IBJ Podcast: Pete the Planner on death, divorce and other edgy questions in personal finance

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The first episode of the IBJ Podcast was posted on June 4, 2018. This week, we present the 250th episode.

As listeners know, the podcast’s only regular guest outside of IBJ’s editorial staff has been Pete Dunn, aka Pete the Planner. He first was featured on March 11, 2019, after becoming one of IBJ’s regular columnists for personal finance. Over about 20 podcast episodes, he and host Mason King have discussed investments, insurance, budgeting, retirement, buying a car, saving for college, giving to charities, quitting your job, and how to prepare for the next financial calamity.

After nearly every interview with Dunn, King has had the nagging suspicion that at least one important question—perhaps a bit too touchy, or even mercenary—goes unasked.  This week, he asks those questions.

The kid gloves are off, and Dunn has agreed to discuss some of the sensitive topics in personal finance. How can you help your spouse or elderly parents when they can’t manage their own finances? Who in a marriage should have the final say on big purchases? How should one prepare for the financial implications of divorce? How much should you ask about your pending inheritance? And, of course: How do you know when it’s time to change financial advisers?

Click here to find the IBJ Podcast each Monday. You can also subscribe at iTunesGoogle PlayTune In, Spotify and anyplace you find podcasts.

You can also listen to these recent episodes:

IBJ Podcast: Joel Kirk on how Indy became a musical incubator for Broadway

IBJ Podcast: ‘I didn’t know how to be someone who was blind’

IBJ Podcast: Sweetwater’s Surack on selling stake in billion-dollar firm, backing Indy heliport

IBJ Podcast: Indiana’s Jiffy Lube guru on art, entrepreneurism, police relations and March Madness laundry

IBJ Podcast: How Homefield sprints to make apparel for Cinderellas of March Madness

Looking for another podcast to try? Check out IBJ’s The Freedom Forum with Angela B. Freeman, a monthly discussion about diversity and inclusion in central Indiana’s business community.

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