Pension Perils: Lessons from the Dallas Fund Fiasco (SB1576)

The Stacking Benjamins Show

Joe and OG create a case study focusing on the Dallas Police and Fire Pension System's struggles, diving into poor investment choices and their impact on employees. Joe relays the perils of complicated investments, advocating for more straightforward and more manageable strategies. The team also shares a TikTok moment about evaluating wealth through trash cans, discusses an unusual employer's 401k vs. Roth IRA match proposal, and debates their most disappointing concert experiences.

• Introduction and Doug's Antics
• Today's Show Overview
• Pension Fund Struggles
• Dallas Police and Fire Pension System
• Pension System Mismanagement
• Lessons for Average Investors
• Private Equity Pitfalls
• The Importance of Professional Management
• Trivia and TikTok Minute
• Buffet or Buffett?
• The Trash Can Wealth Indicator
• Listener Question: Employer Matching Roth IRA Contributions
• Concert Disappointments and Highlights
• Wrapping Up: Key Takeaways

FULL SHOW NOTES: stackingbenjamins.com/all-about-pension-funds-1576

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

Enjoy!

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