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403(b)/457(b) Basics: Asset Allocation
Manage episode 479011134 series 1175564
Content provided by Daniel Otter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Otter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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
- Basics of the 403(b) & 457(b): 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®).
303 episodes
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Manage episode 479011134 series 1175564
Content provided by Daniel Otter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Otter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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
- Basics of the 403(b) & 457(b): 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®).
303 episodes
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Similar to Teach and Retire Rich
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