With so many financial advisors and banks out there, learn what makes SHP Financial different from all the rest. We will also be joined by Attorney Keith McManus of McManus Estate Planning to discuss how to best protect your inheritance. To help explain, we will share a story of a couple with a $2.5 million estate and what we did to help them. Then we will share tips with you on how you can finish the year like a financial expert. Learn about 6-8 items that could have a lasting impact on your life. Finally, from the SHP Weekly Market Report: Tax Harvesting. We will discuss what this strategy is and how it is utilized for non-IRA accounts. 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®.
