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The Financial Lab

The Financial Lab

By: David Shepherd and Travis Shepherd
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About this listen

 David and Travis Shepherd are a father and son financial team that have a passion and talent for taking complicated financial issues and breaking them down into real life language. They’ve helped thousands of people in Louisiana reach a better understanding of the economic issues they face in and near retirement and provide real-world solutions.2023 Economics Personal Finance
Episodes
  • Portfolio Allocation: Is 60/40 still real?

    Portfolio Allocation: Is 60/40 still real?
    Jul 3 2023

    We’ve talked before about the 60/40 portfolio (60% stock, 40% bonds) and how horrible it performed last year.  Both stocks and bonds took a big hit.  Hear if David and Travis agree and if their is another portfolio allocation they prefer.

     

    Protect, grow, and Reduce Taxes on your Wealth!

     

     
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    10 mins
  • The Trump Tax Cuts end in 2026... then what?

    The Trump Tax Cuts end in 2026... then what?
    Jun 19 2023

    There’s a major tax event coming in 2026.  And that’s the expiration of the so-called ‘Trump tax cuts’ (the Tax Cuts and Jobs Act passed in 2017).  What do people need to understand about this when it comes to tax planning and what should they consider for the next few years?
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    8 mins
  • You Can Have Risk, and also Protect and Grow your Money!

    You Can Have Risk, and also Protect and Grow your Money!
    Jun 5 2023

    Want to talk about risk? Risk is also a part of retirement planning.  But, how can you be a part of the "risk" and also protect and grow your money? David and Travis explain in todays episode!  
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    8 mins

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