The Pete the Planner® Show

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**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.

Latest Episodes:

Ep. 338: Inheritance Is Coming. What Should I Do? Dec 03, 2019

Show notes

Familiar and funny as ever, Pete and Damian disagree. Our regular listeners will know what an occasion this is. "I'm going to receive a $130,000 inheritance. What should..." WAIT! Before you tune out the rest of the question, there are some home-buying gems you should hear in this show.

Can't listen? Check the Show Notes!

Show Notes:

The writer has a $130K inheritance coming. While we listen with jealous ears, he writes should he use it to pay down his current mortgage, or save the $130k for the next home purchase? How should he use the inheritance in the smartest way possible?
Without knowing all of the details, Pete and Damian discuss the range of options with two different time horizons: 10 years from retirement and 30+ years from retirement.
Peter and Damian disagree, one claiming a better option would be to grow the $130 through market instruments, and the other backing a more cashflow-forward approach.

Ep. 338: Inheritance Is Coming. What Should I Do? Dec 03, 2019

Show notes

Familiar and funny as ever, Pete and Damian disagree. Our regular listeners will know what an occasion this is. “I’m going to receive a $130,000 inheritance. What should…” WAIT! Before you tune out the rest of the question, there are... Read More

Ep. 337: New Home Buyer’s Remorse! Nov 26, 2019

Show notes

Up next on the new show, Pete and Damian wince as their writer begins his question with a stunning headline: “I just bought a new home and I instantly regret it.” You have got to check this one out. Can’t listen?... Read More

Ep. 336: Signs of a Chaotic Financial Life Nov 19, 2019

Show notes

This week, we’re talking about the chaos that can ensue in your financial life. Can’t listen? Check the Show Notes! Show Notes: Chaos—while fun to spell and fun to say is not so fun when it comes to your financial... Read More

Ep. 335: With $1M Saved, I Can Retire Now, Right? Nov 12, 2019

Show notes

Back into the mailbag! New on the show, Pete and Damian try to find balance in their skepticism toward a retirement-bound writer. With over $1M in investable assets and a continuing part-time job, why is he still concerned about outliving his... Read More

Ep. 334: Am I Saving TOO MUCH Money? Help. Nov 05, 2019

Show notes

New week, new show! This time, Pete is joined by… Damian! They wax so poetic about retirement and advisors that they had to extend the segment! Is it possible to be saving TOO MUCH money for retirement? Find out when... Read More

Ep 333: This Is Motivation to Start Saving! (Maybe.) Oct 29, 2019

Show notes

This week, Pete and Damian talk examples of the classic phrase: “Have your cake and eat it too:” You can save $3.8M in your lifetime? Do Student Loan payments build credit? New spouse, new house & new baby: Am I ok? Three very real... Read More

Ep. 332: Power Percentage™ Oct 22, 2019

Show notes

Introducing Power Percentage™. You have been trying to measure your financial life for years. You measure it by your credit score, your net worth, your income, your savings or retirement account balances… yet none of those reward you for good behavior... Read More

Ep 331: Preparing for A Prenup & More! Oct 15, 2019

Show notes

The tag team is back again! This week, Pete and Damian tackle Considerations when Preparing for a Prenuptial Agreement, Going into Debt to buy Furniture, and ‘Retirement Confidence.’ Three very real topics, for very real people! Can’t listen? Check the Show Notes! Show Notes:... Read More

Ep 330: Is A HELOC the Winning Option? Oct 08, 2019

Show notes

Another week, another show! Press play and listen as Pete and Damian weigh the HELOC vs. the ‘Double Move.’ Yes, it’s HELOC, not to be confused with a mythical Master of the Universe. Can’t listen? Check the Notes. Show Notes: HELOC means Home... Read More

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The Pete the Planner® Show

Familiar and funny as ever, Pete and Damian disagree. Our regular listeners will know what an occasion this is. "I'm going to receive a $130,000 inheritance. What should..." WAIT! Before you tune out the rest of the question, there are some home-buying gems you should hear in this show.

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