On this episode of The Financial Lab Podcast, Travis discusses critical financial red flags that retirees should be aware of. Hr explores the importance of capital preservation, the dangers of overspending, and the risks associated with overly conservative investment strategies. Additionally, he highlights the prevalence of investment scams targeting retirees and provide insights on how to avoid falling victim to these schemes. The conversation emphasizes the necessity of having a trusted financial advisor to navigate the complexities of retirement planning and ensure a secure financial future.

Ready to build your retirement plan? Visit https://shepherdwealthsolutions.com/ to connect with Travis and his team today!

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