This week SHP founders, Derek Gregoire and Matthew Peck CFP®, address the "what-ifs." A lot of people have a portfolio or a plan, but they don't think about the "what-ifs" to consider in regards to inflation, health care, death of a spouse etc. Next, Derek and Matt are joined by Attorney Keith McManus from McManus Estate Planning. The questions they are asking are, is your trust properly funded and are your beneficiaries up to date? In the SHP Story Segment, Derek and Matt dive deeper into some "what-if" scenarios. In the first client story they talk about, what if inflation sky rockets and things you can do in this situation? Finally what if a recession happens early on in your retirement and what you should consider.
