Peter Dunn a.k.a. Pete the Planner® is an award-winning comedian and an award-winning financial mind. He’s a USA TODAY columnist and the author of ten books, six of which were featured in a nationwide launch at Barnes & Nobles stores in January of 2015. He is the host of the popular radio show The Pete the Planner Show on 93 WIBC FM and is a columnist for the Indy Star. Pete has appeared regularly on CNN Headline News, Fox News, Fox Business as well as numerous nationally syndicated radio programs. In 2012, Cision named Pete the fourth most influential financial broadcaster in the nation. Pete lives in Carmel, Indiana with his wife and two young children.
From the Desk of Pete the Planner®
In the summer of 2005, I was in the driveway of a brand new financial planning client preparing to dig into their financial lives for the first time. They were highly educated, well-respected in the community, and they earned over $300,000 per year. In my mind, they were the perfect client. Fast forward 90 minutes to when I was returning to my car after our first meeting – these dream clients were an absolute disaster. They were consumed with debt, terrible spending habits, and an awful relationship with my money. In this eye-opening moment, I found my calling.
I fix financial lives. That’s what I do. I take people who are underachieving and put them on a path to becoming millionaires.
I’ve had the opportunity to personally dig through the financial lives of over 25,000 people. I’ve seen success, I’ve seen failure, and I’ve seen what it takes to turn failure into success. After fixing the disastrous financial life of that couple in 2005, I’ve been 100 percent committed to fixing the lives of millions of others. It even prompted me to sell my financial practice and focus on writing, educating, and speaking.
Like you, I’m driven by the love for my family.
I want my two children to grow up in a world which values personal responsibility and financial independence. America is currently on a nasty path which encourages people to ignore reality and values inaction. I’m leading a group of people who believe the opposite to be true. I want you to be part of that group. I want you to be millionaire, and I’m going to show you exactly what it takes to make that happen. It’s not easy. It will take a while. But I believe it’s your only chance to be part of this country’s solution, and not just this country’s problem.
Let’s do this,
Learn more about Pete
Frequently Asked Questions
Maybe you've seen me on the news or read my column, but what most people don't realize is Pete the Planner® is an entire business. Besides my radio show, podcast, 10 books, weekly newspaper columns, and TV appearances, I have a whole team of people behind the scenes working to bring financial wellness education to as many people as possible. The way we do this is by developing financial education for workplaces. We build curriculums for the employees of our clients that include eLearning courses, email programs, and live speaking engagements. It's awesome! Want your employer to hire me? Great, you can send them here.
Unfortunately, no. I was a financial advisor for many years, but I've since sold my practice. My days are now focused on educating, speaking, and writing. Though there are two ways to get a one-on-one with me. The first is to apply to be on The Million Dollar Plan podcast. Each week, I interview a new anonymous guest and help them create a plan for their specific financial situation. Apply here! The second is to hire me to come to your workplace. When your employer hires me, I'll come to your workplace and do 15 minute one-on-one confidential sessions with employees. I like to think of it as financial speed dating, but everyone goes home alone. It's called Ask Pete the Planner® Day, and you can learn more here.
It kinda started as a joke. Many years ago I needed a new email address and since I like to plan things, I made my email address Pete the Planner. When I started my radio show 10 years ago, I used the name as my radio show title. It stuck.
- Personal responsibility is everything.
- You shouldn't buy things you can't objectively afford.
- You should search for alternative funding sources prior to taking on student loan debt.
- Clearly and calmly communicating about money will save your relationships.
- You don't have to make a ton of money to be a success.
- You can give yourself and your family an amazing life, if you’re able to remain disciplined.
- Borrowing money from your family isn't cool.
- Lending money to your family isn't cool.
- Education can get you a better job, if you get the right education.
- You should buy life insurance.
- You have much more to do with your chances of being a financial success than you think.
I've completely changed my tune on this topic. On October 4, 2013 I wrote a blog post entitled 'Why I've never written about how to become a millionaire'. This was my go-to belief for many years. Then about a year ago I made a connection I'd never made before. Being a millionaire, or being wealthy, isn't about spending a lot of money. It's about financial security. In fact, most people will need at least 1 million dollars in order to retire. How much does the average American have saved? 56% of Americans have less than $10,000* saved for retirement! This is a HUGE problem. Retirement can last upwards of 40 years. With inflation, the money you're saving today will get you a lot less in 30 or 40 years. A happy, successful retirement won't be handed to you the day you turn 65. You have to work for it. This is why I've changed my platform, and am now shouting from the rooftops that you need a million dollar plan. This isn't because I want you to become even more obsessed with consumption, it's so you can break your dependence on your income and prepare for the future.
I read your column every weekend and enjoy them. In fact, I have implemented advice from one of those columns. Thanks for the advice.”
That was the best ﬁnancial advice article I have ever read. You got it right. I always cross my ﬁngers and ﬁgure it will work. But I never realized that I do that until I read your article. What you explained is SO easy to understand.”
Writing is great. Tone is smart and funny but also human. I appreciate the compassion. :)”
I really, really like Pete’s blog! The info is thought provoking and very helpful.”
I LOVE YOUR BLOG POSTS!!!! Very helpful straightforward advice. I really got dedicated to budgeting a couple years ago all thanks to the help of your advice. Also I love following your Twitter!!”
Pete is right on with advice! Appreciate the insight and common sense.”
Thank you so much for that column, Mooching adult sons and daughters, knock it off. You explained it so well. I saved the column and put it in with my will, so my kids hear it from someone else besides me.”