This week SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, are discussing the SHP Retirement Road Map®. They will tell you how it can help you and what the time frame is for building a full, holistic plan. Next, the guys welcome back Attorney Keith McManus from McManus estate planning. Attorney McManus, talks about how to prepare for an estate planning meeting. In the SHP Story Segment, Derek, Matt, and Keith, discuss different strategies their clients have worked through over the years. The 1st strategy involves when and how to take social security along with things to consider when taking it. The 2nd strategy involves the different options you may have with your pension. Finally, in the weekly market report, Matt talks about asset allocation and the importance of having a diversified plan.
