29 episodes
Pete the Planner for OneAmerica Retirement Services OneAmerica
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- Investing
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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Roth vs. Traditional IRA
Pete the Planner and Terry Burns, AVP of Products and Investments, discuss the differences between Roth and Traditional IRAs.
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Auto increase and auto enrollment
Pete the Planner and Angela Trefethen, Vice President Client Management Services, help explain auto increases and auto enrollment.
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Rollovers
Day Haynes, Senior Asset Retention Consultant, discusses rollover options with Peter Dunn, aka Pete the Planner.
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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.
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Loaded funds versus non-loaded funds
Terry Burns, AVP, Investments and Products, talks with Peter Dunn, aka Pete the Planner, about loaded funds versus non-loaded funds.
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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.