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.Jump on Greg's calendar to see about improving your TIAA situation. S&A Financial Services, Inc. is a registered investmentadvisor. Content presented is for informational purposes only and should not beconsidered as investment advice or as an offer or solicitation for the sale orpurchase of any specific securities, investments, or investment strategies.Always consult with your tax advisor or attorney regarding your specificsituation.

Ver todos los episodios