Washington State Retirement Planning
Ethan Meikle
En yeni bölüm
EP 53 - How COLA works in Washington State
EP 53 - How COLA works in Washington State
Bu podcast hakkında
Welcome to The Washington State Retirement Planning Podcast – the ultimate podcast designed to demystify and optimize your Washington retirement journey!
Our seasoned experts will break down complex topics into digestible, actionable insights. From TRS & PERS Pensions to DCP, 403b, Social Security, and beyond, we cover it all.
With engaging interviews, real-life success stories, and Q&A sessions, this podcast is your go-to resource for a secure retirement. You'll gain a comprehensive understanding of your benefits, so you can make well-informed decisions.
Want More? Visit WATRSPERS.com
Bölümler
55 bölümden en yeni 20 bölüm
- EP 53 - How COLA works in Washington State · 16 dkFree Washington Retirement Planning Community and Courses How does the Cost-of-Living Adjustment (COLA) work for Washington State retirees? In this episode of the Washington…
- Ep 52 - How to Move Your Washington Plan 3 Funds · 16 dkFree 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…
- EP 51 - Why 403(b) Plans Suck · 15 dkWhy 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…
- Ep 50 - What is a Roth 403(b)? · 11 dkFree 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…
- Ep 49 - What is a Roth IRA? · 12 dkFree 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…
- Ep 48 - What Is a VEBA Account and How Does It Work · 7 dkFree 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…
- Ep 47 - WA LTC Tax - What Is It, How It Works & How to Opt Out · 13 dkFree 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…
- Ep 46 - What is a Financial Plan? · 21 dkFree 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…
- EP 45 - Should I use a TAP annuity · 32 dkFree 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…
- Ep 44 - Should I move my Plan 3 benefits? · 11 dkFree 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…
- EP 43 - School District Retirement Benefits Explained · 27 dkFree Washington Retirement Planning Community and Courses Most Washington State school district employees know they have great retirement benefits. But very few people actually…
- EP 42 - Can I change my Plan 3 contribution? · 7 dkFree Washington Retirement Planning Community and Courses One of the most common questions from Washington State employees in Plan 3 retirement systems is simple: Can I change…
- EP 41 - Switch From Plan 2 to Plan 3 · 10 dkFree Washington Retirement Planning Community and CoursesEvery January, some Washington State employees on Plan 2 receive an offer to switch into Plan 3.Sometimes the incentive…
- Ep 40 - 5 Retirement tips for 2026 · 20 dkFree Washington Retirement Planning Community and CoursesIf you are a Washington State employee planning to retire soon, 2026 is a year you cannot afford to wing it. In this…
- EP 39 - Washington Plan 3 Pros and Cons Explained - Pension, Investments, and Retirement Risks (2025) · 10 dkFree Washington Retirement Planning Community and CoursesWashington State Plan 3 is one of the most misunderstood retirement systems, part pension, part investment account. In…
- Ep 38 - Plan 2 Pros and Cons Explained - Is a Washington State Pension Really Enough? (2025) · 14 dkFree Washington Retirement Planning Community and CoursesPlan 2 is one of the most generous pension systems in the country, but it’s not perfect. In this episode, we break down…
- EP 37 - Income Too High for a Roth IRA? 3 Smart Ways WA Employees Can Still Build Tax-Free Income · 25 dkFree Washington Retirement Planning Community and CoursesIf your income is too high to contribute to a Roth IRA, you’re not out of options, especially if you’re a Washington…
- Ep 36 - 7 Steps to Retire from Teaching · 20 dkFree Washington Retirement Planning Community and Courses Retiring from a Washington State school district can feel overwhelming, including forms to submit, when to notify HR…
- EP 35 - Should I use my retirement to pay off debt? · 12 dkFree Washington Retirement Planning Community In this episode, we tackle one of the most common retirement questions: “Should I use my retirement funds to pay off my debt?”…
- Ep 34 - Sequence Of Return Risk · 21 dkIn this episode, we tackle two of the most important retirement planning concepts: the Rule of 4% and the sequence of returns risk. We break down what the traditional 4%…
