EP 14 - WA DRS - TRS Plan 3 Investments

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 - Intro3:05 - Ep 14 - Plan 3 investments3:38 - The investment types in Plan 34:36 - WSIB Program vs. Self-Directed5:58 - Targeted funds6:54 - The investment advice7:33 - The investment performance9:30 - The rule of 10012:49 - Our service13:12 - 403(b) vs 45716:42 - WATRSPERSCheck out these too:⁠⁠Free Washington Retirement Planning Community⁠⁠⁠Plan 3 Investment Advice⁠⁠Schedule Meeting⁠More free resources at ⁠WATRSPERS.com⁠