ABOUT THIS PODCAST 🔗

Update frequency:
every 18 days
Average audio length:
17 minutes
English
United States
54 episodes
since Nov. 27, 2023
episodic

LATEST EPISODE 🔗

Free Washington Retirement Planning Community and Courses In this episode of the Washington Retirement Planning Podcast, we walk you through the process step by step, showing you how to manage your investments, transfer funds, and make sure your future contributions go where you want them to. You'…

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PREVIOUS EPISODES

Why do so many 403(b) plans get a bad reputation? In this episode of the Washington State Retirement Planning Podcast, we break down some of the biggest problems to watch for when choosing a 403(b) plan as a Washington State employee, especially if you're a teacher or work for a school district. …
Free Washington Retirement Planning Community and Courses Should you use a Roth 403(b) instead of a traditional pre-tax 403(b)? In this episode of the Washington State Retirement Planning Podcast, we break down how a Roth 403(b) works and why it can be one of the most underutilized retirement ben…
Free Washington Retirement Planning Community and Courses What is a Roth IRA, how does it work, and why might you want one as part of your retirement strategy? In this episode of the Washington State Retirement Planning Podcast, we break down the Roth concept in simple terms, including how Roth I…
Free Washington Retirement Planning Community and Courses What is a VEBA account, and how can Washington State employees use it to pay for healthcare in retirement? In this episode of the WA Retirement Podcast, we break down how VEBA accounts work, including how they can be funded, how unused sic…
Free Washington Retirement Planning Community and Courses What is the Washington State Long Term Care Tax, what does it actually cover, and can you still opt out? In this episode of the Washington State Retirement Planning Podcast, we break down the latest updates to Washington's long term care p…
Free Washington Retirement Planning Community and Courses What exactly is a financial plan, and do you really need one? In this episode of the Washington Retirement Planning Podcast, Ethan breaks down what a financial plan is, what it should include, and why having a clear roadmap can help you ma…
Free Washington Retirement Planning Community⁠⁠⁠ Should you use the TAP annuity when you retire? In this episode of the Washington Retirement Planning Podcast, we break down one of the most powerful and misunderstood retirement tools available to Washington State Plan 3 members. We cover how the T…
Free Washington Retirement Planning Community and Courses What should you actually do with your Plan 3 account once you retire? This is one of the most common questions Washington State employees ask, and the answer isn’t one-size-fits-all. In this episode, we break down the real options you ha…
Free Washington Retirement Planning Community and Courses Most Washington State school district employees know they have great retirement benefits. But very few people actually understand how the full system works together. In this episode we break down the core retirement benefits available to t…
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