Podcast terbaik Pete The Planner (2025)

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Storytime with Pete: The bittersweet tax refund 4:23

6h ago4:23

4:23

In this episode of Storytime with Pete, we unpack the financial mirage that is the tax refund. Sure, it feels like free money—but it's really your own cash making a dramatic return after spending a year with the IRS. Pete breaks down why getting a big refund isn’t a win, how it exposes flawed money management, and what you can do to turn that refun…

1
Trapped at the Bottom: The Science Behind Staying Broke 1:07:13

4d ago1:07:13

1:07:13

Economic mobility—the ability to move up the financial ladder—has long been a hallmark of the American Dream. But recent research suggests that for many, mobility is increasingly out of reach. In this episode, we’ll examine the determinants of economic mobility, explore why some individuals and families stay stagnant, and discuss realistic strategi…

1
Storytime with Pete: The Recession Obsession 6:10

7d ago6:10

6:10

Are we on the brink of a recession, or is this just another round of economic fear-mongering? In this episode of Storytime with Pete, we break down the recession debate, why everything feels expensive even if the economy is supposedly fine, and whether tariffs could push us over the edge. Plus, practical steps to recession-proof your finances—witho…

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Panic is Expensive -- Calm Down 1:10:25

11d ago1:10:25

1:10:25

Market downturns bring out the worst in investors—panic selling, emotional decisions, and a desperate need to ‘do something.’ But that’s exactly when a good financial advisor proves their worth. In this episode, we pull back the curtain on what advisors really do during turbulent times. From keeping clients from self-sabotage to executing tactical …

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Storytime with Pete: Youth travel sports 5:35

14d ago5:35

5:35

In this episode of Storytime with Pete, we dive into the financial and emotional whirlwind of youth travel sports. What started as something I once mocked has now become my weekend reality—two-star hotels, overpriced tournament fees, and the ever-present pressure to “invest” in my kid’s future. But is it worth it? Can a reasonable person justify th…

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Credit Scores: The Silent Score Controlling Your Life 1:03:19

18d ago1:03:19

1:03:19

Your credit report might be controlling more of your life than you think. From loans and insurance rates to job opportunities and even renting an apartment, this silent score holds serious power. But is the system fair, or is it working against you? In this episode, Pete dives into the history, controversies, and hidden pitfalls of credit reports—p…

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Storytime with Pete: The good and the bad of tariffs 5:38

21d ago5:38

5:38

Exploring the good and the bad of tariffs. And yes, there's good.Oleh IBJ Media

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Why it feels impossible to get ahead 1:04:27

25d ago1:04:27

1:04:27

Today, Pete, Kristen, and Dame take a deep dive into the best and worst economic periods in American history. Was the post-WWII boom really the golden age of prosperity, or is that just nostalgia talking? How does today’s economy stack up against past crises like the Great Depression, stagflation, and the Great Recession? We break down real numbers…

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

28d 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

1M 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

1M 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…

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

1M 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

1M 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

2M 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

2M ago50:09

50:09

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

2M 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.Oleh IBJ Media

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

2M 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.Oleh IBJ Media

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

3M ago53:54

53:54

Pete and Kristen wrap the year!Oleh IBJ Media

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

3M 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.Oleh IBJ Media

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

4M 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/coinOleh IBJ Media

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

4M ago57:38

57:38

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

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

4M 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.Oleh 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.Oleh IBJ Media

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

5M 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.Oleh IBJ Media

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

5M ago53:18

53:18

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

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

5M 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.Oleh IBJ Media

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

5M 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.Oleh IBJ Media

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

6M ago56:59

56:59

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

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

6M ago54:35

54:35

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

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

6M 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.Oleh IBJ Media

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

7M 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.Oleh 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

7M ago1:02:01

1:02:01

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

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

7M ago50:22

50:22

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

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

7M 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.Oleh 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.Oleh IBJ Media

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

8M 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.Oleh IBJ Media

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

8M 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.Oleh IBJ Media

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

8M 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.Oleh 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.Oleh IBJ Media

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

9M 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.Oleh IBJ Media

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

9M 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…

1
Ep. 545: Are zombie mortgages an actual threat? And if they are, should you have already known that? 59:06

10M ago59:06

59:06

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

10M 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.Oleh 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

10M 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.Oleh IBJ Media

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

10M 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.Oleh IBJ Media

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

11M 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.Oleh IBJ Media

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

11M 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.Oleh IBJ Media

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

11M 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.Oleh IBJ Media

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

11M 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.Oleh 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.Oleh IBJ Media

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