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Higher Ed Retirement Plan: Breaking the Assumption You Must Stick with Current Vendor At Retirement
Are you in the world of higher education retirement plans? Greg Shepard from S&A Financial Services has some crucial insights to share with you.
In this episode, he breaks down a common assumption some make when it comes to retirement planning – that you have to leave your accounts with your current higher education retirement plan vendor. Greg clears up this misconception and explains the diverse options you have when it comes to managing your retirement savings.
Key Highlights:
1. Empowering Choices: Greg encourages those in higher education not to feel tied to their current retirement plan vendor. Your money, your choice – he highlights the importance of knowing your options.
2. Real-Life Scenarios: Greg shares real-life situations where individuals assumed they had to stick with their existing vendor but discovered there are alternative solutions for their retirement savings.
3. Options Beyond TIAA: While Greg's focus is on TIAA, he emphasizes that this principle applies to all retirement plan vendors across the board. You have the freedom to decide what's best for your financial future.
4. Efficiency and Combinations: Greg discusses how you can maximize your retirement strategy by utilizing the strengths of multiple vendors, creating a more efficient and tailored retirement plan.
5. Get Informed: Don't miss out on potential opportunities due to assumptions. Greg welcomes your questions, comments, and thoughts on this vital topic. Reach out to him, and he'll provide his expert insights to help you make informed decisions.
If you're in the world of higher education and managing your retirement plan, this episode is a must. Greg Shepard explains how you can have greater control over your financial future by breaking free from the assumption that you're locked into one vendor. Explore your choices and empower your retirement savings strategy.
YouTube Video Channel
📆 Jump on my calendar to see how we can improve your higher ed retirement plan
https://calendly.com/greg-safinancial...
email: [email protected]
913-521-2381
Disclosure 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.
View all episodes
By Greg Shepard
4.5
66 ratings
Are you in the world of higher education retirement plans? Greg Shepard from S&A Financial Services has some crucial insights to share with you.
In this episode, he breaks down a common assumption some make when it comes to retirement planning – that you have to leave your accounts with your current higher education retirement plan vendor. Greg clears up this misconception and explains the diverse options you have when it comes to managing your retirement savings.
Key Highlights:
1. Empowering Choices: Greg encourages those in higher education not to feel tied to their current retirement plan vendor. Your money, your choice – he highlights the importance of knowing your options.
2. Real-Life Scenarios: Greg shares real-life situations where individuals assumed they had to stick with their existing vendor but discovered there are alternative solutions for their retirement savings.
3. Options Beyond TIAA: While Greg's focus is on TIAA, he emphasizes that this principle applies to all retirement plan vendors across the board. You have the freedom to decide what's best for your financial future.
4. Efficiency and Combinations: Greg discusses how you can maximize your retirement strategy by utilizing the strengths of multiple vendors, creating a more efficient and tailored retirement plan.
5. Get Informed: Don't miss out on potential opportunities due to assumptions. Greg welcomes your questions, comments, and thoughts on this vital topic. Reach out to him, and he'll provide his expert insights to help you make informed decisions.
If you're in the world of higher education and managing your retirement plan, this episode is a must. Greg Shepard explains how you can have greater control over your financial future by breaking free from the assumption that you're locked into one vendor. Explore your choices and empower your retirement savings strategy.
YouTube Video Channel
📆 Jump on my calendar to see how we can improve your higher ed retirement plan
https://calendly.com/greg-safinancial...
email: [email protected]
913-521-2381
Disclosure 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.