IBJ Media

The Pete the Planner® Show

Business EN ↓ 527 episodes

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.

Author

IBJ Media

Category

Business

Podcast website

petetheplanner.com

Latest episode

Jul 10, 2026

Where to listen?

Podcasts in the app Replaio Radio Coming soon

Podcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts

Get it on Google Play Install for free Android 5M+ downloads · 4.8 rating iOS soon

Episodes

Ep. 455: The housing market is about to cool down, right? 24.05.2022

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, we’re discussing whether or not the housing market is finally going to cool down. With rising interest rates and a recession on the horizon, buying a home right now feels like a risk. Click the PLAY button below for the rest of the show!     SIDE NOTE: — Give...

Ep. 454: 1,000 point market swings are the latest rage 10.05.2022

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, we’re discussing whether you should be concerned that the market is swinging 1,000 points at a time. 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 Mon...

Ep. 453: Is a recession coming? 03.05.2022

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, we’re discussing whether or not a recession is on the horizon. It kinda feels that way, doesn’t 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 Mone...

Ep. 452: What role should shame play in our financial lives? 26.04.2022

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, we’re talking to the Director of Education at Your Money Line, Kristen Ahlenius, about how shame impacts our finances. Click the PLAY button below for the rest of the show!     SIDE NOTE: — Give your personal finances a facelift. Explore our personal guidance...

Ep. 451: Thing That Matter with Joshua Becker 19.04.2022

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, we’re talking to friend of the show Joshua Becker. Joshua’s new book Things That Matter is available for purchase April 19th. Click the PLAY button below for the rest of the show!     SIDE NOTE: — Give your personal finances a facelift. Explore our personal g...

Ep. 450: What parts of your financial life should be automated? 05.04.2022

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, we’re taking a look at how much of your financial life should be automated. The reality is, sometimes automation burns you. Click the PLAY button below for the rest of the show!     SIDE NOTE: — Give your personal finances a facelift. Explore our personal gui...

Ep. 449: Should you be concerned if your advisor is charging you 2.5 percent? Probably 29.03.2022

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, we’re taking a look at advisor fees. We’ll discuss what’s normal, what’s high, and why you should care. 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...

Ep. 448: How much are gas prices really impacting your wallet? 15.03.2022

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, we’re taking a look at how gas prices are directly impact your wallet. Yes, there’s indirect impact, primarily pass through by businesses. But is the direct impact really that bad? Click the PLAY button below for the rest of the show!     SIDE NOTE: — Give yo...

Ep. 447: The difference between risk tolerance and risk capacity 08.03.2022

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, we’re talking investing! We discuss a few finer point, which often get overlooked. 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 E...

Ep. 446: The impact of Ukraine on the world economy 01.03.2022

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, we’re discussing the impact Ukraine has on the world right now. Please understand, our primary concern is with the Ukrainian people and their safety and security. We do explore other ways in which this crisis impacts other parts of the world. Click the PLAY b...

Ep. 445: The housing market is a giant bubble, right? 22.02.2022

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 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 gui...

Ep. 444: Are 401k vesting schedules ethical? 15.02.2022

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 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? H...

Ep. 443: Could consumer habits solve the inflation problem? 08.02.2022

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 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...

Ep. 442: Stress is an amazing financial motivator…at first 01.02.2022

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 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 ge...

Ep. 441: How common is insider trading, and are you at risk? 25.01.2022

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 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 s...

Ep. 440: Should you care if your financial advisor is an avid gambler? 18.01.2022

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 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 prev...

Ep. 439: Market Review for 2021 PLUS Our Picks for 2022 11.01.2022

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!

Ep. 438: Three Smart Money Moves to End 2021 & Start 2022 28.12.2021

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: SPECI...

Ep. 437: Talking Modern Money with Special Guest: Joe Saul-Sehy 21.12.2021

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 c...

Ep. 436: HELP! My Employer Doesn’t Have A Good 401(k) Plan 14.12.2021

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.

Ep. 435: Discretionary Spending + Financial News Rundown 09.12.2021

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 t...

Ep. 434: Let’s Play, ‘Will You Need That Much?’ 23.11.2021

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 convention...

Ep. 433: Retirement – Digging Deep Into the 4% Rule… 16.11.2021

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 reti...

Ep. 432: Does Being ‘Dependable’ Make You Financially Stable? 09.11.2021

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

Ep. 431: Do You Need Credit to Get Student Loans? 26.10.2021

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.

Listen to the The Pete the Planner® Show podcast in Replaio

Radio and podcasts in one app - free, with no sign-up. Install today and do not miss the launch

Get it on Google Play

Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.