HeyJaredThe 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.
- Indexed episodes, last 90 days
- 2
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- Aug 11, 2026
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- Jul 28, 2026
Latest episodes
Scary Headlines, Costly Decisions: Are You Falling for the Noise? (opens the original)
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What if the biggest threat to your retirement plan isn’t market volatility—but how you react to it? Travis Shepherd breaks down why emotional investing can derail long-term goals, especially during election cycles, inflation scares, and headline-driven market swings. He explains why successful investors focus on discipline, changing conditions, and data rather than fear, while exploring how markets respond to uncertainty and what investors should watch when evaluating risk. If market headlines h
The Retirement Risk Most Couples Never Talk About (opens the original)
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What happens financially when one spouse is gone and the IRS still expects business as usual? In this episode of The Financial Lab , Travis Shepherd explores the often-overlooked retirement risks surviving spouses face, from reduced Social Security benefits and higher tax exposure to estate planning challenges and family dynamics. He discusses why asset allocation alone isn't enough, how income planning can help prepare for major life transitions, and the importance of organizing documents, comm
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