Pete the Planner for OneAmerica Retirement Services

OneAmerica
  • 4.2 (13)
  • INVESTING
Pete the Planner for OneAmerica Retirement Services

In the One Day is Today® program from OneAmerica Retirement Services, Peter Dunn a.k.a. Pete the Planner®, brings a friendly, approachable voice not only to retirement preparation, but a wide array of financial wellness topics. Through a series of podcasts, Pete's creative and humorous approach to buying a house, paying off debt and working with a financial professional makes these topics seem less intimidating. The views and opinions expressed in this material are solely those of Pete the Planner and do not necessarily reflect the views and opinions of the companies of OneAmerica. The information is provided for educational purposes only. Pete the Planner and Green Candy are not affiliates of any OneAmerica company.

Episodes

  1. 04/01/2016

    Roth vs. Traditional IRA

    Pete the Planner and Terry Burns, AVP of Products and Investments, discuss the differences between Roth and Traditional IRAs.

    12 min

  2. 03/11/2016

    Auto increase and auto enrollment

    Pete the Planner and Angela Trefethen, Vice President Client Management Services, help explain auto increases and auto enrollment.

    11 min

  3. 03/09/2016

    Rollovers

    Day Haynes, Senior Asset Retention Consultant, discusses rollover options with Peter Dunn, aka Pete the Planner.

    10 min

  4. 03/09/2016

    Educating yourself about the market

    Peter Dunn, aka Pete the Planner, and Terry Burns, AVP, Products and Investments discuss why  it is important to educate yourself on the market.

    14 min

  5. 03/09/2016

    Portfolio Construction

    Pete the Planner discusses what a portfolio is and what to consider when building your portfolio with Terry Burns, AVP, Products and Investments.

    13 min

  6. 03/03/2016

    Options at Retirement

    Pete the Planner and Day Haynes from OneAmerica talk about options for your retirement plan monies when you reach retirement.

    12 min

  7. 03/03/2016

    Loans and hardship withdrawals

    Pete the Planner discusses the impact loans and hardship withdrawals may have on retirement preparation with Angela Trefethen, VP at OneAmerica.

    11 min

  8. 03/03/2016

    Understanding the Match

    Pete the Planner sits down with Brad Coomer from OneAmerica to talk about matching contributions.

    10 min

  9. 02/16/2015

    Mock Retirement

    Pete the Planner discusses the importance of practicing living on your retirement income before retiring or Mock Retirement.

    9 min

  10. 02/16/2015

    Target date funds

    Pete the Planner explains what target date funds are with help from Terry Burns, Assistant Vice President of Product and Investments.

    14 min

  11. 02/16/2015

    Retirement plan fees

    In this episode, Pete the Planner and Terry Burns, Assistant Vice President of Product and Investments, talk about common retirement plan fees.

    14 min
  • 11 Episodes

Ratings & Reviews

4.2
out of 5
13 Ratings

About

In the One Day is Today® program from OneAmerica Retirement Services, Peter Dunn a.k.a. Pete the Planner®, brings a friendly, approachable voice not only to retirement preparation, but a wide array of financial wellness topics. Through a series of podcasts, Pete's creative and humorous approach to buying a house, paying off debt and working with a financial professional makes these topics seem less intimidating. The views and opinions expressed in this material are solely those of Pete the Planner and do not necessarily reflect the views and opinions of the companies of OneAmerica. The information is provided for educational purposes only. Pete the Planner and Green Candy are not affiliates of any OneAmerica company.

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