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 Me ...
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In the One Day is Today® program from OneAmerica Retirement Services, Peter Dunn a.k.a. Pete the Planner®, brings a friendly, approachable voice not only to retirement preparation, but a wide array of financial wellness topics. Through a series of podcasts, Pete's creative and humorous approach to buying a house, paying off debt and working with a financial professional makes these topics seem less intimidating. The views and opinions expressed in this material are solely those of Pete the P ...
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Exploring the good and the bad of tariffs. And yes, there's good.IBJ Media tarafından oluşturuldu
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Why it feels impossible to get ahead
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1:04:27Today, Pete, Kristen, and Dame take a deep dive into the best and worst economic periods in American history. Was the post-WWII boom really the golden age of prosperity, or is that just nostalgia talking? How does today’s economy stack up against past crises like the Great Depression, stagflation, and the Great Recession? We break down real numbers…
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The Consumer Financial Protection Bureau (CFPB) is officially no more. Is this the long-overdue removal of a bureaucratic overreach, or the beginning of a new era of financial chaos? In today’s episode of Storytime with Pete, we break down what the CFPB’s closure means for banks, businesses, and, most importantly, your wallet. Will fewer regulation…
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A new series -- Storytime with Pete. Pete the Planner delivers sharp, insightful, and sometimes provocative takes on the financial world and beyond—all in under five minutes. These short-form episodes are high-energy, opinionated, and straight to the point, blending Pete’s signature wit with hard-hitting truths about money, business, and life. Whet…
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Stockpicking 101: More than vibes
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1:00:59In this episode of The Pete the Planner Show, Pete, Kristen, and Dane dive into a mix of financial wisdom, everyday observations, and entertaining tangents. Pete kicks things off by discussing an unexpected fashion moment inspired by a mannequin outfit. From there, the team transitions into personal finance topics, breaking down money management st…
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Netflix, Chill, and Split the Bill
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1:01:21Big Changes for The Pete the Planner Show! Plus, Love and Money We’re kicking things off with a major update—The Pete the Planner Show is now part of the IBJ Media Podcast Network! If you're a longtime listener, welcome back. If you’re new, get ready for a personal finance show that’s anything but ordinary. In this episode, Pete, Kristen Ahlenius, …
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Tapping Investments Early: Goldmine or Landmine
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1:03:57In this episode of The Pete the Planner Show, Pete, Dame, and Kristen tackle a listener’s question about using a taxable brokerage account to supplement income before retirement. A high-earning couple with no debt and significant savings wonders if they should ease off their high-paying IT jobs and start tapping their investments. Pete isn’t buying…
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Tax season is upon us, and The Pete the Planner Show is here to guide you through it with The 2025 SpecTAXular! Pete, Dame, and Kristen dive deep into everything you need to know about taxes—what your accountant really wishes you knew, how to avoid common tax season pitfalls, and the ultimate debate: Is it better to owe or get a refund? They also t…
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Ep. 572: When in doubt, use target date funds...according to one of us
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50:09On this week's episode, Kristen, Dame, and Pete debate the utility of target date funds. Disagreement abounds.IBJ Media tarafından oluşturuldu
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Ep. 571: Why we told an emailer it's time to breakup with his financial advisor
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1:03:39On this week's episode, Kristen, Dame, and Pete debate whether or not an emailer should breakup with their advisor. We talk fees, communication, and underperformance.IBJ Media tarafından oluşturuldu
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Ep. 570: 2025 stock pics of the year
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59:19On this week's episode, Kristen, Dame and Pete pick their stocks for 2025. As always, the stock picks are for entertainment purposes only.IBJ Media tarafından oluşturuldu
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Ep. 569: End of the year extravaganza
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53:54Pete and Kristen wrap the year!IBJ Media tarafından oluşturuldu
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Ep. 568: Financial influencer advice is somehow getting worse
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1:04:32On this week's episode, Dame, Kristen, and Pete discuss terrible housing advice which would leave you stressed, broke, and working forever.IBJ Media tarafından oluşturuldu
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Ep. 567: Finally a substantive episode on Bitcoin
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1:04:24On this week's episode, the crew is joined by crypto enthusiast Doug Collins to talk about Bitcoin cresting $100k/coinIBJ Media tarafından oluşturuldu
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Ep. 566: Neglecting your home will cost you
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57:38On this week's episode Dame and Pete talk about how easy it is to get behind on home projects.IBJ Media tarafından oluşturuldu
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Ep. 565: The conversations to have before you combine finances
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1:03:58On this week's episode, Kristen, Dame, and Pete talk about what you should discuss with your partner before you combine finances.IBJ Media tarafından oluşturuldu
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Ep. 564: How will Trump's re-election impact the markets and the economy at large?
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1:14:41Don't worry, we don't get into the politics. Numbers only this week.IBJ Media tarafından oluşturuldu
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Ep. 563: Financial infidelity isn't sustainable
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55:09On 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.IBJ Media tarafından oluşturuldu
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Ep. 562: Does everyone actually need a financial planner?
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53:18On this week's episode we discuss whether or not everyone really needs a financial planner.IBJ Media tarafından oluşturuldu
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Ep. 561: The case for the 15 year mortgage
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1:10:33On this week's episode, Kristen, Dame, and Pete discuss they whys and why-nots of 15 year mortgages.IBJ Media tarafından oluşturuldu
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Ep. 560: Should you refinance a car loan?
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1:07:26On this week's episode, Kristen, Dame, and Pete discuss the falling interest rates should influence you to refinance your car loans.IBJ Media tarafından oluşturuldu
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Ep. 559: Arguing with each other for an hour
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56:59On this week's episode, chaos.IBJ Media tarafından oluşturuldu
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Ep. 558: Pete returns to social media
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54:35On this week's episode, Pete teases his return to the socials.IBJ Media tarafından oluşturuldu
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Ep. 557: Splitting things 50/50 in a divorce is more complicated than you think
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1:00:36On this week's episode, Dame and Pete discuss an email from divorcee who may not have gotten the best divorce settlement.IBJ Media tarafından oluşturuldu
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Ep. 556: Are youth travel sports worth it?
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58:14On 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.IBJ Media tarafından oluşturuldu
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Ep. 555: All balances being equal, should you payoff student loans, credit cards, or car loans first?
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1:02:01On this week's episode, Kristen and Pete talk about why different types of debt are, well, different.IBJ Media tarafından oluşturuldu
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Ep. 554: Big inheritance, shocked into retirement?
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50:22On this week's episode we consider whether or not a person should retire based on a surprise inheritance.IBJ Media tarafından oluşturuldu
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Ep. 553: The new real estate commission changes are WILD
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1:06:08On 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.IBJ Media tarafından oluşturuldu
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Ep. 552: It's likely too soon to refinance
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1:06:45On this week's episode, Kristen, Dame, and Pete discuss historic mortgage rates and whether or not it's too soon to refinance.IBJ Media tarafından oluşturuldu
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Ep. 551: Sure personal finance is personal, but you're not the only stakeholder
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1:04:51On this week's episode Kristen and Pete explore the various stakeholders in your personal finances, including the furry four-legged ones.IBJ Media tarafından oluşturuldu
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Ep. 550: Whoever the next President is, will love the falling interest rates
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1:02:22On this week's episode, Kristen, Dame, and Pete talk politics. Well, no exactly. We talk economics, and the ramifications for the next president.IBJ Media tarafından oluşturuldu
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Ep. 549: Pushing your housing budget, when you don't have to
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1:01:06On 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.IBJ Media tarafından oluşturuldu
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Ep. 548: Should you intervene in your friend's financial infidelity?
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1:03:18On 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.IBJ Media tarafından oluşturuldu
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Ep. 547: Should an emailer payoff their house with a giant bonus?
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47:16On this week's episode, Dame and Pete discuss whether a 37 year old should payoff his 6.5% mortgage with a giant bonus.IBJ Media tarafından oluşturuldu
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Ep. 546: More allegations surface against prominent financial advisor
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1:05:05In 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 poi…
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Ep. 545: Are zombie mortgages an actual threat? And if they are, should you have already known that?
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59:06In this weeks episode, Kristen, Dame, and Pete explore zombie mortgages. Then they debate who's to blame.IBJ Media tarafından oluşturuldu
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Ep. 544: Setting up an investment account for a kid is harder than it should be
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1:00:58On 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.IBJ Media tarafından oluşturuldu
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Ep. 543: So what you're saying is the average American doesn't understand the economy
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1:00:03On 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.IBJ Media tarafından oluşturuldu
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Ep. 542: What to do if your financial advisor changes firms
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1:01:04In this week's episode, Kristen, Pete, and Dame talk about how to handle your financial advisor changing firms.IBJ Media tarafından oluşturuldu
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Ep 541: Instagram is driving-up the cost of weddings
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58:37On 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.IBJ Media tarafından oluşturuldu
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Ep. 540: Should a new relationship help pay-off old debts?
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1:02:12On this week's episode, Dame, Pete and Kristen debate whether or not a new relationship is a get out of debt jail free card.IBJ Media tarafından oluşturuldu
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Ep. 539: Why I'm skeptical of a person's $3 million retirement plan
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1:04:14On 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.IBJ Media tarafından oluşturuldu
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Ep. 538: Your primary residence isn't the ultimate investment
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1:01:46On 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.IBJ Media tarafından oluşturuldu
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Ep. 537: Being an executor can't be that hard, can it?
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56:34On 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.IBJ Media tarafından oluşturuldu
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Ep. 536: If only we had avoided these stupid mistakes
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1:07:04In this week's episode, Kristen and Pete recall the mistakes they made early in their financial lives.IBJ Media tarafından oluşturuldu
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Ep. 535: Did the real estate industry just change forever?
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50:22On 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.IBJ Media tarafından oluşturuldu
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Ep. 534: The gender episode
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1:05:42On this week's episode, Kristen and Pete discuss money and gender.IBJ Media tarafından oluşturuldu
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Ep. 533: How to recover from a big financial mistake
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58:52In this week's episode, Dame and Pete talk about how to recover from a bad financial mistake.IBJ Media tarafından oluşturuldu
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Ep. 532: A deep look inside the alleged misdeeds of a prominent financial advisor
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55:31In 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.IBJ Media tarafından oluşturuldu
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Ep. 531: Pivoting hard when you think you might lose your job
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58:04In 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.IBJ Media tarafından oluşturuldu
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