When it comes to retirement planning in higher ed, two names dominate the conversation: TIAA and Fidelity. But how different are they really, and how should you choose between them? Greg Shepard pull

For many, the word annuitization can feel confusing or intimidating. But understanding it can unlock powerful retirement income strategies. In this episode, Greg Shepard explains what annuitization

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 ess

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 bef

Many higher education and medical professionals depend on TIAA for their retirement savings, yet most dont fully understand the fine print. From liquidity restrictions to overlooked contract details,

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 Simpl

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 a