TIAA Retirement Plans - A Lesson for Higher Education скачать в хорошем качестве

TIAA Retirement Plans - A Lesson for Higher Education

This, very well, may be the most important video I've done to-date. In this eye-opening video, independent fee-only financial advisor Greg Shepard from S&A Financial Services shares a cautionary tale about a recent encounter with a prospect and their misguided financial advisor. Join Greg as he reveals the potential pitfalls of ignoring expert advice and making hasty decisions when it comes to higher education retirement plans, specifically focusing on TIAA. Learn how this investor's retirement strategy went awry and the important lessons we can draw from this cautionary tale. If you're considering hiring a financial advisor for your retirement plan or want to maximize the benefits of your TIAA account, this video is a must-watch. Stay informed and make informed decisions for your financial future. Don't miss out on this valuable insight from Greg Shepard! Remember, this video is not intended as personalized investment advice but serves as an educational resource to help you navigate retirement planning. =========================== Get Started Today ➡ https://www.safinancialservices.com/ 🔔 Make sure to subscribe here to get notifications of future videos @TIAAsimplified Make sure to connect w/ us ➡ https://tiaasimplified.com 📆 Jump on my calendar to see how we can simplify your TIAA life.... (copy & paste) https://calendly.com/greg-safinancial... 🎤 Explore the Podcast    • TIAA Simplified Podcast   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.