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

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Episodes

Ep. 313: Do you really need disability insurance? 04.06.2019

This week we tackle the world of disability insurance. Also, we discuss my nightmare flight.

Ep 312: Now an elderly mom is mooching 22.05.2019

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!

Ep. 311: When 50 year olds mooch off their elderly parents 14.05.2019

We celebrate Mother’s Day 2019 with lots of family financial awkwardness.

Ep. 301: Does presidential candidate Pete Buttigieg understand our financial lives? 16.02.2019

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 grad...

Ep. 298 Firing your male financial advisor 07.02.2019

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

Ep. 271: Effects of Financial Stress 20.09.2018

This week on The Pete the Planner® Show we have an eclectic combination of topics… to say the least. We’re discussing a very important topic in this episode,  that is not talked about enough. Financial stress impacts us in many ways,

Ep. 270: Nicole 18.09.2018

On this episode of The Pete the Planner® Show, we meet Nicole. Tired of commuting over an hour, she has eyes on investing in real estate. But before Nicole does anything, she wants the best way to pay down her $27,000... Read More

Ep. 269: Roger 13.09.2018

This week on The Pete the Planner® Show, we meet one of our first international guests! Hailing from Central America, our guest Roger is ready to get serious about funding his retirement. Over the past 10 years, Roger has paid off over... Read More

Ep. 268: Home buyer’s remorse and 401k roll-overs 11.09.2018

This week on The Pete the Planner® Show, we’re back answering more of your money questions. Our first question comes from a listener with a case of home-buyers remorse. His dilemma? He can afford his current housing situation,

Ep. 267: Jackie 06.09.2018

This week on The Pete the Planner® Show, we meet Jackie. She’s 56, recently remarried, and feeling all over the place financially. After losing her dad two years ago, she inherited his estate but hasn’t done much with it. Currently living... Read More

Ep. 266: 401k fees, refinances, and the weirdest financial product 04.09.2018

This week on The Pete the Planner® Show, we’re back answering more of your money questions. To kick things off, Pete and I dive into an email asking for a simplistic review over 401k fees. Following our 401k fees exploration, we... Read More

Ep. 265: Ashley 30.08.2018

This week on The Pete the Planner Show, we meet Ashley. Well-weathered for 26 years old, she filed for bankruptcy this summer to put the terrible financial past of her previous marriage in the rearview mirror. And, in addition, she has... Read More

Ep. 264: Lynwood 23.08.2018

This week on The Pete the Planner® Show, we’re bringing back… you! We tried a few things out this summer, but we’re bringing back our feature guest format. However, this time around, we’re not focused on your million dollar day. We... Read More

Ep. 263: Phone-a-friend 21.08.2018

On this episode of The Pete the Planner Show, it’s a phone-a-friend edition! We have three very niche questions for the show and needed to call in a few experts. To kick things off, Pete received an email from a lady listener with some... Read More

Ep. 262: Taking advice from friends, housing situations, and student loans 14.08.2018

This week on The Pete the Planner® Show, Pete and I are back answering three more of your money questions. Our first question comes from an emailer whose friend has extended his advice on “what he’d do if he was in... Read More

RePete Ep. 7: Complicated financial tools back to basics 09.08.2018

This week we bring you: the final episode of RePete. We tried a little something different this summer, but you asked and for once we’re listening. The next extension episode you hear will feature a guest asking their financial question(s) to... Read More

Ep. 261: Target funds, HSAs, and stock cashouts 07.08.2018

This week on The Pete the Planner Show we’re joined in studio by lead Financial Concierge on Your Money Line, Damian Dunn! Damian visits us at PTP HQ about once a month, so we take advantage and invite him to co-host when available. In this... Read More

RePete Ep. 6: Everything you’ve ever wanted to know about your 401k 02.08.2018

On this episode of RePete we’re joined by Rick Unser to talk about your 401k! (Ok, not your 401k specifically, but you know what I’m getting at.) Pete and I wanted someone to help us understand 401ks on a deeper level and what... Read More

Ep. 260: Funding dual college tuitions and early 401k cash-outs 24.07.2018

This week on The Pete the Planner® Show, we’re answering more of your money questions! First, in our trio of questions, we received an email from a woman getting ready to change jobs and has some choices to make while doing so.... Read More

RePete Ep. 5: What college students REALLY need to know prior to freshman year 19.07.2018

We’re back with the second installment of our Expert Series on RePete! This week we’re joined by Phil Schuman, Senior Director of Financial Literacy at Indiana University and our partner in MoneySmarts U, to dive into what a soon-to-be college student....

Ep. 259: Sharing money with your honey and emotional housing attachments 17.07.2018

This week on The Pete the Planner® Show, Pete and I are back answering more of your money questions! The first in the lineup? A question about quarrels over money between two honeys. Financial conversations are usually about as awesome... Read More

RePete Ep. 4: The ins and outs of home equity 12.07.2018

On this episode of RePete we’re dedicating a whole show to your dear friend, home equity. Yes! This will be the first in our expert series where Pete and I bring in an expert on a topic we want all the... Read More

Ep. 258: Investing early, international schools & retirement questions 10.07.2018

This week on The Pete the Planner® Show,  Pete and I could not be answering three more different financial questions. We dive into this episode with an email so good that it’s either an incredible prank… or genuinely the best email ever.... Read More

RePete Ep. 3: Lessons from our parents 05.07.2018

We’re back with another RePete! This week’s question of the week: what lessons did you learn from your parents? Over the course of this episode, Pete and I realize a lot of lessons we’ve learned from our parents that we apply... Read More

Ep. 257: How to prioritize debt pay off while saving for retirement 03.07.2018

We’re back answering more of YOUR money questions! Why? Well, it’s what we do. To kick off this week’s show Pete and I read an email from a listener who’s hustling her way through just shy of $50,000 of debt.... Read More

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