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.
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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.
DIY Financial Planning: Can You Really Do It All Yourself?
The Pete the Planner® Show
1 hour 13 minutes
3 months ago
DIY Financial Planning: Can You Really Do It All Yourself?
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?
The Pete the Planner® Show
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.
