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.
…
continue reading
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 ...
…
continue reading
1
Ep. 567: Finally a substantive episode on Bitcoin
1:04:24
1:04:24
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:04:24
On this week's episode, the crew is joined by crypto enthusiast Doug Collins to talk about Bitcoin cresting $100k/coinتوسط Pete the Planner
…
continue reading
On this week's episode Dame and Pete talk about how easy it is to get behind on home projects.توسط Pete the Planner
…
continue reading
1
Ep. 565: The conversations to have before you combine finances
1:03:58
1:03:58
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:03:58
On this week's episode, Kristen, Dame, and Pete talk about what you should discuss with your partner before you combine finances.توسط Pete the Planner
…
continue reading
1
Ep. 564: How will Trump's re-election impact the markets and the economy at large?
1:14:41
1:14:41
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:14:41
Don't worry, we don't get into the politics. Numbers only this week.توسط Pete the Planner
…
continue reading
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.توسط Pete the Planner
…
continue reading
On this week's episode we discuss whether or not everyone really needs a financial planner.توسط Pete the Planner
…
continue reading
1
Ep. 561: The case for the 15 year mortgage
1:10:33
1:10:33
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:10:33
On this week's episode, Kristen, Dame, and Pete discuss they whys and why-nots of 15 year mortgages.توسط Pete the Planner
…
continue reading
1
Ep. 560: Should you refinance a car loan?
1:07:26
1:07:26
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:07:26
On this week's episode, Kristen, Dame, and Pete discuss the falling interest rates should influence you to refinance your car loans.توسط Pete the Planner
…
continue reading
On this week's episode, chaos.توسط Pete the Planner
…
continue reading
On this week's episode, Pete teases his return to the socials.توسط Pete the Planner
…
continue reading
1
Ep. 557: Splitting things 50/50 in a divorce is more complicated than you think
1:00:36
1:00:36
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:00:36
On this week's episode, Dame and Pete discuss an email from divorcee who may not have gotten the best divorce settlement.توسط Pete the Planner
…
continue reading
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.توسط Pete the Planner
…
continue reading
1
Ep. 555: All balances being equal, should you payoff student loans, credit cards, or car loans first?
1:02:01
1:02:01
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:02:01
On this week's episode, Kristen and Pete talk about why different types of debt are, well, different.توسط Pete the Planner
…
continue reading
On this week's episode we consider whether or not a person should retire based on a surprise inheritance.توسط Pete the Planner
…
continue reading
1
Ep. 553: The new real estate commission changes are WILD
1:06:08
1:06:08
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:06:08
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.توسط Pete the Planner
…
continue reading
1
Ep. 552: It's likely too soon to refinance
1:06:45
1:06:45
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:06:45
On this week's episode, Kristen, Dame, and Pete discuss historic mortgage rates and whether or not it's too soon to refinance.توسط Pete the Planner
…
continue reading
1
Ep. 551: Sure personal finance is personal, but you're not the only stakeholder
1:04:51
1:04:51
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:04:51
On this week's episode Kristen and Pete explore the various stakeholders in your personal finances, including the furry four-legged ones.توسط Pete the Planner
…
continue reading
1
Ep. 550: Whoever the next President is, will love the falling interest rates
1:02:22
1:02:22
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:02:22
On this week's episode, Kristen, Dame, and Pete talk politics. Well, no exactly. We talk economics, and the ramifications for the next president.توسط Pete the Planner
…
continue reading
1
Ep. 549: Pushing your housing budget, when you don't have to
1:01:06
1:01:06
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:01:06
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.توسط Pete the Planner
…
continue reading
1
Ep. 548: Should you intervene in your friend's financial infidelity?
1:03:18
1:03:18
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:03:18
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.توسط Pete the Planner
…
continue reading
On this week's episode, Dame and Pete discuss whether a 37 year old should payoff his 6.5% mortgage with a giant bonus.توسط Pete the Planner
…
continue reading
1
Ep. 546: More allegations surface against prominent financial advisor
1:05:05
1:05:05
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:05:05
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…
…
continue reading
1
Ep. 545: Are zombie mortgages an actual threat? And if they are, should you have already known that?
59:06
In this weeks episode, Kristen, Dame, and Pete explore zombie mortgages. Then they debate who's to blame.توسط Pete the Planner
…
continue reading
1
Ep. 544: Setting up an investment account for a kid is harder than it should be
1:00:58
1:00:58
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:00:58
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.توسط Pete the Planner
…
continue reading
1
Ep. 543: So what you're saying is the average American doesn't understand the economy
1:00:03
1:00:03
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:00:03
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.توسط Pete the Planner
…
continue reading
1
Ep. 542: What to do if your financial advisor changes firms
1:01:04
1:01:04
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:01:04
In this week's episode, Kristen, Pete, and Dame talk about how to handle your financial advisor changing firms.توسط Pete the Planner
…
continue reading
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.توسط Pete the Planner
…
continue reading
1
Ep. 540: Should a new relationship help pay-off old debts?
1:02:12
1:02:12
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:02:12
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.توسط Pete the Planner
…
continue reading
1
Ep. 539: Why I'm skeptical of a person's $3 million retirement plan
1:04:14
1:04:14
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:04:14
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.توسط Pete the Planner
…
continue reading
1
Ep. 538: Your primary residence isn't the ultimate investment
1:01:46
1:01:46
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:01:46
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.توسط Pete the Planner
…
continue reading
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.توسط Pete the Planner
…
continue reading
1
Ep. 536: If only we had avoided these stupid mistakes
1:07:04
1:07:04
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:07:04
In this week's episode, Kristen and Pete recall the mistakes they made early in their financial lives.توسط Pete the Planner
…
continue reading
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.توسط Pete the Planner
…
continue reading
1
Ep. 534: The gender episode
1:05:42
1:05:42
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:05:42
On this week's episode, Kristen and Pete discuss money and gender.توسط Pete the Planner
…
continue reading
In this week's episode, Dame and Pete talk about how to recover from a bad financial mistake.توسط Pete the Planner
…
continue reading
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.توسط Pete the Planner
…
continue reading
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.توسط Pete the Planner
…
continue reading
In this week's episode, Kristen, Dame, and Pete debate what financial advice is overrated and what financial advice is underrated.توسط Pete the Planner
…
continue reading
In this week's episode, Dame, Kristen, and Pete talk about having better money conversations with your significant other.توسط Pete the Planner
…
continue reading
1
Ep. 528: What is the best amount for a starter emergency fund
1:02:33
1:02:33
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:02:33
In this week's episode, Kristen, Dame, and Pete debate the best amount of money to set aside as a starter emergency fund.توسط Pete the Planner
…
continue reading
1
Ep. 527: Why don't people research their financial advisor's past?
1:04:55
1:04:55
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:04:55
In this week's episode, Kristen, Dame, and Pete express their frustrations with the lack of due diligence surrounding hiring a financial advisor.توسط Pete the Planner
…
continue reading
1
Ep. 526: The first day of retirement
1:07:06
1:07:06
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:07:06
On this week's episode, Dame, Kristen, and Pete talk about their visions for their first day of retirement.توسط Pete the Planner
…
continue reading
1
Ep. 525: The ins and out of 2024
1:07:08
1:07:08
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:07:08
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.توسط Pete the Planner
…
continue reading
1
Ep. 524: Stock prediction awards spectacular
1:01:50
1:01:50
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:01:50
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.توسط Pete the Planner
…
continue reading
1
Ep. 523: 2023 PTP Show Wrapped
1:07:26
1:07:26
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:07:26
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)!توسط Pete the Planner
…
continue reading
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.توسط Pete the Planner
…
continue reading
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.توسط Pete the Planner
…
continue reading
1
Ep. 520: There are questions you should be asking questions about your money, and you currently aren't asking these questions.
1:00:06
1:00:06
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:00:06
In this week's episode, Dame and Pete chat through the various questions you should be asking about your money, but aren't.توسط Pete the Planner
…
continue reading
In this week's episode, Stacy, Dame, and Pete discuss high retirement plan fees.توسط Pete the Planner
…
continue reading
1
Ep. 518: Paying off your partner's debt
1:02:22
1:02:22
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:02:22
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.توسط Pete the Planner
…
continue reading