Jason and Jeff discuss optimizing investment strategies, evaluating contributions to 403(b) and 401(k) plans versus Roth IRAs and brokerage accounts, and tackle personal finance essentials such as building an emergency fund, managing taxes, and saving for college.
00:54 Understanding 403(b) and Investment Strategies
02:49 Balancing Tax-Deferred and Taxable Accounts
11:45 Emergency Funds and Financial Safety Nets
16:24 Maximizing Employer 401(k) Matches
19:23 Tracking Expenses and Adjusting Contributions
25:14 Alternative Investment Strategies
27:19 Tax Implications of Roth and 401k Withdrawals
27:54 Strategizing Contributions: Roth vs. 401k
28:58 Employer Contributions and Taxable Brokerage Accounts
29:26 Advice for Younger Investors
30:47 Issues with 401k and 403b Plans
34:18 Alternative Investment Strategies
35:01 Saving for College: Different Perspectives
41:19 Balancing Investments for Flexibility
43:21 Tax Considerations in Investment Strategies
Companies mentioned: NVDA, QS
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