business
Hosted by Greg Shepard · business · EN-US
Welcome to TIAA Simplified with Greg Shepard from S&A Financial Services. In this podcast, we help HigherEd professionals overcome the confusion and frustration around managing their TIAA retirement accounts. We do this by breaking down complex rules, hidden risks, and smart strategies into clear, actionable insights. Join us for this journey where we explore how to retire smarter by truly understanding your TIAA plan, as Greg draws from years of experience, and guest experts to help you take control of your financial future with confidence.
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Contact path
Verified email
Booking probability
19%
Guest openness
Selective
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Signup to Generate a PitchWelcome to TIAA Simplified with Greg Shepard from S&A Financial Services. In this podcast, we help HigherEd professionals overcome the confusion and frustration around managing their TIAA retirement accounts. We do this by breaking down complex rules, hidden risks, and smart strategies into clear, actionable insights.
TIAA Simplified is hosted by Greg Shepard. The show has published 12 episodes to date.
Recent episodes include "How AI is Transforming TIAA Retirement Planning (Ep. 11)" (4 February 2026, 29 minutes), "You Don’t Know What You Don’t Know About TIAA Retirement Planning (Ep. 10)" (21 January 2026, 29 minutes), and "Roth IRA or Roth 403(b): Which Should I Do? (Ep. 9)" (7 January 2026, 24 minutes).
TIAA Simplified publishes roughly every two weeks, with episodes averaging 23 minutes across 12 episodes.
Booking probability for TIAA Simplified is 19%, and the host is rated Selective on guests. TIAA Simplified requires a Pod Score of 80 or higher. TIAA Simplified's contact route on record: verified email.
The strongest fits for TIAA Simplified are Investment Banking & Trading and Investing & Wealth Management. TIAA Simplified has a business audience and around 4,700 subscribers on YouTube.
Greg Shepard hosts TIAA Simplified, a business podcast with 12 episodes published.
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TIAA Simplified
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...
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...
TIAA Simplified
Many higher education professionals are missing out on a powerful retirement tool hiding in plain sight within their employer plans. Are you leaving tax-free money on the table? Do you know the difference between...
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...
TIAA Simplified
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...
TIAA Simplified
When it comes to retirement planning in higher ed, two names dominate the conversation: TIAA and Fidelity. But how different are they really, and how should you choose between them? Greg Shepard pulls back the curtain...
TIAA Simplified
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...
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...
TIAA Simplified
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...
TIAA Simplified
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...
TIAA Simplified
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...
TIAA Simplified
Welcome to TIAA Simplified with Greg Shepard from S&A Financial Services. In this podcast, we help HigherEd professionals overcome the confusion and frustration around managing their TIAA retirement accounts. We do this...
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