Jason and Jeff discuss optimizing investment strategies, evaluating contributions to 403(b) and 401(k) plans versus Roth IRAs and brokerage accounts, and tackle personal finance essentials such as building an emergency fund, managing taxes, and saving for college.

00:54 Understanding 403(b) and Investment Strategies

02:49 Balancing Tax-Deferred and Taxable Accounts

11:45 Emergency Funds and Financial Safety Nets

16:24 Maximizing Employer 401(k) Matches

19:23 Tracking Expenses and Adjusting Contributions

25:14 Alternative Investment Strategies

27:19 Tax Implications of Roth and 401k Withdrawals

27:54 Strategizing Contributions: Roth vs. 401k

28:58 Employer Contributions and Taxable Brokerage Accounts

29:26 Advice for Younger Investors

30:47 Issues with 401k and 403b Plans

34:18 Alternative Investment Strategies

35:01 Saving for College: Different Perspectives

41:19 Balancing Investments for Flexibility

43:21 Tax Considerations in Investment Strategies

Companies mentioned: NVDA, QS

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