This week, SHP founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are joined by Attorney Andrew Garcia, who is of council for McManus Estate Planning. Attorney Garcia, will talk about how the lack of proper estate planning, can impact different generations. Next, the guys will discuss taxes; an area a lot of advisors don't spend enough time on. Derek will share a real story of a couple he was able to help with tax planning. He was able to improve their situation as they were getting ready for retirement. Finally, in the weekly market report, the guys are asking, what is your risk number? It is important to find out where you stand and they will give tips on how you can find out your own risk number. Don't miss this episode!
