In this episode, listen as Greg shares one of the most common mistakes made by folks contacting him - PROCRASTINATION!

Specifically in regards to those that have ex-employer TIAA accounts of which Traditional is held in them. Time-and-time again, once uncovered, we learn that those monies sitting in Traditional are receiving sub-par interest rates. Listen as Greg shares with you a very simple strategy that will boost those underperforming TIAA Traditional rates by utilizing your current TIAA contracts.

Additionally, Greg delves into, what he considers, the opportunity cost of keeping you money in high yielding money market funds compared to Traditional....for the long-run. Lot's of folks out there don't take the time to consider interest rate risk we're about to encounter in the year 2025.

TIAA Simplified YouTube Channel

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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.