On this episode of Off the Record, host Nate Feltman sits down with Peter Dunn, better known as Pete the Planner, one of America’s most trusted voices on personal finance. Dunn shares how a sixth-grade stock market contest launched his career, how he blends comedy and financial coaching to help people build better habits, and why the psychology of money matters more than math. He opens up about building Your Money Line, a fast-growing financial technology company using AI to deliver personalized advice to more than 800,000 people, and how leading a startup taught him hard-earned lessons about leadership, responsibility and giving back. A former columnist for USA Today and author of 10 books, Dunn discusses his national media presence, his roots in Indianapolis, and why financial wellness is critical in today’s workplace.