What does Warren Buffett’s $344 billion cash move reveal about retirement strategy? In this episode of The Financial Lab, financial advisor Travis Shepard breaks down Buffett’s shift, explaining how de-risking and strategic asset segmentation can protect your retirement. Plus, discover why tax planning isn’t just an April 15th event—it’s a lifelong strategy. From small business tax hacks to building a retirement “team,” Travis shares actionable insights to help you navigate both the financial and emotional sides of retirement.

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

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