This week SHP founders, Derek Gregoire & Matthew Peck CFP® are discussing how important it is to have a game plan for your retirement and not just a pile of stocks and a portfolio. Next they will be talking to Attorney Keith McManus, from McManus estate planning, about how important it is to have an estate plan. Attorney McManus, will talk about the 4 major benefits of setting up a trust. In the SHP story segment Matt and Derek, will discuss the common theme they see amongst clients that join SHP and what the SHP secret is. Finally, in our weekly market report, the guys talk about how you need to be comfortable to make adjustments within your plan on the fly. Your plan should be built in a way that you will be okay when dealing with market drops, government shut downs etc.
