Podcast - Pete the Planner®

Ep. 348: All Things Considered, Should We Relocate?

Have a question? Let us know! askpete@petetheplanner.com Peter Dunn and Damian Dunn — no relation — take questions from our listeners and offer their financial expert-level responses on the air (with a bit of humor to make it go down…

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347: Do We Make Enough Money? Is There Hope?

Have a question? Let us know! askpete@petetheplanner.com Pete and Damian are back to solving financial issues for a new week. Oh! But first, here’s a quick prelude: We are so excited for the soft launch of Hey Money tomorrow exclusively for…

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Ep. 346: What Should We Do With Our Cashflow?

Get ready to dive in! In this episode, Pete and Damian spare no details exploring our writers’ financial lives. There is far too much to discuss; let’s get into it, post haste! Can’t listen? Check the Show Notes! Show Notes: Scenario: Writer,…

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Ep. 345: Brendan, This One’s For You

In an uncommon feat, This episode is dedicated to Brendan. Pete and Damian feel so much gratitude to our writer’s email that he earned the entire show dedicated to his three questions Click PLAY below to see if you could use any…

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Ep. 344: Want to Retire? Ask The Right Questions

New to the show this week, Pete and Damian present: The Best Email of the Year! Believe us, you don’t want to miss this one. They’ll explain it all when you click Play below. Can’t listen? Check the Show Notes! Show Notes:…

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Ep. 343: Bridging the Financial Questions Gap, Finally.

FIRST SHOW OF THE NEW DECADE! Starting 2020 off in the right way, Pete and Damian are…still here. Seriously, to welcome us all into a new season, it’s only right that the team introduce you to something new. Click play to hear…

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Ep. 342: What Can I Do With My Money?

Coming up this week: Pete and Damian try even harder to try to figure out what they can disagree on! For the final show of 2019, the dynamic duo try to empty out the mailbag and answer what they can…

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Ep 341: 2019 Holiday Variety Pack

It’s almost 2020, people! As we wrap up 2019, we’re digging deep into the mailbag to discuss more of our listeners’ questions. Listen to this show to hear a variety of situations and Pete and Damian’s expert insights. Perhaps you’ve been…

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Ep. 340: The Ultimate Retirement Question: $ or %?

This week’s show is, in a word: focused. Pete and Damian really drill into the most general area there is: Retirement. The mailbag was opened and brought out a question from a listener that Pete could get excited over: “Here’s my financial…

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Ep. 339: After Job Loss, What Happens to my 401(k)?

New this week, Pete and Damian spend the entire show on The 401(k). Our writer is suffering a crushing blow with this from the mailbag: “I lost my job after 27 years of employment there. What should I do with my 401(k).”…

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Ep. 338: Inheritance Is Coming. What Should I Do?

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…

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Ep. 337: New Home Buyer’s Remorse!

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?…

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Ep. 336: Signs of a Chaotic Financial Life

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…

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

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…

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Ep. 334: Am I Saving TOO MUCH Money? Help.

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…

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Ep 333: This Is Motivation to Start Saving! (Maybe.)

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…

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Ep. 332: Power Percentage™

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…

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Ep 331: Preparing for A Prenup & More!

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:…

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Ep 330: Is A HELOC the Winning Option?

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…

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Ep. 329: Why HSAs are one of the best financial products on the planet

Pop in your earbuds or turn the sound on and listen while you work. In this latest edition, Pete and Damian tell you why they love Health Savings Accounts (HSA). Feel like you don’t know enough about what those are…

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Ep. 328: Dipping your toe into minimalism

Special guest Gayle Evezich joins Pete and Damian to discuss starting a minimalist journey.

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Ep. 327: How many 529 accounts does our family need?

Pete and Damian discuss college funds, Power Percentage, and more. Special guest this week is Kristen Ahlenius from Your Money Line®.

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Ep. 326: Getting rid of an old car which starts costing you money

It’s the age old question — “When do I bite the bullet and just get a new car?” Damian and Pete do their best to answer this question.

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Ep. 325: Prenups are certainly something

Pete and Damian discuss the prudence of pre-nuptial agreements.

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Ep. 324: Using a Roth to buy a house

This week Pete and Damian explore alternative uses for a Roth IRA.

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Ep. 323: What should we do with this inheritance?

Pete and Damian help a guy deal with a $60,000 inheritance.

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Ep. 322: One of the two topics married couples argue about the most

Pete and Damian answer questions around money and relationships.

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Ep. 321: Don’t buy the house

Pete and Damian tackle two emails in which the solution is to not buy the house.

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Ep. 320: Stock market update

Pete and Damian give you an update on what the market is doing and why you should care.

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Ep. 319: I’ll pay for college if you get good grades

An emailer wants to know if his self-created “merit” based college funding idea makes sense for his sons.

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Ep. 318: Children with special needs and ABLE accounts

Pete and Damian discuss ABLE plans and how they can help families with children with special needs.

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Ep. 317: Wiping out all student loan debt and starting over

Pete and Damian discuss the proposals to wipe out student loan debt. Are they realistic? Are they fair?

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Ep. 316: Why our financial lives are more complicated than they used to be

Whether you realize it or not, our financial lives have changed drastically in the last few decades. We used to not be charged with dealing with our pasts and our futures. Today we are.

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Ep. 315: Should your college degree be on your balance sheet?

Alvaro from Colombia emails to see whether or not a degree belongs on a balance sheet. Pete, Damian, and Phil Schuman, Director of Financial Literacy at Indiana University, weigh in.

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Ep. 314: Credit advice that I hate

Nothing drives me crazy quite like bad advice about repairing credit. It can ruin a person’s financial life. Chad Meadows joins me in studio while Damian is on vacation.

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Ep. 313: Do you really need disability insurance?

This week we tackle the world of disability insurance. Also, we discuss my nightmare flight.

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Ep 312: Now an elderly mom is mooching

Last week, 50 year olds were mooching off of their parents. Now, elderly parents are mooching off their 50 year old children. It’s all spinning out of control!

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Ep. 311: When 50 year olds mooch off their elderly parents

We celebrate Mother’s Day 2019 with lots of family financial awkwardness.

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Ep 310: Saying no to a living inheritance

Should a couple looking to get on their feet accept a living inheritance? No. Here’s why.

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Ep. 309: Financial products and their square peg round hole nature

Do you ever wonder why certain financial products get bad reputations? Square peg and round holes are the problem.

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Ep 308: Rental properties and how they impact Power Percentages

Pete the Planner and Damian Dunn work through questions and Pete tells an unbelievable vacation story.

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Ep. 307: Linda wants to peace out

Emailer Linda wants to retire sooner rather than later. Can she?

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Ep. 306: How to get the most out of your financial advisor

This week on The Pete the Planner show, Damain Dunn and Pete discuss how to stop underutilizing your financial advisor.

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Ep. 305: Back to the Basics – Housing

A new segment debuts this week — Back to the Basics. We explore what numbers make homeownership possible for you, and how to make sure you don’t end up over-housed.

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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.

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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.

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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?

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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,…