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. 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.Kirjoittanut 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.Kirjoittanut 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.Kirjoittanut 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.Kirjoittanut 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.Kirjoittanut 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.Kirjoittanut Pete the Planner
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Ep. 534: The gender episode
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On this week's episode, Kristen and Pete discuss money and gender.Kirjoittanut 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.Kirjoittanut 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.Kirjoittanut 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.Kirjoittanut 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.Kirjoittanut 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.Kirjoittanut 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.Kirjoittanut 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.Kirjoittanut 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.Kirjoittanut 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.Kirjoittanut 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.Kirjoittanut 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)!Kirjoittanut 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.Kirjoittanut 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.Kirjoittanut 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.Kirjoittanut 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.Kirjoittanut 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.Kirjoittanut Pete the Planner
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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.Kirjoittanut Pete the Planner
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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.Kirjoittanut Pete the Planner
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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…
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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.Kirjoittanut Pete the Planner
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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.Kirjoittanut Pete the Planner
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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.Kirjoittanut Pete the Planner
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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.Kirjoittanut Pete the Planner
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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…
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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!Kirjoittanut Pete the Planner
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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!…
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Ep. 507: Why homeowners insurance and auto insurance premiums are climbing
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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…
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Ep. 506: Kristen and Pete’s battle royale over hot button issues
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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…
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Ep. 505: When sitting on a giant chunk of money is the right answer
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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…
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Ep. 504: Pete actually has a personal finance issue
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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…
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Ep. 503: It’s time to ask your advisor what you’re doing wrong
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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…
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Ep. 502: The Supreme Court live stream reporting episode
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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…
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Ep. 501: What does it mean to financially “win the game”? And is it realistic?
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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…
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Ep. 500: It’s kinda episode 850, but whatever
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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…
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Ep. 499: Do 401k loans ever make sense?
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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®.…
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Ep. 498: Why renters are giving up on homeownership
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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…
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Ep. 497: These are the financial metrics we dislike
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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…
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Ep. 496: The popular expenses we just don’t get
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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…
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Ep. 495: Evaluating homeownership standards
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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…
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Ep. 494: Is your benefits package any good?
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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?…
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Ep. 493: Wait, Apple’s a bank now?
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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…
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Ep. 492: The dynamics of 1 and 2 income households
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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…
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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!Kirjoittanut Pete the Planner
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