Pete the Planner for OneAmerica Retirement Services Podcast
1) Roth vs. Traditional IRA
Pete the Planner and Terry Burns, AVP of Products and Investments, discuss the differences between Roth and Traditional IRAs.
2) Auto increase and auto enrollment
Pete the Planner and Angela Trefethen, Vice President Client Management Services, help explain auto increases and auto enrollment.
3) Rollovers
Day Haynes, Senior Asset Retention Consultant, discusses rollover options with Peter Dunn, aka Pete the Planner.
4) 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.
5) 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.
6) 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.
7) Options at Retirement
Pete the Planner and Day Haynes from OneAmerica talk about options for your retirement plan monies when you reach retirement.
8) 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.
9) Understanding the Match
Pete the Planner sits down with Brad Coomer from OneAmerica to talk about matching contributions.
10) Time Horizon and Diversification
In this episode Pete highlights how diversification and time horizon impact financial decisions.