This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis welcome back Attorney Keith McManus, of McManus Estate Planning, to discuss the 4 major benefits to setting up a trust or estate plan. Next, the guys will discuss a common theme they see. They often see a similar mindset among folks who are getting ready to retire. You've worked your whole life saving money and now you need to make that transition into planning for retirement, which can be scary. The guys will share some ideas to help you avoid that confused mindset that often arises. Finally, during the weekly market report, Matt will discuss the savers crisis. What can savers do to get a return without risking their money?
