Category Archives: The Pete the Planner® Podcast

Ep. 304: Settling marital arguments

A couple argues over converting Roth IRAs, another couple has house fever, and a 58 year old woman is scared her job is coming to a close. Damian Dunn joins Pete the Planner once again. Pete the Planner®Peter Dunn a.k.a….

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Ep. 303: Wait, a 20 year old in NYC can save money?

A 20-year old with money to save in NYC, a couple wondering how get their biggest bang for their buck from Social Security, and repairing your credit when you’re in you 70s. Special guest Damian Dunn joins the party. Pete…

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Ep. 302 Should we cash-in the life insurance my parents got me when I was a baby?

This week on the show, my daughter Ollie stops-by to ask me random financial questions. Plus, should Joanna cancel the life insurance her parents bought her when she was a kid? Pete the Planner®Peter Dunn a.k.a. Pete the Planner® is an…

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Ep. 301: Does presidential candidate Pete Buttigieg understand our financial lives?

Do you ever feel like our government leaders aren’t in touch with the financial lives most Americans live? I feel that way all the time. That’s precisely why I jumped at the opportunity to interview presidential candidate Pete Buttigieg. Pete,…

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Ep 300 How to start investing

Young listener Lincoln wants to know how to begin investing. We dedicate the whole episode to his great question. Pete the Planner®Peter Dunn a.k.a. Pete the Planner® is an award-winning financial mind and a former comedian. He’s a USA TODAY columnist,…

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Ep 299 Losing your job in your 50s

You know what stinks? Losing your job. You know what stinks more? Losing your job when you’re in your 50s. Pete the Planner®Peter Dunn a.k.a. Pete the Planner® is an award-winning financial mind and a former comedian. He’s a USA TODAY…

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Ep. 298 Firing your male financial advisor

This week we tackle exorbitant daycare costs, firing your male investment advisor, and more. With Special guest Blair DuQuesnay from Ritholtz Wealth Management. Pete the Planner®Peter Dunn a.k.a. Pete the Planner® is an award-winning financial mind and a former comedian. He’s…

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Ep 297 The effect of the government shutdown

The podcast is back! And it has a new sound. A flurry of shows are on the way! Prepare yourself for a big week. Pete the Planner®Peter Dunn a.k.a. Pete the Planner® is an award-winning financial mind and a former comedian….

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Ep. 296: What you need to know about banking

  Do you ever wonder how banks really make their money and why they have stopped encouraging saving money? This week we welcome Chad Meadows (ChadForce) to the show and he gives us the inside scoop on what you should know…

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Ep. 295: Debbie

On this episode of The Pete the Planner Show, we meet Debbie. Currently 35 and steadily saving for her retirement, she’s wondering how much longer she’ll need to be in the workforce. Boasting a full time gig and steady second job,…

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