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 for OneAmerica Retirement Services

Portfolio Construction

In the One Day is Today® program from OneAmerica Retirement Services, Peter Dunn a.k.a. Pete the Planner®, brings a friendly, approachable voice not only to retirement preparation, but a wide array of financial wellness topics. Through a series of podcasts, Pete's creative and humorous approach to buying a house, paying off debt and working with a financial professional makes these topics seem less intimidating. The views and opinions expressed in this material are solely those of Pete the Planner and do not necessarily reflect the views and opinions of the companies of OneAmerica. The information is provided for educational purposes only. Pete the Planner and Green Candy are not affiliates of any OneAmerica company.

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Pete the Planner for OneAmerica Retirement Services