Pete the Planner: 3 simple reasons why your father is a millionaire
Before you assume they were secret geniuses, let me tell you what is actually going on.
Peter Dunn
Articles
Pete the Planner: You’ll know your appetite for risk when market falters
Part of what’s thrown off our sense of risk is how resilient the market’s been to bad news.
Pete the Planner: Physical and financial fitness depend on the same principles
To best answer this question, we must draw some parallels with how the body ages.
Pete the Planner: The road to instability is paved with rationalizations
Instability rarely shows up all at once. It sneaks in quietly, wearing the same outfit as “everything’s fine.”
Pete the Planner: Lower rates are great, if you know what you’re doing
For upper-middle and upper-income families, lower rates are more than cheaper monthly payments. They’re levers.
Pete the Planner: Retirement is a skill, not a time to let down your guard
You can step into retirement without being good at personal finance.
Pete the planner: An open letter to the investments I passed on
I didn’t have the risk tolerance, the cash flow, the patience, or maybe just the courage.
Peter Dunn: Your HR department needs to be ready for anything
In the business world, we like to pretend that HR is a utility—something we plug into the wall when we need a solution.
Peter Dunn: Know your real expenses before making retirement plan
Which is exactly why my goal is to have less income in retirement than I require as a working person in the prime of my career (or past my prime—whatever).
Pete the planner: You can learn from others’ failures but consider the context
To no surprise, I’ve spent the last 30-some years attempting to learn from the mistakes of others, so that someone else’s pain could end up being my gain.
Pete the Planner: None of your investments will pay off without investing in health
I’m getting older, and I want to be as mobile and active as possible for as long as possible.
Pete the planner: If you’re spinning your wheels, it’s time for a course correction
It feels like progress. But it might just be financial cardio: lots of motion, very little gain
Pete the planner: Mo money, mo problems: It’s time to redefine ‘success’
But on the journey from dollars to peace, I considered and toiled over several other ideas.
Peter Dunn: We need to rethink retirement as a new challenge
This is why people are tiptoeing into retirement now, instead of busting through the retirement wall like the glee- (and sugar-) filled Kool-Aid Man.
Peter Dunn: Your family’s pro bono CFO deserves back pay in love
That’s the thing about a mother’s love: It’s quiet, consistent and completely irrational in the most beautiful way.
Peter Dunn: Saving an extra $1,000 per month is easier than it seems
I want to challenge you—yes, you—to find a way to cut $1,000 a month from your spending.
Pete the planner: The president should be clear: Success requires sacrifice
Let me be clear: This will not be painless.
Peter Dunn: Don’t get spooked by shuffling money for tax purposes
Do you know what’s not arbitrary? Keeping and growing your money.
Pete the planner: Don’t fret about swooning stocks—the market rewards patience
Whether it was 9/11, the housing market meltdown of 2008 or the COVID market crash (which lasted only 148 days), world events have a way of convincing us that the isolated dynamics of the time will lead to unprecedented market peril.
Pete the planner: Complexity is the measure for needing a tax preparer
If you’ve got investment income, especially anything involving capital gains, tax-loss harvesting or the wild world of cryptocurrency, you might want someone who understands the tax code better than you do.