Meet the Man Behind the Mic: Introduction to TIAA Simplified’s Greg Shepard (Ep. 1)
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 ha…
Why 10 Years Out Matters for Your TIAA Plan (Ep. 3)
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 before retirement is critical for higher-ed professionals with TIAA accounts. Through real client st…
Top 5 Questions You Should Ask Your TIAA Wealth Advisor (Ep. 4)
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 essential questions every TIAA participant should ask their advisor. He explains how to spot hidden …
TIAA Traditional: How Can I Balance Annuitization with Other Income Strategies? (Ep. 5)
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 really means, who it’s best for, and the key benefits and risks to be aware of. He also breaks do…
TIAA Traditional Lifetime Income Pros vs Cons (Ep. 7)
Retirement income decisions can be overwhelming, especially when converting TIAA Traditional balances into lifetime income.
In this episode, Greg Shepard breaks down one of his most frequently asked questions: “Should I choose lifetime income, and how much?” Greg shares real client stories and ex…
TIAA Traditional: Which Contracts do I Annuitize First? (Ep. 8)
If you’ve ever wondered whether you’re making the most of your TIAA Traditional account, this episode is a must-listen. Greg Shepard breaks down the five essential questions every TIAA participant should ask, whether you’re ten years from retirement or just starting your career.
In this episode, …
You Don’t Know What You Don’t Know About TIAA Retirement Planning (Ep. 10)
Most people believe they have their retirement plan under control until they get closer to the finish line and realize they are guessing. When it comes to TIAA accounts, guessing can create costly mistakes, stress, and irreversible decisions.
In this episode, Greg Shepard breaks down why DIY reti…
How AI is Transforming TIAA Retirement Planning (Ep. 11)
Technology is changing how we approach retirement planning, but are financial professionals embracing these changes or resisting them?
What if there were a tool that could map out your entire retirement strategy from age 30 to 65, including Roth conversions, tax optimization, and withdrawal strat…
Greg Shepard with BOSS Capital Partners on Autism, Neurodiversity and Entrepreneurship
Greg Shepard of BOSS Capital Partners joins us to discuss autism, neurodiversity, and entrepreneurship. The School System and Learning Styles
Growing up, Greg struggled with learning in school and communicating. He had a different style of learning that schools did not teach. He scored very high…
Chain of Command part 4
Note: This episode contains graphic descriptions of sexual abuse and psychological manipulation.
It started with a revolt. Thirty ministers walked out of NTCC mid-service and never looked back. They thought they were done with high-control leadership, mandatory tithing, and pastors who ruled by f…
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