Los mejores podcasts de Pete The Planner (2024)

1
Ep. 556: Are youth travel sports worth it? 58:14

4d ago58:14

58:14

On this week's episode, Kristen, Dame, and Pete discuss the outlandish costs of youth travel sports. Kristen goes back in time to adopt Pete's perspective from 10 years ago.Por Pete the Planner

1
Pete the Planner on the best places to stash your cash 38:10

6d ago38:10

38:10

On Sept. 18, we will learn whether or not the Federal Reserve will lower its federal funds interest rate for the first time in four years. It could be one of the biggest financial events of the year, leading to lower interest rates for lending and quite possibly a big bump in spending in the U.S. economy. In this episode of the podcast, our concern…

1
Communicating Effectively In Sales Conversations (with Tiffany Koettel) 54:57

3d ago54:57

54:57

This week, we dive into the sales world with special guest Tiffany Koettel. Tiffany is the president of Growth Mindset Sales and has 25 years of sales and sales leadership experience. We discuss the right and wrong ways to approach sales as a newcomer, the importance of having the right mindset, and why it’s so important to treat others as they’d l…

1
Process Alignment 10:30

5d ago10:30

10:30

Text Pete Episode Summary: In this episode of the Business Owner Breakthrough, Pete Mohr dives into the critical role that processes play in your business. As the central element of the five P’s (Promise, Product, Process, People, and Profit), having effective processes can transform how your business operates, freeing you up as the owner and ensur…

1
191: The Three Domains of Freedom - A Deep Dive with George Kinder 41:00

5d ago41:00

41:00

George Kinder is a friend, mentor and widely recognised as the Father of the Financial Life Planning movement. For over 30 years, George has trained thousands of financial advisers from 30 countries in life planning, which enables them to help deliver freedom into their clients’ lives. George has published seven books, and central to most is this c…

1
Why focusing on “profit” in your optometry practice might not be the most effective owner metric to measure (and which ones you SHOULD focus on) with Nathan Hayes of Books & Benchmarks 59:52

5d ago59:52

59:52

Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes from Books & Benchmarks. Nathan joins me back on the show to talk all things business financials and how owners should be thinking about actual profit in a business—and where to look in your business financials to learn how much money the practice has actually provided…

1
Product Alignment 8:58

12d ago8:58

8:58

Text Pete In this episode of the Business Owner Breakthrough, Pete Mohr delves into the critical task of ensuring your products and services align with your business promise. Building on last week’s discussion about refining your business Promise, this episode explores the importance of regularly assessing your offerings to ensure they continue to …

1
Always Start With Your Promise 7:59

12d ago7:59

7:59

Text Pete Episode Summary: In this episode of the Business Owner Breakthrough, we dive into the critical role of clarity in your business promise. Pete Mohr discusses why understanding and refining your promise to clients is essential for aligning every aspect of your business—from decision-making to customer experience. By the end of this episode,…

1
A New Season, and a New Book 3:33

12d ago3:33

3:33

Text Pete Episode Description: Welcome to Season 5 of the Business Owner Breakthrough! In this exciting first episode, Pete Mohr introduces his latest book, The Business Owner Breakthrough, and revisits the cornerstone of his business philosophy—the Five P's: Promise, Product, Process, People, and Profit. If you're feeling overwhelmed and stuck in …

1
'Swiftianapolis,' 10 more can't-miss arts events, and what they all say about Indy 41:51

12d ago41:51

41:51

We are in the era of peak entertainment. Through our phones, computers and televisions, we have access to nearly every movie, album, TV show, book and video game ever created. You'd think many of us would decide it isn’t necessary to leave our homes. In the Indianapolis area, that apparently is not the case. IBJ just published its 2024-25 arts and …

1
How to lead Millennials, the importance of asking good questions, and building relationships with your team: a conversation with Chris Tuff 57:15

12d ago57:15

57:15

Welcome to this episode of 20/20 Money! My guest on today’s show is Chris Tuff. Chris is the author of the book The Millennial Whisperer and in this conversation we talk about all things related to leading a team. As one might expect, a lot of the conversation that we had is applicable to leading all team members—not just Millennials. We talk about…

1
Ep. 555: All balances being equal, should you payoff student loans, credit cards, or car loans first? 1:02:01

12d ago1:02:01

1:02:01

On this week's episode, Kristen and Pete talk about why different types of debt are, well, different.Por Pete the Planner

1
The Difference Between Management and Leadership (with Lisa Harrington) 44:34

17d ago44:34

44:34

Lisa Harrington, Founder/CEO of Abiding Strategy and former guest of the show, joins me again this week to talk about what it means to be a leader, and how that’s different from just managing a business. We discussed the transition from being an entrepreneur with no or few employees to leading an entire team, how to learn when to delegate, and the …

1
Ep. 554: Big inheritance, shocked into retirement? 50:22

18d ago50:22

50:22

On this week's episode we consider whether or not a person should retire based on a surprise inheritance.Por Pete the Planner

1
190: A Retirement Well Spent - Lessons from 4,000 Weeks with Oliver Burkeman 36:07

19d ago36:07

36:07

I'm thrilled to have with us a guest whose work has profoundly shaped the way we think about time, productivity, and living a meaningful life. Oliver Burkeman is a renowned British journalist, author, and former columnist for The Guardian, best known for his groundbreaking book 4,000 Weeks, Time Management for Mortals. I loved this book and am hono…

1
The difference between satisfied & engaged employees, why you should care about a performance management strategy, MAGIC, and how all of this matters to your profitability with Dr. David Mason, Ph.D. 1:05:58

19d ago1:05:58

1:05:58

Welcome to this episode of 20/20 Money! My guest on today’s show is David Mason, Ph.D. David joins me on the show to talk about a seemingly abstract but important distinction that you should consider when thinking about your team: do you have satisfied team members or engaged team members? Our conversation spills over into multiple different topics…

1
Why is Indiana’s population growth in danger of cratering while the Indy area adds 405K people? 35:36

20d ago35:36

35:36

Indiana University demographers released projections last week that show the state's population growth cratering until it hits near-zero growth by the 2050s. In fact, more than two-thirds of Indiana’s 92 counties will see losses in population over the next 30 years, according to the estimates from the Indiana Business Research Center at the Indiana…

1
Ep. 553: The new real estate commission changes are WILD 1:06:08

25d ago1:06:08

1:06:08

On this week's episode, Dame, Kristen, and Pete are joined by real estate wizard Jimmy Dulin. We knew there were major real estate contract changes, we had no idea how big the changes are.Por Pete the Planner

1
Revisiting the customer experience journey in a post-COVID economy with Dennis Moseley Williams 57:58

26d ago57:58

57:58

Welcome to this episode of 20/20 Money! My guest on today’s show is Dennis Moseley Williams. Dennis joins me to revisit the importance of the customer experience on the success of your practice. He shares the five phases of the patient experience and how to think differently about the way you engage your patients in your practice. I really love hav…

1
Fever emcee’s story of getting the gig is the ultimate in moxie, initiative 52:06

27d ago52:06

52:06

You easily could argue that the biggest business newsmaker of the year so far in Indianapolis is the Indiana Fever. It started with drafting Caitlin Clark in April, leading to an explosion of interest in women’s professional basketball with sold-out stadiums and best-ever TV ratings for the spor—and now the news that the Fever will host the 2025 WN…

1
How To Prepare Your Business To Be Sold (with Steve Conwell) 53:47

1M ago53:47

53:47

Steve Conwell, Founder/CEO of Final Ascent, joined me this week for a conversation all about optimizing your business’s exit strategy. Steve actually went through a business sale himself years ago and realized that their strategy wasn’t the best and, had he known what he does now, the sale would’ve gone so much smoother. So, Steve founded Final Asc…

1
Ep. 552: It's likely too soon to refinance 1:06:45

1M ago1:06:45

1:06:45

On this week's episode, Kristen, Dame, and Pete discuss historic mortgage rates and whether or not it's too soon to refinance.Por Pete the Planner

1
189: Embrace Ageing with the Retirement Rebel 26:55

1M ago26:55

26:55

Approaching retirement and frustrated with her job, Siobhan Daniels made a big decision: to start living life on her own terms. Rather than feeling broken, voiceless and hiding from life’s challenges, she took early retirement, swapped her possessions for a motorhome, and drove off to find them. Since that day five years ago, Siobhan has published …

1
IT'S (A)LIVE!! IT'S (A)LIVE!! The 20/20 Money Membership™ is LIVE!! (plus, thinking through the math of buying into a practice) 46:19

1M ago46:19

46:19

Today's episode is a bit special because I'm FINALLY able to announce that the 20/20 Money Membership is live! The beginning of the show is a walk-through of the membership, the offering, who it's for, and why I created it. One IMPORTANT item that I didn't share in the episode: join the Membership by September 30th using promo code FOUNDER and get …

1
JW Marriott’s manager on surviving pandemic, saving March Madness and facing new competition 54:48

1M ago54:48

54:48

One easily could argue that the most significant real estate development in central Indiana from the last 15 years was the JW Marriott Indianapolis, which opened in February 2011. With more than 1,000 rooms over 34 glass-encased floors, it instantly became the tallest and largest hotel in central Indiana. It also played an outsized role in the city…

1
Ep. 551: Sure personal finance is personal, but you're not the only stakeholder 1:04:51

1M ago1:04:51

1:04:51

On this week's episode Kristen and Pete explore the various stakeholders in your personal finances, including the furry four-legged ones.Por Pete the Planner

1
Why embracing myopia control makes sense for both your business and your patients with Dr. Justin Kwan, OD, FAAO 1:02:35

1M ago1:02:35

1:02:35

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Justin Kwon, OD. Justin joins me on the show to talk all things myopia control. Justin’s passion for this topic is very evident and I found our conversation very informative. While there’s the obvious clinical angle that is a deeper and separate discussion than what we had here…

1
Simons building hospitality ecosystem by fieldhouse with plans to add luxury hotel, concert venue 32:22

1M ago32:22

32:22

The footprint of the Indiana Pacers on the southeast side of downtown Indianapolis would roughly correspond with a size 6,329 athletic shoe. Gainbridge Fieldhouse actually is owned by the Marion County’s Capital Improvement Board, which owns most of downtown’s major sports and convention facilities. But there’s no doubt that its primary occupants a…

1
The Challenges Of Global Manufacturing (with James Sellers) 54:15

1M ago54:15

54:15

James Sellers returns to the show to briefly discuss what’s been going on with his business Sellmark before we dive into the main topic of this week’s episode: the challenges of global manufacturing. James shares why he has to constantly follow geopolitical news and how recent wars have impacted his business, and also shares his perspective on the …

1
Ep. 550: Whoever the next President is, will love the falling interest rates 1:02:22

2M ago1:02:22

1:02:22

On this week's episode, Kristen, Dame, and Pete talk politics. Well, no exactly. We talk economics, and the ramifications for the next president.Por Pete the Planner

1
What associate ODs REALLY value in their role in a private practice, alignment of expectations between owner and associate ODs, and how to ask good interview questions with Dr. Chris Lopez, OD 1:03:02

2M ago1:03:02

1:03:02

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Chris Lopez. Chris joined me back on the show to talk about all things related to the associate OD/owner OD relationships. As the career consultant at ODs on Finance, Chris has a unique perspective and gives us insight on the conversations he has been having with both associate…

1
Hotly anticipated eatery Borage debuted in June. So how’s it going? 34:54

2M ago34:54

34:54

The debut of the Speedway eatery Borage in June was one of the hottest local restaurant launches in recent memory, covered by most of the major media outlets in the Indianapolis market—including IBJ. Its co-creators—Josh Kline and Zoe Taylor—had won considerable acclaim as chefs for nationally lauded Milktooth in Fletcher Place. The concept for Bor…

1
Ep. 549: Pushing your housing budget, when you don't have to 1:01:06

2M ago1:01:06

1:01:06

On this week's episode, Kristen, Dame, and Pete discuss whether it makes any sense at all to make a dynamic housing decision, when housing has previously been a position of strength in a money life. Also, Pete glitches-out.Por Pete the Planner

1
Lessons learned when natural disasters shut down your practice with Pete Kehoe, OD 52:28

2M ago52:28

52:28

Welcome to this episode of 20/20 Money! My guest on today’s show is Pete Kehoe, OD. Pete joins me back on the show to discuss all the hard lessons he and his team have recently learned while they navigated their practice being shut down due to a massive ice storm that destroyed a large portion of the building's roof. Pete shares more about the head…

1
Pete the Planner on the impact of interest rate cuts 33:46

2M ago33:46

33:46

The Federal Reserve has indicated interest rate cuts are coming after policy makers spent the past two years using higher rates to try to tamp down inflation. IBJ personal finance columnist Peter Dunn, known to many readers as Pete the Planner, talks in this week's podcast about how reduced rates will stoke the economy as businesses and consumers s…

1
Negotiating Business Sales - The Right Way (with Pete Benenati) 56:39

2M ago56:39

56:39

Pete Benenati, founder of Benenati Law, brings over 30 years of experience to the current business transaction market. Pete represents both buyers and sellers and has learned over the years the best ways to make sure the deal works out smoothly for their clients, including a huge focus on tax planning throughout the entire process. Pete and I discu…

1
Ep. 548: Should you intervene in your friend's financial infidelity? 1:03:18

2M ago1:03:18

1:03:18

On this week's episode, Kristen, Pete, and Dame discuss whether or not an emailer should say something about a friend hiding purchases. It has all the elements of a great story, including money, fast food gift cards, and well, that's it.Por Pete the Planner

1
Thoughts and opinions on the state & future of private practice optometry from the president of a $110 million optometry organization: a conversation with John Marvin, President of Texas State Optical 1:04:02

2M ago1:04:02

1:04:02

Welcome to this episode of 20/20 Money! My guest on today’s show is John Marvin President of Texas State Optical. As one of the country’s oldest optometry business models, TSO has seen many different headwinds and tailwinds that have impacted optometry. As President of TSO over the past 20 years, John has seen TSO grow into one of the top 10 retail…

1
Indy to host rare Catholic gathering bringing tens of thousands of visitors 36:28

2M ago36:28

36:28

More than 50,000 Catholics from across the United States are set to arrive in Indianapolis this week for the church’s first national gathering in more than 80 years, marking one of the most significant religious events the city has ever hosted. The National Eucharistic Congress, scheduled for Wednesday through Sunday at the Indiana Convention Cente…

Podcasts que vale la pena escuchar

Podcasts de Pete The Planner

Podcasts que vale la pena escuchar

Guia de referencia rapida