Pete the Planner for OneAmerica Retirement Services

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

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

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

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

Terry Burns, AVP, Investments and Products, talks with Peter Dunn, aka Pete the Planner, about loaded funds versus non-loaded funds.

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

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

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

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

In this episode Pete highlights how diversification and time horizon impact financial decisions.

In this episode Pete focuses on how consumer debt obligates you to the past.

In this episode Pete discusses housing affordability and the home buying process.

In this episode Pete highlights the importance of net worth when measuring financial health.

In this episode Pete discusses the stages of retirement preparation.

In this episode Pete reviews the spectrum of investor styles.

In this episode Pete reviews the options for what to do with an old retirement account when you change jobs.

In this episode, Pete the Planner provides some clarity on two often confusing topics: Social Security and Medicare.

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

In this episode, Pete the Planner asks, “Why don’t we do what we know we should do with our money?”

In this episode, Pete the Planner explains the importance of estate planning.

In this episode, Pete the Planner explains things you should know about credit scores.

In this episode, Pete the Planner tackles a new financial problem: "balance spending."

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

In this episode, Pete the Planner discusses ways the government effects our investing with Kathryn Hudspeth, Vice President of Equities.

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

In this episode, Pete the Planner focuses on preparing for retirement no matter what stage you are at in life.

In this episode, Pete the Planner discusses the mistakes to avoid while preparing for retirement.

In this episode  Pete discusses how to buy a car and what items should be included in your transportation budget.