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Peter Dunn


Personal Finance Expert, Owner

a.k.a "Pete the Planner" 


Your Employees & Retirement Planning

Who Can (or Can't) They Reach Out To For Help?


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The podcast series where employers find candid, in-depth interviews with industry experts, new best practices and valuable perspectives on current events. 

Guest Bio

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 and the author of ten books, six of which were featured in a nationwide launch at Barnes & Nobles stores in January of 2015. He is the host of the popular radio show The Pete the Planner Show on 93 WIBC FM and is a columnist for the Indy Star. Pete has appeared regularly on CNN Headline News, Fox News, Fox Business as well as numerous nationally syndicated radio programs. In 2012, Cision named Pete the fourth most influential financial broadcaster in the nation. 

Excited to welcome back Peter Dunn, a.k.a. Pete the Planner to the podcast! Our conversation was definitely one of the more entertaining ones that I have had on the podcast in recent memory.  This episode was inspired by a few recent discussions I had with workplace retirement plan sponsors who were wondering why their employees couldn't just go talk to their broker, advisor or wealth manager to get help planning for their retirement.  Why did they as the employer have to get in the middle of it.

Recap, highlights, and my thoughts

Without stealing too much of Pete's thunder, the real issue comes down the issue of access to the financial services market, much of which is determined by how much money someone has.  Great stuff with some concrete takeaways to bring with you to your next retirement plan committee meeting!

Thanks for listening! 

Sincerely Your Host, 

Rick Unser


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