In the spirit of Thanksgiving, Derek, Matt and Keith share what they're thankful for and offer some financial tips as we approach the busy shopping season. Then our special guest Keith McManus of McManus Estate Planning discusses the differences between an irrevocable and a revocable trust as well as the pros and cons of each. From our SHP Weekly Market Report, our Certified Financial Planner, Matthew Peck shares our take on Safe Savings Rates for different stages of your life. And finally, do you know if your financial professional is a broker, agent or holistic financial planner? We'll discuss the distinct differences between them and why it's critical for you to know who you are working with. All this and more on the Retirement Road Map Radio Show hosted by SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP®.
