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TIAA Traditional - What Strategy Do I Use?
(Formally HigherEd Retire Podcast)
Join Greg Shepard, specialist in higher education retirement plans, as he shares with you the most popular TIAA Traditional strategies you should think about implementing. Greg has been helping those in higher education for over 20yrs so he'll share some invaluable information in this episode.
Listen as he talks through an actual client TIAA Traditional scenario and explains the options afforded to him. Greg shares with you the tool to use on TIAA's website that can really help you out when it comes to your strategy planning. However, as he states in this episode, it can get even more confusing than you may think due to the fact that not ALL strategies may not be shown on the website.
Lastly, Greg emphasizes how important it is for you to know and understand all the options available to you when dealing with TIAA Traditional. This is where a knowledgeable fee-only financial advisor could deliver high-level value.
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
(Formally HigherEd Retire Podcast)
Join Greg Shepard, specialist in higher education retirement plans, as he shares with you the most popular TIAA Traditional strategies you should think about implementing. Greg has been helping those in higher education for over 20yrs so he'll share some invaluable information in this episode.
Listen as he talks through an actual client TIAA Traditional scenario and explains the options afforded to him. Greg shares with you the tool to use on TIAA's website that can really help you out when it comes to your strategy planning. However, as he states in this episode, it can get even more confusing than you may think due to the fact that not ALL strategies may not be shown on the website.
Lastly, Greg emphasizes how important it is for you to know and understand all the options available to you when dealing with TIAA Traditional. This is where a knowledgeable fee-only financial advisor could deliver high-level value.
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.