In this episode, Travis discusses the intricacies of Social Security, including its origins, common misconceptions, and the importance of tax planning in retirement. He emphasizes that Social Security is not just a safety net but a complex system that requires careful consideration in financial planning.
The conversation highlights the need for individuals to understand the tax implications of their Social Security benefits and to seek professional advice for effective retirement planning.
Ready to build your retirement plan? Visit https://shepherdwealthsolutions.com/ to connect with Travis and his team today!
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