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. 539: Why I'm skeptical of a person's $3 million retirement plan 30.04.2024

On this week's episode, we debate whether or not an emailer should retire with his $3 million plan. It's not as cut and try as you might think.

Ep. 538: Your primary residence isn't the ultimate investment 23.04.2024

On this week's episode, Kristen, Dame, and Pete, combat a local credit union's assertion that a primary residence is the ultimate wealth generation tool. Needless to say, it's not.

Ep. 537: Being an executor can't be that hard, can it? 16.04.2024

On this week's episode, Dame and Pete discuss the complexity of being the executor of an estate. Long story short, it's a lot harder than you think it is.

Ep. 536: If only we had avoided these stupid mistakes 02.04.2024

In this week's episode, Kristen and Pete recall the mistakes they made early in their financial lives.

Ep. 535: Did the real estate industry just change forever? 26.03.2024

On this week's episode, Dame, Kristen, and Pete discuss whether the NAR settlement will shift real estate prices significantly. They also make predictions as to how low real estate commissions will go in the next couple of years.

Ep. 534: The gender episode 19.03.2024

On this week's episode, Kristen and Pete discuss money and gender.

Ep. 533: How to recover from a big financial mistake 12.03.2024

In this week's episode, Dame and Pete talk about how to recover from a bad financial mistake.

Ep. 532: A deep look inside the alleged misdeeds of a prominent financial advisor 05.03.2024

In this week's episode, Dame and Pete take a deep dive into shocking allegations against a Carmel, Indiana based financial advisor. The advisor is accused of stealing $2.6 million from a husband and wife, and then buying a $2 million mansion within minutes of take control of their money.

Ep. 531: Pivoting hard when you think you might lose your job 27.02.2024

In this week's episode, Dame, Kristen, and Pete explore how to make preemptive financial moves, if you think you're about to lose your job.

Ep. 530: Overrated and underrated financial advice 20.02.2024

In this week's episode, Kristen, Dame, and Pete debate what financial advice is overrated and what financial advice is underrated.

Ep. 529: The 5 money conversations you need to have with your partner 13.02.2024

In this week's episode, Dame, Kristen, and Pete talk about having better money conversations with your significant other.

Ep. 528: What is the best amount for a starter emergency fund 06.02.2024

In this week's episode, Kristen, Dame, and Pete debate the best amount of money to set aside as a starter emergency fund.

Ep. 527: Why don't people research their financial advisor's past? 30.01.2024

In this week's episode, Kristen, Dame, and Pete express their frustrations with the lack of due diligence surrounding hiring a financial advisor.

Ep. 526: The first day of retirement 23.01.2024

On this week's episode, Dame, Kristen, and Pete talk about their visions for their first day of retirement.

Ep. 525: The ins and out of 2024 16.01.2024

In this week's episode, Dame, Kristen, and Pete talk about what habits they're leaving behind, and what habits they're employing anew in 2024.

Ep. 524: Stock prediction awards spectacular 09.01.2024

On this week's episode, Dame, Kristen, and Pete review their 2023 stock picks, and make their selections for 2024. Stock and market predictions are for entertainment purposes only.

Ep. 523: 2023 PTP Show Wrapped 26.12.2023

In this week's episode, Dame, Kristen, and Pete review the year that was the PTP Show. We also hand-out our listener of the year award(s)!

Ep. 522: The crew shares their book recommendations! 19.12.2023

In this week's episode, Kristen, Dame, and Pete answer three different emails. The highlight of this episode is when the crew shares their book recommendations.

Ep. 521: When should you NOT max out your retirement plan contributions? 12.12.2023

On this week's episode, Dame, Kristen, and Pete discuss scenarios in which it makes no sense to max-out your retirement plan contributions. Also, stolen valor.

Ep. 520: There are questions you should be asking questions about your money, and you currently aren't asking these questions. 05.12.2023

In this week's episode, Dame and Pete chat through the various questions you should be asking about your money, but aren't.

Ep. 519: Are the fees in my retirement plan too high? 21.11.2023

In this week's episode, Stacy, Dame, and Pete discuss high retirement plan fees.

Ep. 518: Paying off your partner's debt 14.11.2023

In this week's episode, Dame, Kristen, and Pete discuss the ends and out of paying off your partner's debt. And as you might guess, the email which stoked the conversation, has some strange twists.

Ep. 517: Considering unorthodox financial products 07.11.2023

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 discuss whether or not they’d purchase an All-in-one mortgage or universal life insurance.

Ep. 516: Dame's 2024 economic outlook 31.10.2023

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 discuss what Dame learned at a recent economic conference.

Ep. 515: Okay fine. Life is tremendously more expensive than it was in 1967 and 1995. 24.10.2023

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 much the cost of living has increased relative to wage growth. Even though we knew it would illustrate a crazy challenge for young people, the results were actually worse than we thought.

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