Teach and Retire Rich

403(b)/457(b) Basics: Asset Allocation


Listen Later

In episode two of our new pod series: 403(b) & 457(b) Basics Scott and Dan look at asset allocation. They describe what it is, why it's important and they go over several strategies for allocating a 403(b) and a 457(b).

  • Importance of Asset Allocation by Barb O'Neill
  • The Price of Peace: Why diversification is difficult, but necessary by Nick Maggiulli
  • Risk Tolerance Assessment
  • Cullen Roche Discipline Funds
  • 403(b) & 457(b) Basics: How to start a 403(b) (pod)

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

...more
View all episodesView all episodes
Download on the App Store

Teach and Retire RichBy Daniel Otter

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

112 ratings


More shows like Teach and Retire Rich

View all
Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,579 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,237 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

804 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,301 Listeners

ChooseFI by ChooseFI

ChooseFI

5,164 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

753 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

549 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

674 Listeners

How to Money by iHeartPodcasts

How to Money

3,164 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

601 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

453 Listeners

Personal Finance for Long-Term Investors - The Best Interest by Jesse Cramer

Personal Finance for Long-Term Investors - The Best Interest

156 Listeners

Financially Independent Teachers by Dave Fleischer

Financially Independent Teachers

127 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,064 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

350 Listeners