The Pete the Planner® Show-logo

The Pete the Planner® Show

Business & Economics Podcasts

Personal Finance Expert and author Pete the Planner (aka Peter Dunn) welcomes one person per episode on a quest to make them a millionaire. He digs deep into their financial life, fixes problems, and lays-out a detailed plan on how to accomplish their goals. Each guest is given their Million Dollar Day. The former comedian makes a seemingly boring topic, interesting. The podcast is filled with surprises, laughs, and practical money advice for real people.

Location:

United States

Description:

Personal Finance Expert and author Pete the Planner (aka Peter Dunn) welcomes one person per episode on a quest to make them a millionaire. He digs deep into their financial life, fixes problems, and lays-out a detailed plan on how to accomplish their goals. Each guest is given their Million Dollar Day. The former comedian makes a seemingly boring topic, interesting. The podcast is filled with surprises, laughs, and practical money advice for real people.

Language:

English

Contact:

3177083054


Episodes
Ask host to enable sharing for playback control

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

4/30/2024
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.

Duration:01:04:14

Ask host to enable sharing for playback control

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

4/23/2024
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.

Duration:01:01:46

Ask host to enable sharing for playback control

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

4/16/2024
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.

Duration:00:56:34

Ask host to enable sharing for playback control

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

4/2/2024
In this week's episode, Kristen and Pete recall the mistakes they made early in their financial lives.

Duration:01:07:04

Ask host to enable sharing for playback control

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

3/26/2024
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.

Duration:00:50:22

Ask host to enable sharing for playback control

Ep. 534: The gender episode

3/19/2024
On this week's episode, Kristen and Pete discuss money and gender.

Duration:01:05:42

Ask host to enable sharing for playback control

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

3/12/2024
In this week's episode, Dame and Pete talk about how to recover from a bad financial mistake.

Duration:00:58:52

Ask host to enable sharing for playback control

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

3/5/2024
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.

Duration:00:55:31

Ask host to enable sharing for playback control

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

2/27/2024
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.

Duration:00:58:04

Ask host to enable sharing for playback control

Ep. 530: Overrated and underrated financial advice

2/20/2024
In this week's episode, Kristen, Dame, and Pete debate what financial advice is overrated and what financial advice is underrated.

Duration:00:57:49

Ask host to enable sharing for playback control

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

2/13/2024
In this week's episode, Dame, Kristen, and Pete talk about having better money conversations with your significant other.

Duration:00:54:24

Ask host to enable sharing for playback control

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

2/6/2024
In this week's episode, Kristen, Dame, and Pete debate the best amount of money to set aside as a starter emergency fund.

Duration:01:02:33

Ask host to enable sharing for playback control

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

1/30/2024
In this week's episode, Kristen, Dame, and Pete express their frustrations with the lack of due diligence surrounding hiring a financial advisor.

Duration:01:04:55

Ask host to enable sharing for playback control

Ep. 526: The first day of retirement

1/23/2024
On this week's episode, Dame, Kristen, and Pete talk about their visions for their first day of retirement.

Duration:01:07:06

Ask host to enable sharing for playback control

Ep. 525: The ins and out of 2024

1/16/2024
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.

Duration:01:07:08

Ask host to enable sharing for playback control

Ep. 524: Stock prediction awards spectacular

1/9/2024
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.

Duration:01:01:50

Ask host to enable sharing for playback control

Ep. 523: 2023 PTP Show Wrapped

12/26/2023
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)!

Duration:01:07:26

Ask host to enable sharing for playback control

Ep. 522: The crew shares their book recommendations!

12/19/2023
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.

Duration:00:51:47

Ask host to enable sharing for playback control

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.

Duration:00:57:04

Ask host to enable sharing for playback control

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

12/5/2023
In this week's episode, Dame and Pete chat through the various questions you should be asking about your money, but aren't.

Duration:01:00:06