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Peter Dunn

Founder and President, Pete the Planner® Financial Wellness

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Travels From: Indiana | Fee Range: Inquire for Details

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Financial stress is a part of your employees’ lives. Unfortunately, financial stress doesn’t stop when your employees’ get to the office in the morning. How can you tell when your employees are struggling? And more importantly, how is it affecting your bottom line? In this keynote you will create a plan to lower your employees’ financial stress, and improve their productivity in the process.

You can change your financial life in just 60 minutes. You will learn why we don’t always throw money at our number one financial priorities and more importantly, you will learn how to change that. You’ll learn why your credit score is less important than you think, and how caring too much about your credit score can ruin your financial life.

It’s time to  practice being retired. And no, that doesn’t mean you get to start eating dinner at 4pm. Retirement, or financial independence as it’s often called, requires practice. But until Mock Retirement®, there hasn’t been a method that allows a person to practice being retired. Mock Retirement® provides the perfect set of exercises that will allow you to retire correctly, mainly because you will practice living on your retirement income. At first thought, retirement doesn’t seem as though it would require practice. For years, financial experts have emphasized the importance of a retirement plan, but no one has told you that you need to practice being retired. Well, you need to practice being retired. During retirement, passive and investment income need to support your current expenses, forever. The forever part is where most people slip up. Although your repeatable income is important in retirement, it’s your lifestyle and spending habits wihch will dictate the viability of your retirement plan. Personal finance expert and radio host, Peter Dunn a.k.a Pete the Planner, will show you how to tackle the “other side” of the ledger and create a retirement that won’t fail. Learn what retirement distribution rates lead to a successful retirement, and learn how consumer debt and assistance to your adult children affect your ability to retire comfortably. You’ll be more prepared for retirement than ever before when you Mock Retirement®.

You have to be a millionaire. The alternative is a dumpster fire of a retirement. If you do not become a millionaire, the lifestyle you are living now will become a figment of your imagination as you work until you die. Increased healthcare costs, disappearing pensions, and the prospect of Social Security reform, make retirement in the 21st century nearly impossible. The Million Dollar Plan calculates the exact day someone is scheduled to become a millionaire based on their current habits, and then fights

like hell to move that day up by at least 10 years. Why 10 years? Because that extra 10 years allows the money to double in size, by the original million-dollar day, turning the original $1 million-dollar day into the $2 million dollar day. The Million Dollar Plan will show you the skills you will need to develop on your way to becoming a millionaire, and as it turns out, those are the exact same skills which will allow you to remain a millionaire. You will learn that resourcefulness leads to more resources.

All you hear is how expensive college is and how parents can’t pay for high tuition. But what if saving college hadn’t nothing to do with a parent’s ability to save, and more to do with how spending culture has changed? From youth travel sports to giant houses, today’s parents are the reasons for student loans, not high-priced institutions.

How can we ensure our children don’t become a financial burden? You should ask yourself this question on a regular basis. We don’t just need to raise independent children for our sake, but their sake too. We want our children to have the financial skills, and more importantly the character, to thrive as individual financial entities.

If you believe the reports, this country has a financial literacy problem. I don’t believe the reports. We have a financial behavior problem. I’m not throwing stones here, because I have behavior problems too. Our behavior and decision-making abilities tend to ignore empirical data, even when the negative outcome is obvious and known. Take for instance, smoking. The United States surgeon general states “there is no safe cigarette” and “(the poisons in cigarettes) damage DNA, which can lead to cancer; damage blood vessels and cause clotting, which can cause heart attacks and strokes; and damage the lungs, which can cause asthma attacks, emphysema, and chronic bronchitis.” Do people still smoke? Of course they do. We’re not dealing with a literacy issue; we’re dealing with a behavior issue (and addiction too).


Peter Dunn a.k.a. Pete the Planner® is an award-winning comedian and an award winning
financial mind. He’s a USA TODAY columnist, the author of ten books, and is
the host of the popular radio show The Pete the Planner Show on the largest talk radio
station in Indiana. Pete has appeared regularly on CNN Headline News, Fox News, Fox
Business, and Good Morning America as well as numerous nationally syndicated radio

From the age of 12 Pete has known he would be in financial services in some capacity.
It all started with a stock market project in 6th grade. He did terrible in the market on the
project, but it didn’t matter. He was hooked on the way money impacted people’s

In 2005 Peter started Pete the Planner® Financial Wellness with the aim of not only
providing employees with resources and educational materials about their personal
finances, but to also help employers foster engaged and productive employees who
aren’t financially stressed. Since its inception, Pete has spoken to hundreds of
thousands of employees all across the country inspiring and motivating them to take
action and change their financial lives. Pete expertly blends comprehensive financial
literacy with a focus on taking action and making big financial changes.

Pete’s role in the media has grown over the last 11 years, from Indy Star columnist and
radio show host to a column in USA Today which is syndicated in over 40 papers and a
popular podcast, The Million Dollar Plan. Pete has been recognized both locally and
nationally for his work as a comedian, writer, and speaker. He lives in Carmel, IN with
his wife and two young children


“Thanks again for all your help. Your entire team there is truly stellar.”

Vice President of Communications; American Property Casualty Insurance Association


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Sue Swan, Co-Founder of The Distinguished Speaker Series of Southern California


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Raylene Wetzel, American Century Investments


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Josh Linkner, Five-Time Tech Entrepreneur, Hyper-Growth CEO, Two-Time NY Times Bestselling Author, Venture Capitalist, and Keynote Speaker


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Sue Swan, Co-Founder of The Distinguished Speaker Series of Southern California


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