Retirement planning can feel overwhelming, especially when faced with complex products and advice that may not always align with your best interests. In this episode, Greg Shepard breaks down five essential questions every TIAA participant should ask their advisor. He explains how to spot hidden fees, evaluate income strategies, and make informed choices that keep …
Ten. It is a simple number, but when it comes to your TIAA retirement plan, it can make all the difference. In this episode of TIAA Simplified, Greg Shepard shares why preparing at least ten years before retirement is critical for higher-ed professionals with TIAA accounts. Through real client stories and clear explanations, Greg breaks …
Many higher education and medical professionals depend on TIAA for their retirement savings, yet most don’t fully understand the fine print. From liquidity restrictions to overlooked contract details, the consequences of not asking the right questions can be costly. This week, Greg Shepard breaks down the most common misunderstandings about TIAA Traditional and explains why …
Most people believe their retirement plan is on autopilot. But what if the fine print in your TIAA Traditional account could derail everything at the finish line? In the premiere episode of TIAA Simplified, Greg Shepard shares how helping higher ed professionals navigate their TIAA investments has completely reshaped his approach to advising. These aren’t …
Welcome to TIAA Simplified with Greg Shepard from S&A Financial Services. In this podcast, we help HigherEd professionals overcome the confusion and frustration around managing their TIAA retirement accounts. We do this by breaking down complex rules, hidden risks, and smart strategies into clear, actionable insights. Join us for this journey where we explore how …