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Pete the Planner for OneAmerica Retirement Services

OneAmerica

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.

  • 11 minutes 56 seconds
    Roth vs. Traditional IRA

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

    1 April 2016, 1:50 pm
  • 11 minutes 16 seconds
    Auto increase and auto enrollment

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

    11 March 2016, 2:49 pm
  • 10 minutes 25 seconds
    Rollovers

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

    9 March 2016, 3:59 pm
  • 13 minutes 38 seconds
    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.

    9 March 2016, 3:53 pm
  • 9 minutes 5 seconds
    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.

    9 March 2016, 3:46 pm
  • 13 minutes 9 seconds
    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.

    9 March 2016, 3:38 pm
  • 11 minutes 51 seconds
    Options at Retirement

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

    3 March 2016, 2:53 pm
  • 10 minutes 32 seconds
    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.

    3 March 2016, 2:47 pm
  • 10 minutes 4 seconds
    Understanding the Match

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

    3 March 2016, 1:49 pm
  • 8 minutes 54 seconds
    Mock Retirement

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

    16 February 2015, 8:27 pm
  • 13 minutes 33 seconds
    Target date funds

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

    16 February 2015, 8:10 pm
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