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
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