TIAA - Lessons Learned from a Cautionary Tale

15/03/2023 20 min Temporada 1 Episodio 40
TIAA - Lessons Learned from a Cautionary Tale

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Episode Synopsis

(Formally HigherEd Retire Podcast)This, very well, may be the most important Podcast episode I've done to-date. In this episode listen as Greg shares with you a cautionary tale of someone who watched my videos, listened to podcast episodes, and did a great job of arming themselves with good information they didn't know prior.Then, turning around and doing the exact opposite of what he learned. He ran into a very nice, well-dressed financial advisor that convinced him to do just about the opposite of what he thought he should do (by way of learning through videos / podcast).Greg shares this with you so you don't go down this cautionary path as well. As always, if you'd like to bounce ideas off of me regarding your situation, by all means, feel free to do so....🎤 Podcast Episode - Why I'm a Hypocrite on TIAA Traditional https://podcasts.captivate.fm/media/d...📆 Jump on my calendar to see how we can improve your higher ed retirement planhttps://calendly.com/greg-safinancial...email: [email protected] 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.