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    Business

    The Pete the Planner® Show

    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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    Copyright: © All rights reserved Pete the Planner® 2016

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    Latest Episodes:
    Ep. 540: Should a new relationship help pay-off old debts? May 07, 2024
    Show notes

    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.


    Ep. 539: Why I'm skeptical of a person's $3 million retirement plan Apr 30, 2024
    Show notes

    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 Apr 23, 2024
    Show notes

    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? Apr 16, 2024
    Show notes

    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 Apr 02, 2024
    Show notes

    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? Mar 26, 2024
    Show notes

    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 Mar 19, 2024
    Show notes

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


    Ep. 533: How to recover from a big financial mistake Mar 12, 2024
    Show notes

    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 Mar 05, 2024
    Show notes

    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 Feb 27, 2024
    Show notes

    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.


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