Peter Dunn | Booking Agent | MN2S

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Peter Dunn

Peter Dunn, known professionally as Pete the Planner, has dedicated over two decades to advancing financial wellness for individuals and organizations. He translates complex financial concepts into accessible advice, reaching audiences through various media platforms and educational programs.

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Past Works

Your Money Line

Your Money Line was founded by Peter Dunn and provides AI-powered software and expert coaching to employees for financial wellness.

BRAND PARTNERSHIPS

Pete the Planner® Official Site

The official platform for Peter Dunn's financial wellness resources, including podcasts, books, and expert advice for personal and workplace money mastery.

BRAND PARTNERSHIPS

Wellable Labs

Wellable Labs interviewed Peter Dunn to discuss digital finance trends and the future of financial wellness benefits.

BRAND PARTNERSHIPS

Indiana University's MoneySmarts

IU's MoneySmarts partnered with Pete the Planner to help students make smart financial decisions.

BRAND PARTNERSHIPS

WISH-TV (CBS)

Peter Dunn made regular appearances on WISH-TV with 'Pete's Money Tips' and later had the '60 Days to Change' financial curriculum adapted into a weekly news series that followed families through his program. This series was then picked up for distribution by multiple CBS affiliates.

BRAND PARTNERSHIPS

NewsTalk 1430 (WXNT Indianapolis)

Peter Dunn hosted the radio program 'Skills Your Dad Never Taught You with Pete the Planner' and has been a guest host of 'Abdul in the Morning'.

BRAND PARTNERSHIPS

Fox Business Network

Peter Dunn appears regularly on Fox Business Network as a speaker on financial topics.

BRAND PARTNERSHIPS

Fox News

Peter Dunn appears regularly on Fox News, including 'Studio B with Shepard Smith', and for his insights on economic trends related to Generation Y from his Green Candy initiative.

BRAND PARTNERSHIPS

MediaPost

Peter Dunn was a regular contributing columnist to MediaPost, writing for the 'Engage: Gen Y' column between 2009 and 2010.

BRAND PARTNERSHIPS

Inside INdiana Business

Dunn contributes regularly to Inside INdiana Business and has been a guest on 'Inside INdiana Business with Gerry Dick'.

BRAND PARTNERSHIPS

Indianapolis Business Journal (IBJ)

Peter Dunn is a columnist for the Indianapolis Business Journal, regularly publishing articles on personal finance, retirement planning, and economic insights.

BRAND PARTNERSHIPS
2000

Graduated from Hanover College

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By 2000

Obtained Series 7 stockbroker's license

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2000

Started at MetLife Securities

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2002

Founded Advanced Planning Solutions Inc.

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2004

Nickname "Pete the Planner" coined

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2006

Published "What Your Dad Never Taught You About Budgeting"

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2008

Launched "Skills Your Dad Never Taught You with Pete the Planner" radio program

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2008

Created Green Candy financial assessment site

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2009

Co-created "60 Days to Change" financial curriculum

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2009

Published "60 Days to Change: A Daily How-To Guide with Actionable Tips for Improving Your Financial Life"

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2011

Coined the phrase "the earliest money is the best money"

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2021

Launched "Hey Money" financial service

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About

Peter Dunn was born in Indianapolis, Indiana, and demonstrated an early interest in finance. By the time he graduated from Hanover College in 2000, he had obtained his Series 7 stockbroker’s license. Straight out of college at the age of 20, Dunn began his career in the financial services industry, starting at MetLife Securities. Two years later, in 2002, he transitioned from MetLife to Allstate Financial Services and concurrently founded Advanced Planning Solutions Inc. His initial work focused on educating individuals on essential money management skills, including budgeting, cash flow management, and debt reduction, foundational elements for effective financial planning.

Dunn received the moniker “Pete the Planner” in 2004, which subsequently became his public persona. In 2006, he authored his first book, “What Your Dad Never Taught You About Budgeting.” This publication led to regular appearances on WISH-TV (CBS) as “Pete’s Money Tips.” In May 2008, Dunn launched his radio program, “Skills Your Dad Never Taught You with Pete the Planner,” which aired on 1430 AM WXNT Indianapolis and was also made available as a weekly podcast on iTunes. His expertise also extended to national radio, where he was a regular guest on “Your Time with Kim Iverson.” In 2008, he created Green Candy, a financial assessment site specifically for Generation Y, aimed at guiding younger generations to avoid common financial pitfalls. This initiative further amplified his media presence on channels like Fox News and Fox Business Network.

Throughout his career, Dunn has been a prolific author and speaker. In February 2009, in collaboration with Raquel Richardson, he developed the “60 Days to Change” financial curriculum, which was adapted into a weekly news series by WISH-TV (CBS). The program followed three families through the curriculum and was later distributed to multiple CBS affiliates. Inspired by its success, Dunn published the book “60 Days to Change: A Daily How-To Guide with Actionable Tips for Improving Your Financial Life” in November 2009. He coined the phrase “the earliest money is the best money” in 2011, emphasizing the significance of compounding interest. In 2021, Dunn launched “Hey Money,” a subscription-based financial advice service, continuing his commitment to making financial guidance accessible.

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Expertise

Themes & Genres

Formats

  • Live performance
  • Brand ambassador / endorsement
  • Media & campaign appearances

News

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