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®).