최고 Oneamerica 팟캐스트 (2024)

1
Roth vs. Traditional IRA 11:56

8y ago11:56

11:56

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

1
Auto increase and auto enrollment 11:16

8y ago11:16

11:16

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

1
Rollovers 10:25

8y ago10:25

10:25

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

1
Educating yourself about the market 13:38

8y ago13:38

13:38

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

1
Loaded funds versus non-loaded funds 9:05

8y ago9:05

9:05

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

1
Portfolio Construction 13:09

8y ago13:09

13:09

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

1
Options at Retirement 11:51

8y ago11:51

11:51

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

1
Loans and hardship withdrawals 10:32

8y ago10:32

10:32

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

1
Understanding the Match 10:04

8y ago10:04

10:04

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

1
Time Horizon and Diversification 7:59

9y ago7:59

7:59

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

1
College savings 9:46

9y ago9:46

9:46

1
Getting out of debt 8:21

9y ago8:21

8:21

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

1
Net Worth 9:37

9y ago9:37

9:37

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

1
Stages for retirement preparation 8:50

9y ago8:50

8:50

In this episode Pete discusses the stages of retirement preparation.

1
What to do with an old retirement account 8:23

9y ago8:23

8:23

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

1
Social Security/Medicare 9:26

9y ago9:26

9:26

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

1
Mock Retirement 8:54

9y ago8:54

8:54

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

1
Financial behavior 7:06

9y ago7:06

7:06

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

1
Credit scores 7:55

9y ago7:55

7:55

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

1
Target date funds 13:33

9y ago13:33

13:33

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

1
Government effects on investing 11:15

9y ago11:15

11:15

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

1
Retirement plan fees 13:31

9y ago13:31

13:31

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

1
Avoid retirement mistakes 11:42

9+ y ago11:42

11:42

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

들어볼 가치가 있는 팟캐스트

Oneamerica 팟 캐스트

들어볼 가치가 있는 팟캐스트

1
Pete the Planner for OneAmerica Retirement Services

OneAmerica

1
Roth vs. Traditional IRA 11:56

1
Auto increase and auto enrollment 11:16

1
Rollovers 10:25

1
Educating yourself about the market 13:38

1
Loaded funds versus non-loaded funds 9:05

1
Portfolio Construction 13:09

1
Options at Retirement 11:51

1
Loans and hardship withdrawals 10:32

1
Understanding the Match 10:04

1
Time Horizon and Diversification 7:59

1
College savings 9:46

1
Getting out of debt 8:21

1
Net Worth 9:37

1
Stages for retirement preparation 8:50

1
What to do with an old retirement account 8:23

1
Social Security/Medicare 9:26

1
Mock Retirement 8:54

1
Financial behavior 7:06

1
Credit scores 7:55

1
Target date funds 13:33

1
Government effects on investing 11:15

1
Retirement plan fees 13:31

1
Avoid retirement mistakes 11:42

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