This week, SHP founders, Derek Gregoire and Keith Ellis will discuss going against conventional wisdom. In retirement planning, there are things people may think are the norm, like when to take social security, contributing a specific amount to your pre-retirement accounts etc. The guys will share some ideas, of ways to go against conventional wisdom that may be beneficial for you. Next, Derek and Keith welcome back Attorney Keith McManus, of McManus Estate Planning. Attorney McManus, will tell you the four major benefits of setting up the proper trust. Finally, Derek and Keith, want to know who is on your team. They will explain how things are done at SHP Financial and talk about the importance of having a solid team working on your retirement plan.
