In this episode of the Washington Retirement Planning Podcast, I break down investment options for Plan 3 members, covering everything from choosing funds to the challenges of finding quality advice. I’ll explain the Rule of 100 to help you assess your risk level and introduce a custom subscription platform with 10 investment models designed for Plan 3, updated regularly for both conservative and aggressive investors. Plus, I’ll answer a common question about the differences between 403(b) and 457 plans. Tune in to get a solid foundation for managing your retirement investments!
0:00 - Intro
3:05 - Ep 14 - Plan 3 investments
3:38 - The investment types in Plan 3
4:36 - WSIB Program vs. Self-Directed
5:58 - Targeted funds
6:54 - The investment advice
7:33 - The investment performance
9:30 - The rule of 100
12:49 - Our service
13:12 - 403(b) vs 457
16:42 - WATRSPERS

Check out these too:

1. ⁠⁠Free Washington Retirement Planning Community⁠⁠

2. ⁠Plan 3 Investment Advice⁠

3. ⁠Schedule Meeting⁠

4. More free resources at ⁠WATRSPERS.com⁠