TIAA Simplified for HigherEd

FIDUCIARY – TIAA / ING / Fidelity Reps Not The Answer


Listen Later

The word "Fiduciary" is a funny and often times misused word in my industry. In today's Podcast, Greg Shepard will inform you as to why TIAA / ING / Fidelity just can't act as a true fiduciary. Learn how an ex-client of mine made a mistake in believing she was making the right decision in going with TIAA directly. In this episode you'll learn how to determine if your financial advisor is a true fiduciary and how to hold him / her to their word.

Jump on Greg's calendar to see about improving your TIAA situation.

S&A Financial Services, Inc. is a registered investment

advisor. Content presented is for informational purposes only and should not be

considered as investment advice or as an offer or solicitation for the sale or

purchase of any specific securities, investments, or investment strategies.

Always consult with your tax advisor or attorney regarding your specific

situation.

...more
View all episodesView all episodes
Download on the App Store

TIAA Simplified for HigherEdBy Greg Shepard

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

6 ratings