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.
…
continue reading
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 ...
…
continue reading
1
Ep. 539: Why I'm skeptical of a person's $3 million retirement plan
1:04:14
1:04:14
Spill senere
Spill senere
Lister
Lik
Likt
1:04:14
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.Av Pete the Planner
…
continue reading
1
Ep. 538: Your primary residence isn't the ultimate investment
1:01:46
1:01:46
Spill senere
Spill senere
Lister
Lik
Likt
1:01:46
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.Av Pete the Planner
…
continue reading
1
Ep. 537: Being an executor can't be that hard, can it?
56:34
56:34
Spill senere
Spill senere
Lister
Lik
Likt
56:34
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.Av Pete the Planner
…
continue reading
1
Ep. 536: If only we had avoided these stupid mistakes
1:07:04
1:07:04
Spill senere
Spill senere
Lister
Lik
Likt
1:07:04
In this week's episode, Kristen and Pete recall the mistakes they made early in their financial lives.Av Pete the Planner
…
continue reading
1
Ep. 535: Did the real estate industry just change forever?
50:22
50:22
Spill senere
Spill senere
Lister
Lik
Likt
50:22
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.Av Pete the Planner
…
continue reading
On this week's episode, Kristen and Pete discuss money and gender.Av Pete the Planner
…
continue reading
1
Ep. 533: How to recover from a big financial mistake
58:52
58:52
Spill senere
Spill senere
Lister
Lik
Likt
58:52
In this week's episode, Dame and Pete talk about how to recover from a bad financial mistake.Av Pete the Planner
…
continue reading
1
Ep. 532: A deep look inside the alleged misdeeds of a prominent financial advisor
55:31
55:31
Spill senere
Spill senere
Lister
Lik
Likt
55:31
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.Av Pete the Planner
…
continue reading
1
Ep. 531: Pivoting hard when you think you might lose your job
58:04
58:04
Spill senere
Spill senere
Lister
Lik
Likt
58:04
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.Av Pete the Planner
…
continue reading
1
Ep. 530: Overrated and underrated financial advice
57:49
57:49
Spill senere
Spill senere
Lister
Lik
Likt
57:49
In this week's episode, Kristen, Dame, and Pete debate what financial advice is overrated and what financial advice is underrated.Av Pete the Planner
…
continue reading
1
Ep. 529: The 5 money conversations you need to have with your partner
54:24
54:24
Spill senere
Spill senere
Lister
Lik
Likt
54:24
In this week's episode, Dame, Kristen, and Pete talk about having better money conversations with your significant other.Av Pete the Planner
…
continue reading
1
Ep. 528: What is the best amount for a starter emergency fund
1:02:33
1:02:33
Spill senere
Spill senere
Lister
Lik
Likt
1:02:33
In this week's episode, Kristen, Dame, and Pete debate the best amount of money to set aside as a starter emergency fund.Av Pete the Planner
…
continue reading
1
Ep. 527: Why don't people research their financial advisor's past?
1:04:55
1:04:55
Spill senere
Spill senere
Lister
Lik
Likt
1:04:55
In this week's episode, Kristen, Dame, and Pete express their frustrations with the lack of due diligence surrounding hiring a financial advisor.Av Pete the Planner
…
continue reading
1
Ep. 526: The first day of retirement
1:07:06
1:07:06
Spill senere
Spill senere
Lister
Lik
Likt
1:07:06
On this week's episode, Dame, Kristen, and Pete talk about their visions for their first day of retirement.Av Pete the Planner
…
continue reading
1
Ep. 525: The ins and out of 2024
1:07:08
1:07:08
Spill senere
Spill senere
Lister
Lik
Likt
1:07:08
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.Av Pete the Planner
…
continue reading
1
Ep. 524: Stock prediction awards spectacular
1:01:50
1:01:50
Spill senere
Spill senere
Lister
Lik
Likt
1:01:50
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.Av Pete the Planner
…
continue reading
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)!Av Pete the Planner
…
continue reading
1
Ep. 522: The crew shares their book recommendations!
51:47
51:47
Spill senere
Spill senere
Lister
Lik
Likt
51:47
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.Av Pete the Planner
…
continue reading
1
Ep. 521: When should you NOT max out your retirement plan contributions?
57:04
57:04
Spill senere
Spill senere
Lister
Lik
Likt
57:04
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.Av Pete the Planner
…
continue reading
1
Ep. 520: There are questions you should be asking questions about your money, and you currently aren't asking these questions.
1:00:06
1:00:06
Spill senere
Spill senere
Lister
Lik
Likt
1:00:06
In this week's episode, Dame and Pete chat through the various questions you should be asking about your money, but aren't.Av Pete the Planner
…
continue reading
1
Ep. 519: Are the fees in my retirement plan too high?
58:12
58:12
Spill senere
Spill senere
Lister
Lik
Likt
58:12
In this week's episode, Stacy, Dame, and Pete discuss high retirement plan fees.Av Pete the Planner
…
continue reading
1
Ep. 518: Paying off your partner's debt
1:02:22
1:02:22
Spill senere
Spill senere
Lister
Lik
Likt
1:02:22
In this week's episode, Dame, Kristen, and Pete discuss the ends and out of paying off your partner's debt. And as you might guess, the email which stoked the conversation, has some strange twists.Av Pete the Planner
…
continue reading
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Kristen, Dame, and Pete discuss whether or not they’d purchase an All-in-one mortgage or universal life insurance.Av Pete the Planner
…
continue reading
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Kristen, Dame, and Pete discuss what Dame learned at a recent economic conference.Av Pete the Planner
…
continue reading
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Kristen, Dame, and Pete discuss how much the cost of living has increased relative to wage growth. Even though we knew it would illustrate a crazy challenge for young people, the results were actually worse th…
…
continue reading
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Pete and special guest co-host Ellie discuss all things Gen Z finance.Av Pete the Planner
…
continue reading
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Dame, Kristen, Pete discuss Pete’s most recent newspaper column. In it, he suggests people hurt themselves when they try to juggle various financial advisors.Av Pete the Planner
…
continue reading
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Dame, Kristen, Pete, and special guest L.A.-based comedian Danny Dunn (actually related), discuss various financial topics.Av Pete the Planner
…
continue reading
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Dame and Pete consider whether or not the dreaded 401k loan is justified by emailer Aaron’s latest case use.Av Pete the Planner
…
continue reading
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Kristen, Dame, Ben, and Pete put together personal finance fantasy teams. We draft strategies in 9 different areas of personal finance, and then we vote to see who drafted the best financial life. We’ll valida…
…
continue reading
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Kristen and Pete discuss what types of loans they’d actually sign-up for. Click the PLAY button below for the rest of the show!Av Pete the Planner
…
continue reading
WE WANT TO ANSWER YOUR QUESTIONS ABOUT MONEY. EMAIL US AND YOU MAY HEAR YOURS ON THE AIR: ASKPETE@PETETHEPLANNER.COM In this week’s episode, Kristen, Dame, and Pete discuss how they know their financial stability is starting to suffer, and what they do about it. Click the PLAY button below for the rest of the show!…
…
continue reading
1
Ep. 507: Why homeowners insurance and auto insurance premiums are climbing
1:09:37
1:09:37
Spill senere
Spill senere
Lister
Lik
Likt
1:09:37
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete discuss the harsh reality many people are facing — skyrocketing insurance rates. Is there a way around it? Click the PLAY button below for the rest of the show! The post Ep. 507: Why ho…
…
continue reading
1
Ep. 506: Kristen and Pete’s battle royale over hot button issues
1:10:00
1:10:00
Spill senere
Spill senere
Lister
Lik
Likt
1:10:00
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen and Pete “debate” each other, as Dame watches-on with glee. Click the PLAY button below for the rest of the show! The post Ep. 506: Kristen and Pete’s battle royale over hot button issues appeared firs…
…
continue reading
1
Ep. 505: When sitting on a giant chunk of money is the right answer
1:02:53
1:02:53
Spill senere
Spill senere
Lister
Lik
Likt
1:02:53
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen and Pete answer an email question which wonders what to do with an extra $250,000. Yeah, we know that’s a great problem to have. But the answer can serve anyone. Click the PLAY button below for the res…
…
continue reading
1
Ep. 504: Pete actually has a personal finance issue
1:12:01
1:12:01
Spill senere
Spill senere
Lister
Lik
Likt
1:12:01
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame, Kristen, and Pete discuss Pete’s financial conundrum. Click the PLAY button below for the rest of the show! The post Ep. 504: Pete actually has a personal finance issue appeared first on Pete the Planner…
…
continue reading
1
Ep. 503: It’s time to ask your advisor what you’re doing wrong
56:33
56:33
Spill senere
Spill senere
Lister
Lik
Likt
56:33
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame, Kristen, and Pete discuss why you should convince your financial advisor to be harder on you. Click the PLAY button below for the rest of the show! The post Ep. 503: It’s time to ask your advisor what yo…
…
continue reading
1
Ep. 502: The Supreme Court live stream reporting episode
1:04:49
1:04:49
Spill senere
Spill senere
Lister
Lik
Likt
1:04:49
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame and Pete did their best to update live stream viewers in real time about the US Supreme Court’s rulings. How did it go? Well, it got weird. Click the PLAY button below for the rest of the show! The post E…
…
continue reading
1
Ep. 501: What does it mean to financially “win the game”? And is it realistic?
1:13:28
1:13:28
Spill senere
Spill senere
Lister
Lik
Likt
1:13:28
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame, Pete, and Kristen spend an entire episode on one very long email. The email eventually asks about “winning the game.” The crew debates this. Click the PLAY button below for the rest of the show! The post…
…
continue reading
1
Ep. 500: It’s kinda episode 850, but whatever
1:13:11
1:13:11
Spill senere
Spill senere
Lister
Lik
Likt
1:13:11
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame, Pete, and Kristen celebrate their 500th episode. There are special guests, special moments, and of course technical difficulties. Click the PLAY button below for the rest of the show! The post Ep. 500: I…
…
continue reading
1
Ep. 499: Do 401k loans ever make sense?
55:12
55:12
Spill senere
Spill senere
Lister
Lik
Likt
55:12
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame and Pete discuss whether or not a 401k is ever justified. Click the PLAY button below for the rest of the show! The post Ep. 499: Do 401k loans ever make sense? appeared first on Pete the Planner®.…
…
continue reading
1
Ep. 498: Why renters are giving up on homeownership
59:53
59:53
Spill senere
Spill senere
Lister
Lik
Likt
59:53
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen and Pete discuss why 66% of renters have given-up on the idea of home ownership. Do their reasons align with reality? Click the PLAY button below for the rest of the show! The post Ep. 498: Why renters…
…
continue reading
1
Ep. 497: These are the financial metrics we dislike
1:03:32
1:03:32
Spill senere
Spill senere
Lister
Lik
Likt
1:03:32
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete debate financial metrics. Which ones are helpful and insightful? And which ones can you lead you astray. Click the PLAY button below for the rest of the show! The post Ep. 497: These ar…
…
continue reading
1
Ep. 496: The popular expenses we just don’t get
1:07:03
1:07:03
Spill senere
Spill senere
Lister
Lik
Likt
1:07:03
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame, and Pete take a look at the popular expense categories which just don’t make any sense to them. Summary – Kristen thinks she’s insulting Dame and Pete. She didn’t. Dame insults Kristen. And Pete…
…
continue reading
1
Ep. 495: Evaluating homeownership standards
59:46
59:46
Spill senere
Spill senere
Lister
Lik
Likt
59:46
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen and Pete take a look at home income, downpayment, and other factors impact your ability to buy a home. Click the PLAY button below for the rest of the show! The post Ep. 495: Evaluating homeownership s…
…
continue reading
1
Ep. 494: Is your benefits package any good?
56:53
56:53
Spill senere
Spill senere
Lister
Lik
Likt
56:53
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame and Pete discuss what makes a good benefits package. And yes, we talk about hybrid work. Click the PLAY button below for the rest of the show! The post Ep. 494: Is your benefits package any good?…
…
continue reading
1
Ep. 493: Wait, Apple’s a bank now?
1:01:22
1:01:22
Spill senere
Spill senere
Lister
Lik
Likt
1:01:22
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame and Pete discuss whether or not Apple’s foray into banking will be a success or not. Click the PLAY button below for the rest of the show! The post Ep. 493: Wait, Apple’s a bank now? appeared fir…
…
continue reading
1
Ep. 492: The dynamics of 1 and 2 income households
1:04:24
1:04:24
Spill senere
Spill senere
Lister
Lik
Likt
1:04:24
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Kristen, Dame and Pete discuss the dynamics of having two working incomes versus one, in a two person household. Despite our earnestness, it’s still a very touchy topic. Click the PLAY button below for the res…
…
continue reading
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week's episode, Dame and Pete discuss whether or not the 529 rollover rule is helpful or not. Click the PLAY button below for the rest of the show!Av Pete the Planner
…
continue reading
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week's episode, Kristen, Dame, and Pete discuss each major threat to financial stability, for ever generation. Yes, it gets cranky. Click the PLAY button below for the rest of the show!…
…
continue reading