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TIAA Simplified for HigherEdThis podcast is for those that are overwhelmed and confused by your TIAA accounts and looking simplify their situation. Author: Greg Shepard
(Formally HigherEd Retire Podcast) Feeling overwhelmed by your TIAA retirement plan? You're not alone! This podcast is your trusted guide to navigating the complexities of your TIAA accounts and simplifying your retirement journey. your host, Greg Shepard, has specialized in working with those with TIAA accounts for over 20 years. Greg will help demystify the jargon, break down confusing options, and empower you with clear, actionable ideas. Here's what you can expect: * Easy-to-understand explanations of key TIAA concepts * Actionable tips and tricks to maximize your decision making process * Insights and updates on TIAA * Answers to your questions to help simplify your accounts Don't let confusion cloud your TIAA decision making process. Subscribe now and take control of your financial future. Be sure to connect w/ us for more great content: https://tiaasimplified.com/ YouTube Channel for TIAA Simplified: https://www.youtube.com/channel/UCEEvSjdlIkiPR2GDyWFu88w Language: en Genres: Business, Education, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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TIAA Traditional - Don't Procrastinate!
Episode 59
Monday, 1 July, 2024
In this episode, listen as Greg shares one of the most common mistakes made by folks contacting him - PROCRASTINATION!Specifically in regards to those that have ex-employer TIAA accounts of which Traditional is held in them. Time-and-time again, once uncovered, we learn that those monies sitting in Traditional are receiving sub-par interest rates. Listen as Greg shares with you a very simple strategy that will boost those underperforming TIAA Traditional rates by utilizing your current TIAA contracts. Additionally, Greg delves into, what he considers, the opportunity cost of keeping you money in high yielding money market funds compared to Traditional....for the long-run. Lot's of folks out there don't take the time to consider interest rate risk we're about to encounter in the year 2025.TIAA Simplified YouTube Channel📆 Jump on my calendar to see how we can improve your higher ed retirement planWebsite:www.safinancialservices.comemail: greg@shepardfinancial.comConnect w/ us913-521-2381*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.
