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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