Most college and university employees spend their careers managing complex systems—academics, athletics, budgets, people, and programs—yet their own financial lives are often left to chance.
Higher education retirement systems are confusing. Retirement plans are abundant, but guidance is fragmented. Providers focus on products, not planning. Traditional financial advice often fails to understand TIAA, State Pension Plans, ORPs, and the unique benefits environment of higher education.
The Financial Playbook for College and University Administrators and Staff was written to change that.
Drawing on decades of experience working with professors, administrators, and collegiate athletic departments across the country, this book provides a clear, practical framework for building financial confidence inside a higher education system. It is not about chasing returns or following trends. It is about understanding your options, avoiding common mistakes, and making intentional decisions—before it’s too late to change them.
Inside, you’ll learn how to:
- Build a financial blueprint using simple, proven frameworks
- Navigate TIAA, state retirement systems, and multiple employer plans
- Balance accumulation and distribution planning as retirement approaches
- Create a reliable retirement paycheck—not just a large account balance
- Use insurance and tax strategies to protect what you’ve built
- Align money decisions with your values, purpose, and long-term goals
Whether you manage your finances yourself, work with an advisor or need to get an advisor, this playbook will help you move forward with clarity and confidence.
Because when it comes to retirement, people don’t like surprises—especially when there’s no time left to undo them.
