By OneAmerica Pete the Planner for OneAmerica Retirement Service
Pete the Planner for OneAmerica Retirement Service
Podcast

Pete the Planner for OneAmerica Retirement Service

By OneAmerica
25
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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.

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.

25
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Roth vs. Traditional IRA

Episode in Pete the Planner for OneAmerica Retirement Service
Pete the Planner and Terry Burns, AVP of Products and Investments, discuss the differences between Roth and Traditional IRAs.
Business and industry 10 years
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0
0
11:55

Auto increase and auto enrollment

Episode in Pete the Planner for OneAmerica Retirement Service
Pete the Planner and Angela Trefethen, Vice President Client Management Services, help explain auto increases and auto enrollment.
Business and industry 10 years
0
0
0
11:15

Rollovers

Episode in Pete the Planner for OneAmerica Retirement Service
Day Haynes, Senior Asset Retention Consultant, discusses rollover options with Peter Dunn, aka Pete the Planner.
Business and industry 10 years
0
0
1
10:24

Educating yourself about the market

Episode in Pete the Planner for OneAmerica Retirement Service
Peter Dunn, aka Pete the Planner, and Terry Burns, AVP, Products and Investments discuss why  it is important to educate yourself on the market.
Business and industry 10 years
0
0
0
13:37

Loaded funds versus non-loaded funds

Episode in Pete the Planner for OneAmerica Retirement Service
Terry Burns, AVP, Investments and Products, talks with Peter Dunn, aka Pete the Planner, about loaded funds versus non-loaded funds.
Business and industry 10 years
0
0
0
09:04

Portfolio Construction

Episode in Pete the Planner for OneAmerica Retirement Service
Pete the Planner discusses what a portfolio is and what to consider when building your portfolio with Terry Burns, AVP, Products and Investments.
Business and industry 10 years
0
0
0
13:08

Options at Retirement

Episode in Pete the Planner for OneAmerica Retirement Service
Pete the Planner and Day Haynes from OneAmerica talk about options for your retirement plan monies when you reach retirement.
Business and industry 10 years
0
0
0
11:50

Loans and hardship withdrawals

Episode in Pete the Planner for OneAmerica Retirement Service
Pete the Planner discusses the impact loans and hardship withdrawals may have on retirement preparation with Angela Trefethen, VP at OneAmerica.
Business and industry 10 years
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0
0
10:31

Understanding the Match

Episode in Pete the Planner for OneAmerica Retirement Service
Pete the Planner sits down with Brad Coomer from OneAmerica to talk about matching contributions.
Business and industry 10 years
0
0
0
10:03

Time Horizon and Diversification

Episode in Pete the Planner for OneAmerica Retirement Service
In this episode Pete highlights how diversification and time horizon impact financial decisions.
Business and industry 11 years
0
0
0
07:58

College savings

Episode in Pete the Planner for OneAmerica Retirement Service
College savings
Business and industry 11 years
0
0
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09:45

Getting out of debt

Episode in Pete the Planner for OneAmerica Retirement Service
In this episode Pete focuses on how consumer debt obligates you to the past.
Business and industry 11 years
0
0
0
08:20

Buying a house

Episode in Pete the Planner for OneAmerica Retirement Service
In this episode Pete discusses housing affordability and the home buying process.
Business and industry 11 years
0
0
0
09:42

Net Worth

Episode in Pete the Planner for OneAmerica Retirement Service
In this episode Pete highlights the importance of net worth when measuring financial health.
Business and industry 11 years
0
0
0
09:36

Stages for retirement preparation

Episode in Pete the Planner for OneAmerica Retirement Service
In this episode Pete discusses the stages of retirement preparation.
Business and industry 11 years
0
0
0
08:49

What to do with an old retirement account

Episode in Pete the Planner for OneAmerica Retirement Service
In this episode Pete reviews the options for what to do with an old retirement account when you change jobs.
Business and industry 11 years
0
0
0
08:22

Investor Styles

Episode in Pete the Planner for OneAmerica Retirement Service
In this episode Pete reviews the spectrum of investor styles.
Business and industry 11 years
0
0
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09:09

Social Security/Medicare

Episode in Pete the Planner for OneAmerica Retirement Service
In this episode, Pete the Planner provides some clarity on two often confusing topics: Social Security and Medicare.
Business and industry 11 years
0
0
0
09:25

Mock Retirement

Episode in Pete the Planner for OneAmerica Retirement Service
Pete the Planner discusses the importance of practicing living on your retirement income before retiring or Mock Retirement.
Business and industry 11 years
0
0
0
08:53

Financial behavior

Episode in Pete the Planner for OneAmerica Retirement Service
In this episode, Pete the Planner asks, “Why don’t we do what we know we should do with our money?”
Business and industry 11 years
0
0
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07:05
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