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. 564: How will Trump's re-election impact the markets and the economy at large? 12.11.2024

Don't worry, we don't get into the politics. Numbers only this week.

Ep. 563: Financial infidelity isn't sustainable 05.11.2024

On this week's episode, Kristen, Dame, and Pete answer an email regarding financial infidelity. Let's just say they didn't like the ground rules.

Ep. 562: Does everyone actually need a financial planner? 29.10.2024

On this week's episode we discuss whether or not everyone really needs a financial planner.

Ep. 561: The case for the 15 year mortgage 22.10.2024

On this week's episode, Kristen, Dame, and Pete discuss they whys and why-nots of 15 year mortgages.

Ep. 560: Should you refinance a car loan? 15.10.2024

On this week's episode, Kristen, Dame, and Pete discuss the falling interest rates should influence you to refinance your car loans.

Ep. 559: Arguing with each other for an hour 08.10.2024

On this week's episode, chaos.

Ep. 558: Pete returns to social media 01.10.2024

On this week's episode, Pete teases his return to the socials.

Ep. 557: Splitting things 50/50 in a divorce is more complicated than you think 17.09.2024

On this week's episode, Dame and Pete discuss an email from divorcee who may not have gotten the best divorce settlement.

Ep. 556: Are youth travel sports worth it? 10.09.2024

On this week's episode, Kristen, Dame, and Pete discuss the outlandish costs of youth travel sports. Kristen goes back in time to adopt Pete's perspective from 10 years ago.

Ep. 555: All balances being equal, should you payoff student loans, credit cards, or car loans first? 02.09.2024

On this week's episode, Kristen and Pete talk about why different types of debt are, well, different.

Ep. 554: Big inheritance, shocked into retirement? 27.08.2024

On this week's episode we consider whether or not a person should retire based on a surprise inheritance.

Ep. 553: The new real estate commission changes are WILD 20.08.2024

On this week's episode, Dame, Kristen, and Pete are joined by real estate wizard Jimmy Dulin. We knew there were major real estate contract changes, we had no idea how big the changes are.

Ep. 552: It's likely too soon to refinance 13.08.2024

On this week's episode, Kristen, Dame, and Pete discuss historic mortgage rates and whether or not it's too soon to refinance.

Ep. 551: Sure personal finance is personal, but you're not the only stakeholder 06.08.2024

On this week's episode Kristen and Pete explore the various stakeholders in your personal finances, including the furry four-legged ones.

Ep. 550: Whoever the next President is, will love the falling interest rates 30.07.2024

On this week's episode, Kristen, Dame, and Pete talk politics. Well, no exactly. We talk economics, and the ramifications for the next president.

Ep. 549: Pushing your housing budget, when you don't have to 23.07.2024

On this week's episode, Kristen, Dame, and Pete discuss whether it makes any sense at all to make a dynamic housing decision, when housing has previously been a position of strength in a money life. Also, Pete glitches-out.

Ep. 548: Should you intervene in your friend's financial infidelity? 16.07.2024

On this week's episode, Kristen, Pete, and Dame discuss whether or not an emailer should say something about a friend hiding purchases. It has all the elements of a great story, including money, fast food gift cards, and well, that's it.

Ep. 547: Should an emailer payoff their house with a giant bonus? 02.07.2024

On this week's episode, Dame and Pete discuss whether a 37 year old should payoff his 6.5% mortgage with a giant bonus.

Ep. 546: More allegations surface against prominent financial advisor 25.06.2024

In this week's episode, Kristen, Dame, and Pete discuss new fraud allegations against Alexander Joyce, CEO of Rejoyce Financial LLC. You can read the most recent court filing here. If you believe you've been the vicim of financial fraud, contact your state's Secretary of State's office. All matters discussed on this show are allegations at this point, and the justice system will determine guilt/li...

Ep. 545: Are zombie mortgages an actual threat? And if they are, should you have already known that? 11.06.2024

In this weeks episode, Kristen, Dame, and Pete explore zombie mortgages. Then they debate who's to blame.

Ep. 544: Setting up an investment account for a kid is harder than it should be 04.06.2024

On this week's episode, Kristen, Dame, and Pete discuss what a pain in the neck setting up account for your kids is. You should do it anyway. Batman makes an appearance, and Pete has Schlage deja vu.

Ep. 543: So what you're saying is the average American doesn't understand the economy 28.05.2024

On this week's episode, Kristen, Dame, and Pete discuss a new survey which sheds light on the average American's economic ignorance. It's not surprising, but it's still shocking.

Ep. 542: What to do if your financial advisor changes firms 21.05.2024

In this week's episode, Kristen, Pete, and Dame talk about how to handle your financial advisor changing firms.

Ep 541: Instagram is driving-up the cost of weddings 14.05.2024

On this week's episode, Dame, Kristen, and Pete dig through new realities of getting married in the 21st century. The result? Kristen reminds Pete and Dame how old they are.

Ep. 540: Should a new relationship help pay-off old debts? 07.05.2024

On this week's episode, Dame, Pete and Kristen debate whether or not a new relationship is a get out of debt jail free card.

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