In this episode, you're going to learn how to gain access to socially responsible / green energy investments inside your university retirement plan. Y...

In this podcast, your host, Greg Shepard, will discuss rolling over your 403b to an IRA. This accounts for other higher ed accounts as well, such as 4...

This podcast, hosted by Greg Shepard, piggybacks on a previous episode regarding the word "fiduciary" and the role it plays in your higher ed retireme...

In this podcast, Greg Shepard, speaks about 2 real-life situations regarding clients of his that had unfortunate experiences with their TIAA Tradition...

Scared of a market downturn? Who isn't, right? In this episode, Greg Shepard will share with you how to identify how much risk is in your portfolio an...

In this episode you'll learn how to use the best of TIAA AND Fidelity in the same retirement plan. Most higher ed employees have the choice of using T...

In this episode you'll learn about a retirement strategy that many miss out on - Taking an In-Service Withdrawal when your older than 59 1/2. It's a s...

In this episode you'll learn about a retirement strategy that many miss out on - Taking an In-Service Withdrawal when your older than 59 1/2. It's a s...

In this episode, Greg Shepard will dive into the ins-and-outs of Target Date Funds. Probably unbeknownst to you as an employee, this is most likely wh...

In this episode, Greg Shepard will dive into the ins-and-outs of Target Date Funds. Probably unbeknownst to you as an employee, this is most likely wh...