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Ready, Set, Retire! A Practical Roadmap for Navigating the Transition
(Formally HigherEd Retire Podcast)
Do you find yourself a little overwhelmed because you're about to transition into retirement and you don't really have a great grasp on the financial game plan?
Trust me, you're not alone. In this episode, listen as Greg Shepard shares with you a recent encounter he had with someone in that exact situation. You'll hear how Greg stopped this individual in mid-explanation, took a "step back" and simplified things. After Greg was able to share with this individual a simpler, more income producing strategy, he and his wife were able to finally understand the plan and feel less stressed regarding their future.
Lastly, Greg shares with you an email he received the day of this recording regarding someone he had been helping deciding to choose the Interest Only option for 100% of their TIAA account. A little unusual, but listen as to why Greg agreed with this strategy - just maybe it could help you out as well with your TIAA account.
YouTube Video Channel
📆 Jump on my calendar to see how we can improve your higher ed retirement plan
https://calendly.com/greg-safinancial...
email: [email protected]
913-521-2381
Disclosure S&A Financial Services, Inc. is a registered investment advisor. Content presented is for informational purposes only and should not be considered as investment advice or as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Always consult with your tax advisor or attorney regarding your specific situation.
View all episodes
By Greg Shepard
4.5
66 ratings
(Formally HigherEd Retire Podcast)
Do you find yourself a little overwhelmed because you're about to transition into retirement and you don't really have a great grasp on the financial game plan?
Trust me, you're not alone. In this episode, listen as Greg Shepard shares with you a recent encounter he had with someone in that exact situation. You'll hear how Greg stopped this individual in mid-explanation, took a "step back" and simplified things. After Greg was able to share with this individual a simpler, more income producing strategy, he and his wife were able to finally understand the plan and feel less stressed regarding their future.
Lastly, Greg shares with you an email he received the day of this recording regarding someone he had been helping deciding to choose the Interest Only option for 100% of their TIAA account. A little unusual, but listen as to why Greg agreed with this strategy - just maybe it could help you out as well with your TIAA account.
YouTube Video Channel
📆 Jump on my calendar to see how we can improve your higher ed retirement plan
https://calendly.com/greg-safinancial...
email: [email protected]
913-521-2381
Disclosure S&A Financial Services, Inc. is a registered investment advisor. Content presented is for informational purposes only and should not be considered as investment advice or as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Always consult with your tax advisor or attorney regarding your specific situation.