Talkin' Shop

Talkin’ Shop: Peter Dunn and Year-End To-Do’s

You can’t be interested in personal finance in Indianapolis, or in the U.S. for that matter, and not know Peter Dunn; you just may know him by a different name–Pete The Planner.  A former financial advisor turned financial educator, Pete has become a friend over the last year and has been someone I’ve looked up to for years for the way he has been able to share his message through different forms of media–books, a blog, videos, a podcast and more.

We got together for lunch today to talk shop, reflect on 2018, and share with each other our plans for 2019. I convinced him to pay a visit to RLS Wealth Management headquarters to record an episode of Talkin’ Shop; I thought a quick conversation about year-end planning and his 2019 plans would a perfect debut for Pete on Talkin’ Shop (hoping for more appearances in 2019). Pay special attention to what he is most excited for in 2019–his Your Money Line is an exciting endeavor and I’m so happy he’s having so much success with it and not just because I want to see my friends do well, but because it means thousands of consumers are getting their financial questions answered. It’s a big deal!

If you’re an advisor and will be passing through the Indianapolis area, hit me up on Twitter and I’d love to have you swing by for another episode of Talkin’ Shop!

Pete The

Your Money Line

Twitter: @PeteThePlanner

Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.