Episode transcript: [music intro] Jenny Welcome back to Fund Your Future with DRS. And today we’re continuing our generational conversation about how different generations are saving for retirement. And we’ve got a DRS team member in the studio with us today from the millennial generation: Durin. Welcome. Durin Thank you, Jenny. Happy to be here.…
Category Archives: Podcast
Episode 42 – Baby boomers: final advice for retirement
Episode transcript: [music intro] Jenny Welcome back to Fund Your Future with DRS. Today we’re continuing our generational conversation. We’ve got two DRS team members who are both in the baby boomer generation – close to retirement. We’ve got Jim and Elisa who are here to talk about how they’re approaching this big life transition.…
Episode 41 – Gen X: growing up without financial advice
Episode transcript: [music intro] Jenny Welcome back to Fund Your Future with DRS. We’re continuing our discussion of how Gen X is preparing for retirement, and this is the generation that’s starting to get serious about prepping for the next stage of life. Today we’ve got two more DRS team members from Gen X, Sherry…
Episode 40 – Gen X: never too late to start saving for retirement
Episode transcript: [music intro] Jenny Welcome back to Fund Your Future with DRS. And today, we’ve got a couple more Gen-Xers in our studio with us. And Gen X is often times referred to as the Lost Generation because it’s sandwiched between two much larger generations, the baby boomers and the millennials. But Gen X…
Episode 39 – Questions from listeners
Episode transcript: [music intro] Jenny Welcome back to Fund Your Future with DRS. And we’re looking at some Frequently Asked Questions today. I think this is our second episode with some FAQs that we’ve been getting from some of our listeners. So, let’s jump into it. So, we have Emily, who asked: Would you mind covering…
Episode 38 – How Gen Z is prepping for retirement
Episode transcript: [music intro] Jenny Welcome back to Fund Your Future with DRS. And we’re continuing our discussion about generational differences when it comes to finances. So, we’re talking with different DRS team members looking at how they’re preparing for retirement and what advice they have. Today, we have Jacob, who’s part of Generation Z.…
Episode 37 – Saving for retirement as a single woman from Gen X
Episode transcript: [music intro] Jenny Welcome back to Fund Your Future with DRS. Well, there’s been a lot of talk in the media recently about financial advice for baby boomers and millennials and Gen X. And so, we decided we wanted to explore this a little more. So, for the next few episodes, we’re going…
Episode 36 – New SRI fund for DCP, Plan 3 and JRA
Episode transcript: [music intro] Jenny Welcome back to Fund Your Future with DRS. So, if you’re in Plan 3 or DCP, there are basically two types of funds for your investments. There’s the one step or the Build and Monitor. And all the funds are managed by the Washington State Investment Board, also known as…
Episode 35 – Beneficiary vs survivor
Episode transcript: [music intro] Jenny Welcome back to Fund Your Future with DRS. Today, we’re looking at the difference between beneficiaries and survivors – a key distinction you have to have on your retirement account and while you’re working. And the general rule of thumb is that beneficiaries are for before you retire and survivors…
Episode 34 – Dual members and reciprocity
Episode transcript: [music intro] Jenny Welcome back to Fund Your Future with DRS. Today, we’re going to discuss what happens with your retirement if you’ve worked in multiple public retirement systems during your career, for example, for a school district and a city. And to give a little background: at DRS, we manage multiple retirement…
