What if your biggest tax-saving opportunity is hiding in a financial “valley”? In this episode of The Financial Lab, Travis Shepard dives into the strategy behind Roth conversions—when to do them, how to spot ideal timing windows, and why “valleys” like income dips or market downturns can be golden opportunities. From tax bracket control to legacy planning and even creating tax-free income streams, this episode is packed with real-world examples and tactical insights to help you think differently about your retirement strategy.

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

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What if your biggest tax-saving opportunity is hiding in a financial &ldquo;valley&rdquo;? In this episode of&nbsp;The Financial Lab, Travis Shepard dives into the strategy behind Roth conversions&mdash;when to do them, how to spot ideal timing windows, and why &ldquo;valleys&rdquo; like income dips or market downturns can be golden opportunities. From tax bracket control to legacy planning and even creating tax-free income streams, this episode is packed with real-world examples and tactical insights to help you think differently about your retirement strategy.
Ready to build your retirement plan? Visit <a href="https://shepherdwealthsolutions.com/">https://shepherdwealthsolutions.com/</a> to connect with Travis and his team today!
Follow us for more helpful insights:
🖱️ <a href="https://www.facebook.com/Shepherdwealthsolutions">Facebook</a>
🖱️ <a href="https://www.instagram.com/shepherdwealthsolutions/">Instagram</a>

Creating a solid retirement requires more than an idea. It can take a lot of trial and error to tell the difference between just a hypothesis and the real-world truths. That’s why you need a source that puts the data to the test and discovers the results only years of experience can bring to the table.

There’s everyone else, and then there’s The Financial Lab with Travis Shepherd! Each week Travis brings his unique angle to the financial news of the day and looks through the headlines to break down the real data you want for your retirement. Whether you’re experimenting with the market or just need to make sense of the hard numbers, The Financial Lab makes sure you get the research you need.

Shepherd Wealth Solutions

Creating a solid retirement requires more than an idea. It can take a lot of trial and error to tell the difference between just a hypothesis and the real-world truths. That’s why you need a source that puts the data to the test and discovers the results only years of experience can bring to the table.
There’s everyone else, and then there’s The Financial Lab with Travis Shepherd! Each week Travis brings his unique angle to the financial news of the day and looks through the headlines to break down the real data you want for your retirement. Whether you’re experimenting with the market or just need to make sense of the hard numbers, The Financial Lab makes sure you get the research you need.
<a href="https://shepherdwealthsolutions.com/">Shepherd Wealth Solutions</a>

The Financial Lab

Creating a solid retirement requires more than an idea. It can take a lot of trial and error to tell the difference between just a hypothesis and the real-world truths. That’s why you need a source that puts the data to the test and discovers the results only years of experience can bring to the table.

There’s everyone else, and then there’s The Financial Lab with Travis Shepherd! Each week Travis brings his unique angle to the financial news of the day and looks through the headlines to break down the real data you want for your retirement. Whether you’re experimenting with the market or just need to make sense of the hard numbers, The Financial Lab makes sure you get the research you need.

Creating a solid retirement requires more than an idea. It can take a lot of trial and error to tell the difference between just a hypothesis and the real-world truths. That’s why you need a source that puts the data to the test and discovers the results only years of experience can bring to the table.
There’s everyone else, and then there’s The Financial Lab with Travis Shepherd! Each week Travis brings his unique angle to the financial news of the day and looks through the headlines to break down the real data you want for your retirement. Whether you’re experimenting with the market or just need to make sense of the hard numbers, The Financial Lab makes sure you get the research you need.

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