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The Pete the Planner® Show

The Pete the Planner® Show

Auteur(s): IBJ Media
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 Discussing money can be emotionally charged, but not here on the Pete the Planner® Show where Personal Finance Expert, former comedian, and author Peter Dunn breaks down personal finance with humor, practical advice, and real-life scenarios to help you make smarter money moves. Pete and his co-hosts Kristen and Damian lead a guilt-free discussion of budgeting, investing, retirement planning, and any number of other topics meant to help you thrive in the present and future. Part of the IBJ Media Podcast Network.868329 Finances personnelles Gestion et leadership Politique Économie
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  • You down with OBBB?

    You down with OBBB?
    Jul 11 2025
    Congress just dropped the “One Big Beautiful Bill” (yes, that’s really what they’re calling it), and it could reshape everything from your paycheck to your student loans. In this fast-moving episode, Pete, Kristen, and Damian unpack what OBBB actually is—and more importantly, how it affects you. Segment 1 sets the stage: from expiring 2017 tax cuts to new SALT caps, we simplify the headlines and help you emotionally prepare for what’s coming at tax time. Segment 2 dives into the biggest student loan shake-up in a generation: new repayment plans, forgiveness tweaks, and tighter borrowing limits that could change how families approach college altogether. And in Segment 3, we highlight the under-the-radar changes: boosted child tax credits, deductions for tipped workers, Social Security tax relief, and new Medicaid work rules you need to know. Whether you’re a student, a parent, a retiree, or just trying to keep up—this episode is your guide to navigating the chaos with clarity (and a few laughs along the way). Call to Action: What’s the one part of your financial life you hope this bill improves—or doesn’t mess up? Let us know!
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    1 h et 5 min
  • How to trust your portfolio over the long haul

    How to trust your portfolio over the long haul
    Jun 27 2025
    When the market is a rollercoaster and headlines won’t stop screaming, even the savviest investors can start second-guessing everything. In this episode, Pete, Damian, and Kristen unpack what confidence in investing actually means—and how to build it, rebuild it, and protect it when doubt creeps in. Segment 1 kicks off by normalizing the fear that even seasoned investors feel, especially in today’s world of economic whiplash and geopolitical uncertainty. Then in Segment 2, the team breaks down the four pillars of a trustworthy portfolio—clarity of purpose, evidence-based design, behavior as the engine, and regular (not obsessive) reviews. Finally, Segment 3 offers practical tools to reset your mindset when confidence takes a hit. Whether you’re a hands-on investor or someone who treats their 401(k) like a haunted house, this episode will help you shift your focus from predicting the market to trusting your plan. Because calm isn’t magic—it’s a skill.
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    1 h et 6 min
  • Are the Rules for Teaching Kids About Money Different Now?

    Are the Rules for Teaching Kids About Money Different Now?
    Jun 20 2025
    Summer break is here—which means your kids are home, your fridge is empty, and your wallet is… nervous. In this episode, Pete, Kristen, and Dame explore whether the old rules of teaching kids about money still hold up, or if today’s world demands something new. From toddler toy budgets to teen summer job paychecks, we break down how to raise money-smart kids without turning into a lecture machine (or losing your mind). You’ll learn how to: Use summer moments as money teaching tools Talk to kids at different ages without getting eye-rolls Help teens manage their own money—without a meltdown Equip them for real life, not just allowance life Plus, the team shares their favorite (and most hilarious) wins and fails from teaching their own kids about money.
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    1 h et 1 min

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