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).
Peter Dunn
Articles
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.
Pete the Planner: Why do high egg prices leave consumers feeling so steamed?
It’s about the bigger question: Are we actually seeing progress, or are we in a new normal?
Peter Dunn: Can two hearts beat as one when managing finances?
The problem isn’t the difference in approach—it’s whether you can discuss and navigate these differences without causing financial (or emotional) ruin.
Peter Dunn: You and your adviser need to be on same page
And you should stop viewing advisers as disposable.
Peter Dunn: How to best prepare for natural disasters
Whereas I’m not anticipating a life of dodging wildfires here in the Midwest, it’s not too far-fetched to imagine other disasters impacting my ability to live the life I’ve dreamed of living.
Pete the Planner: Make a list of tasks to guide your financial decisions
If you’re going to take the time to set goals for this year, just make sure the goals matter.
Pete the Planner: A case study: how much you’ll need for retirement
There are three distinct reasons you specifically should aim for at least a $400,000 nest egg.
Peter Dunn: Should you sell your current home or rent it out?
Whether it was one of the major mechanicals going out, a frozen pipe, or simply a renter getting behind on rent, my brain could no longer handle the drama.
Pete the Planner: It’s time for you to take care of business
The truth is, we all have elements of our life where we either excel or struggle to stay as disciplined as we like.