『The Pete the Planner® Show』のカバーアート

The Pete the Planner® Show

The Pete the Planner® Show

著者： IBJ Media
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 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.868329 個人ファイナンス 出世 就職活動 政治・政府 経済学
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  • DIY Financial Planning: Can You Really Do It All Yourself?

    DIY Financial Planning: Can You Really Do It All Yourself?
    2025/07/25
    This week on The Pete the Planner Show, we tackle a question from a listener couple in their 30s who’ve nailed the basics—no debt (besides the mortgage), a healthy emergency fund, steady retirement savings, and even monthly money check-ins that end in high fives, not fights. So… do they really need a financial planner? We dive into when DIY is good enough—and when a second set of (professional) eyes might help you uncover what you don’t know you don’t know. Whether you love spreadsheets or break into a cold sweat at the word “fiduciary,” this episode will help you figure out if it’s time to level up your planning—or if you’re already crushing it on your own. You’ll learn: The tipping point between DIY and delegation What a financial planner can (and can’t) do for you How to avoid blind spots even when you're doing everything "right" It's a practical, honest conversation for anyone who's ever wondered: Do I need help, or am I just fine?
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    1 時間 11 分
  • Let’s Talk About the Thing No One Wants to Talk About -- Funerals

    Let’s Talk About the Thing No One Wants to Talk About -- Funerals
    2025/07/18
    This week’s episode begins with a heartfelt listener question that cuts to the core of a topic we all tend to avoid—death, and the financial planning that surrounds it. Pete, Kristen, and Damian explore whether prepaying for funeral arrangements is a sound financial decision—or an expensive emotional shortcut. With compassion and clarity, the team breaks down the pros (like locking in today’s prices and reducing stress on loved ones), cons (think: lack of flexibility and risk of mismanaged funds), and alternatives (including payable-on-death accounts and funeral trusts). We also explore Medicaid planning implications and what to watch for if you're in a state like Indiana with specific caps. Then in Segment 2, it’s Estate Planning 101—without the intimidating legalese. What documents matter most? Why is this an act of love, not just a legal to-do list? The trio walks through wills, powers of attorney, healthcare directives, and the often-overlooked step of updating beneficiaries. Finally, we wrap with the emotional labor of planning ahead. Why is it so hard to talk about money and mortality with family? How do you start the conversation without freaking everyone out? We offer gentle scripts, relatable stories, and encouragement to be the planner your future self—and your family—will thank. You’ll laugh, you’ll cry, and—if we do our job—you’ll make at least one meaningful step toward peace of mind.
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    1 時間 11 分
  • You down with OBBB?

    You down with OBBB?
    2025/07/11
    Congress just dropped the “One Big Beautiful Bill” (yes, that’s really what they’re calling it), and it could reshape everything from your paycheck to your student loans. In this fast-moving episode, Pete, Kristen, and Damian unpack what OBBB actually is—and more importantly, how it affects you. Segment 1 sets the stage: from expiring 2017 tax cuts to new SALT caps, we simplify the headlines and help you emotionally prepare for what’s coming at tax time. Segment 2 dives into the biggest student loan shake-up in a generation: new repayment plans, forgiveness tweaks, and tighter borrowing limits that could change how families approach college altogether. And in Segment 3, we highlight the under-the-radar changes: boosted child tax credits, deductions for tipped workers, Social Security tax relief, and new Medicaid work rules you need to know. Whether you’re a student, a parent, a retiree, or just trying to keep up—this episode is your guide to navigating the chaos with clarity (and a few laughs along the way). Call to Action: What’s the one part of your financial life you hope this bill improves—or doesn’t mess up? Let us know!
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    1 時間 6 分

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