Artwork for podcast HigherEd Retire
Fiduciary Part 2 - Look Out For Yourself, Because Nobody Else Will
Episode 2313th August 2021 • HigherEd Retire • Greg Shepard
00:00:00 00:11:58

Share Episode


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....