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.
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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 ...
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Ep. 567: Finally a substantive episode on Bitcoin
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On this week's episode, the crew is joined by crypto enthusiast Doug Collins to talk about Bitcoin cresting $100k/coinAutor: Pete the Planner
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Ep. 566: Neglecting your home will cost you
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On this week's episode Dame and Pete talk about how easy it is to get behind on home projects.Autor: Pete the Planner
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Ep. 565: The conversations to have before you combine finances
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On this week's episode, Kristen, Dame, and Pete talk about what you should discuss with your partner before you combine finances.Autor: Pete the Planner
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Ep. 564: How will Trump's re-election impact the markets and the economy at large?
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Don't worry, we don't get into the politics. Numbers only this week.Autor: Pete the Planner
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Ep. 563: Financial infidelity isn't sustainable
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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.Autor: Pete the Planner
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Ep. 562: Does everyone actually need a financial planner?
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On this week's episode we discuss whether or not everyone really needs a financial planner.Autor: Pete the Planner
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Ep. 561: The case for the 15 year mortgage
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On this week's episode, Kristen, Dame, and Pete discuss they whys and why-nots of 15 year mortgages.Autor: Pete the Planner
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Ep. 560: Should you refinance a car loan?
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On this week's episode, Kristen, Dame, and Pete discuss the falling interest rates should influence you to refinance your car loans.Autor: Pete the Planner
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Ep. 559: Arguing with each other for an hour
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On this week's episode, chaos.Autor: Pete the Planner
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Ep. 558: Pete returns to social media
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On this week's episode, Pete teases his return to the socials.Autor: Pete the Planner
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Ep. 557: Splitting things 50/50 in a divorce is more complicated than you think
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On this week's episode, Dame and Pete discuss an email from divorcee who may not have gotten the best divorce settlement.Autor: Pete the Planner
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Ep. 556: Are youth travel sports worth it?
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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.Autor: Pete the Planner
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Ep. 555: All balances being equal, should you payoff student loans, credit cards, or car loans first?
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On this week's episode, Kristen and Pete talk about why different types of debt are, well, different.Autor: Pete the Planner
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Ep. 554: Big inheritance, shocked into retirement?
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On this week's episode we consider whether or not a person should retire based on a surprise inheritance.Autor: Pete the Planner
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Ep. 553: The new real estate commission changes are WILD
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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.Autor: Pete the Planner
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Ep. 552: It's likely too soon to refinance
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On this week's episode, Kristen, Dame, and Pete discuss historic mortgage rates and whether or not it's too soon to refinance.Autor: Pete the Planner
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Ep. 551: Sure personal finance is personal, but you're not the only stakeholder
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On this week's episode Kristen and Pete explore the various stakeholders in your personal finances, including the furry four-legged ones.Autor: Pete the Planner
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Ep. 550: Whoever the next President is, will love the falling interest rates
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On this week's episode, Kristen, Dame, and Pete talk politics. Well, no exactly. We talk economics, and the ramifications for the next president.Autor: Pete the Planner
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Ep. 549: Pushing your housing budget, when you don't have to
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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.Autor: Pete the Planner
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Ep. 548: Should you intervene in your friend's financial infidelity?
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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.Autor: Pete the Planner
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Ep. 547: Should an emailer payoff their house with a giant bonus?
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On this week's episode, Dame and Pete discuss whether a 37 year old should payoff his 6.5% mortgage with a giant bonus.Autor: Pete the Planner
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Ep. 546: More allegations surface against prominent financial advisor
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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…
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Ep. 545: Are zombie mortgages an actual threat? And if they are, should you have already known that?
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In this weeks episode, Kristen, Dame, and Pete explore zombie mortgages. Then they debate who's to blame.Autor: Pete the Planner
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Ep. 544: Setting up an investment account for a kid is harder than it should be
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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.Autor: Pete the Planner
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Ep. 543: So what you're saying is the average American doesn't understand the economy
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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.Autor: Pete the Planner
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Ep. 542: What to do if your financial advisor changes firms
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In this week's episode, Kristen, Pete, and Dame talk about how to handle your financial advisor changing firms.Autor: Pete the Planner
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Ep 541: Instagram is driving-up the cost of weddings
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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.Autor: Pete the Planner
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Ep. 540: Should a new relationship help pay-off old debts?
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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.Autor: Pete the Planner
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Ep. 539: Why I'm skeptical of a person's $3 million retirement plan
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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.Autor: Pete the Planner
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Ep. 538: Your primary residence isn't the ultimate investment
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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.Autor: Pete the Planner
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Ep. 537: Being an executor can't be that hard, can it?
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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.Autor: Pete the Planner
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Ep. 536: If only we had avoided these stupid mistakes
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In this week's episode, Kristen and Pete recall the mistakes they made early in their financial lives.Autor: Pete the Planner
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Ep. 535: Did the real estate industry just change forever?
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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.Autor: Pete the Planner
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On this week's episode, Kristen and Pete discuss money and gender.Autor: Pete the Planner
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Ep. 533: How to recover from a big financial mistake
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In this week's episode, Dame and Pete talk about how to recover from a bad financial mistake.Autor: Pete the Planner
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Ep. 532: A deep look inside the alleged misdeeds of a prominent financial advisor
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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.Autor: Pete the Planner
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Ep. 531: Pivoting hard when you think you might lose your job
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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.Autor: Pete the Planner
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Ep. 530: Overrated and underrated financial advice
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In this week's episode, Kristen, Dame, and Pete debate what financial advice is overrated and what financial advice is underrated.Autor: Pete the Planner
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Ep. 529: The 5 money conversations you need to have with your partner
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In this week's episode, Dame, Kristen, and Pete talk about having better money conversations with your significant other.Autor: Pete the Planner
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Ep. 528: What is the best amount for a starter emergency fund
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In this week's episode, Kristen, Dame, and Pete debate the best amount of money to set aside as a starter emergency fund.Autor: Pete the Planner
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Ep. 527: Why don't people research their financial advisor's past?
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In this week's episode, Kristen, Dame, and Pete express their frustrations with the lack of due diligence surrounding hiring a financial advisor.Autor: Pete the Planner
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Ep. 526: The first day of retirement
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On this week's episode, Dame, Kristen, and Pete talk about their visions for their first day of retirement.Autor: Pete the Planner
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Ep. 525: The ins and out of 2024
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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.Autor: Pete the Planner
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Ep. 524: Stock prediction awards spectacular
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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.Autor: Pete the Planner
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Ep. 523: 2023 PTP Show Wrapped
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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)!Autor: Pete the Planner
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Ep. 522: The crew shares their book recommendations!
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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.Autor: Pete the Planner
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Ep. 521: When should you NOT max out your retirement plan contributions?
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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.Autor: Pete the Planner
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Ep. 520: There are questions you should be asking questions about your money, and you currently aren't asking these questions.
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In this week's episode, Dame and Pete chat through the various questions you should be asking about your money, but aren't.Autor: Pete the Planner
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Ep. 519: Are the fees in my retirement plan too high?
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In this week's episode, Stacy, Dame, and Pete discuss high retirement plan fees.Autor: Pete the Planner
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Ep. 518: Paying off your partner's debt
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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.Autor: Pete the Planner
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