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.