The Pete the Planner® Show

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.

The Pete the Planner® Show is a business podcast hosted by Unknown Host, with 538 episodes on record and a Required Pod Score of 80.

Unknown Host hosts The Pete the Planner® Show, a business show with 538 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  The Pete the Planner® Show

  He Makes $168,000—and Still Can’t Afford to Retire

  Sep 25, 202655 min

  A 53-year-old newly divorced man earns $168,000, kept the family home, and believes his best earning years are ahead of him. From the outside, he appears financially secure. But he has only $315,000 left for retirement, spends more than his monthly paycheck, carries 22% credit-card debt, and depends on an annual bonus that hasn’t arrived yet. His plan is to maintain his lifestyle, keep the oversized house, and catch up later. Is this merely a four-year financial squeeze—or has a high income disguised a retirement emergency? We examine the difference between earning a lot and needing a lot, whether home equity counts as a retirement plan, and what it would actually take for him to retire at 65.

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  The Pete the Planner® Show

  51 and starting over

  Sep 18, 20261h 2m

  After 26 years of marriage, a 51-year-old listener is learning how to manage money on her own. She has a solid income, retirement savings, home-equity proceeds, temporary spousal support—and a persistent fear that one wrong decision could ruin everything. Should she buy another house? Pay off her car? Invest the divorce settlement? Keep helping her adult children? And is retiring at 65 still realistic? In this episode, we separate the financial damage of divorce from the emotional disruption of divorce, establish the correct order of operations, and build a practical 12-month plan for starting over without starting from zero.

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  The Pete the Planner® Show

  Is the great generational wealth transfer real?

  Sep 11, 20261h 10m

  Millennials are expected to inherit approximately $46 trillion over the next 25 years, making them the largest beneficiaries of the so-called Great Wealth Transfer. But that enormous number hides an uncomfortable reality: much of the money belongs to a very small number of families, many inheritances won’t arrive until recipients are nearing retirement, and millions of millennials will receive little or nothing. Pete explains where the trillions are actually going, why inheritance may widen America’s economic divide and how families should plan for money that may—or may not—eventually arrive.

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  The Pete the Planner® Show

  The case for outsourcing all your chores

  Sep 4, 20261h 6m

  We’ve all heard “it takes a village," but what if you have to pay for yours? From house cleaners and lawn care to childcare and grocery delivery, outsourcing can give us back time and capacity. But when is it a smart financial choice, and when is “buying back your time” just a fancy way to justify lifestyle creep? We’re talking about what your time is actually worth, what’s worth outsourcing, and when convenience deserves a place in your budget.

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  The Pete the Planner® Show

  Americans Would Be Shocked by Canadian Personal Finance

  Aug 28, 202658 min

  What if you lived just a few hundred miles north—but the rules of your financial life were completely different? This week, we cross the border to examine the surprising realities of personal finance in Canada. From mortgages that regularly reset and government-funded healthcare to tax-free investment accounts Americans might envy, college savings incentives, retirement benefits, housing costs, and household debt, we compare how Canadians build financial lives versus Americans. Which country makes personal finance easier—and what could each side learn from the other?

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