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Income Planning Part 3

Income Planning Part 3

Released Friday, 15th January 2021
Good episode? Give it some love!
Income Planning Part 3

Income Planning Part 3

Income Planning Part 3

Income Planning Part 3

Friday, 15th January 2021
Good episode? Give it some love!
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This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® continue to bring you through the five-step SHP Retirement Roadmap®. Many people do not have a plan that focuses on all five areas. In the last few weeks, the SHP Partners talked about mapping out a budget, finding out your fixed Income, and proper allocation. This week they continue to make their way through income planning. Do you know if you have a full retirement plan or just a pile of investments? Listen in for some income planning tips.

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