Pete the Planner: Financial sobriety: Try to nix a reflexive expense
When an expense becomes normal, it disappears from scrutiny.
Peter Dunn
Articles
Pete the planner: The answer to ‘Why me?’ is ‘Because you chose it’
Welcome to the dad talk you didn’t ask for.
Pete the Planner: AI is great at math but lacks emotional intelligence
AI is spectacular at a few things that most people are, frankly, terrible at.
Pete the Planner: The problem isn’t lifestyle creep—it’s income dependence
We tend to think financial independence is about earning more. It’s not. It’s about what you refuse to inflate.
Pete the Planner: Beware the allure of flashy, urgent ‘opportunities’
Real opportunity has a sneaky way of disguising itself.
Pete the Planner: Your money woes are either linked to mechanics or behavior
So as we approach that arbitrary time of year in which change seems more possible than normal, set yourself up for success by limiting your new moves.
Pete the Planner: Look at all you get when you begin eliminating expenses
People are tired. People are oversubscribed, over-scheduled, over-notified, over-upgraded, overdoing and somehow underwhelmed.
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.
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.