft

WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COMIn this week’s episode, Kristen, Dame, Ben, and Pete put together personal finance fantasy teams. We draft strategies in 9 different areas of personal finance, and then we vote to see who drafted the best financial life. We’ll validate what you already know — it’s not Pete. Click the PLAY button below for the rest of the show!

Sep 12, 20231 hr 5 min

Ep. 509: Kristen, what debts would you take on?

WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Kristen and Pete discuss what types of loans they’d actually sign-up for. Click the PLAY button below for the rest of the show!

Sep 05, 20231 hr 5 min

Ep. 508: Signs your financial stability is starting to crumble

WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Kristen, Dame, and Pete discuss how they know their financial stability is starting to suffer, and what they do about it. Click the PLAY button below for the rest of the show!

Aug 29, 202353 min

Ep. 507: Why homeowners insurance and auto insurance premiums are climbing

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete discuss the harsh reality many people are facing — skyrocketing insurance rates. Is there a way around it? Click the PLAY button below for the rest of the show! The post Ep. 507: Why homeowners insurance and auto insurance premiums are climbing appeared first on Pete the Planner®.

Aug 15, 20231 hr 7 minEp. 509

Ep. 506: Kristen and Pete’s battle royale over hot button issues

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen and Pete “debate” each other, as Dame watches-on with glee. Click the PLAY button below for the rest of the show! The post Ep. 506: Kristen and Pete’s battle royale over hot button issues appeared first on Pete the Planner®.

Aug 08, 20231 hr 9 minEp. 506

Ep. 505: When sitting on a giant chunk of money is the right answer

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen and Pete answer an email question which wonders what to do with an extra $250,000. Yeah, we know that’s a great problem to have. But the answer can serve anyone. Click the PLAY button below for the rest of the show! The post Ep. 505: When sitting on a giant chunk of money is the right answer appeared first on Pete the Planner®.

Aug 01, 20231 hrEp. 505

Ep. 504: Pete actually has a personal finance issue

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame, Kristen, and Pete discuss Pete’s financial conundrum. Click the PLAY button below for the rest of the show! The post Ep. 504: Pete actually has a personal finance issue appeared first on Pete the Planner®.

Jul 25, 20231 hr 11 minEp. 504

Ep. 503: It’s time to ask your advisor what you’re doing wrong

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame, Kristen, and Pete discuss why you should convince your financial advisor to be harder on you. Click the PLAY button below for the rest of the show! The post Ep. 503: It’s time to ask your advisor what you’re doing wrong appeared first on Pete the Planner®.

Jul 18, 202357 minEp. 503

Ep. 502: The Supreme Court live stream reporting episode

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame and Pete did their best to update live stream viewers in real time about the US Supreme Court’s rulings. How did it go? Well, it got weird. Click the PLAY button below for the rest of the show! The post Ep. 502: The Supreme Court live stream reporting episode appeared first on Pete the Planner®.

Jul 04, 20231 hr 6 minEp. 502

Ep. 501: What does it mean to financially “win the game”? And is it realistic?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame, Pete, and Kristen spend an entire episode on one very long email. The email eventually asks about “winning the game.” The crew debates this. Click the PLAY button below for the rest of the show! The post Ep. 501: What does it mean to financially “win the game”? And is it realistic? appeared first on Pete the Planner®.

Jun 27, 20231 hr 9 minEp. 501

Ep. 500: It’s kinda episode 850, but whatever

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame, Pete, and Kristen celebrate their 500th episode. There are special guests, special moments, and of course technical difficulties. Click the PLAY button below for the rest of the show! The post Ep. 500: It’s kinda episode 850, but whatever appeared first on Pete the Planner®.

Jun 20, 20231 hr 12 minEp. 500

Ep. 499: Do 401k loans ever make sense?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame and Pete discuss whether or not a 401k is ever justified. Click the PLAY button below for the rest of the show! The post Ep. 499: Do 401k loans ever make sense? appeared first on Pete the Planner®.

Jun 13, 202356 minEp. 502

Ep. 498: Why renters are giving up on homeownership

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen and Pete discuss why 66% of renters have given-up on the idea of home ownership. Do their reasons align with reality? Click the PLAY button below for the rest of the show! The post Ep. 498: Why renters are giving up on homeownership appeared first on Pete the Planner®.

Jun 06, 20231 hrEp. 498

Ep. 497: These are the financial metrics we dislike

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete debate financial metrics. Which ones are helpful and insightful? And which ones can you lead you astray. Click the PLAY button below for the rest of the show! The post Ep. 497: These are the financial metrics we dislike appeared first on Pete the Planner®.

May 30, 20231 hr 1 minEp. 497

Ep. 496: The popular expenses we just don’t get

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete take a look at the popular expense categories which just don’t make any sense to them. Summary – Kristen thinks she’s insulting Dame and Pete. She didn’t. Dame insults Kristen. And Pete insults and Kristen and Dame. So yeah, it was a fun conversation. Click the PLAY button below for the rest of the show! The post Ep. 496: The popular...

May 16, 20231 hr 7 minEp. 496

Ep. 495: Evaluating homeownership standards

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen and Pete take a look at home income, downpayment, and other factors impact your ability to buy a home. Click the PLAY button below for the rest of the show! The post Ep. 495: Evaluating homeownership standards appeared first on Pete the Planner®.

May 09, 20231 hrEp. 495

Ep. 494: Is your benefits package any good?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame and Pete discuss what makes a good benefits package. And yes, we talk about hybrid work. Click the PLAY button below for the rest of the show! The post Ep. 494: Is your benefits package any good? appeared first on Pete the Planner®.

May 02, 202358 minEp. 498

Ep. 493: Wait, Apple’s a bank now?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame and Pete discuss whether or not Apple’s foray into banking will be a success or not. Click the PLAY button below for the rest of the show! The post Ep. 493: Wait, Apple’s a bank now? appeared first on Pete the Planner®.

Apr 25, 20231 hr 1 minEp. 493

Ep. 492: The dynamics of 1 and 2 income households

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame and Pete discuss the dynamics of having two working incomes versus one, in a two person household. Despite our earnestness, it’s still a very touchy topic. Click the PLAY button below for the rest of the show! The post Ep. 492: The dynamics of 1 and 2 income households appeared first on Pete the Planner®.

Apr 18, 20231 hr 4 minEp. 492

Ep. 488: Is the new 529 rollover rule helpful?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.comIn this week's episode, Dame and Pete discuss whether or not the 529 rollover rule is helpful or not. Click the PLAY button below for the rest of the show!

Mar 14, 202359 min

Ep. 487: What's the biggest threat to your financial stability?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week's episode, Kristen, Dame, and Pete discuss each major threat to financial stability, for ever generation. Yes, it gets cranky. Click the PLAY button below for the rest of the show!

Mar 07, 202349 min

Ep. 483: Should you hire a friend as your financial advisor?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week's episode, Kristen, Dame, and Pete discuss whether or not you should hire a friend to run your finances. Click the PLAY button below for the rest of the show!

Jan 31, 20231 hr 5 min

Ep. 482: Hills we're willing to die on -- boy that escalated quickly

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.comIn this week's episode, Kristen, Dame, and Pete each reveal the personal finance hills they're willing to die on. Everything was going just fine, and then Pete got serious. #Awkward Click the PLAY button below for the rest of the show!

Jan 24, 20231 hr 10 min

Ep. 480: 2023 stock market predictions

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week's episode, Kristen, Dame, and Pete make their 2023 stock picks. ****This is not investment advice. Picks are for entertainment purposes only. Click the PLAY button below for the rest of the show!

Jan 10, 202355 min

Ep. 477: Expenses retirees regret

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week's episode, Kristen, Dame, and Pete talk about the various expenses retirees end-up regretting. Click the PLAY button below for the rest of the show!

Dec 13, 202255 min

Ep. 476: Are these popular money tips actually just myths?

We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen and Pete explore popular pieces of money advice. And we ask the question of whether or not they’re true or not. 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. 476: Are these popular money tips actually just myths? appeared fi...

Nov 22, 202252 minEp. 476
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