This week, SHP founders, Derek Gregoire and Matthew Peck CFP®, are asking if you have a team of problem solvers working on your retirement plan, or an advisor, who just does the basics. Then, they will tell you about a couple, who had an advisor that was good at managing their money, but never talked about taxes and what the penalties will look like for them. Finally, they will discuss Trade Wars and Tariffs and how they can impact your financial situation. Enjoy this episode!
