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SHP Retirement Road Map® Show

SHP Financial

SHP Retirement Road Map® Show

A weekly Business and Investing podcast
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SHP Retirement Road Map® Show

SHP Financial

SHP Retirement Road Map® Show

Episodes
SHP Retirement Road Map® Show

SHP Financial

SHP Retirement Road Map® Show

A weekly Business and Investing podcast
Good podcast? Give it some love!
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Episodes of SHP Retirement Road Map® Show

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This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss the many areas of retirement planning. Derek, Matt, and Keith focus on the difference between having a pile of investments and having a full retirement pl
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis explain the distinction between having just a portfolio and having a full retirement plan. Preparing for the future and building a full plan is critical. Derek, M
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis continue the journey through the SHP Retirement Road Map®. True retirement planning doesn't just address investments, but the 5 critical areas of retirement. This
This week, SHP founders, Matthew Peck CFP® CIMA® and Derek Gregoire, continue educating you on the 5 critical areas of retirement planning. In this episode, Derek and Matt begin the deep dive into tax planning. Many people don't think about thi
This week, SHP founders, Matthew Peck CFP® CIMA® and Keith Ellis continue the deep dive into the SHP Retirement Road Map®. They've touched on income planning, investment planning, and legacy planning so far. For this episode, Keith and Matt con
This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® welcome back Attorney Keith McManus of McManus Estate Planning to continue the discussion on legacy planning. Legacy planning is another key area of the SHP Retirement Road Ma
This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® move on from income and start the discussion on legacy planning. Legacy planning is another key area of the SHP Retirement Road Map®. You have worked so hard to save for retir
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 tal
This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® continue to bring you through the five-step SHP Retirement Roadmap®. Derek and Matt want to help make sure you are checking off all the boxes, crossing all T’s, and dotting al
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis take you through step one of the SHP Retirement Roadmap®. Income planning may just be the most important part of retirement planning. It is crucial to know where
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis talk about being more intentional with your retirement. They will provide guidance and tips you can apply to your own life. Derek, Matt, and Keith compare and con
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They will take us through the 5 steps: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and
This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss things you can control within your retirement plan. It's easy to focus on all the things that are going wrong in the world, but most are out of our control. Derek & Ma
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They will take us through the 5 steps: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss the importance of having a plan. With 2020 coming to a close and the holidays right around the corner, it will be easy to forget about your retirement pla
This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss things you can control within your retirement plan. It's easy to focus on all the things that are going wrong in the world, but most are out of our control. Derek & Ma
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They will take us through the 5 steps: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and
This week, SHP founders, Matthew Peck CFP® CIMA® and Keith Ellis will take a deep dive into all things election. How could the two different outcomes affect your retirement plan? Also, if you'd like even more information and educational content
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They will take us through the 5 steps: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and
The Presidential election is just around the corner. So what can we expect from a Biden victory or a second term for Trump? How will the outcome impact our economy and the stock market? What will happen with taxes and what does the future hold
Eighty years old, full of life, and flat broke. That’s the unfortunate predicament so many baby boomers could find themselves in because they simply failed to have a plan that would generate income in retirement. Learn how you could successfull
It happens to millions of Americans every year. Many people overlook or underestimate major expenses that could have a significant impact on your retirement plan. If this happens you may be forced to change your lifestyle and make some decision
This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss things you can control within your retirement plan. It's easy to focus on all the things that are going wrong in the world, but most are out of our control. Derek & Ma
The Presidential election is just around the corner. So what can we expect from a Biden victory or a second term for Trump? How will the outcome impact our economy and the stock market? What will happen with taxes and what does the future hold
How we plan for retirement has changed dramatically in the past 5-10 years. There are some challenges retirees or pre-retirees may face while planning such as record-low interest rates, the threat of a bear market, and potential tax increases.
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