Season 13 · Episode 371
403(b)/457(b) Basics: Asset Allocation
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
April 25, 202535m 51s
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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®).