Best Pete The Planner® Podcasts (2024)

Our subject today is a little touchy, but it requires some discussion due to the effect in can have on your financial future and the quality of your relationships with family members. This episode is all about inheritance, including the best and worst ways you can deal with a life-altering influx of money and/or property. The bottom line is that th…

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

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3d ago32:03

32:03

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:62 High Level Transitioning beyond the Frontline 56:50

8d ago56:50

56:50

Send us a Text Message. Donna goes solo and engages in a conversation with Dave Peterson, a retired One-Star General and the current Executive Vice President of the San Antonio Chamber of Commerce. Discover the nuances of high-level transition, the value of networking, and the myriad ways the Chamber can be a catalyst for business growth and commun…

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

9d ago1:05:05

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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

10d ago37:44

37:44

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

10d 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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Sushi eatery owner expanding in Mass Ave area with new restaurant, refreshed Metro 52:09

18d ago52:09

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Earlier this month, the owner of the Mass Ave sushi eatery Forty Five Degrees celebrated the restaurant’s 16th anniversary. Bill Pritt was told he was crazy in 2008 for trying to create a restaurant at the six-lane intersection of Massachusetts Avenue, College Avenue and St. Clair Street. A smart real estate move during the recession gave him owner…

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EP:61 Danny Brooks Intersection of Mortality and Legacy 44:55

22d ago44:55

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Send us a Text Message. In this episode Donna taps into a topic we often shy away from: the intersection of mortality and legacy. She welcomes Danny Brooks, a second-generation funeral director whose mission goes beyond the somber trappings of death to celebrate life in its final farewell. Danny, hailing from Brooks Funeral Home in San Antonio, bri…

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

23d ago59:06

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

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

1M ago1:00:58

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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.By Pete the Planner

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Dissecting the ‘Caitlin Clark effect’ and how it can boost the future of the WNBA, Fever and Indy 49:48

1M ago49:48

49:48

Usually when we’re talking about economic impact in Indianapolis we’re referring to a multimillion-dollar real estate project or a one-off sports or convention event like GenCon or the Super Bowl. But much of the talk in the last few months has been about a living, breathing basketball star from Iowa who in a very short period of time has changed t…

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EP:60 Louie Guzman - Building Your Legacy 59:58

1M ago59:58

59:58

Send us a Text Message. Jay Johnson is flying solo in this episode to bring you a conversation with the remarkable Louie Guzmann, a 22-year Air Force Veteran, a beacon of hope in the nonprofit sector. As a former Community Investment Partner at the Kronkosky Charitable Foundation, and now Director of Sponsorships and Development for San Antonio Spo…

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

1M 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.By Pete the Planner

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Downtown soccer battle update—stadium design, burial sites, Simon family land 41:08

1M ago41:08

41:08

Three weeks ago, we released an episode of the IBJ Podcast explaining the sudden, multilayered and high-pitched battle over building a soccer stadium in downtown Indianapolis. Since then, the drama has taken several turns with fresh revelations about what’s underneath the ground set aside for the stadium complex that developer Keystone Group wants …

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

1M 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.By Pete the Planner

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Her goal was to finish high school. Now she's launching a college at Butler for underserved students. 50:07

2M ago50:07

50:07

Carolyn Gentle-Genitty grew up in Belize, the eldest of five children whose parents operated a food cart and canteen. She applied to a private all-girls high school and, upon being accepted, worked with her parents to negotiate the terms that would allow them to afford it. She paid for her associate’s degree through work study, earned a full schola…

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EP:59 Pete Warner - Advocating for Veterans Rights 1:02:13

2M ago1:02:13

1:02:13

Send us a Text Message. Special guest Pete Werner, a retired Air Force Lieutenant Colonel and current Council President for the Military Officers Association of America (MOAA) in Tennessee, joins Donna and Jay in this episode as they explore the pivotal role MOAA plays in advocating for veterans' rights on Capitol Hill. Pete shares stirring stories…

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

2M ago58:37

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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.By Pete the Planner

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Black Circle Brewing owner on planting flag on 46th Street, getting an MBA and the pressure to keep creating 49:05

2M ago49:05

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Our guest this week is Jesse Rice, who took a circuitous route to becoming one of Indianapolis’ most unpredictable arts, entertainment and community entrepreneurs. He grew up in a blue-collar family in a small town, and then went to Purdue University with hopes of going to med school. He flipped his focus to finance and ended up working at Enterpri…

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

2M 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.By Pete the Planner

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Explaining the Indy Eleven stadium, MLS soccer bid drama 51:47

2M ago51:47

51:47

Less than two weeks ago, everything that we had assumed about the future of pro soccer in Indianapolis and the creation of a publicly owned downtown stadium for the Indy Eleven soccer team received a swift kick between the stitches. With head-spinning speed on April 25, the owner of the Indy Eleven accused the city of backing out of negotiations to…

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EP:58 Arlene Patterson - Choosing Your Destination 47:52

2M ago47:52

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Send us a Text Message. In this episode, Donna flies solo with special guest Arlene Patterson, a veteran of the NYPD and a seasoned traveler who has transitioned from the frontlines to exploring the world's serene destinations. Arlene shares her insights on ideal travel spots that cater to the unique needs of Veterans and First Responders, favoring…

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

2M 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.By Pete the Planner

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New AES prez on goals, growing up in Indy and system upgrades that led to billing mess 45:45

2M ago45:45

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Our guest this week is Brandi Davis-Handy, who in February was named president of AES Indiana. That’s the electricity utility for Marion County and portions of the greater Indianapolis area, serving more than 500,000 residential, commercial and industrial customers. Davis-Handy was promoted from her position as chief customer officer, and prior to …

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

2M 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.By Pete the Planner

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Pete the Planner on what your career earnings should tell you about retirement savings 34:28

2M ago34:28

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This is the 300th episode of the IBJ Podcast, which debuted on June 3, 2018. In what has become a tradition for the podcast's anniversaries, host Mason King checks in with Pete Dunn, aka Pete the Planner, to get his latest take on personal finance and some of the knottier issues that arise when managing your money. In this episode, Pete explores fo…

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EP:57 Darrin Bowser and the World of Whiskey Distilling 1:02:11

3M ago1:02:11

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Send us a Text Message. Embark on a journey beyond the military with Donna and Jay as they dip into the world of whiskey distilling with Army Logistics Colonel Darren Bowser. In this episode of Beyond the Frontline, Darren shares his extraordinary transition from a 37-year military career to mastering the art of whiskey making. Discover how he leve…

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

3M 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.By Pete the Planner

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John Stehr, news anchor turned Zionsville mayor, on tackling one of the town’s most contentious issues 51:55

3M ago51:55

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If you’ve lived in central Indiana for more than a few years, you’re probably at least familiar with John Stehr, a lead news anchor for WTHR-TV Channel 13 for 23 years before retiring in 2018. He since has gone from reporting the news to becoming the news. At the age of 65, he is now the mayor of Zionsville, the fast-growing town just northwest of …

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Meet the minds behind the man-eating, soul-singing plant in IRT's 'Little Shop' 33:13

3M ago33:13

33:13

When Benjamin Hanna assembled the schedule for his first season as artistic director of the Indiana Repertory Theatre, he placed “Little Shop of Horrors” as the closing production for the 2023-24 season. The IRT, founded in 1972, had not previously staged “Little Shop of Horrors”—which debuted in New York in 1982 and was adapted for a 1986 film. Pe…

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EP:56 Bruce Thompson - Building a Board of Directors 1:33:08

3M ago1:33:08

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Send us a Text Message. Thinking about being on a Board of Directors? Trying to find the best people to be on your board? Check in with Donna and Jay on today's episode as they talk with Bruce Thompson, a Marine Corps Veteran, and advisor to many nonprofits. Learn about what you should be looking for in a board member, understand the roles and resp…

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

3M ago1:07:04

1:07:04

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

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Chick McGee of ‘Bob & Tom’ on happiness, regrets, mortality and (of course) Tom 46:05

3M ago46:05

46:05

Chick McGee has been a fixture on Indianapolis radio for 38 years as a cast member of “The Bob & Tom Show,” the morning show which originates from WFBQ-FM and is heard on close to 100 radio stations across the country. That’s 38 consecutive years, even if you count the six months in 1995 when he moved to San Diego to host another show and then resi…

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

3M 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.By Pete the Planner

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Pete The Planner® Podcasts

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