Tag: Higher Education Retirement
You Don’t Know What You Don’t Know About TIAA Retirement Planning (Ep. 10)

You Don’t Know What You Don’t Know About TIAA Retirement Planning (Ep. 10)

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Most people believe they have their retirement plan under control until they get closer to the finish line and realize they are guessing. When it comes to TIAA accounts, guessing can create costly mistakes, stress, and irreversible decisions.

In this episode, Greg Shepard breaks down why DIY retirement planning often falls apart, especially for higher education professionals navigating TIAA’s complex rules. Through real client stories and candid conversations, Greg explains why confidence without clarity can lead to missed opportunities, tax inefficiencies, and unnecessary strain at home.

Key insights covered:

  • Why most pre-retirees underestimate TIAA complexity
  • The risks of relying on call centers, YouTube, or AI for retirement decisions
  • How irreversible paperwork mistakes can derail a retirement plan
    The emotional toll DIY planning can place on couples
  • Why humility and professional guidance can reduce stress and improve outcomes
  • And more!

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Why 10 Years Out Matters for Your TIAA Plan (Ep. 3)

Why 10 Years Out Matters for Your TIAA Plan (Ep. 3)

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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 down the importance of understanding liquidity, portfolio allocation, and the unique rules around TIAA Traditional.

Greg discusses:

  • Why waiting until the last minute can limit your retirement choices
  • The role of TIAA Traditional in your income strategy
  • How to rebalance your portfolio as you approach retirement
  • Common mistakes people make with too much or too little in Traditional
  • And more!

Connect with Greg Shepard: 

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