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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
Investment Strategies
Taxes
Youth Travel Sports
Housing Affordability
Credit Scores
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

PublishesWeeklyEpisodes547Founded11 years ago
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Artwork for The Pete the Planner® Show

Latest Episodes

This week, we tackle one of the biggest financial dilemmas facing homeowners today: what do you do when your life outgrows your house, but your mortgage rate is too good to give up?

A listener and her husband are raising two kids, both working from ... more

The government wants to give newborns a $1,000 investment account. Depending on who you ask, it's either a bold step toward building generational wealth or a cleverly branded headline with limited real-world impact.

This week, we're breaking down th... more

Everyone has financial goals.

Pay off your mortgage.Retire early.Get an 850 credit score.Pay cash for everything.

But what if some of the most celebrated financial goals in America are actually overrated?

This week, Pete, Dame, and Kristen debate ... more

Everybody wants to become a millionaire. Almost nobody wants to hear the actual math required to do it.

This week, we break down the old-fashioned path to building a million dollars depending on when you start. What does it actually take if you begi... more

Key Facts

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Recent Guests

Elisabeth Edwards
Founding attorney at Wanser Edwards
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Peter Dunn
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Episode: Ep. 567: Finally a substantive episode on Bitcoin
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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.

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Talking Points

Recent interactions between the hosts and their guests.

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.
The Curious Case of Having More Money Than Time
Q: Can they take their foot off the gas a little bit?
The hosts discuss the value of convenience spending and how it can enhance life by freeing up time and reducing stress, encouraging the emailer to consider investing in assistance for home cleaning and other tasks to avoid burnout.

Audience Metrics

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

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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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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. Afford Anything | Make Smart Money Choices
3. Your Money, Your Wealth
4. Retirement Answer Man
5. Earn & Invest

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. Elisabeth Edwards
2. Peter Dunn
3. Shawn Scott
4. Doug Collins
5. 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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