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The Pete the Planner® Show

IBJ Media
Personal Finance
Financial Planning
Retirement Planning
Inflation
Tariffs
Financial Literacy
Stock Market
Budgeting
Student Loans
Housing Market
Retirement Savings
Interest Rates
Home Ownership
Financial Advisors
Credit Scores
Investment Strategies
Taxes
Youth Travel Sports
Housing Affordability
Consumer Confidence

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 a... more

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Artwork for The Pete the Planner® Show

Latest Episodes

Every financial company wants your attention. To get it, they rely on polished language, compelling statistics, and phrases that sound reassuring—but often leave out the context that actually matters.

In Financial Marketing, Translated, we decode th... more

A listener clicked on one of those irresistible CNBC headlines claiming a family of four in Indiana needs more than $220,000 a year to live comfortably. Is that actually true... or is it another example of statistics being stretched beyond recognitio... more

Your house is probably the biggest purchase you'll ever make—but for most people, it's the least managed asset they own.

This week, Pete and NeighborServe CEO Dan Hanrahan break down what every homeowner should know: what your home needs, when it ne... more

Most people measure their financial lives by the wrong numbers.

Income. Net worth. Debt. Credit score.

Those numbers tell you where you are—but they don't tell you whether you're actually moving toward financial freedom.

In this solo episode of Wo... more

Key Facts

Accepts Sponsors
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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Brian Pinkins
Guest who joins the conversation during the show
Not explicitly stated
Episode: The $50,000 Mistake Hiding Inside Your House
Elisabeth Edwards
Founding attorney at Wanser Edwards
Wanser Edwards
Episode: Love, marriage, and relationship exit strategies
Peter Dunn
Personal Finance Expert, Pete the Planner
Pete the Planner (IBJ column and podcast guest)
Episode: Pete on the IBJ Podcast: Recession, Iran, and Petrodollars
Shawn Scott
Estate planning attorney
Scott Legal Group
Episode: Why leaving money to your kids can backfire
Doug Collins
Vice President of Product at Your Moneyline, Bitcoin enthusiast
Your Moneyline
Episode: Ep. 567: Finally a substantive episode on Bitcoin
Jimmy Dulin
Realtor and team lead at Clubhouse RE
Clubhouse RE
Episode: Ep. 553: The new real estate commission changes are WILD

Hosts

Peter Dunn
Personal Finance Expert and host; co-creates practical money planning content with humor.
Kristen Elanius
Co-host providing financial questions, practical perspectives, and audience empathy.
Damian Dunn
Co-host offering skeptical, analytical viewpoints and grounding banter.

Reviews

4.6 out of 5 stars from 286 ratings
  • The whole gang is just fantastic. Good advice and information from real people.

    Podchaser
    5
    friedmagb
    a year ago
  • Financial Podcast Junkie’s Favorite Show

    I listen to no less than 20 financial podcasts a week but when PTP comes out, it goes to the top. It’s real life examples every week with funny banter. The format of listening behind the scenes then going live is also entertaining. Keep plugging away folks, you’re doing a great job. That case with the broker stealing the client’s money was riveting and heartbreaking.

    Apple Podcasts
    5
    Ireland Freddy Joe
    United States2 years ago
  • The Seinfeld of Finance Podcasts!

    I've been tuning into financial podcasts for several years now, and let me tell you, most of them are as fresh as week-old bread, recycled topics and ads galore. But then there's the PTP show, the Seinfeld of personal finance podcasts—it's about nothing, and that's what makes it gold. Sure, they throw in some solid financial info and banter, but what really shines are the hosts. Peter's humor is so suburban-dad, it's practically wearing socks with sandals; Dame's got that high-class redneck vibe... more

    Apple Podcasts
    5
    LuckRunner
    United States2 years ago
  • Nice show

    This is a show I will continue to listen to into the future because of the information discussed and expanded upon throughout. The host, Pete, thinks he is some sort of comedic genius (he isn’t) but his co-hosts are there to keep him somewhat in check. I am growing in my financial acumen by listening to this show so again, I will continue to listen. Even if it’s hate listening.

    Apple Podcasts
    5
    LJB :)
    United States3 years ago
  • Decent show

    Good podcast. Damien Dunn is the ballast of the show. He gives the listener a feeling of trust. He’s laid back and seems to have an analytical approach. Kristen certainly adds a lot to the show. She has a great personality and adds a youthful perspective. Peters tries to add some comedy to the show. I believe that Damien and Kristen can certainly host the show themselves if Pete is out.

    Apple Podcasts
    4
    K2TF
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise the humor-grounded financial guidance and real-life examples.
Some criticisms note format changes or preference for previous guest dynamics more than purely solo host segments.
Many find the hosts' chemistry and chemistry between Pete, Damian, and Kristen a strong draw for consistency and banter.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

When Doing the Right Thing Feels Like Financial Failure
Q: Are we okay to pull back on retirement savings and prioritize paying down the mortgage to refinance?
The hosts caution against pulling back on retirement savings, emphasizing the importance of preserving long-term retirement growth and suggesting strategies like reallocating contributions (e.g., directing more into 457s) rather than eliminating retirement savings altogether, while considering cash flow and potential refinancing options.
3 Money Decisions You’ll Either Regret Forever… or Be Glad You Made
Q: Is buying the parents' house with 20 acres a smart move given the income and current mortgage situation?
The panel generally leans toward yes if affordable, but highlights the need to budget for upkeep (20 acres), potential higher mortgage, and possible lifestyle changes, noting that emotional attachment and future plans must be weighed against long-term costs and liquidity.
3 Money Decisions You’ll Either Regret Forever… or Be Glad You Made
Q: Taylor asks how to handle independence in finances when considering marriage and whether to combine finances.
The hosts emphasize discussing financial goals and transparency, recognizing the desire to maintain some financial independence, and suggest balancing joint goals with a personal spending allowance to preserve autonomy while aligning on shared objectives.
Just moved into our new house. We feel...less excited than we thought we'd be
Q: Is this just part of stepping into a bigger financial commitment? Do most people go through this kind of adjustment?
Yes, it's common to feel uneasy after a bigger purchase, and people often take time to adjust; the math can be clear, but the psychological shift takes longer, so tracking actual spending and planning for the new normal helps reduce anxiety.
She built the wealth...he feels weird about it
Q: Should we continue saving into qualified accounts at our current rates, or shift toward paying off the future house and building a non-qualified portfolio?
The panel leans toward balancing priorities: protect long-term retirement funding while also building liquidity in non-qualified accounts to enable flexibility for a potential early home purchase, depending on their comfort with risk and goals.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Pete the Planner® Show

What is The Pete the Planner® Show about and what kind of topics does it cover?

A practical money podcast that blends humor with actionable personal-finance guidance. Across episodes, the trio tackles real-life financial decisions—from budgeting, retirement planning, and investing to relationship finances, housing, and education costs—often with guests who provide legal, tax, or planning perspectives. The format stays approachable: actionable tips, relatable anecdotes, and a light banter style that keeps complex topics accessible. Noteworthy are data-backed discussions on current economic issues, estate planning elements, and timely sponsor integrations that ground the conversations in real-world planning needs. Professionals seeking clear money moves, family finance insights, or contemporary money psychology may find ... more

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How many listeners does The Pete the Planner® Show get?

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Which podcasts are similar to The Pete the Planner® Show?

These podcasts share a similar audience with The Pete the Planner® Show:

1. The Stacking Benjamins Show
2. Big Picture Retirement®
3. Retirement Answer Man
4. Your Money, Your Wealth
5. The Retirement and IRA Show

How many episodes of The Pete the Planner® Show are there?

The Pete the Planner® Show launched 11 years ago and published 547 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Pete the Planner® Show?

Recent guests on The Pete the Planner® Show include:

1. Brian Pinkins
2. Elisabeth Edwards
3. Peter Dunn
4. Shawn Scott
5. Doug Collins
6. Jimmy Dulin

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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