Best Pete The Planner® Podcasts (2024)

I'm thrilled to have with us a guest whose work has profoundly shaped the way we think about time, productivity, and living a meaningful life. Oliver Burkeman is a renowned British journalist, author, and former columnist for The Guardian, best known for his groundbreaking book 4,000 Weeks, Time Management for Mortals. I loved this book and am hono…

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The difference between satisfied & engaged employees, why you should care about a performance management strategy, MAGIC, and how all of this matters to your profitability with Dr. David Mason, Ph.D. 1:05:58

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1h ago1:05:58

1:05:58

Welcome to this episode of 20/20 Money! My guest on today’s show is David Mason, Ph.D. David joins me on the show to talk about a seemingly abstract but important distinction that you should consider when thinking about your team: do you have satisfied team members or engaged team members? Our conversation spills over into multiple different topics…

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Why is Indiana’s population growth in danger of cratering while the Indy area adds 405K people? 35:36

3h ago35:36

35:36

Indiana University demographers released projections last week that show the state's population growth cratering until it hits near-zero growth by the 2050s. In fact, more than two-thirds of Indiana’s 92 counties will see losses in population over the next 30 years, according to the estimates from the Indiana Business Research Center at the Indiana…

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

4d ago1:06:08

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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.By Pete the Planner

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Revisiting the customer experience journey in a post-COVID economy with Dennis Moseley Williams 57:58

1d ago57:58

57:58

Welcome to this episode of 20/20 Money! My guest on today’s show is Dennis Moseley Williams. Dennis joins me to revisit the importance of the customer experience on the success of your practice. He shares the five phases of the patient experience and how to think differently about the way you engage your patients in your practice. I really love hav…

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Fever emcee’s story of getting the gig is the ultimate in moxie, initiative 52:06

9d ago52:06

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You easily could argue that the biggest business newsmaker of the year so far in Indianapolis is the Indiana Fever. It started with drafting Caitlin Clark in April, leading to an explosion of interest in women’s professional basketball with sold-out stadiums and best-ever TV ratings for the spor—and now the news that the Fever will host the 2025 WN…

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How To Prepare Your Business To Be Sold (with Steve Conwell) 53:47

6h ago53:47

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Steve Conwell, Founder/CEO of Final Ascent, joined me this week for a conversation all about optimizing your business’s exit strategy. Steve actually went through a business sale himself years ago and realized that their strategy wasn’t the best and, had he known what he does now, the sale would’ve gone so much smoother. So, Steve founded Final Asc…

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

15d ago1:06:45

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On this week's episode, Kristen, Dame, and Pete discuss historic mortgage rates and whether or not it's too soon to refinance.By Pete the Planner

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189: Embrace Ageing with the Retirement Rebel 26:55

5h ago26:55

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Approaching retirement and frustrated with her job, Siobhan Daniels made a big decision: to start living life on her own terms. Rather than feeling broken, voiceless and hiding from life’s challenges, she took early retirement, swapped her possessions for a motorhome, and drove off to find them. Since that day five years ago, Siobhan has published …

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IT'S (A)LIVE!! IT'S (A)LIVE!! The 20/20 Money Membership™ is LIVE!! (plus, thinking through the math of buying into a practice) 46:19

1d ago46:19

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Today's episode is a bit special because I'm FINALLY able to announce that the 20/20 Money Membership is live! The beginning of the show is a walk-through of the membership, the offering, who it's for, and why I created it. One IMPORTANT item that I didn't share in the episode: join the Membership by September 30th using promo code FOUNDER and get …

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JW Marriott’s manager on surviving pandemic, saving March Madness and facing new competition 54:48

1d ago54:48

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One easily could argue that the most significant real estate development in central Indiana from the last 15 years was the JW Marriott Indianapolis, which opened in February 2011. With more than 1,000 rooms over 34 glass-encased floors, it instantly became the tallest and largest hotel in central Indiana. It also played an outsized role in the city…

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

23d ago1:04:51

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On this week's episode Kristen and Pete explore the various stakeholders in your personal finances, including the furry four-legged ones.By Pete the Planner

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Why embracing myopia control makes sense for both your business and your patients with Dr. Justin Kwan, OD, FAAO 1:02:35

8d ago1:02:35

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Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Justin Kwon, OD. Justin joins me on the show to talk all things myopia control. Justin’s passion for this topic is very evident and I found our conversation very informative. While there’s the obvious clinical angle that is a deeper and separate discussion than what we had here…

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Simons building hospitality ecosystem by fieldhouse with plans to add luxury hotel, concert venue 32:22

12d ago32:22

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The footprint of the Indiana Pacers on the southeast side of downtown Indianapolis would roughly correspond with a size 6,329 athletic shoe. Gainbridge Fieldhouse actually is owned by the Marion County’s Capital Improvement Board, which owns most of downtown’s major sports and convention facilities. But there’s no doubt that its primary occupants a…

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The Challenges Of Global Manufacturing (with James Sellers) 54:15

13d ago54:15

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James Sellers returns to the show to briefly discuss what’s been going on with his business Sellmark before we dive into the main topic of this week’s episode: the challenges of global manufacturing. James shares why he has to constantly follow geopolitical news and how recent wars have impacted his business, and also shares his perspective on the …

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

30d ago1:02:22

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On this week's episode, Kristen, Dame, and Pete talk politics. Well, no exactly. We talk economics, and the ramifications for the next president.By Pete the Planner

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What associate ODs REALLY value in their role in a private practice, alignment of expectations between owner and associate ODs, and how to ask good interview questions with Dr. Chris Lopez, OD 1:03:02

18d ago1:03:02

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Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Chris Lopez. Chris joined me back on the show to talk about all things related to the associate OD/owner OD relationships. As the career consultant at ODs on Finance, Chris has a unique perspective and gives us insight on the conversations he has been having with both associate…

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Hotly anticipated eatery Borage debuted in June. So how’s it going? 34:54

1M ago34:54

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The debut of the Speedway eatery Borage in June was one of the hottest local restaurant launches in recent memory, covered by most of the major media outlets in the Indianapolis market—including IBJ. Its co-creators—Josh Kline and Zoe Taylor—had won considerable acclaim as chefs for nationally lauded Milktooth in Fletcher Place. The concept for Bor…

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

1M ago1:01:06

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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.By Pete the Planner

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Lessons learned when natural disasters shut down your practice with Pete Kehoe, OD 52:28

1M ago52:28

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Welcome to this episode of 20/20 Money! My guest on today’s show is Pete Kehoe, OD. Pete joins me back on the show to discuss all the hard lessons he and his team have recently learned while they navigated their practice being shut down due to a massive ice storm that destroyed a large portion of the building's roof. Pete shares more about the head…

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Pete the Planner on the impact of interest rate cuts 33:46

1M ago33:46

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The Federal Reserve has indicated interest rate cuts are coming after policy makers spent the past two years using higher rates to try to tamp down inflation. IBJ personal finance columnist Peter Dunn, known to many readers as Pete the Planner, talks in this week's podcast about how reduced rates will stoke the economy as businesses and consumers s…

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Negotiating Business Sales - The Right Way (with Pete Benenati) 56:39

1M ago56:39

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Pete Benenati, founder of Benenati Law, brings over 30 years of experience to the current business transaction market. Pete represents both buyers and sellers and has learned over the years the best ways to make sure the deal works out smoothly for their clients, including a huge focus on tax planning throughout the entire process. Pete and I discu…

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

1M ago1:03:18

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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.By Pete the Planner

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Thoughts and opinions on the state & future of private practice optometry from the president of a $110 million optometry organization: a conversation with John Marvin, President of Texas State Optical 1:04:02

29d ago1:04:02

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Welcome to this episode of 20/20 Money! My guest on today’s show is John Marvin President of Texas State Optical. As one of the country’s oldest optometry business models, TSO has seen many different headwinds and tailwinds that have impacted optometry. As President of TSO over the past 20 years, John has seen TSO grow into one of the top 10 retail…

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Indy to host rare Catholic gathering bringing tens of thousands of visitors 36:28

1M ago36:28

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More than 50,000 Catholics from across the United States are set to arrive in Indianapolis this week for the church’s first national gathering in more than 80 years, marking one of the most significant religious events the city has ever hosted. The National Eucharistic Congress, scheduled for Wednesday through Sunday at the Indiana Convention Cente…

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Biggest regrets we hear from 50yo ODs with Tim Merrigan from Acquios Advisors 49:00

1M ago49:00

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Welcome to this episode of 20/20 Money! My guest on today’s show is Tim Merrigan with Acquios Advisors. In the 16 years or so that I’ve been an advisor, I’ve noticed that there’s something “motivating” about turning 50: people start thinking about their lives differently and thus they start re-evaluating the way they’ve been investing and spending …

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Artistic director banks on broad vision for fledgling Black theater company 39:00

2M ago39:00

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Our guest this week is Ben Rose, a longtime creative force in the Indianapolis arts community who recently was named the inaugural artistic director of the fledgling Indianapolis Black Theatre Co. If you want to think about it as a startup, the theater has a long runway thanks to a campaign that raised $1.5 million dollars. Part of Rose’s job as ar…

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Taking Over The Family Business (with Eric Wessinger) 50:06

2M ago50:06

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Eric Wessinger successfully managed a family business transition at Richards Supply over the course of around 10 years. His journey with the company began as a summer job, involving various roles while growing up, before he pursued a different career path for about a decade. Returning to Richards Supply with newfound perspective and experience, Eri…

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

2M ago47:16

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

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A commercial real estate update and the importance of the real estate when selling a practice with Mike Jorgenson of Carr Healthcare Realty 57:35

1M ago57:35

57:35

Welcome to this episode of 20/20 Money! My guest on today’s show is Mike Jorgenson with Carr Healthcare Realty. Mike joins me back on the show to give us an update on what he and his team around the country are seeing in the commercial real estate market. We also dive into some of the considerations, mistakes, and blind spots that both buyers and s…

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The inside story of WWE’s blockbuster deal for three events in Indy 32:03

2M ago32:03

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WWE and the Indiana Sports Corp. announced a first-of-its-kind agreement last week that will bring three of pro wrestling's top events to Lucas Oil Stadium over the next eight years. The deal means Indianapolis will host "Royal Rumble" on Feb. 1, 2025, and then “WrestleMania" and “SummerSlam” in the years after. This week on the podcast, we’re givi…

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

2M 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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188: Annuities Unpacked - Securing Your Retirement in Today’s Economy 37:44

2M ago37:44

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Today, we're diving into the perplexing topic of why more people don’t buy annuities to provide a guaranteed income in retirement, and who better to have this conversation with than Billy Burrows. Billy is a highly regarded financial adviser with over 30 years’ experience and founder of the Retirement Planning Project which aims to make it easier f…

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An optometry marketing conversation with Eugene Shatsman: the importance of the Google "snack pack" for your practice, why online scheduling is table stakes, why linking to your Google Biz Profile is a ... 1:02:42

2M ago1:02:42

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Welcome to this episode of 20/20 Money! My guest on today’s show is Eugene Shatsman, Managing Partner of National Strategic Group and new host of The Power Hour Podcast. In this wide-reaching marketing conversation, Eugene shares a variety of “low hanging marketing fruit” mistakes and misconceptions that practice owners nationwide have about how ma…

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Why does the hospital count in Hamilton County keep growing while other counties lose care? 24:23

2M ago24:23

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Over the last four decades, residents of Hamilton County have amassed a wealth of options for hospital care. The county is already home to 11 acute-care and specialty hospitals with a total of nearly 800 beds—while many Indiana counties have no hospitals, or a single facility with less than 50 beds. Some consumer advocates say the hospital systems …

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Easy and conspicuous ways to avoid tax mistakes and penalties, how proactive conversations can smooth out your annual tax payment plan, and the intersection of tax and estate planning with Amber Morgan ... 57:12

2M ago57:12

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Welcome to this episode of 20/20 Money! My guest on today’s show is Amber Morgan, CPA with Mohr CPAs. In the wake of tax season, Amber and I run through some of the easy and conspicuous action items that you can take proactively over the year that not only will have a positive impact on your overall tax planning, but also make for a happy and produ…

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