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. 567: Finally a substantive episode on Bitcoin
1:04:24
1:04:24
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:04:24
On this week's episode, the crew is joined by crypto enthusiast Doug Collins to talk about Bitcoin cresting $100k/coinPete the Planner による
…
continue reading
On this week's episode Dame and Pete talk about how easy it is to get behind on home projects.Pete the Planner による
…
continue reading
1
Ep. 565: The conversations to have before you combine finances
1:03:58
1:03:58
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:03:58
On this week's episode, Kristen, Dame, and Pete talk about what you should discuss with your partner before you combine finances.Pete the Planner による
…
continue reading
1
Ep. 564: How will Trump's re-election impact the markets and the economy at large?
1:14:41
1:14:41
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:14:41
Don't worry, we don't get into the politics. Numbers only this week.Pete the Planner による
…
continue reading
1
Ep. 563: Financial infidelity isn't sustainable
55:09
55:09
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
55:09
On this week's episode, Kristen, Dame, and Pete answer an email regarding financial infidelity. Let's just say they didn't like the ground rules.Pete the Planner による
…
continue reading
1
Ep. 562: Does everyone actually need a financial planner?
53:18
53:18
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
53:18
On this week's episode we discuss whether or not everyone really needs a financial planner.Pete the Planner による
…
continue reading
1
Ep. 561: The case for the 15 year mortgage
1:10:33
1:10:33
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:10:33
On this week's episode, Kristen, Dame, and Pete discuss they whys and why-nots of 15 year mortgages.Pete the Planner による
…
continue reading
1
Ep. 560: Should you refinance a car loan?
1:07:26
1:07:26
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:07:26
On this week's episode, Kristen, Dame, and Pete discuss the falling interest rates should influence you to refinance your car loans.Pete the Planner による
…
continue reading
On this week's episode, chaos.Pete the Planner による
…
continue reading
On this week's episode, Pete teases his return to the socials.Pete the Planner による
…
continue reading
1
Ep. 557: Splitting things 50/50 in a divorce is more complicated than you think
1:00:36
1:00:36
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:00:36
On this week's episode, Dame and Pete discuss an email from divorcee who may not have gotten the best divorce settlement.Pete the Planner による
…
continue reading
On this week's episode, Kristen, Dame, and Pete discuss the outlandish costs of youth travel sports. Kristen goes back in time to adopt Pete's perspective from 10 years ago.Pete the Planner による
…
continue reading
1
Ep. 555: All balances being equal, should you payoff student loans, credit cards, or car loans first?
1:02:01
1:02:01
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:02:01
On this week's episode, Kristen and Pete talk about why different types of debt are, well, different.Pete the Planner による
…
continue reading
1
Ep. 554: Big inheritance, shocked into retirement?
50:22
50:22
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
50:22
On this week's episode we consider whether or not a person should retire based on a surprise inheritance.Pete the Planner による
…
continue reading
1
Ep. 553: The new real estate commission changes are WILD
1:06:08
1:06:08
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:06:08
On this week's episode, Dame, Kristen, and Pete are joined by real estate wizard Jimmy Dulin. We knew there were major real estate contract changes, we had no idea how big the changes are.Pete the Planner による
…
continue reading
1
Ep. 552: It's likely too soon to refinance
1:06:45
1:06:45
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:06:45
On this week's episode, Kristen, Dame, and Pete discuss historic mortgage rates and whether or not it's too soon to refinance.Pete the Planner による
…
continue reading
1
Ep. 551: Sure personal finance is personal, but you're not the only stakeholder
1:04:51
1:04:51
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:04:51
On this week's episode Kristen and Pete explore the various stakeholders in your personal finances, including the furry four-legged ones.Pete the Planner による
…
continue reading
1
Ep. 550: Whoever the next President is, will love the falling interest rates
1:02:22
1:02:22
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:02:22
On this week's episode, Kristen, Dame, and Pete talk politics. Well, no exactly. We talk economics, and the ramifications for the next president.Pete the Planner による
…
continue reading
1
Ep. 549: Pushing your housing budget, when you don't have to
1:01:06
1:01:06
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:01:06
On this week's episode, Kristen, Dame, and Pete discuss whether it makes any sense at all to make a dynamic housing decision, when housing has previously been a position of strength in a money life. Also, Pete glitches-out.Pete the Planner による
…
continue reading
1
Ep. 548: Should you intervene in your friend's financial infidelity?
1:03:18
1:03:18
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:03:18
On this week's episode, Kristen, Pete, and Dame discuss whether or not an emailer should say something about a friend hiding purchases. It has all the elements of a great story, including money, fast food gift cards, and well, that's it.Pete the Planner による
…
continue reading
1
Ep. 547: Should an emailer payoff their house with a giant bonus?
47:16
47:16
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
47:16
On this week's episode, Dame and Pete discuss whether a 37 year old should payoff his 6.5% mortgage with a giant bonus.Pete the Planner による
…
continue reading
1
Ep. 546: More allegations surface against prominent financial advisor
1:05:05
1:05:05
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:05:05
In this week's episode, Kristen, Dame, and Pete discuss new fraud allegations against Alexander Joyce, CEO of Rejoyce Financial LLC. You can read the most recent court filing here. If you believe you've been the vicim of financial fraud, contact your state's Secretary of State's office. All matters discussed on this show are allegations at this poi…
…
continue reading
1
Ep. 545: Are zombie mortgages an actual threat? And if they are, should you have already known that?
59:06
59:06
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
59:06
In this weeks episode, Kristen, Dame, and Pete explore zombie mortgages. Then they debate who's to blame.Pete the Planner による
…
continue reading
1
Ep. 544: Setting up an investment account for a kid is harder than it should be
1:00:58
1:00:58
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:00:58
On this week's episode, Kristen, Dame, and Pete discuss what a pain in the neck setting up account for your kids is. You should do it anyway. Batman makes an appearance, and Pete has Schlage deja vu.Pete the Planner による
…
continue reading
1
Ep. 543: So what you're saying is the average American doesn't understand the economy
1:00:03
1:00:03
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:00:03
On this week's episode, Kristen, Dame, and Pete discuss a new survey which sheds light on the average American's economic ignorance. It's not surprising, but it's still shocking.Pete the Planner による
…
continue reading
1
Ep. 542: What to do if your financial advisor changes firms
1:01:04
1:01:04
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:01:04
In this week's episode, Kristen, Pete, and Dame talk about how to handle your financial advisor changing firms.Pete the Planner による
…
continue reading
1
Ep 541: Instagram is driving-up the cost of weddings
58:37
58:37
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
58:37
On this week's episode, Dame, Kristen, and Pete dig through new realities of getting married in the 21st century. The result? Kristen reminds Pete and Dame how old they are.Pete the Planner による
…
continue reading
1
Ep. 540: Should a new relationship help pay-off old debts?
1:02:12
1:02:12
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:02:12
On this week's episode, Dame, Pete and Kristen debate whether or not a new relationship is a get out of debt jail free card.Pete the Planner による
…
continue reading
1
Ep. 539: Why I'm skeptical of a person's $3 million retirement plan
1:04:14
1:04:14
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
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.Pete the Planner による
…
continue reading
1
Ep. 538: Your primary residence isn't the ultimate investment
1:01:46
1:01:46
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
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.Pete the Planner による
…
continue reading
1
Ep. 537: Being an executor can't be that hard, can it?
56:34
56:34
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
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.Pete the Planner による
…
continue reading
1
Ep. 536: If only we had avoided these stupid mistakes
1:07:04
1:07:04
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
1:07:04
In this week's episode, Kristen and Pete recall the mistakes they made early in their financial lives.Pete the Planner による
…
continue reading
1
Ep. 535: Did the real estate industry just change forever?
50:22
50:22
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
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.Pete the Planner による
…
continue reading
On this week's episode, Kristen and Pete discuss money and gender.Pete the Planner による
…
continue reading
1
Ep. 533: How to recover from a big financial mistake
58:52
58:52
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
58:52
In this week's episode, Dame and Pete talk about how to recover from a bad financial mistake.Pete the Planner による
…
continue reading
1
Ep. 532: A deep look inside the alleged misdeeds of a prominent financial advisor
55:31
55:31
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
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.Pete the Planner による
…
continue reading
1
Ep. 531: Pivoting hard when you think you might lose your job
58:04
58:04
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
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.Pete the Planner による
…
continue reading
1
Ep. 530: Overrated and underrated financial advice
57:49
57:49
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
57:49
In this week's episode, Kristen, Dame, and Pete debate what financial advice is overrated and what financial advice is underrated.Pete the Planner による
…
continue reading
1
Ep. 529: The 5 money conversations you need to have with your partner
54:24
54:24
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
54:24
In this week's episode, Dame, Kristen, and Pete talk about having better money conversations with your significant other.Pete the Planner による
…
continue reading
1
Ep. 528: What is the best amount for a starter emergency fund
1:02:33
1:02:33
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
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.Pete the Planner による
…
continue reading
1
Ep. 527: Why don't people research their financial advisor's past?
1:04:55
1:04:55
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
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.Pete the Planner による
…
continue reading
On this week's episode, Dame, Kristen, and Pete talk about their visions for their first day of retirement.Pete the Planner による
…
continue reading
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.Pete the Planner による
…
continue reading
1
Ep. 524: Stock prediction awards spectacular
1:01:50
1:01:50
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
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.Pete the Planner による
…
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)!Pete the Planner による
…
continue reading
1
Ep. 522: The crew shares their book recommendations!
51:47
51:47
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
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.Pete the Planner による
…
continue reading
1
Ep. 521: When should you NOT max out your retirement plan contributions?
57:04
57:04
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
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.Pete the Planner による
…
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
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
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.Pete the Planner による
…
continue reading
1
Ep. 519: Are the fees in my retirement plan too high?
58:12
58:12
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
58:12
In this week's episode, Stacy, Dame, and Pete discuss high retirement plan fees.Pete the Planner による
…
continue reading
1
Ep. 518: Paying off your partner's debt
1:02:22
1:02:22
「あとで再生する」
「あとで再生する」
リスト
気に入り
気に入った
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.Pete the Planner による
…
continue reading