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HigherEd Retire - Greg Shepard EPISODE 17, 9th September 2020
FIDUCIARY – TIAA / ING / Fidelity Reps Not The Answer
00:00:00 00:13:59

FIDUCIARY – TIAA / ING / Fidelity Reps Not The Answer

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.

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