Enjoy these brief videos outlining important financial wellness concepts. No matter what age or stage you are at in life, these ideas can make a positive impact. They are fun, educational, engaging and packed with lots of tips to assist you in taking the next steps today.
Videos
Finances for Kids
Pete introduces financial skills at an early age to try to avoid difficult financial circumstances in the future.
Psychology of Money
Pete discusses, based how statistics, how the majority of our decisions are based solely on emotions.
Savings strategy for first-time home buyer
Pete the Planner covers things to consider when buying a home.
Recently graduated, now what
Pete The Planner provides guidelines for a major transition after graduation, entering into the real world.
Three Types of Savings
Pete demonstrates how to put money away for the future utilizing a “three bucket” strategy.
Budgeting
Pete walks you through a standard budget and how budgeting may help you stick to your financial goals and fund your retirement plan.
Competing financial goals
Pete the Planner answers Carrie's question on how to balance multiple financial goals, such as saving for college and preparing for retirement.
Loans and homes
Darren asks Pete the Planner what he should consider before taking a loan from his retirement plan for a downpayment to buy a house.
Other financial priorities
Pete illustrates how to implement a strategy to assist with prioritizing financial priorities.
Paying off debt
Pete illustrates methods you can take for paying off your debt.
Save the raise
Pete demonstrates the importance of saving your raise to reduce your dependency on your income.
Teaching kids about money
Pete explains good examples to help children of all ages learn about money and how to manage it.
Calculators
Overview
These interactive calculators will help you take an active role in your learning and will assist you in developing a proactive plan to achieve your goals.
Library
Overview
All the guides and articles here are jam-packed with ideas on how to address concerns you may have today and how to take the positive steps to improve your financial life for tomorrow. Take the time to read these short topical articles, and then take the next steps to achieve your goals!
OneAmerica Financial is the marketing name for the companies of OneAmerica Financial. Non-registered group annuity contracts are issued by American United Life Insurance Company® (AUL), a OneAmerica company, One American Square, Indianapolis, IN 46282, 1-800-249-6269. Group annuity contracts are issued by AUL and registered variable annuity products are distributed by OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC, One American Square, Indianapolis, IN 46282. Not available in all states or may vary by state. Qualified retirement plans from AUL are funded by an AUL group variable annuity contract. While a participant in an annuity contract may benefit from additional investment and annuity related benefits under the annuity contract, any tax deferral is provided by the plan and not the annuity contract. All numeric examples and any individuals shown are hypothetical and were used for explanatory purposes only. Actual results may vary. Past performance is not a guarantee of future results. • Funds that invest in high-yield bonds are subject to greater credit risk and price fluctuations than funds that invest in investment grade bonds. • The use of asset allocation or diversification does not assure a profit or guarantee against a loss. • Funds investing in stocks of small, mid-sized, and emerging companies may have less liquidity than those investing in larger, established companies and may be subject to greater price volatility and risk than the overall stock market. • Neither AUL, McCready and Keene, OneAmerica Retirement Services, OAS nor their representatives provide tax or legal advice. For answers to your specific questions please consult a qualified attorney or tax advisor. • Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Before investing, understand that annuities and/or retirement plan products are not insured by the FDIC, NCUA, or any other Federal government agency, and are not deposits or obligations of, guaranteed by, or insured by the institution where offered or any of its affiliates. • Investing involves risk which includes potential loss of principal. • Variable products are sold by prospectus. Both the product prospectus and underlying fund prospectuses can be obtained from your investment professional or by writing to One American Square, Indianapolis, IN 46282, oneamerica.com. Before investing, carefully consider the fund’s investment objectives, risks, charges, and expenses. The product prospectus and underlying fund prospectus contain this and other important information. Read the prospectuses carefully before investing. The views and opinions expressed by Peter Dunn (aka Pete the Planner) are solely his and do not necessarily reflect the views and opinions of the companies of OneAmerica Financial. Pete the Planner's content is for overview and informational purposes only and is not intended as tax, legal, fiduciary, or investment advice. Pete the Planner is not an affiliate of any OneAmerica Financial company. Fees, limits, terms, and requirements for loans vary from plan to plan. Plan participants should carefully consider the risks, tax implications, and retirement investing consequences before taking a loan from an employer-sponsored retirement plan. Contact the plan sponsor (employer) with any questions.