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

from Teach and Retire Rich · host Daniel Otter, PhD and Scott Dauenhauer, CFP®

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®).

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This episode was published on April 25, 2025.

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