TIAA Game Plan - Real Case Scenario скачать в хорошем качестве

TIAA Game Plan - Real Case Scenario

How do I utilize TIAA in my retirement game plan? #tiaa #tiaaa #tiaatraditional In today’s video, Greg Shepard from S&A Financial Services walks you through a real-life case study of a 62-year-old retiree trying to navigate his TIAA and Fidelity accounts. Like many of you, he was overwhelmed by generic, bot-generated advice and needed a personalized game plan. Here’s what we covered: ✅ Bridging the gap between early retirement and Social Security ✅ Optimizing TIAA Traditional for lifetime income (without overcommitting) ✅ Balancing liquid vs. non-liquid assets for flexibility ✅ Investing in income-producing assets to meet spending needs ✅ Creating a sustainable withdrawal strategy This client left feeling confident, spending freely, and enjoying retirement. If you’re in a similar situation and want a customized retirement game plan, contact me! 📩 Get in touch – My info is below! 👍 Like, Subscribe, and hit the 🔔 to stay updated on all things TIAA. =========================== Make sure to connect w/ us ➡ https://tiaasimplified.com 🔔 Make sure to subscribe here to get notifications of future videos @TIAAsimplified 📆 Jump on my calendar to see how we can simplify your TIAA life.... (copy & paste) https://calendly.com/greg-safinancial... 🎤 Explore the Podcast    • TIAA Simplified Podcast   email: [email protected] 913-521-2381 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.