Greg Shepard - Podcast Details

Shows

TIAA Simplified 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 retirement planning often falls apart, especially for higher education professionals navigating TIAA’s complex rules. Through real client stories and candid conversations, Greg explains why confidence without clarity can lead to missed opportunities, tax inefficiencies, and unnecessary strain at home. Key insights covered: Why most pre-retirees underestimate TI...

2026-01-2129 min

TIAA Simplified Roth IRA or Roth 403(b): Which Should I Do? (Ep. 9)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 contribution limits and income restrictions across retirement accounts? In this episode, Greg Shepard breaks down the critical differences between Roth 403(b) and Roth IRA accounts, revealing why so many employees remain unaware of valuable retirement options. Greg explains income limits, withdrawal rules, tax diversification strategies, and when high earners should reconsider their approach. Key insights covered: The widespread...

2026-01-0724 min

TIAA Simplified 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, Greg explains how to think strategically about your TIAA Traditional contracts, plan ahead for lifetime income options, and avoid common mistakes that can limit flexibility later. He shares real-world insights on how early preparation can help you retire with confidence and clarity. Greg discusses: What key ac...

2025-12-2424 min

TIAA Simplified 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 explains the pros, cons, and emotional factors behind this important decision. He also explains how TIAA lifetime income works, when it makes sense, and how to avoid costly mistakes when selecting it. Greg shares: The key differences between lifetime income and maintaining liquidity The ideal scenarios where lifetime income might make sens...

2025-12-0325 min

TIAA Simplified TIAA vs Fidelity: HigherEd Retirement Plan Showdown (Ep. 6)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 on what sets each apart, where they overlap, and how risk tolerance, investment options, and lifetime income strategies all play a role in making the right decision. What to expect: Why fees are lower today than they were just a decade ago How to think about TIAA’s traditional account versus Fidelity’s equity platform The pros...

2025-11-2622 min

TIAA Simplified 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 down how it works within TIAA plans, when to consider it, and the hidden tax and inflation factors you need to keep in mind. Key takeaways: What annuitization means and how TIAA provides fixed lifetime income How to combine annuitized income with flexible sources like rollover IRAs and So...

2025-11-1220 min

TIAA Simplified 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 fees, evaluate income strategies, and make informed choices that keep your money working for you. Greg also stresses the importance of education, transparency, and staying proactive about your retirement plan. Key takeaways: The importance of clarifying an advisor’s true investment philosophy and whether it aligns with your goals Wh...

2025-10-1625 min

TIAA Simplified 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 stories and clear explanations, Greg breaks down the importance of understanding liquidity, portfolio allocation, and the unique rules around TIAA Traditional. Greg discusses: Why waiting until the last minute can limit your retirement choices The role of TIAA Traditional in your income strategy How to...

2025-10-0221 min

TIAA Simplified Understanding TIAA’s Hidden Nuances (Ep. 2)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 of not asking the right questions can be costly. This week, Greg Shepard breaks down the most common misunderstandings about TIAA Traditional and explains why a personalized approach is critical. His mission is clear: simplify the complexities so you can make informed decisions well before retirement. Greg discusses: Why TIAA’s complexities often only become clear close to retirement The...

2025-09-1826 min

TIAA Simplified 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 has completely reshaped his approach to advising. These aren’t just account balances and allocations. They’re emotional, high-stakes decisions often made without the right information. Greg dives into the real stories of confusion, frustration, and life-altering revelations that sparked his mission to bring clarity to this overlooked topic.

2025-09-1823 min

TIAA Simplified TIAA Simplified Coming SoonWelcome 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.

2025-09-1200 min

LifeBlood The Startup Lifecycle with Greg ShepardLifeBlood: We talked about the startup lifecycle, why some founders succeed while most fail, the stages of entrepreneurship where most of the struggles happen, how to help marginalized groups, and how to gain access to the resources you need, with Greg Shepard, the entrepreneur’s entrepreneur, author, speaker, and mentor. Listen to learn why bad advice could be to blame for startup failures! You can learn more about Greg at GregoryShepard.com, Facebook, YouTube, X, Instagram, and LinkedIn. Get your copy of the Startup Lifecycle here: https://amzn.to/4gC2MXJ Thanks, as always for listeni...

2024-09-2522 min

TIAA Simplified for HigherEd TIAA Traditional - Don't Procrastinate!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...

2024-07-0127 min

TIAA Simplified for HigherEd TIAA Recent News Headlines - Must Listen!In this episode, Greg dives into a recent NBC News article that sheds light on TIAA's controversial strategies to offset losses in their recordkeeping business.Greg uncovers some disappointing (in his opinion) sales tactics that TIAA reportedly required their wealth managers to adopt. While acknowledging TIAA's longstanding contributions to the retirement planning industry, Greg discusses how recent changes in SEC transparency mandates have forced the company to pivot its retirement plan platforms, leading to a slowdown in revenue from proprietary investments.To compensate, TIAA has employed, in Greg's view, questionable tactics to boost revenue.

2024-06-0121 min

TIAA Simplified for HigherEd TIAA - Lifetime Income vs 10yr TPA | Illiquid Contracts | Uninformed AdvisorsIn this episode of "TIAA Simplified," we delve into three critical aspects of TIAA and your Traditional accounts, aiming to provide clarity and actionable insights.Competence in Financial Advisors:We kick off by addressing an essential issue for TIAA participants: the competence of your financial advisor. It's crucial to ensure that your independent, fee-only advisor is well-versed in TIAA-specific issues. Does your advisor have an APIN number? This can be a good indicator of their expertise in navigating your TIAA journey effectively.Understanding Illiquid Contracts:Next, we highlight the importance of...

2024-05-0126 min

TIAA Simplified for HigherEd TIAA Simplified Membership ProgramWelcome to the latest episode of "TIAA Simplified"! In this episode titled "TIAA Membership Program," Greg Shepard introduces an exciting new program designed for those in their accumulation phase—still working towards their retirement goals.Greg discusses the key features of the membership program, including a one-time account optimization and strategy session utilizing Nitrogen software. Participants will also benefit from quarterly webinars covering general economic and market insights, yearly check-in review appointments, and ongoing email support for general questions.With a limited capacity of 10-15 participants initially, Greg emphasizes the personalized attention each member will re...

2024-04-1516 min

TIAA Simplified for HigherEd TIAA Q&A | ObservationsIn this episode, independent TIAA expert, Greg Shepard, delves into questions you've sent his way over the last few months. He closes the episode by elaborating on a key observation he's seen amongst TIAA participants. Questions Greg addresses in this episode....Do you (Greg) have to be local in order to work with me as my advisor?How can I increase my TIAA Traditional rate? TPA Strategies - what are all the nuances associated with TPA's?How do you (Greg) differ from the advisor I use at TIAA or any other independent advisor outside TIAA?

2024-04-0124 min

TIAA Simplified for HigherEd You're Doing it WRONG! Retirement Income PortfoliosWelcome to "TIAA Simplified" with Greg Shepard! In this eye-opening Podcast episode Greg delves into the common mistakes many higher education professionals make in managing their retirement plans. Drawing from his extensive experience, Greg highlights crucial insights and real-life examples to guide viewers towards smarter financial decisions.Key Points:1. Common Mistakes: Greg addresses misconceptions and pitfalls in retirement portfolio management, urging viewers to reassess their strategies.2. DIY vs. Professional Guidance: He explores the risks of managing portfolios independently versus seeking expert advice, emphasizing the importance of fiduciary responsibility.3. Importance of Diversification...

2024-03-1521 min $Financial Advisor\'s Workshop with Brian Kasal$

Financial Advisor's Workshop with Brian Kasal #74 Unlocking The Secrets of TIAA Traditional w/ Greg Shepard, Financial Advisor, S&A Financial Services, Inc.Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Greg Shepard (https://www.safinancialservices.com/) is an independent, fee-only financial advisor at S&A Financial Services that specializes in simplifying TIAA accounts mainly for those in higher education and doctors. His practice has excelled at providing logical and simple game plans geared for those transitioning into retirement with TIAA accounts. In this episode, Brian and Greg discuss: 1. Leveraging YouTube for Advisor Growth 2. Unlocking the Secrets of TIAA Traditional 3. Digital Marketing for Financial Advisors 4. Talk...

2024-03-1529 min

TIAA Simplified for HigherEd TIAA Traditional - Avoiding Pitfalls w/ the 5yr Fixed Period OptionHey there, everyone! Greg Shepard here, and in today's Podcast episode, we're diving deep into a rather specific situation surrounding the 5-Year Fixed Period Payment Option within TIAA Traditional. As someone who specializes in simplifying the complexities of TIAA accounts, I'm here to shed light on this topic and help you navigate through it.Let me paint the picture for you. Just recently, I had a conversation with an individual from Arizona who found himself in a bit of a predicament with his TIAA retirement plan. He opted for the 5-Year Fixed Period Payment Option...

2024-03-0119 min

TIAA Simplified for HigherEd TIAA Traditional Liquidation Options(Formally HigherEd Retire Podcast)Tune in to the latest episode of the HigherEd Retire Podcast, where we delve into the intersection of Required Minimum Distributions (RMDs) and TIAA Traditional investments. Specifically, I explore how the RMD age impacts individuals who have chosen the 5-year fixed option after separating from service.Join me as we break down the implications and considerations for post-service investors. Understand the significance of RMD age in managing your TIAA Traditional investments effectively.Gain valuable insights into navigating RMDs and optimizing your retirement strategy with TIAA Traditional. Don't miss out...

2024-02-1516 min

TIAA Simplified for HigherEd TIAA Traditional 120 day restoration rule - When NOT To Do ItToday's podcast episode is a must-listen as we delve into the intriguing realm of TIAA Traditional and a strategy that's making waves—the 120-Day Restoration Rule.This rule, a game-changer in the current high-interest-rate landscape (2023), particularly affects those with liquid TIAA Traditional accounts. If you're not yet familiar with this tactic, buckle up because understanding it could impact you. Now, remember, this isn't financial advice but an eye-opening concept that deserves your attention.In this episode, I dissect the intricacies of the 120-Day Restoration Rule. For participants with older Legacy buckets in TIAA Traditional earning ar...

2024-01-1517 min

TIAA Simplified for HigherEd TIAA Secrets: Where Lifetime Income Annuity Option Doesn't Make Sense(Formally HigherEd Retire Podcast)Welcome back, everyone to another episode of HigherEd Retire! Greg Shepard here from S&A Financial Services, your go-to guide for navigating the complexities of higher education retirement plans, especially those involving TIAA accounts. Today, I've got a game-changing strategy to share, especially tailored for those with a significant age difference between spouses.In a recent scenario, I encountered a participant on the verge of retirement, holding a substantial $700,000+ in TIAA Traditional within an illiquid contract. The catch? His spouse was nine years younger, setting the stage for a unique approach...

2023-12-1514 min

Westside Investors Network (WIN)116. Deal Deep-Dive: How to Maximize Returns through 1031 Exchange with Greg LehrmannABOUT GREG LEHRMANNGreg Lehrmann is an attorney who has a B.B.A. with Honors in Accounting from The University of Texas and a J.D. from The University of Texas School of Law. He is a North Texas/Oklahoma Division Manager with Asset Preservation Inc. API, a subsidiary of Stewart Title Company, is a leading national IRC 1031 Qualified Intermediary and has handled over 200,000 exchanges throughout the country. Mr. Lehrmann has 39 years of experience in commercial and residential real estate law. He dedicates a significant portion of his time to speaking to a...

2023-11-2236 min

TIAA Simplified for HigherEd TIAA Traditional - This Mistake is Becoming Too Common(Formally HigherEd Retire Podcast)Welcome back to another insightful episode of HigherEd Retire where we unravel the complexities of higher education retirement plans.I'm Greg Shepard from S&A Financial Services, your dedicated guide in maximizing your retirement benefits.Episode Highlights:1. The Higher Ed Retirement Puzzle: Delving into the labyrinth of higher education retirement plans, which often prove perplexing for those navigating TIAA accounts. Drawing on two decades of experience, I've encountered consistent mistakes that can significantly impact your financial future.2. The Scenario: Group Retirement Annuity (GRA...

2023-11-1517 min

TIAA Simplified for HigherEd Higher Ed Retirement Plan: Breaking the Assumption You Must Stick with Current Vendor At RetirementAre you in the world of higher education retirement plans? Greg Shepard from S&A Financial Services has some crucial insights to share with you. In this episode, he breaks down a common assumption some make when it comes to retirement planning – that you have to leave your accounts with your current higher education retirement plan vendor. Greg clears up this misconception and explains the diverse options you have when it comes to managing your retirement savings.Key Highlights:1. Empowering Choices: Greg encourages those in higher education not to feel tied to their cu...

2023-10-1514 min

TIAA Simplified for HigherEd TIAA Traditional - What Strategy Do I Use?(Formally HigherEd Retire Podcast)Join Greg Shepard, specialist in higher education retirement plans, as he shares with you the most popular TIAA Traditional strategies you should think about implementing. Greg has been helping those in higher education for over 20yrs so he'll share some invaluable information in this episode. Listen as he talks through an actual client TIAA Traditional scenario and explains the options afforded to him. Greg shares with you the tool to use on TIAA's website that can really help you out when it comes to your strategy planning. However, as he states...

2023-09-1521 min

TIAA Simplified for HigherEd TIAA Traditional - Creating Liquidity and Higher Rates(Formally HigherEd Retire Podcast)In this episode, Greg Shepard, host of Higher Ed Retire Podcast, will share with you how one would transfer money out of TIAA Traditional in an illiquid account in order to take advantage of higher rates of TIAA Traditional inside a liquid account.As always, Greg stresses that this is NOT investment advice and this particular strategy will be plan specific so make sure to check with TIAA prior to implementing this strategy or any other strategy discussed in this podcast.As Greg mentions, this strategy will probably apply...

2023-08-1515 min

TIAA Simplified for HigherEd Ready, Set, Retire! A Practical Roadmap for Navigating the Transition(Formally HigherEd Retire Podcast)Do you find yourself a little overwhelmed because you're about to transition into retirement and you don't really have a great grasp on the financial game plan?Trust me, you're not alone. In this episode, listen as Greg Shepard shares with you a recent encounter he had with someone in that exact situation. You'll hear how Greg stopped this individual in mid-explanation, took a "step back" and simplified things. After Greg was able to share with this individual a simpler, more income producing strategy, he and his wife were able to...

2023-07-1522 min

Practical Founders Podcast #50: Serial bootstrapper sold two companies to eBay and won very big – Gregory ShepardGregory Shepard is a serial entrepreneur who has created and sold 12 companies, including marketing software and ad technology companies. In 2016, he sold two of his bootstrapped software companies, AffiliateTraction and AdAssured to eBay for an undisclosed "f*ck-ton of money," as he describes it. He is now an author, speaker, philanthropist, investor, and the creator of Startup Science and BOSS, an open-source business operating system to help more startups succeed. Gregory faced monumental challenges as a child growing up in poverty with a rare combination of autism, dyslexia, synesthesia, savant syndrome, and other neurodivergent conditions. He learned...

2023-06-161h 08 $Greg Klein\'s Old School Rasslin Talk$

Greg Klein's Old School Rasslin Talk Episode 26: Shepard's EpisodeEpisode 26: Shepard's Episode In Episode 26 of Greg Klein's Old School Rasslin Talk, Greg:In memorial of his younger (step) brother, Greg talks about their shared memories watching wrestling and the days of trying rasslin' moves on your little brother.Looks at Mid South Wrestling from August of 1982. Wonders why Dick Murdock wasn't turned heel in 1982, instead of Ted DiBiase. Laughs at Bill Watts explaining the term, "no pain, no gain." Discusses Iron Mike Sharp's summer push in MSW(A). Welcomes Hacksaw Duggan to the f...

2023-06-1555 min

TIAA Simplified for HigherEd TIAA Traditional - 3 Popular Questions....Answered(Formally HigherEd Retire Podcast)In this episode, Greg Shepard, who specializes in helping those in higher education get the most out of their retirement plan, shares with you the 3 most recent popular questions / topics asked to him from those viewing is YouTube channel.In this episode, Greg shares with you what one can do if their TPA (Transfer Payout Annuity) from TIAA Traditional exceeds that of the RMD (Required Minimum Distribution). Question posed to Greg regarding this issue is can one take the difference (the TPA dollar amount greater than RMD) and direct that towards...

2023-06-1520 min

Headliners SAMMY SHEPARD • Headliners #58On this episode of Headliners Greg is joined by singer-songwriter and Georgia native SAMMY SHEPARD to talk about his new single ALL I NEED (Out 22 May).CONNECT WITH SAMMY SHEPARDFacebook - Instagram - TikTokSUPPORT THIS SHOWSUBSCRIBE TO YOUR LIFE THE MIXTAPE MAGAZINE

2023-05-1819 min

TIAA Simplified for HigherEd Another TIAA Cautionary Tale(Formally HigherEd Retire Podcast)In this episode, listen as Greg shares with you another case where a university participant incorrectly implemented a fairly popular strategy when it comes to TIAA Traditional. Use this as a cautionary tale for you to not repeat the same pitfall. As Greg states over-and-over again, it's well worth your time to discuss anything dealing with TIAA Traditional with a professional that has experience in dealing with TIAA. In this case, the participant did call TIAA for the transaction, but didn't necessarily ask about the strategy or if he...

2023-05-1516 min

Getting Things Done Ep. 206: David Allen talks with Greg ShepardDavid describes Greg Shepard as a lifelong learner on steroids. When you hear Greg talk about all that he has done, and still plans to do, you'll understand how that description fits. He has a history of taking on a variety of big challenges, because he believes that, "The bigger the problem the better the opportunity." Other people have bought more than one copy of Getting Things Done, but you'll find that Greg had an unusual reason for doing that. One of his current interests is altruistic capitalism, the idea that businesses should have concern for doing good beyond m...

2023-05-0921 min

TIAA Simplified for HigherEd TIAA Traditional - Updated Financial Advisor's View(Formally HigherEd Retire Podcast)In this episode, Greg updates the popular episode "TIAA Traditional - Financial Advisor's View" recorded back in January of 2023. Lot's has transpired in that 4ish months and even Greg has learned new tricks-of-the-trade when it comes to TIAA Traditional. Listen as Greg shares with you 3 quick strategies regarding TIAA Traditional. Keep in mind, these strategies are discussed in more depth on other podcast episodes and Greg's YouTube Channel as well. This episode is a tale of one financial advisor changing his view on TIAA Traditional within a span of...

2023-04-1420 min

TIAA Simplified for HigherEd TIAA - Lessons Learned from a Cautionary Tale(Formally HigherEd Retire Podcast)This, very well, may be the most important Podcast episode I've done to-date. In this episode listen as Greg shares with you a cautionary tale of someone who watched my videos, listened to podcast episodes, and did a great job of arming themselves with good information they didn't know prior.Then, turning around and doing the exact opposite of what he learned. He ran into a very nice, well-dressed financial advisor that convinced him to do just about the opposite of what he thought he should do (by way...

2023-03-1520 min

TIAA Simplified for HigherEd Should I Hire Financial Advisor for University Retirement Plan?This particular question comes up now-and-again, "should I hire a financial advisor to help me out with my university retirement plan(s)?" This question gets more complicated when those in higher education state that the reps at TIAA and Fidelity serve as their "advisor."Listen as Greg gives you an idea as to when a financial advisor would be advantageous and also shares with you when a financial advisor wouldn't be beneficial to your situation. Greg also dives into the reason as to why reps at TIAA and Fidelity, although great folks, shouldn't...

2023-02-2824 min

TIAA Simplified for HigherEd Office Hours - Your Questions AnsweredIn this episode of HigherEd Retire, Greg will take time to answer your questions. Thanks to you, HigherEd Retire podcast has reached new heights of popularity. With the newfound attention, comes quite a few questions, which is GREAT! Remember, this podcast is to help those in higher education get the most out of your retirement plan - So keep those questions coming! Greg will take a few questions that pertain to the general public and answer them via podcast episode once per month. This is the first "Office Hours" episode and Greg will continue to...

2023-02-1522 min

TIAA Simplified for HigherEd TIAA Traditional - Financial Advisor's View(Formally HigherEd Retire Podcast)TIAA Traditional rates have climbed to a level that's hard to ignore. With these high rates, comes a lot of attention and questions surrounding said investment. Do note, there are A LOT of nuances around TIAA that can make this investment more complex than you think. In this episode, Greg shares with you his views of TIAA Traditional from a financial advisor's perspective. Greg's been working with higher ed retirement plans for over 20+ years so he's been around TIAA Traditional for quite some time. You'll also hear...

2023-01-3118 min

TIAA Simplified for HigherEd TIAA Traditional Lifetime Income Annuity Option - RC Contract(Formally HigherEd Retire Podcast)Catchy title, right? Let's be honest, nothing exciting about the Lifetime Income Annuity option presented to you from TIAA Traditional inside the RC contract. I get bored even typing it! However, this could be one of the most important decisions you make when it comes to your retired financial life - AND IT'S IRREVOCABLE!!! Make note that this episode is strictly for the RC contract on the TIAA platform. There's been many higher ed institutions that have mapped over the RA contract to the RC contract. This episode pertains...

2023-01-1619 min

TIAA Simplified for HigherEd Thoughts on 2023 and Why it Doesn't MatterIt's that time of year again! All the "experts" and market analysts shower you with their take on what the new year will bring and try to convince you how their take on things is so much better than the one you heard 10min ago on a different channel / article. In this episode, take the time to listen to what Greg thinks 2023 will bring, with a caveat. Greg openly tells you that it doesn't matter what he thinks or anyone else for that matter. He'll share with you the "experts" take on 2022 and how that worked out...

2023-01-0224 min

TIAA Simplified for HigherEd How My Client Became MultimillionaireIn this episode, Greg talks about one of his most successful (financially) clients and how he achieved the status of multimillionaire without a huge salary. Since this clients passing, Greg shares with you his successes and missteps for you to avoid. Listen as you'll hear that his client remained humble in the sense that he understood he wasn't smarter than the stock / bond market and that it paid to actually pay a financial advisor in order to brainstorm ideas and help implement them.Lastly, learn what mistakes he made that wasn't apparent until...

2022-12-1530 min

TIAA Simplified for HigherEd Canadian Pension Did WHAT...? Is Your University Pension at Risk?In this episode, Greg shares his thoughts around a popular LinkedIn post he made. Apparently, there's a lot of interest in how your university pension is invested. Listen as Greg talks you through some nefarious investment decisions made by 3 of Canada's largest pension funds and how that relates to your US university pension. Did you know that it's public information as to how your university pension is invested? You also have access to pension performance numbers as well. Lastly, listen as Greg advocates that you, the employee, ask questions about how your pension...

2022-11-3017 min

The Startup Junkies Podcast 313: Changing the Success Rate of Entrepreneurs with Greg ShepardSummary: Welcome to another great episode of Startup Junkies! On this episode, hosts Caleb Talley, Jeff Amerine, and Davis McEntire sit down with Greg Shepard, founder and CEO of BOSS Capital Partners, a boutique investment firm focused on Series Seed through Series B technology businesses. Greg also founded BOSS Startup Science, a school for entrepreneurs. Greg is a twenty-year startup veteran and serial entrepreneur, a Forbes author, a TEDX speaker, and the host of Meet The BOSS Forbes Radio show. Throughout the episode, Caleb, Jeff, Davis, and Greg discuss the curriculum of BOSS Startup Science...

2022-09-1952 min

Small Business Financial Podcast 7 Questions to Ask Your Financial AdvisorIn this episode, your host Greg Shepard shares with you 7 questions to ask your financial advisor. Maybe you're currently in the market for an advisor or trying to figure out what your advisor really does to justify his / her fee. Listen as Greg shares with you, not only the 7 questions to ask your financial advisor, but how he answers the very same questions for his firm. Remember, if you're trusting your life savings to this person (financial advisor), it's probably a good idea you know one or two of these things discussed in...

2022-08-1130 min

Small Business Financial Podcast Grow Your Business - K.I.S.S.In this episode, your host Greg Shepard shares with you his thoughts around marketing and growing your business. Listen as he shares with you what he's done that works, but more importantly, what he's done that hasn't worked. Greg will share with you a short story to emphasize why it's important to buddy-up with those in different industries that cross over into your industry - centers of influence. Lastly, Greg talks about how nothing really replaces person-to-person interaction and how we've gotten away from that over the last decade or so. ...

2022-07-2821 min

Small Business Financial Podcast New"ish" Inherited IRA RulesIn this episode, your host Greg Shepard shares with you new"ish" rules surrounding Inherited IRA's.These rules came about with the SECURE ACT of 2020. Listen as Greg shares with you how the interpretation of the new rules has morphed in less than 2 years and why most financial advisor's aren't even aware. Lastly, Greg talks you through a simple example to illustrate the new rule so anyone can understand. Remember, there are a lot of nuances with these new Inherited IRA rules and its vital that you work with a competent...

2022-07-1414 min

Small Business Financial Podcast I Don't Like Risk Tolerance Questionnaire'sIn this episode, your host Greg Shepard, shares with you why he doesn't like the antiquated Risk Tolerance Questionnaire.Think of this episode as more of a PSA. Listen as Greg shares with you why most financial advisors haven't evolved from the "normal" Risk Tolerance Questionnaire and how Greg utilizes Risk Tolerance Questionnaires in his financial planning firm. Lastly, Greg talks you through an example as to why this backward thinking process is outdated and how your financial advisor needs to start with education first. Greg is a financial advisor at...

2022-06-3015 min

Small Business Financial Podcast What is a Backdoor Roth?In this episode, your host Greg Shepard, shares with you an awesome strategy that's seldom used and often misunderstood. Most small business owners have heard of a Roth IRA, but have you heard of a Backdoor Roth?Maybe your MAGI (adjusted gross income) is more than what's allowed for you to deposit directly to Roth IRA.....Listen as Greg shares with you who would benefit the most from this strategy and how you can get those Traditional monies over to your Roth account.Learn about a little known rule, Pro Rata...

2022-06-1619 min

Small Business Financial Podcast What is a Solo 401(k)?In this episode, your host Greg Shepard, shares with you one important feature of the Solo 401(k) that you need to know about as a small business owner - mainly for those sole proprietors out there. Most small business owners have heard of a 401(k), but have you heard of a Solo 401(k)?Listen as Greg shares with you why you need to consider this retirement plan, especially if you're a sole proprietor - maybe with spouse on payroll. Lastly, learn why Greg transitioned from a SEP IRA to a Solo 401(k) for...

2022-06-0210 min

Small Business Financial Podcast Who Can Contribute to a SEP IRA?In this episode, your host Greg Shepard, sheds some light on the SEP IRA. What are they and who should use them? Listen as Greg shares with you what size of small business owner should be using the SEP IRA and what are possibly better retirement plan options....depending on the size of your business.Greg will dive into his personal situation (utilizing a SEP) that should help other small business owners out there. Also, listen as to why it's vitally important to have a CPA planner (not a preparer) in your corner...

2022-05-1916 min

Small Business Financial Podcast What is a Simple IRA Plan?In this episode, your host Greg Shepard, dives into Simple IRA's. What are they and who should use them? Listen as Greg shares with you what size of small business owner should be using the Simple IRA and what are possibly better retirement plan options.We'll dive into a real life scenario that came across Greg's desk a couple weeks prior to taping this episode. Learn why using a competent financial advisor improves employee relationships when using a Simple IRA. Greg is a financial advisor at S&A Financial Services, Inc. and specializes...

2022-05-1916 min

Small Business Financial Podcast How Do I Bonds Work?In this episode, your host Greg Shepard, dives into the exciting world of I Bonds. These things seem to be all the rage right now! Greg shares with you how the interest is actually made up of 2 components and how the variable component works (this one's getting all the attention).Listen as you'll learn how much you can buy into I Bonds and a strategy you can use on your tax refund to bump up that annual limit. We'll dive into when the interest resets and how it actually compounds for you.

2022-05-1228 min

TIAA Simplified for HigherEd UM System Pension Epic Fail - Is Your Pension Next?You don't have to be an employee of the Univ of Missouri System to appreciate this episode. This story of pension shortfall has been rewritten all over the country at various public higher ed institutions. If you are in the https://safinancialservices.com/services/university-retirement-plans (UM System), listen as Greg walks you through the epic fail of your pension. Learn how the Board of Curators are proposing ways to break your original employment contract regarding the pension (albeit, mistakes made dating decades ago). Listen as you'll learn of ways the CIO is trying to make up for Curators desire to "...

2022-04-1920 min

TIAA Simplified for HigherEd Univ of Missouri Pension Epic Fail - Is Your Pension Next?You don't have to be an employee of the Univ of Missouri Systemto appreciate this episode. This story of pension shortfall has been rewrittenall over the country at various public higher ed institutions. If you are in the UM System, listen asGreg walks you through the epic fail of your pension. Learn how the Board ofCurators are proposing ways to break your original employment contractregarding the pension (albeit, mistakes made dating decades ago). Listen as you'll learn of ways the...

2022-04-1520 min

Startup Mindsets Neurodivergent/Autistic Entrepreneur & Investor Greg Shepard Founder of BOSS Capital on Pushing Passed Internal & External BarriersMeet Greg Shepard, he's been featured on TedX talks and university lectures worldwide. Founder of BOSS Capital Partners, a boutique investment firm focused on Series Seed through Series B technology businesses. We uncover his mindset which is unique because he is neurodivergent. Not being able to land a job led him to become an entrepreneur, finding out he could make money from an early age, he chose entrepreneurship. This included selling a snake and doing interesting things. He's also former CTO at Pepperjam. Greg's been able to achieve some wild feats like being th...

2022-04-151h 07

Smart Business Moves Smart Business Moves with Guest Greg ShepardGreg Shepard is our Wednesday (April 6th) guest on Smart Business Moves. April is Profit and Building Value Month on Smart Business Moves and for each show, we will be speaking with professionals in the industry about how they have built and maintained successful businesses.Greg Shepard, a graduate of Baylor University, moved to Dallas, Texas in 1999 to pursue a career at IBM; he later joined the tech team at Bank of America. In 2004, Greg left the high-tech world to start Dallas Maids. Since then, Greg founded Emily's Maids (2011), Shepard Holdings (2012), Memphis Maids (2012), and Clean SEO (2021). As y...

2022-04-1457 min

Killer Innovations with Phil McKinneyPast Shows Archives - Killer Innovations with Phil McKinney Greg Shepard with BOSS Capital Partners on Autism, Neurodiversity and EntrepreneurshipGreg 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 in some areas but struggled in others. Greg’s kids go to the Winston School, which specialize in neurodiverse students. The school teaches students their learning styles before they do anything else. Once the kids understand how they learn, they can know which type best fits them. ...

2022-04-0559 min

Killer Innovations with Phil McKinney Greg Shepard with BOSS Capital Partners on Autism, Neurodiversity and EntrepreneurshipGreg 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 in some areas but struggled in others. Greg’s kids go to the Winston School, which specialize in neurodiverse students. The school teaches students their learning styles before they do anything else. Once the kids understand how they learn, they can know which type best fits them. ...

2022-04-0559 min

Killer Innovations with Phil McKinney Greg Shepard with BOSS Capital Partners on Autism, Neurodiversity and EntrepreneurshipGreg 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 in some areas but struggled in others. Greg's kids go to the Winston School, which specialize in neurodiverse students. The school teaches students their learning styles before they do anything else. Once the kids understand how they learn, they can know which type best fits them. My th...

2022-04-0559 min

TIAA Simplified for HigherEd 403b or 457b - Which is Better?(Formally HigherEd Retire Podcast)In this episode, you'll learn the differences between the 403b and the 457b. Listen as Greg shares with you a couple features of the 457b account that has become more attractive since the rule changes a couple years ago. Most higher ed employees aren't even aware of this account in their retirement plan. Other Resources:BrokerageLink PodcastRoth 403b Podcastwww.safinancialservices.comS&A Financial Services, Inc. is a registered investmentadvisor. Content presented is for informational purposes...

2022-04-0114 min

TIAA Simplified for HigherEd BrokerageLink - Why are YOU NOT doing This?In this episode, Greg brings up a topic discussed in an older podcast episode - BrokerageLink. Maybe the "stay at home" phase of the pandemic was the catalyst to more interest in the stock market? Maybe there's just more education around the BrokerageLink feature? Whatever the case, there's been a lot more interest in this awesome feature in higher ed retirement plans across the country. Listen as I share with you my top 3 favorite reasons to be in BrokerageLink. In this episode, you'll learn if you can access ETF's in your BrokerageLink...

2022-03-1512 min

TIAA Simplified for HigherEd TIAA No Longer Playing by Own Rules*This episode stems from an article in Investment News (August 2021) and written by Bruce Kelly. As I explain in the episode, I read the article verbatim, interjecting my thoughts around the subject. SEC recently penalized TIAA $97 MILLION! Listen to this episode to find out why. This podcast episode should be a wake up call to all those in higher ed that run their retirement plan on "auto pilot." Listen as Greg shares with you as to why YOU need to act as your own fiduciary and not rely on your retirement plan vendors to always...

2022-03-0121 min

TIAA Simplified for HigherEd Roth 403b - Part 2(Formally HigherEd Retire Podcast)Back by popular demand - Roth 403b topic!In this episode, Greg continues the conversation started in the last episode titled "Roth 403b" where he deconstructed what a Roth 403b is and gave 2 client scenarios that were advantageous when using the Roth feature in their higher ed retirement plan. The Roth 403b topic spurred a lot of questions not answered in the first episode. Therefore, Greg put together a list of 4 questions that you can ask yourself to find out if you're a fit for a Roth 403b. Also...

2022-01-1515 min $The Brain Surgeon\'s Take$

The Brain Surgeon's Take Greg Shepard - The Secret to Successful Startup CompaniesGreg Shepard is a 20-year startup veteran and serial entrepreneur with 14 liquidity events under his belt, two of which were sold as part of a $925M transaction that won 4 Private Equity awards for transactions between $250M-$1B. Greg is also a ForbesBooks author and has written over 100 articles published in 25 national and international journals. Mr. Shepard is a TEDX speaker and keynote speaker for universities, associations and conferences worldwide. He is the host of a Forbes Radio show and has been featured as a guest on over 25 popular podcasts as well as numerous network TV and radio shows. Greg f...

2021-12-1637 min

TIAA Simplified for HigherEd Socially Responsible InvestingIn this episode, you're going to learn how to gain access to socially responsible / green energy investments inside your university retirement plan. Your host, Greg Shepard, will share with you how your colleagues are accessing these investments and how one of Greg's clients now has her portfolio in 100% in socially responsible / green energy investments. This is information you won't attain by attending your HR Benefits seminar. Greg has 20 years experience in dealing with higher ed retirement plans and this podcast focuses on all the "ins-and-outs" of higher ed retirement plans that's not known by many...

2021-12-1514 min

TIAA Simplified for HigherEd What is Roth 403b(Formally HigherEd Retire Podcast)In this episode, Greg Shepard will unpack the Roth 403b for you to decide if it's a good option for you. Most likely, your plan now gives you the option of contributing to a Roth 403b through your employer retirement plan.In this episode, Greg will go over....What is a Roth 403b?How the Roth 403b compares to a traditional 403bWho might benefit from a Roth 403bHow to begin a Roth 403bYou don't want to miss this episode! Next to the BrokerageLink feature, this is the...

2021-11-1620 min

TIAA Simplified for HigherEd Fiduciary Part 2 - Look Out For Yourself, Because Nobody Else WillThis podcast, hosted by Greg Shepard, piggybacks on a previous episode regarding the word "fiduciary" and the role it plays in your higher ed retirement plans. Specifically, Greg dives into 2 real-life stories from clients of his. You'll learn how to recognize a true fiduciary that acts in your best interest and why the reps from TIAA and Fidelity (other vendors as well) aren't your best answer. Listen to a situation one of Greg's clients found herself in that could have been 100% avoided if her reps from TIAA truly were to act in her best interest. Don't find yourself in...

2021-11-0211 min

TIAA Simplified for HigherEd TIAA Traditional - WATCH OUT!(Formally HigherEd Retire Podcast)In this podcast, Greg Shepard, speaks about 2 real-life situations regarding clients of his that had unfortunate experiences with their TIAA Traditional account. You'll learn why you NEED to know the restrictions and parameters around your TIAA Traditional account before it's too late. Greg shares a story about a lady in higher ed that did a fantastic job saving for her retirement. Her only downfall - 100% of it was TIAA Traditional. Listen to why she cried in his office once he told her something that TIAA failed to tell her over the course of...

2021-10-1517 min

TIAA Simplified for HigherEd Age 59 1/2 In-Service WithdrawalsIn 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 strategy that many wish they had taken advantage of immediately after they were eligible. Greg Shepard will share with you 5 reasons you should consider this strategy. More episodes found at https://safinancialservices.com/podcastS&A Financial Services, Inc. is a registered investmentadvisor. Content presented is for informational purposes only and should not beconsidered as investment advice or as an offer or solicitation for...

2021-10-0116 min

TIAA Simplified for HigherEd How To Use Technology To Identify How Much Risk In YOUR PortfolioScared 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 and what you can do to lessen the risk and make your portfolio more efficient. Gone are the days where one just arbitrarily agrees to a 70/30 or 60/40 mix of stocks and bonds. With the evolution of technology in the investment advisory world, one can identify how much risk they're willing to take in order to determine the stock / bond ratio in their portfolio. Listen to other informative podcasts at www...

2021-09-1514 min

TIAA Simplified for HigherEd Rollover 403b to IRA(Formally HigherEd Retire Podcast)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 457b's and 401a's. You'll learn the following in this podcast...Scenarios as to when you’d want to rollover your 403b to an IRA…. Old employer plan Retired 59 ½ yr old ruleHow you go about doing the rollover. Greg will discuss the logistics of the process and how dealing with TIAA can be a headache if you're not familiar with how the p...

2021-09-0116 min

TIAA Simplified for HigherEd Target Date Funds - Should You Use Them?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 where your monthly contributions default to every contribution period. Here, you'll learnWhat a Target Date Fund isIs there a conflict of interest?What other options you haveWhat options you should chooseGreg Shepard, and advisor at S&A Financial Services, Inc. understands you can get into the weeds with this retirement "stuff." If you're looking for some help, shoot him an email at greg@shepardfinancial.com or check out the...

2021-08-1621 min

Smart Cleaning School Sail Around the World with Greg ShepardGreg Shepard is a serial entrepreneur. He is the owner of Dallas Maids along with 2 other cleaning companies which he founded or co-founded. In this interview, we dive into the subconscious mind and the limitless power we all possess to win at business and life. Greg sounds like a modern day Napoleon Hill, who wrote "Think & Grow Rich". You will love how I probe Greg for his Why and vision behind each step in his journey. And I know you'll love his resolve to earn his next life's dream to sail around the world by building a 4...

2021-08-021h 06

TIAA Simplified for HigherEd Voluntary Separation Incentive Program (VSIP) - What YOU Should KnowIf you're a KU (University of KS) employee that qualified and will take advantage of the VSIP later this year, then you MUST listen to this podcast episode. In this episode, you'll learn strategies about the VSIP retirement plan that you wont find anywhere else - including at TIAA or ING. Make sure you're armed with all the information before you make irrevocable choices to your retirement plan.Other Resources available at www.higheredretire.comBrokerage Link Podcast S&A Financial Services, Inc. is a registered investmentadvisor. Content presented is...

2021-07-1517 min

TIAA Simplified for HigherEd Investing During Pandemic Regardless of Your Political AffiliationToday, you'll learn why the stock market is skyrocketing during the worst pandemic in modern US history and how politics can come into play.In this podcast you'll learn...The typical phases of a Bear Market and where we are in the cycleReasons why the stock market is doing well during this pandemicEconomic Outlook (opinion)How to find out your Risk NumberMore resources found at www.higheredretire.comS&A Financial Services, Inc. is a registered investmentadvisor. Content presented is for informational purposes only and should not be

2021-07-0124 min

TIAA Simplified for HigherEd Benefits of 529 Plan - Saving For CollegeCollege costs are rising A LOT faster than inflation. Imagine what college could cost 10 years from now. Can you afford it? How do you pay for it? Something's got to give, right? In this podcast, I'll share with you 6 reasons as to why I think the 529 Plan is the best thing going out there to save for college costs. Some topics and questions that I attempt to get to the bottom of....Which 529 Plan should you choose?What happens if your little one doesn't go to college?Who owns the 529 account?What's considered a qualified distribution?Taxes...

2021-06-1527 min

TIAA Simplified for HigherEd What Your Financial Advisor Should Be Doing For YouIf you’ve ever thought about hiring an advisor or you currently have an advisor you’re working with you may be trying to figure out if they’re doing the right thing or if you even hired the right person. You just generally don’t know how or where to find out this kind of information. If this has crossed your mind, then this podcast will be for you. You'll learn...What fee your financial advisor should be charging you and how he / she should be charging those fees.What services your financial advisor should be providing you. What ty...

2021-06-0132 min

TIAA Simplified for HigherEd CARES Act Information for Higher Ed EmployeesToday I'll discuss some of the provisions in the 900 page CARES Act that is directed to help those in higher education get through some difficult financial times if impacted by COVID-19. Learn new ways to distribute money from your retirement plan as a distribution or a loan. I'll discuss the tax implications and help you decide which option may be best for your situation.Other resources found at www.higheredretire.comS&A Financial Services, Inc. is a registered investmentadvisor. Content presented is for informational purposes only and should not be

2021-05-1525 min

TIAA Simplified for HigherEd Why To Buy Disability Insurance During PandemicOne of the most overlooked aspect of retirement planning is Disability Insurance. Some of you may have this option through your employer and some of you don't. Do you know if your employer offers it or not? In this podcast, I'll let you know why Disability Insurance is so important and why it may be the best time to look into it during this COVID pandemic.More resources available at www.higheredretire.comS&A Financial Services, Inc. is a registered investmentadvisor. Content presented is for informational purposes only and should not...

2021-05-0325 min

TIAA Simplified for HigherEd Using Brokerage Link to Capitalize on Market VolatilityToday i’d like to piggyback off of a previous podcast I’ve done regarding brokerage link accounts. The reason behind this podcast is that I'd like to share with higher ed employees how to invest in certain sectors of the market within their retirement plan. All higher ed employees have the "core" retirement plan where they'll have maybe 10 - 30 investment choices in their Voluntary Retirement Plan. Of which, none (maybe one) are sector funds. How do I get into certain sectors like tech, bio health care, utilities, etc...? Today you'll learn exactly how to do that. Once again, this...

2021-04-1511 min

Mental Edge Training Coach with Chad Hermansen Greg Shepard former minor league playerGreg Shepard is a former minor league player who has a great story on how he got into pro baseball. Dr. Shepard is a Chiropractor in the Las Vegas area and has been doing hitting lessons for years. To work with Chad on your mental game contact him at chad@mentaledge.coach To join his Mental Edge Video Vault membership go to www.MentalEdgeToday.com

2021-03-161h 28

TIAA Simplified for HigherEd KS Board of Regents Employees - Avoid State Taxes Strategy When Distributing at RetirementThis could be the most important episode I've done for KBOR employees. Albeit a little convoluted, but very important and advantageous nonetheless. Did you know that distributions from your KBOR retirement plan are state tax free? Maybe you did....but I bet you haven't heard of the strategy that my firm's implemented to maximize investment choices outside KBOR's retirement plan and still take advantage of the state tax exemption at retirement. It's such a little used strategy that I've never seen anyone use it outside my firm since I've been helping KBOR employees, and that goes back to 2001. This...

2021-03-1511 min

TIAA Simplified for HigherEd KS Board of Regents Employees - Socially Responsible InvestingHave you thought about trying to invest in a more socially responsible manner, but not sure how to do that or what that really means? Check out this short podcast and learn how to accomplish this as a KBOR employee. Greg Shepard will give you all the information you need to gain more confidence to invest in this unique sector. Greg's been working with KBOR employees since 2001 and has helped many employees navigate their ever-changing retirement plan. In this podcast, you'll learn...What investing in a socially responsible manner meansHow to find socially responsible investments that align with...

2021-02-1511 min

TIAA Simplified for HigherEd Which Retirement Plan Vendor Do I Choose?In today’s episode, I’ll be talking about the most common question I receive – “Greg, I have 4 or 5 different retirement plan vendors in my plan – which one do I choose?” Pretty simple question, right? But, it’s not as straight-forward as you may think. I’ll share with you what I do for clients in order to help them make the right decision. You’ll learn an easy 4-step process in order to make the decision easier. I’ll give you the tools to become more confident when making your decision. Does your retirement plan have Fidelity and TIAA to choose from? Wh...

2021-02-0215 min

Open Minds Show 11 Fitness With Greg PapanicolasStrength training expert Greg Papanicolas joins Shepard to chat about fitness training and the impact that The Panic Of 2020 has had on the fitness industry. Good practical advice on working with a trainer. Greg's online training firm: https://www.projectspartacoaching.com/ The great internet show I mentioned: Disenthrall.me James Joseph's book, The Quotable Contrarian: https://amzn.to/397YLZ4 Music credit: Pixabay and Feeling Joyous With My Business by MusicLFiles https://filmmusic.io/song/6880-feeling-joyous-with-my-business License: http://creativecommons.org/licenses/by/4.0/

2021-01-0550 min

TIAA Simplified for HigherEd FIDUCIARY - TIAA / ING / Fidelity Reps Not The AnswerThe word "Fiduciary" is a funny and often times misused word in my industry. In today's Podcast, Greg Shepard will inform you as to why TIAA / ING / Fidelity just can't act as a true fiduciary. Learn how an ex-client of mine made a mistake in believing she was making the right decision in going with TIAA directly. In this episode you'll learn how to determine if your financial advisor is a true fiduciary and how to hold him / her to their word.More resources found at www.higheredretire.comS&A Financial Services, Inc. is...

2020-12-1514 min

The Startup Life Greg Shepard(Founder & CEO of BOSS Capital Partners)In this episode we talk to Greg Shepard(Founder & CEO of BOSS Capital Partners) as we discuss his career, what investors look for, and so much more. **More On Greg** Greg Shepard is the CEO and founder of BOSS Capital Partners. He is a Serial Entrepreneur, Author, Speaker and Angel Venture Capital Investor with a legacy of building and running sustainable growth businesses. Driven by a transformational leadership style, Greg has spearheaded multiple company exits in the BioTech, TransitTech, AdTech and MarTech space. Two of his former companies were acquired by eBay Enterprise Marketing Solutions i...

2020-11-2353 min

Authentic Brand Mastery Podcast Greg Shepard: Should You Be Thinking About Your Exit From the Start?Should you be thinking about your companies exit from the start? What does that do for your business? We spoke with the founder of Boss Capital and serious entrepreneur (14 companies sold!) to find out the strategies you need to know! GREG SHEPARD is the CEO and founder of BOSS Capital Partners. He is a Serial Entrepreneur, Author, Speaker and Angel Venture Capital Investor with a legacy of building and running sustainable growth businesses. Driven by a transformational leadership style, Greg has spearheaded multiple company exits in the BioTech, TransitTech, AdTech and MarTech space. Two of his former companies were acquired...

2020-09-0936 min

The AFT podcast: At the Forefront of Transactions | Previously known as Fundraising Radio.Acquired for $985 million by Ebay - legendary serial entrepreneur, Greg Shepard talks about building startups.Greg Shepard, Founder at BOSS Capital Partners, Founder and CEO of the 12 startups that have successfully exited, one of which was AffiliateTraction acquired by Ebay for $985 million. Greg in this episode explains how he managed to create so many successful companies and shortly explains the BOSS system. He also talks about the major mistakes he saw other early stage founders making and talks about the mistakes he has done himself in the past. BOSS Capital Partners: https://www.bosscapitalpartners.com/ BOSS system explained in greater detail: https://www.gregoryshepard.com/ For founders who...

2020-09-0231 min

Money Talkers The Game Changer: Why Isn't This Common Knowledge?! High Impact Interview with Greg Shepard.Greg Shepard is a Serial Entrepreneur, Author, Speaker, and Angel Venture Capital Investor with a legacy of building and running sustainable growth businesses. Driven by a transformational leadership style, Greg has spearheaded multiple company exits throughout his career. His former company, AffiliateTraction, was acquired by eBay Enterprise Marketing Solutions in January 2016 as a part of a cross-brand deal totaling $985M.

2020-05-2917 min

Money Talkers Serial Entrepreneur - Building an Empire. Full Interview with Greg Shepard.Greg Shepard is a Serial Entrepreneur, Author, Speaker, and Angel Venture Capital Investor with a legacy of building and running sustainable growth businesses. Driven by a transformational leadership style, Greg has spearheaded multiple company exits throughout his career. His former company, AffiliateTraction, was acquired by eBay Enterprise Marketing Solutions in January 2016 as a part of a cross-brand deal totaling $985M.

2020-05-281h 05

Business Bros Business Bros – Episode 463 – How To Create An Exit Strategy For Your Business with Greg ShepardStarting a business is easy compared to exiting a business. Too many entrepreneurs get into business to make money but never give any thoughts to how they will exit the business. Will they sell it, leave it for family or simply close it down? What will happen to their income when they no longer have the business? These are the types of questions we will be asking Greg Shepard today from Boss Capital. Visit www.GregoryShepard.com for more information. NEED HELP STARTING YOUR OWN PODCAST? www.BusinessBros.biz/ebook7 or text PODCAST to 31996 Business Bros Merchandise: https://teespring.com...

2020-05-2746 min

Inside the Glass Box Episode 2- Inside the Glass Box- Investor Greg Shepard with Boss CapitalMeet Greg Shepard, Founder and CEO of BOSS Capital. Greg is an accomplished investor and entrepreneur in the AdTech/MarTech space. · He previously sold two of his companies to Ebay in a transaction worth over $900MM · He recently sold one of his portfolio companies with only $2.2MM in revenue for $48MM+ · He is a regular contributor to Forbes and Entrepreneur

2020-05-0458 min

Splinter Business Stories Start-Up 101 with Greg Shepard: From idea to business exitThis is the second Episode of Splinter Business Stories with angel investor and entrepreneur Greg Shepard. Probably this is the most insightful conversation in the entire show. If you always wanted to realize your idea, plan investment, and learn about the "backstage" of start-ups and finance, you are at the right place here and now. Together with Greg, we follow a typical start-up journey, following all the hustles and bustles, bumps and falls, we pass through the main Start-up problems, we talk about failing stages and ways to overcome them. We discuss when it worth ret...

2020-04-2851 min

Splinter Business Stories A big conversation with angel investor Greg Shepard: How to quit businesses, survive the crisis, and follow your principlesThe guest of today's episode of Splinter Business Stories is Greg Shepard, entrepreneur, author, and angel investor. His investment firm, BOSS Capital Partners, helps startups on their seed stage. Today's episode is a profound, funny, and insightful conversation with a person who had multiple businesses and who has seen many companies rise and fall. We did our best to cover numerous areas of interest: from business habits to working approach, from dramatic to funny fails, from business execution to mentorship. In this episode, you will find some practical tips on building your product, seeking an investment, and u...

2020-04-211h 05

Remotepreneurs Podcast Ep 38 : How To Build A Multi-Million Dollar Exit Company Like A BOSS with Greg Shepard (BOSS Methodology)We all make mistakes as entrepreneurs but sometimes even with all of the information and courses don’t make things right. If you listen to our podcast with Greg Shepard, you’ll hear all about your mistakes in rolling up companies straight from the horses’ mouths. Greg Shepard is the CEO and founder of BOSS Capital Partners. He is a Serial Entrepreneur, Author, Speaker and Angel Venture Capital Investor with a legacy of building and running sustainable growth businesses. Driven by a transformational leadership style, Greg has spearheaded multiple company exits in the BioTech, TransitTech, AdTech and MarTec...

2020-04-131h 12

TIAA Simplified for HigherEd Coronavirus Market VolatilityIn this episode, learn how to intelligently navigate market volatility during the Coronavirus pandemic. We're living through the most volatile market in history, don't let emotions drive your investment decisions and learn how to capitalize on asset classes that are beaten up and on "sale" right now. During this special episode, you'll learn the 4 stages of a typical bear market and which stage we currently find ourselves in. You'll learn how to invest in assets that are not available in your "core" retirement plan - 2 strategies. You'll learn that you can accomplish this in your current university retirement plan...

2020-04-0116 min

Affiliate Marketing Today Haiko chats with Greg Shepard from Net Traction & GoldenCan.com’s Asif MalikHaiko chats with Greg Shepard from Net Traction. NetTraction.com is a custom, made to order, personal one-on-one solution for website owners and businesses for which an online campaign represents an important investment and therefore must be taken very seriously. Later on in the show Haiko has as his guest, Asif Malik from GoldenCan.com. If you receive a high amount of traffic, then as an affiliate you can quickly and easily add GoldenCAN Store Integration or GoldenCAN Coupon Integration to any existing web site with only one line of code. And you can start displaying millions of products, thousands...

2005-10-231h 24