TIAA Simplified
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, hid
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Recent Episodes
How AI is Transforming TIAA Retirement Planning (Ep. 11)
Technology is changing how we approach retirement planning, but are financial professionals embracing these changes or resisting them?
What if...
You Don’t Know What You Don’t Know About TIAA Retirement Planning (Ep. 10)
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...
Roth IRA or Roth 403(b): Which Should I Do? (Ep. 9)
Many higher education professionals are missing out on a powerful retirement tool hiding in plain sight within their employer plans.
Are you...
TIAA Traditional: Which Contracts do I Annuitize First? (Ep. 8)
If you’ve ever wondered whether you’re making the most of your TIAA Traditional account, this episode is a must-listen. Greg Shepard breaks down...
TIAA Traditional Lifetime Income Pros vs Cons (Ep. 7)
Retirement income decisions can be overwhelming, especially when converting TIAA Traditional balances into lifetime income.
In this episode,...
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