Welcome to "TIAA Simplified" with Greg Shepard! In this eye-opening Podcast episode Greg delves into the common mistakes many higher education professionals make in managing their retirement plans. Drawing from his extensive experience, Greg highlights crucial insights and real-life examples to guide viewers towards smarter financial decisions.

Key Points:

1. Common Mistakes: Greg addresses misconceptions and pitfalls in retirement portfolio management, urging viewers to reassess their strategies.

2. DIY vs. Professional Guidance: He explores the risks of managing portfolios independently versus seeking expert advice, emphasizing the importance of fiduciary responsibility.

3. Importance of Diversification: Greg stresses the need for a balanced approach to portfolio construction, incorporating diverse investment options to ensure stability and income generation.

4. Seeking Expert Assistance: He encourages viewers to consider consulting an independent financial advisor with experience in navigating TIAA and higher education retirement plans.

5. Opportunity for Guidance: Greg extends an invitation to those nearing retirement to explore the possibility of partnering with S&A Financial Services for personalized portfolio management and guidance.

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email: greg@shepardfinancial.com

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*Disclosure* 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.