พอดคาสท์ Pete The Planner® ชั้นนำ (2025)

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Storytime with Pete: The winners and losers in the death of the CFPB 4:30

21h ago4:30

4:30

The Consumer Financial Protection Bureau (CFPB) is officially no more. Is this the long-overdue removal of a bureaucratic overreach, or the beginning of a new era of financial chaos? In today’s episode of Storytime with Pete, we break down what the CFPB’s closure means for banks, businesses, and, most importantly, your wallet. Will fewer regulation…

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Storytime with Pete: The truth about egg prices 4:14

7d ago4:14

4:14

A new series -- Storytime with Pete. Pete the Planner delivers sharp, insightful, and sometimes provocative takes on the financial world and beyond—all in under five minutes. These short-form episodes are high-energy, opinionated, and straight to the point, blending Pete’s signature wit with hard-hitting truths about money, business, and life. Whet…

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Stockpicking 101: More than vibes 1:00:59

8d ago1:00:59

1:00:59

In this episode of The Pete the Planner Show, Pete, Kristen, and Dane dive into a mix of financial wisdom, everyday observations, and entertaining tangents. Pete kicks things off by discussing an unexpected fashion moment inspired by a mannequin outfit. From there, the team transitions into personal finance topics, breaking down money management st…

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Netflix, Chill, and Split the Bill 1:01:21

12d ago1:01:21

1:01:21

Big Changes for The Pete the Planner Show! Plus, Love and Money We’re kicking things off with a major update—The Pete the Planner Show is now part of the IBJ Media Podcast Network! If you're a longtime listener, welcome back. If you’re new, get ready for a personal finance show that’s anything but ordinary. In this episode, Pete, Kristen Ahlenius, …

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Tapping Investments Early: Goldmine or Landmine 1:03:57

15d ago1:03:57

1:03:57

In this episode of The Pete the Planner Show, Pete, Dame, and Kristen tackle a listener’s question about using a taxable brokerage account to supplement income before retirement. A high-earning couple with no debt and significant savings wonders if they should ease off their high-paying IT jobs and start tapping their investments. Pete isn’t buying…

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2025 Spectaxular 57:11

22d ago57:11

57:11

Tax season is upon us, and The Pete the Planner Show is here to guide you through it with The 2025 SpecTAXular! Pete, Dame, and Kristen dive deep into everything you need to know about taxes—what your accountant really wishes you knew, how to avoid common tax season pitfalls, and the ultimate debate: Is it better to owe or get a refund? They also t…

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Ep. 572: When in doubt, use target date funds...according to one of us 50:09

29d ago50:09

50:09

On this week's episode, Kristen, Dame, and Pete debate the utility of target date funds. Disagreement abounds.โดย IBJ Media

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Ep. 571: Why we told an emailer it's time to breakup with his financial advisor 1:03:39

1M ago1:03:39

1:03:39

On this week's episode, Kristen, Dame, and Pete debate whether or not an emailer should breakup with their advisor. We talk fees, communication, and underperformance.โดย IBJ Media

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Ep. 570: 2025 stock pics of the year 59:19

1M ago59:19

59:19

On this week's episode, Kristen, Dame and Pete pick their stocks for 2025. As always, the stock picks are for entertainment purposes only.โดย IBJ Media

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Ep. 569: End of the year extravaganza 53:54

2M ago53:54

53:54

Pete and Kristen wrap the year!โดย IBJ Media

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Ep. 568: Financial influencer advice is somehow getting worse 1:04:32

2M ago1:04:32

1:04:32

On this week's episode, Dame, Kristen, and Pete discuss terrible housing advice which would leave you stressed, broke, and working forever.โดย IBJ Media

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Ep. 567: Finally a substantive episode on Bitcoin 1:04:24

3M ago1:04:24

1:04:24

On this week's episode, the crew is joined by crypto enthusiast Doug Collins to talk about Bitcoin cresting $100k/coinโดย IBJ Media

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Ep. 566: Neglecting your home will cost you 57:38

3M ago57:38

57:38

On this week's episode Dame and Pete talk about how easy it is to get behind on home projects.โดย IBJ Media

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Ep. 565: The conversations to have before you combine finances 1:03:58

3M ago1:03:58

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.โดย IBJ Media

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Ep. 564: How will Trump's re-election impact the markets and the economy at large? 1:14:41

4M ago1:14:41

1:14:41

Don't worry, we don't get into the politics. Numbers only this week.โดย IBJ Media

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Ep. 563: Financial infidelity isn't sustainable 55:09

4M ago55:09

55:09

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.โดย IBJ Media

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Ep. 562: Does everyone actually need a financial planner? 53:18

4M ago53:18

53:18

On this week's episode we discuss whether or not everyone really needs a financial planner.โดย IBJ Media

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Ep. 561: The case for the 15 year mortgage 1:10:33

4M ago1:10:33

1:10:33

On this week's episode, Kristen, Dame, and Pete discuss they whys and why-nots of 15 year mortgages.โดย IBJ Media

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Ep. 560: Should you refinance a car loan? 1:07:26

4M ago1:07:26

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.โดย IBJ Media

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Ep. 559: Arguing with each other for an hour 56:59

5M ago56:59

56:59

On this week's episode, chaos.โดย IBJ Media

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Ep. 558: Pete returns to social media 54:35

5M ago54:35

54:35

On this week's episode, Pete teases his return to the socials.โดย IBJ Media

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Ep. 557: Splitting things 50/50 in a divorce is more complicated than you think 1:00:36

5M ago1:00:36

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.โดย IBJ Media

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Ep. 556: Are youth travel sports worth it? 58:14

6M ago58:14

58:14

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.โดย IBJ Media

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Ep. 555: All balances being equal, should you payoff student loans, credit cards, or car loans first? 1:02:01

6M ago1:02:01

1:02:01

On this week's episode, Kristen and Pete talk about why different types of debt are, well, different.โดย IBJ Media

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Ep. 554: Big inheritance, shocked into retirement? 50:22

6M ago50:22

50:22

On this week's episode we consider whether or not a person should retire based on a surprise inheritance.โดย IBJ Media

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Ep. 553: The new real estate commission changes are WILD 1:06:08

6M ago1:06:08

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.โดย IBJ Media

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Ep. 552: It's likely too soon to refinance 1:06:45

7M ago1:06:45

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.โดย IBJ Media

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Ep. 551: Sure personal finance is personal, but you're not the only stakeholder 1:04:51

7M ago1:04:51

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.โดย IBJ Media

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Ep. 550: Whoever the next President is, will love the falling interest rates 1:02:22

7M ago1:02:22

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.โดย IBJ Media

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Ep. 549: Pushing your housing budget, when you don't have to 1:01:06

7M ago1:01:06

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.โดย IBJ Media

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Ep. 548: Should you intervene in your friend's financial infidelity? 1:03:18

8M ago1:03:18

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.โดย IBJ Media

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Ep. 547: Should an emailer payoff their house with a giant bonus? 47:16

8M ago47:16

47:16

On this week's episode, Dame and Pete discuss whether a 37 year old should payoff his 6.5% mortgage with a giant bonus.โดย IBJ Media

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Ep. 546: More allegations surface against prominent financial advisor 1:05:05

8M ago1:05:05

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…

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Ep. 545: Are zombie mortgages an actual threat? And if they are, should you have already known that? 59:06

9M ago59:06

59:06

In this weeks episode, Kristen, Dame, and Pete explore zombie mortgages. Then they debate who's to blame.โดย IBJ Media

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Ep. 544: Setting up an investment account for a kid is harder than it should be 1:00:58

9M ago1:00:58

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.โดย IBJ Media

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Ep. 543: So what you're saying is the average American doesn't understand the economy 1:00:03

9M ago1:00:03

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.โดย IBJ Media

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Ep. 542: What to do if your financial advisor changes firms 1:01:04

9M ago1:01:04

1:01:04

In this week's episode, Kristen, Pete, and Dame talk about how to handle your financial advisor changing firms.โดย IBJ Media

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Ep 541: Instagram is driving-up the cost of weddings 58:37

10M ago58:37

58:37

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.โดย IBJ Media

1
Ep. 540: Should a new relationship help pay-off old debts? 1:02:12

10M ago1:02:12

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.โดย IBJ Media

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Ep. 539: Why I'm skeptical of a person's $3 million retirement plan 1:04:14

10M ago1:04:14

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.โดย IBJ Media

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Ep. 538: Your primary residence isn't the ultimate investment 1:01:46

10M ago1:01:46

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.โดย IBJ Media

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Ep. 537: Being an executor can't be that hard, can it? 56:34

11M ago56:34

56:34

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.โดย IBJ Media

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Ep. 536: If only we had avoided these stupid mistakes 1:07:04

11M ago1:07:04

1:07:04

In this week's episode, Kristen and Pete recall the mistakes they made early in their financial lives.โดย IBJ Media

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Ep. 535: Did the real estate industry just change forever? 50:22

11M ago50:22

50:22

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.โดย IBJ Media

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Ep. 534: The gender episode 1:05:42

11M ago1:05:42

1:05:42

On this week's episode, Kristen and Pete discuss money and gender.โดย IBJ Media

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Ep. 533: How to recover from a big financial mistake 58:52

12M ago58:52

58:52

In this week's episode, Dame and Pete talk about how to recover from a bad financial mistake.โดย IBJ Media

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Ep. 532: A deep look inside the alleged misdeeds of a prominent financial advisor 55:31

12M ago55:31

55:31

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.โดย IBJ Media

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Ep. 531: Pivoting hard when you think you might lose your job 58:04

1y ago58:04

58:04

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.โดย IBJ Media