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 a personalized approach is critical.

His mission is clear: simplify the complexities so you can make informed decisions well before retirement.

Greg discusses:

• Why TIAA’s complexities often only become clear close to retirement
• The importance of knowing whether your TIAA Traditional funds are liquid or illiquid
• How over-concentration in TIAA Traditional can derail retirement plans
• Why contract details are often missed and how to find them
• The need for customized strategies rather than a one-size-fits-all approach
• And more!

Connect with Greg Shepard: 

• Phone: (913) 521-2381
• Email: greg@shepardfinancial.com 
• LinkedIn: Greg Shepard
• Website: TIAA Simplified
• Website: S&A Financial Services
• LinkedIn: S&A Financial Services, Inc.