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Enjoy these brief videos outlining important topics related to your retirement preparation. They are fun, educational, engaging and packed with lots of tips to assist you in taking the next steps today.

  • HSA Investing

    Pete the Planner discusses other potential ways your HSA could be invested for some near-term needs.

  • Investing made simple

    Pete provides options available under your retirement plan.

  • Asset allocation and diversification

    Pete illustrates how asset allocation and diversification may impact your investments.

  • Asset Classes

    Pete defines various types of investments and what the classes mean.

  • Diversifying investments

    Emily asks Pete the Planner what the difference is between stocks and bonds, and what to know about diversifying.

  • Indexed investing

    Pete describes how index investments work in comparison to the stock market.

  • Investing in an annuity

    Pete the Planner reviews the pros and cons of investing in an annuity.

  • Risk and nearing retirement

    Pete the Planner discusses things to take into account from a risk standpoint when nearing retirement.

  • Target Date funds

    Pete the Planner answers what to know about Target Date funds.

  • Finding Stability in Uncertain Times

    Pete the Planner discusses some things to keep in mind in times of financial uncertainty.

  • 2023 4th Quarter Market Update

    Along with a look back 20023 we'll discuss ideas on how to consider your investment positioning for the future.



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.

  • Asset Allocation Calculator

    Your risk tolerance affects how you allocate your retirement assets.

  • Retirement Income

    This calculator can be used regularly to confirm that your retirement strategy is aligned with your retirement goals.



All the guides and articles here are jam-packed with ideas on the nuts and bolts of retirement planning as well as topics that are relevant to your life planning. Take the time to read these short topical articles and then take the next steps to achieve your goals.

  • Three Things You Should Know About Diversification

    Diversification can help you achieve both stability and growth, moving you closer to your retirement goals.

  • Evaluate Investment Options Using These 8 Pieces of Information

    Understanding the typical investment option summary or overview can help you compare your options.

  • Types of Investments

    Understanding how the different investments types work can help you develop an effective investment strategy.

  • Three Things You Should Know About Risk & Return in Investing

    Understanding risk and return, how it varies and how inflation factors in is key to a sound investment strategy.

  • Are You Ready To Work With A Financial Advisor

    Understanding when is the right time to work with a Financial Advisor

OneAmerica Financial is the marketing name for the companies of OneAmerica Financial. Products issued and underwritten by American United Life Insurance Company® (AUL), a OneAmerica Financial company. Administrative and recordkeeping services provided by McCready and Keene, Inc. or OneAmerica Retirement Services LLC, companies of OneAmerica Financial which are not broker/dealers or investment advisors. Group annuity contracts are issued by American United Life Insurance Company® (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. 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. 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. • Please note that 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. • Investing in international markets involves risks not associated with investing solely in the U.S., such as currency fluctuation, potential political and diplomatic instability, liquidity risks, and differences in accounting, taxes, and regulations. • The S&P 500 Index is a widely recognized unmanaged index of equity prices and are representative of a broader market and range of securities. The Index return assumes reinvestment of all distributions and does not reflect the deduction of taxes and fees. Individuals cannot invest directly in the S&P 500 Index, however, an individual can invest in exchange traded funds or other investment vehicles that attempt to track the performance of the S&P 500. • 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. • Funds that invest in a concentrated sector or focus on a relatively small number of securities may be subject to greater volatility than a more diversified investment. • Bond funds have the same interest rate, inflation, and credit risks that are associated with the underlying bonds owned by the fund. • Investing involves risk which includes potential loss of principal. • Money market funds are not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other federal government agency.  Although they seek to preserve the value of your investment at $1.00 per share, it’s possible to lose money by investing in money market funds. • 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, 1-800-249-6269.  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. 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 company.

Target Date Funds are designed for people who plan to retire and begin taking withdrawals during or near a specific year. These funds use a strategy that reallocates equity exposure to a higher percentage of fixed investments; the funds will shift assets from equities to fixed-income investments over time. As a result, the funds become more conservative over time as you approach retirement. It’s important to remember that no strategy can assure a profit or prevent a loss in a declining market and the principal value of the Target Date Funds is not guaranteed at any time, including the target date. Target Date Funds are designed to provide diversification and asset allocation across several types of investments and asset classes, primarily by investing in underlying funds.Therefore, in addition to the expenses of the Target Date Funds, an investor is indirectly paying a proportionate share of the applicable fees and expenses of the underlying funds.The principal amounts invested into these funds are not guaranteed at any point and may lose value.