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 Simplified, Greg Shepard shares how helping higher ed professionals navigate their TIAA investments has completely reshaped his approach to advising.
These aren’t just account balances and allocations. They’re emotional, high-stakes decisions often made without the right information. Greg dives into the real stories of confusion, frustration, and life-altering revelations that sparked his mission to bring clarity to this overlooked topic.
Greg discusses:
How years of traditional financial advising felt empty until he began helping TIAA participants with their most pressing questionsThe overlooked restrictions inside TIAA Traditional and how they catch people off guard near retirementWhy even highly intelligent professionals struggle to understand the mechanics of their planWhat pushed Greg to start making videos and podcasts that became lifelines for people in need of answersThe urgency of asking the right questions well before retirement to avoid irreversible planning mistakesAnd more!Connect with Greg Shepard:
