This podcast, hosted by Greg Shepard, piggybacks on a previous episode regarding the word "fiduciary" and the role it plays in your higher ed retirement plans. Specifically, Greg dives into 2 real-life stories from clients of his. You'll learn how to recognize a true fiduciary that acts in your best interest and why the reps from TIAA and Fidelity (other vendors as well) aren't your best answer. Listen to a situation one of Greg's clients found herself in that could have been 100% avoided if her reps from TIAA truly were to act in her best interest. Don't find yourself in this 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.