Derek Gregoire - Podcast Details

Shows

Retirement Road MapHow Financial Plans Help Navigate Volatile Markets and Create Peace of Mind with Kyle BrittonIn times like these, when there's market volatility and financial insecurity, it's more important than ever to have a financial plan to know that you can weather the storm and wild swings in the markets. It's the difference between having a plan vs just having a portfolio. In today's episode, Derek Gregoire is joined by SHP Financial's Lead Advisor, Kyle Britton, to discuss how they're helping their clients navigate the emotions of investing during bear markets. While many people would assume that the phones are ringing off the hook with clients filled with panic, you'll hear why...2025-05-2128 min

Nevo EV News PodcastRenault 4 Drive & Interview with Laure Grégoire - Project Leader with Renault 4, Škoda Elroq Coast to Coast and Enyaq RS revealed, Don;t forget the Hyundai Kona!Welcome back to the Nevo EV News Podcast. If it's Tuesday it must be Nevo EV News Day. My name is Derek Reilly and on this podcast we chat all about EV. Nevo is Ireland's only dedicated EV platform and we'll be covering where we were this week, what we've been driving and what we've been doing between podcasts. If you haven't already subscribed or followed us wherever you are listening please do so and if you enjoyed the episode, please leave a rating and comment, it really helps us out and it doesn't cost you anything. Let's get...2025-05-1333 min

Retirement Road MapHow Practicing Gratitude Builds Deeper Connections and Relationships with John IsraelMany people nearing retirement focus on their portfolios but neglect one of the most important components of a fulfilling life—genuine human connection. Especially in today’s world, where negativity dominates the headlines and technology often replaces personal interactions, gratitude can help us build more meaningful relationships and improve our well-being. In this episode, SHP Financial’s Derek Gregoire and Matthew Peck welcome keynote speaker, author, and professional gift giver John Israel—also known as Mr. Thank You. After launching a social experiment in which he hand-wrote five thank-you cards a day for a year, John uncovered profound...2025-05-0745 min

Retirement Road MapTax-Efficient Financial Planning Strategies for High-Net-Worth Investors with Alina OsokhovskaWhen it comes to high-net-worth retirement planning, having a robust investment portfolio is only part of the equation. Without a comprehensive strategy for generating income, minimizing taxes, and protecting against volatility, you could leave your financial future and legacy exposed to unnecessary risks. In this episode, SHP Financial’s co-founder Derek Gregoire sits down with Planning Solutions Advisor Alina Osokhovska to explore what it really means to have a complete retirement plan—not just a portfolio. Alina shares insights on cash flow management, tax diversification, and proactive planning techniques that can add significant long-term value to your finan...2025-04-2325 min

Retirement Road Map074: Tax Planning Strategies to Help Preserve Your Money in Retirement with Peter Roache, CPAWhen it comes to retirement planning, many people focus on investments, income strategies, and estate planning—but tax planning is one of the biggest factors that can impact your financial future. Without a proactive approach, taxes can take a bigger bite out of your retirement savings than you might expect. In this episode, Derek Gregoire and Matthew Peck are joined by Peter Roache, a tax expert and longtime partner of SHP Financial. Peter shares important insights on how taxes affect retirement planning, the impact of Required Minimum Distributions (RMDs), and how smart tax strategies—like Roth conversions and...2025-02-2632 min

Retirement Road MapSmall Estate Planning Mistakes That Have a Massive Impact On Your Legacy with Keith McManusEstate planning isn’t just about protecting your wealth and passing it on to your beneficiaries—it’s about ensuring a seamless transition for your loved ones while minimizing taxes and legal complications. With tax laws constantly evolving and real estate values climbing, many families could face significant estate tax liabilities. And yet, most people often save their estate planning needs for another day. In this episode, Derek Gregoire and Keith Ellis, Jr. are joined by Keith McManus, a seasoned estate planning attorney with nearly 30 years of experience helping families protect their assets. As the founder of McManu...2025-02-1230 min

Coffee With The PennersEP 11 - Let's Talk About Sex *trigger warning* - PART 1**Please pray about whether or not this episode is good for you to listen to today or not. In this episode we discuss Rape, Marital Rape, Reporting Rape and Abuse, as well as living through a situation that is unhealthy and abusive** Join the Penners as they open their books up about sex and their past sexual experiences. A sexless marriage, marital rape, and losing your sex drive are all topics discussed on today's episode all about Sex. Connect with the Penners / Send them your questions: www.thepennersworship.com www.instagram.com/th...2024-11-1550 min

Retirement Road Map045: Tax Planning Strategies to Save Money in Retirement with Derek Gregoire and Matthew PeckWhen most people think of tax planning or doing their taxes, many would rather save it for another day. But if there’s one area that we can help our clients with to save them money, it’s with their tax planning. In today’s episode, Derek Gregoire and Matthew Peck emphasize the importance of proper tax planning in your retirement plan. They’ll discuss tax diversification strategies, Roth conversions, and concepts to ensure that more of your hard-earned money stays in your account instead of going to Uncle Sam. If you’ve been contributing to IRA and...2023-11-2928 min

Retirement Road MapThe Most Important Aspects of a Comprehensive Retirement Plan with Derek Gregoire and Matthew PeckWhether you’re retiring in five, 10, or 15 years, you need to be well prepared to retire–but other than your money, what exactly goes into a retirement plan? A lot of financial advisors will simply tell you “You made money. You lost money. Stay the course. That’s the plan,” even though that may not be what you want to hear. So, with that in mind, what do you need to be doing each year, and what might you be missing? Today, Derek Gregoire and Matthew Peck of SHP set out to answer that question. We’re talking abou...2023-11-0128 min

Retirement Road MapPolitics, History and Planning for a Better Financial FutureThe last decade was pretty great for stocks. So many investors flourished under low inflation, low taxes, and low interest rates, and you can safely say that the bull run we just went through was historic. However, we’re now in a recessionary period marked by high inflation–and, just like bear markets of the past, we’re going to get through this one, too. If you’re nearing retirement, you might be a little concerned about the state of your portfolio, and today’s episode was recorded with you in mind. In this conversation, Derek and Ma...2023-09-2030 min

Retirement Road MapLegendary Tales from Boston Sports Radio and TV Icon, John DennisIn today’s world, we tend to throw the words legend and legendary around as casually as we might with a baseball in our backyard. This is not one of those days. We couldn’t be more thrilled to share this episode with an absolute legend and icon in Boston Sports radio, TV, media, and film, Mr. John Dennis. John’s career in the Boston sports world started in the 1970s and continued into the 90s and 2000s with the Dennis and Callahan morning radio show. He’s won several Emmys and other broadcasting awards in his st...2023-06-211h 13

Do Business. Do Life. — The Financial Advisor Podcast — DBDL004: Triad Member - Generating $250M of New Assets in a Single Year with Matthew Peck, Derek Gregoire, and Keith EllisOnce per month, we’re going to release a special episode with one of our Triad members that highlights their story and shares the lessons learned from building and scaling an advisory practice. My goal is to have genuine conversations that dig into the good, the bad, and the ugly so that we can help as many other offices out there who are listening in. This week, I’m talking with the co-founders of SHP Financial: Matthew Peck, Derek Gregoire, and Keith Ellis. Last year alone, their team brought in $250M of new assets—o...2023-03-221h 17

Financial Advisor SuccessEp 278: Separating Marketing From Sales To More Efficiently Scale Sustainable Growth with Derek Gregoire Derek Gregoire is a co-owner of SHP Financial, an independent RIA based in Plymouth, Massachusetts that oversees nearly $1.2 billion of total assets for over 1,200 clients. Derek and his firm have centralized the execution of multiple marketing strategies to increase the amount of prospective client leads the firm provides to its advisors, so they in turn can concentrate more on developing client relationships, rather than chasing prospects. Today Derek joins the show to discuss how his firm has built a combination of radio programming, short interview-style television ads, seminars, and digital marketing to bring in prospects. Listen in a...2022-04-261h 37

Retirement Road MapThe History of SHP Financial with Derek Gregoire, Keith Ellis and Matthew Peck CFP®, CIMA®Everyone has an origin story—including SHP. Today’s first episode of the Retirement Road Map® podcast is all about our backgrounds, who we are, and why we hold the values of financial planning so true to our heart. For us, it’s all about the ripple effect. It's not just our clients that we're helping win at life, but it's their families and friends. We believe what we do here at SHP really does make a difference and can change the lives of many people, both directly and indirectly. We share the stories of how we c...2021-10-2624 min

What If ProjectEpisode 154: Sheila Gregoire Talks To Us About Lust, Porn, Marital Rape, And Lies We've Been Taught About SexIn this episode we talk to Sheila Gregoire about her book, "The Great Sex Rescue". Sheila helps us begin to uncover some of the lies many of us have been taught about sex and shows us how to begin building a healthier understanding of it. ** Trigger Warning - depending on your past experiences some of the topics we cover in this episode could bring up past trauma (ex. Marital Rape). -- SHOW NOTES: PATREON - https://www.patreon.com/whatifproject BUY ME A COFFEE - https://www.buymeacoffee.com/wha...2021-06-0743 min

SHP Retirement Road Map® ShowEpisode 262: A Portfolio Versus A Full Retirement PlanThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis explain the distinction between having just a portfolio and having a full retirement plan. Preparing for the future and building a full plan is critical. Derek, Matt, and Keith discuss the importance of educating yourself and planning to benefit your future. Educate yourself now and thank yourself later!2021-03-1128 min

SHP Retirement Road Map® ShowA Portfolio Versus A Full Retirement PlanThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis explain the distinction between having just a portfolio and having a full retirement plan. Preparing for the future and building a full plan is critical. Derek, Matt, and Keith discuss the importance of educating yourself and planning to benefit your future. Educate yourself now and thank yourself later!2021-03-1128 min

SHP Retirement Road Map® ShowEpisode 261: The Tax Train is Coming!This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis continue the journey through the SHP Retirement Road Map®. True retirement planning doesn't just address investments, but the 5 critical areas of retirement. This week Derek, Matt, and Keith start the deep dive into tax planning. Don't miss this one!2021-03-0528 min

SHP Retirement Road Map® ShowThe Tax Train is Coming!This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis continue the journey through the SHP Retirement Road Map®. True retirement planning doesn't just address investments, but the 5 critical areas of retirement. This week Derek, Matt, and Keith start the deep dive into tax planning. Don't miss this one!2021-03-0528 min

SHP Retirement Road Map® ShowEpisode 260: Tax Planning: We May Not All Get COVID, But We All Will Pay For It"This week, SHP founders, Matthew Peck CFP® CIMA® and Derek Gregoire, continue educating you on the 5 critical areas of retirement planning. In this episode, Derek and Matt begin the deep dive into tax planning. Many people don't think about this as being an important part of planning, but Derek and Matt are here to tell you it's one of the most important things to consider when preparing for retirement.2021-02-2628 min

SHP Retirement Road Map® ShowTax Planning: We May Not All Get COVID, But We All Will Pay For It"This week, SHP founders, Matthew Peck CFP® CIMA® and Derek Gregoire, continue educating you on the 5 critical areas of retirement planning. In this episode, Derek and Matt begin the deep dive into tax planning. Many people don't think about this as being an important part of planning, but Derek and Matt are here to tell you it's one of the most important things to consider when preparing for retirement.2021-02-2628 min

SHP Retirement Road Map® ShowEpisode 255: Income Planning ContinuedThis week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® continue to bring you through the five-step SHP Retirement Roadmap®. Derek and Matt want to help make sure you are checking off all the boxes, crossing all T's, and dotting all I's. Many people do not have a plan that focuses on all five areas. In the last few weeks, the SHP Partners talked about mapping out a budget and finding out your fixed Income. This week they take an even deeper dive into income planning; specifically addressing proper allocation for setting up an income plan.2021-01-0852 min

SHP Retirement Road Map® ShowIncome Planning ContinuedThis week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® continue to bring you through the five-step SHP Retirement Roadmap®. Derek and Matt want to help make sure you are checking off all the boxes, crossing all T’s, and dotting all I’s. Many people do not have a plan that focuses on all five areas. In the last few weeks, the SHP Partners talked about mapping out a budget and finding out your fixed Income. This week they take an even deeper dive into income planning; specifically addressing proper allocation for setting up an income plan.2021-01-0852 min

SHP Retirement Road Map® ShowIncome Is KingThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis take you through step one of the SHP Retirement Roadmap®. Income planning may just be the most important part of retirement planning. It is crucial to know where your paycheck will come from once you stop working. Derek, Matt, and Keith take a deep dive into the first of the five key areas of planning.2020-12-3152 min

SHP Retirement Road Map® ShowEpisode 254: Income Is KingThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis take you through step one of the SHP Retirement Roadmap®. Income planning may just be the most important part of retirement planning. It is crucial to know where your paycheck will come from once you stop working. Derek, Matt, and Keith take a deep dive into the first of the five key areas of planning.2020-12-3152 min

SHP Retirement Road Map® ShowBe Intentional With Your RetirementThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis talk about being more intentional with your retirement. They will provide guidance and tips you can apply to your own life. Derek, Matt, and Keith compare and contrast different retirement plans and explain how they are not all the same. It is crucial to have a customized plan to fit your situation.2020-12-2452 min

SHP Retirement Road Map® ShowEpisode 253: Be Intentional With Your RetirementThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis talk about being more intentional with your retirement. They will provide guidance and tips you can apply to your own life. Derek, Matt, and Keith compare and contrast different retirement plans and explain how they are not all the same. It is crucial to have a customized plan to fit your situation.2020-12-2452 min

SHP Retirement Road Map® ShowFocus On What You Can ControlThis week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss things you can control within your retirement plan. It's easy to focus on all the things that are going wrong in the world, but most are out of our control. Derek & Matt dive deep into the key areas of a full retirement plan. Having a solid retirement plan is something you should and can control!2020-12-1152 min

SHP Retirement Road Map® ShowEpisode 251: Focus On What You Can ControlThis week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss things you can control within your retirement plan. It's easy to focus on all the things that are going wrong in the world, but most are out of our control. Derek & Matt dive deep into the key areas of a full retirement plan. Having a solid retirement plan is something you should and can control!2020-12-1152 min

SHP Retirement Road Map® ShowThe End Of 2020 Is Near: Make Sure You Have A Plan!This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss the importance of having a plan. With 2020 coming to a close and the holidays right around the corner, it will be easy to forget about your retirement plan. It's more important than ever to look at your situation and make sure you have a plan for the five key areas that are crucial when planning for retirement. Derek, Matt, and Keith take a deeper dive into those five areas during this show and you don't want to miss it!2020-11-2000 min

SHP Retirement Road Map® ShowEpisode 249: The End Of 2020 Is Near: Make Sure You Have A Plan!This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss the importance of having a plan. With 2020 coming to a close and the holidays right around the corner, it will be easy to forget about your retirement plan. It's more important than ever to look at your situation and make sure you have a plan for the five key areas that are crucial when planning for retirement. Derek, Matt, and Keith take a deeper dive into those five areas during this show and you don't want to miss it!2020-11-2052 min

SHP Retirement Road Map® Show4 Things You Can Control NowThis week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss things you can control within your retirement plan. It's easy to focus on all the things that are going wrong in the world, but most are out of our control. Derek & Matt dive deep into the key areas of a full retirement plan. Having a solid retirement plan is something you should and can control!2020-09-1152 min

SHP Retirement Road Map® ShowFocus On What You Can Control!This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss things you can control within your retirement plan. It's easy to focus on all the things that are going wrong in the world, but most are out of our control. Derek & Matt dive deep into the key areas of a full retirement plan. Having a solid retirement plan is something you should and can control!2020-08-2152 min

SHP Retirement Road Map® ShowHow Has COVID-19 Impacted The Economy?This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis welcome back Attorney Keith McManus of McManus Estate Planning to talk about the benefits of setting up a trust. This is an important part of having a full retirement plan. Derek, Matt, and Keith take a deep dive into how COVID-19 has had such an impact on the economy. They talk about what this could mean for social security and taxes. Finally, in the weekly market report, Matt talks about the growing tensions with China.2020-06-0552 min

SHP Retirement Road Map® ShowReopening The Economy - Phase 1This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss the reopening of Massachusetts. They talk about what the economy might look like and specifically what SHP is doing as a firm to keep people in the office safe. Derek and Matt also talk about different types of investors. The clients SHP works with, have full retirement plans that don't just cover their investments.2020-05-2252 min

SHP Retirement Road Map® ShowBonus: Thoughts On Social Security BenefitsThe goal at SHP Financial is to provide as much value and information as possible. In this bonus episode, SHP Co-founder Derek Gregoire and Financial Advisor Joe Anderson discussed Social Security benefits. Social Security can be a very important part of having a solid income plan. Joe and Derek addressed common concerns a lot of people have regarding Social Security benefits.2020-05-1408 min

SHP Retirement Road Map® ShowTaxable Retirement Accounts And COVID-19This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis dedicate the show to those of you with pretax accounts. There has been new legislation passed and there are some new ways you can access these funds if it's COVID-19 related. Derek, Matt, and Keith talk about the taxability of these retirement accounts and how you may be able to save money from a tax standpoint. Finally, the guys talk about the importance of diversification in your portfolio and knowing your risk.2020-05-1352 min

SHP Retirement Road Map® ShowThe SHP Retirement Road Map Explained®Taking a step back this week, SHP Founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis bring the focus back to the SHP Retirement Road Map®. The guys break it down step by step for you. What is the SHP Retirement Road Map® and how does it apply to you? This show is for everyone. Maybe you are working with an advisor, or you just have a pile of investments and have saved up some money in different retirement accounts. Derek, Matt, and Keith will help you discover if you have a proper plan in place!2020-04-3052 min

SHP Retirement Road Map® ShowNew Strategies Around The CARES ActFinancial planning may be secondary to you right now. Let SHP Financial worry about the planning for you. In this episode, SHP Founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis talk about the CARES Act and the potential tax breaks for businesses. Then, if you have an IRA or some kind of retirement plan, Derek, Matt, and Keith discuss the additional changes that the CARES Act brought forth in regards to these types of accounts. Finally, what’s going on in the market? Matt discusses what the numbers look like. Should the focus just be on the viru...2020-04-2452 min

SHP Retirement Road Map® ShowCan The Market Predict The Future?This week, SHP Co-Founders, Derek Gregoire, and Matthew Peck CFP® CIMA® thank the people on the front lines dealing with the COVID-19 crisis. The team at SHP Financial will continue to pray for everyone struggling in this uncertain time. As financial advisors, Derek and Matt focus on the state of the market and what’s going on financially. They share stories of adaptation and what to do if you are unexpectedly unemployed. They also share some resources, that you may be able to take advantage of if you are laid off or just nervous about your financial situation in gene...2020-04-0952 min

VB in the MiddleDerek Gregoire of SHP Financial - 3.23.20Derek Gregoire of SHP Financial talks to VB about the market right now and what people can do to help protect their retirement plan. Hear more here!2020-03-2306 min

SHP Retirement Road Map® ShowCOVID-19: Take Advantage Of Virtual MeetingsThis week, SHP Founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will talk about the opportunity to do virtual meetings. SHP has always had this option, but with social distancing, this may be the best option to stay on top of your retirement plan. Derek, Matt, and Keith will go over some things you can do now, even with the market experiencing so much volatility. Don't just sit back and pretend things aren't the way they are. Take action and keep looking ahead.2020-03-1952 min

SHP Retirement Road Map® ShowCoronavirus And Market Volatility ContinueThis week, SHP Founders, Derek Gregoire & Matthew Peck CFP® CIMA® continue the discussion about volatility in the market. Make sure you have a solid income plan in place. Derek and Matt will share some examples of what a plan could look like for you. Lastly, Matt will take an even deeper dive into what is going on in the market.2020-03-1352 min

SHP Retirement Road Map® ShowThe Virus Becomes The FocusThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will continue the discussion of volatility in the market. Having the ability to somewhat control the volatility in your portfolio as you are nearing or in retirement is so important. Derek, Matt, and Keith will share real stories of folks they met with 12 to 13 years ago and explain how volatility can wreak havoc on your retirement if you don’t take control of your situation. Finally, during the Weekly Market Report, Matt will take a deeper dive into the economy and the coronavirus and some things they...2020-03-0652 min

SHP Retirement Road Map® ShowVirus Anxieties Affect StocksThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will discuss the recent volatility in the market. You need to make sure you have a written income plan that can account for the uncertainty of the market. Derek, Matt and Keith will also discuss volatility in general and how it can affect so many areas or retirement. Finally, during the Weekly Market Report, Matt will discuss the recent outbreak of the Coronavirus and how it’s impacting the economy.2020-02-2652 min

SHP Retirement Road Map® ShowThe Power Of Zero - The Tax Train Is Coming!This week, SHP founders, Derek Gregoire and Keith Ellis will discuss a huge opportunity, as it pertains to your taxes. SHP is flying in a special guest speaker, for an event coming up on February 12th in Quincy MA. David McKnight, the author of best selling book, "The Power of Zero" will be giving a presentation on how you can potentially get to the 0% tax bracket! Derek and Keith will discuss things you should know in regards to tax planning and why this may be the event for you.2020-02-0552 min

VB in the MiddleDerek Gregoire of SHP Financial - 2.3.20Co-Founder Derek Gregoire of SHP Financial talks to VB about this new SECURE Act Law and how it might impact someone approaching or already in retirement. Additionally, he brings on guest David McKnight, author of the book "The Power of Zero" to talk about his book and his upcoming appearance at SHP Financial's upcoming workshop. Find out more here!2020-02-0307 min

SHP Retirement Road Map® ShowFees Vs. Value For PlanningThis week, SHP founders, Derek Gregoire, and Matthew Peck CFP® CIMA® welcome back Attorney Keith McManus, of McManus Estate Planning to discuss the benefits of having an estate plan. Matt and Derek will also discuss whether or not you have a full retirement plan. They will address what you pay in fees vs. the value for different types of planning. Finally, Matt and Derek will talk about diversification and the importance of knowing your risk number.2020-01-2352 min

SHP Retirement Road Map® ShowWhat's The Deal With The SECURE act?If you missed last week's show, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis, discussed a huge change in legislation, The SECURE Act. What is it? How will affect you? The SECURE Act or "Setting Every Community Up for Retirement Enhancement" bill that President Trump signed, will include changes like, what age you will need to take your RMD’s and how long you will have to deplete an inherited IRA etc. Derek, Matt, and Keith also discussed changes in Medicare part A and B premiums and deductibles. It is hard to know where the economy is h...2020-01-2152 min

SHP Retirement Road Map® ShowHow the SECURE Act Will Affect YouThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis, will discuss a huge change in legislation, The SECURE Act. What is it? How will affect you? The SECURE Act or "Setting Every Community Up for Retirement Enhancement" bill that President Trump signed, will include changes like, what age you will need to take your RMD’s and how long you will have to deplete an inherited IRA etc. Derek, Matt, and Keith will also discuss changes in Medicare part A and B premiums and deductibles. It is hard to know where the economy is headed in 2...2020-01-0952 min

SHP Retirement Road Map® ShowWhat Type Of Advisor Is Right For YouThis week, SHP founders, Derek Gregoire and Matthew Peck CFP® CIMA®, will give you some inflation statistics as it pertains to Christmas dinner. It is so interesting to compare pricing over the last 60 years. Next, Matt and Derek welcome back Attorney Keith McManus, of McManus Estate Planning, to talk about how to choose who will administer your estate and carry out your wishes when you pass on. Then, the guys explain different types of advisory firms and what type of advsior may fit you best. Finally, Robo Advisors; what is the story here?2019-12-1652 min

VB in the MiddleSHP Financial with Derek Gregoire - 12.2.19This segment of "VB in the Middle" is brought to you by SHP Financial. Derek Gregoire of SHP Financial talks to VB about helpful financial planning tips around the holidays! Hear more about how to plan wisely during this holiday season!2019-12-0204 min

SHP Retirement Road Map® ShowDon't Make Decisions On The FlyThis week, SHP Co-founders Derek Gregoire and Matthew Peck CFP® CIMA®, will talk about a few different, very important areas of your retirement road map. They will start by bringing back Attorney Keith McManus, of McManus Estate Planning, to discuss the dangers that will arise if you don’t properly list beneficiaries on your documents. Derek and Matt, will also discuss behavioral finance in depth. They will explain why some folks get a different rate of return than others and why letting your emotions play a role in decision making can be dangerous. SHP can help so you are not...2019-11-2052 min

SHP Retirement Road Map® ShowSteps To Take In the Year Before You RetireThis week’s show is specifically designed for the listeners, who are approaching retirement. SHP Founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®CIMA®, are going to tell you the 6 important steps to take in the year prior to retiring. 70% of people who come into the SHP office don’t have a written plan. You have worked your whole life to save, so Derek, Matt, and Keith will outline exactly what you need to do in preparation.2019-10-3152 min

SHP Retirement Road Map® ShowThe 5 Worlds Of Retirement PlanningThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will talk about what a first and second appointment look like and what to expect during a visit with a financial firm in general. With a lot of advisors advertising out there, it can be intimidating. Derek, Matt and Keith will let you know what to expect when you visit with SHP. In hopes of helping you prepare, the guys will take you through the SHP Retirement Road Map®, or the 5 worlds they think are most important, when preparing for retirement. The 5 areas that are most imp...2019-10-1752 min

SHP Retirement Road Map® ShowOwning Multiple Properties, Bonds, And End Of Year PlanningThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis, welcome back Attorney Keith McManus, of McManus Estate Planning, to discuss issues that can arise when you own multiple properties and strategies you can use to possibly avoid them. Next, Derek, Matt and Keith, will discuss end of year planning and the top 3 things that they are advising their clients on. Finally, during the weekly market report, Certified Financial Planner, Matt Peck, will discuss the current state of the bond market. He will talk about interest rates, bond volatility and what he sees moving forward.2019-10-0952 min

SHP Retirement Road Map® ShowThe 5 Most Important Worlds Of Retirement PlanningThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will talk about what a first and second appointment look like and what to expect during a visit with a financial firm in general. With a lot of advisors advertising out there, it can be intimidating. Derek, Matt and Keith will let you know what to expect when you visit with SHP. In hopes of helping you prepare, the guys will take you through the SHP Retirement Road Map®, or the 5 worlds they think are most important, when preparing for retirement. The 5 areas that are most imp...2019-09-2052 min

SHP Retirement Road Map® ShowThe 6 Steps To Take In The Year Before You RetireThis week’s show is specifically designed for the listeners, who are approaching retirement. SHP Founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are going to tell you the 6 important steps to take in the year prior to retiring. 70% of people who come into the SHP office don’t have a written plan. You have worked your whole life to save, so Derek, Matt, and Keith will outline exactly what you need to do in preparation.2019-09-1252 min

SHP Retirement Road Map® ShowTax Planning, Risk, And FeesThis week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about the top 3 or 4 areas that everyone needs to take into account, when planning for retirement. Many people who come into SHP Financial, just have a pile of investments and that’s it. The guys talk about the importance of having a full plan, making sure you have an income stream to last for the rest of your life, risk, and fees. While planning for retirement, it is extremely important to price out your relationship with your advisor. Finally, Derek, Matt, and Keith introduce a huge opp...2019-08-3052 min

SHP Retirement Road Map® ShowGive Your Portfolio A Stress TestThis week, SHP founders, Derek Gregoire and Matthew Peck CFP® welcome back Attorney Keith McManus, of McManus Estate Planning. Attorney McManus will give some tips about when to review and update your estate plan or trust. In the next segment, Derek and Matt, will share a couple of stories involving social security. It is important to have a plan for your social security because there could be strategies you may not be aware of when it comes to how, or when to take it. Finally, the guys continue the discussion on volatility in the market lately. They will share t...2019-08-1552 min

SHP Retirement Road Map® ShowWhat Is Causing Recent Market Volatility?This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will discuss many important areas of you retirement. first the guys welcome back Attorney Keith McManus, of McManus Estate Planning, to discuss the importance of choosing the right executor or trustee to carry out your wishes within your legacy plan. Next, Derek, Matt, and Keith discuss volatility and share a real life story of how it can negatively affect your retirement if you are not prepared. Finally, Matt Peck will dive deeper into what is causing the recent market volatility and changes that may be on the h...2019-08-1252 min

SHP Retirement Road Map® ShowHow Is SHP Different?This week, SHP founders, Derek Gregoire and Matthew Peck CFP®, discuss how SHP is different than other companies out there. Next, Attorney Keith McManus, of McManus Estate Planning, is back to talk about some bad financial advice that people may be receiving in regards to estate planning. Then, in the SHP story segment, Derek shares a story of Joe and Laura and how they were focusing on the wrong number when they began planning for their retirement. Derek will explain, which number you should be focusing on. Finally, Matt explains, what is "sequence of return risk" and how it could i...2019-07-1152 min

SHP Retirement Road Map® ShowThe Most Important QuestionThis week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will discuss many important areas of you retirement. The guys welcome back Attorney Keith McManus, of McManus Estate Planning to discuss some things to keep in mind when you have a blended family. Derek, Matt, and Keith will also reveal the most important question that the SHP advisors receive on a daily basis. Finally, in the weekly market report, CFP Matt Peck will help to make sense of the Fed's latest decision.2019-07-0352 min

SHP Retirement Road Map® ShowKeep Your Portfolio Cool In The HeatThis week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis welcome back Attorney Keith McManus, who will discuss your mindset and what you can expect in an initial estate planning meeting.The next segment will be important if you have retirement accounts because Derek, Matt and Keith, will discuss required minimum distributions. There are so many different ways to handle RMD's, so it is important to plan ahead for them. Finally, in the weekly market report the guys will discuss how to keep your portfolio cool in the heat.2019-06-2052 min

SHP Retirement Road Map® ShowDon't Wait Until It's Too Late To Plan For RetirementThis week, SHP founders, Derek Gregoire and Keith Ellis will discuss potential changes in legislation and how those changes could affect your retirement. Next, Attorney Keith McManus, of McManus Estate Planning, will discuss the common misconceptions that are out there, in regards to estate planning. Finally, in the Weekly Market Report, Keith and Derek will share a real story of what can happen when you start planning for retirement too late.2019-06-1352 min

SHP Retirement Road Map® ShowEstate Planning, Volatility, And Tips For College GradsThis week, SHP founders, Derek Gregoire & Matthew Peck CFP®,are going to discuss the top few questions, as it pertains to retirement planning, that they find themselves answering on a daily basis, whether it be in a first visit or in one of their public workshops. Next Derek and Matt welcome back Attorney Keith McManus, of McManus Estate Planning. Attorney McManus will discuss the importance of knowing whether or not your estate plan is up to date and how you can tell if it is or not. There has been a lot of volatility in the market lately, so i...2019-06-0652 min

SHP Retirement Road Map® ShowGoing Against Conventional WisdomThis week, SHP founders, Derek Gregoire and Keith Ellis will discuss going against conventional wisdom. In retirement planning, there are things people may think are the norm, like when to take social security, contributing a specific amount to your pre-retirement accounts etc. The guys will share some ideas, of ways to go against conventional wisdom that may be beneficial for you. Next, Derek and Keith welcome back Attorney Keith McManus, of McManus Estate Planning. Attorney McManus, will tell you the four major benefits of setting up the proper trust. Finally, Derek and Keith, want to know who is on...2019-05-1652 min

SHP Retirement Road Map® ShowHigh Net Worth PlanningThis week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will gear the show toward folks in the "high net worth" market. High net worth, is someone who makes two hundred thousand dollars or more yearly, and/or has one million dollars or more of investable assets. Derek, Matt and Keith, will share some strategies that should be involved in your retirement planning process. The guys will go over the top 5 things that should be considered, if you fall in that “high net worth” category. You need to have an advisor that can handle a higher level of pl...2019-05-0952 min

SHP Retirement Road Map® ShowWhat Happens When You Push The Goal Post BackThis week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will talk about pushing the goal post back. People often come in to the SHP office and many of them have pushed the goal post back on thinks like saving, taking less risk, or even their retirement date. The guys will share a real story of a couple they work with and what happened with their situation, due to pushing the goal post back too far. Derek, Matt and Keith, will also be joined by Attorney Keith McManus, of McManus Estate Panning, who will discuss pushing the g...2019-05-0252 min

SHP Retirement Road Map® ShowA True Plan Focuses On More Than Just IncomeThis week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, discuss the benefits of having a true retirement plan. Contrary to what some people think, a true plan doesn’t just focus on income. Your plan should focus on all the areas of the SHP Retirement Road Map®; investment planning, tax planning, legacy planning, health care planning, as well as income planning. Keith, Matt, and Derek, will tell a story about a couple that came into the SHP office and how they were able to help build a plan for them, beyond just income planning. Finally, they disc...2019-04-1052 min

SHP Retirement Road Map® ShowTax Planning Missed OpportunitiesThis week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, discuss how with the 2018 tax deadline approaching, some of you may be questioning whether or not you could have done things differently to save on taxes this past year. There could be some tax planning opportunities you may have missed because tax planning is an under observed area with many advisors. Next, Derek, Keith, and Matt, welcome back Attorney Keith McManus, from McManus Estate Planning, to discuss the four benefits of setting up a trust. Finally, in the weekly market report, the guys talk about the yield c...2019-04-0452 min

SHP Retirement Road Map® ShowTake Control Of Your Income PlanThis week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about the importance of taking control of your income plan. The SHP 5 step process, called the Retirement Road Map® is designed to get you to and through retirement. Income planning is one of the 5 steps and while discussing this, Derek, Matt and Keith, will touch on tax planning, investment planning, income planning, and health care planning. All of these areas are linked together, when planning for your retirement. By taking the proper steps, you may be able to plan for things you never thought of before, or...2019-03-2252 min

SHP Retirement Road Map® ShowTo Plan Or Not To Plan?This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about “to plan or not to plan.” Keith, Matt and Derek want you to think about your own situation. Think about what kind of plan you have, if you have one, and whether or not you are confident to go into retirement with what you do or do not have. Next, the guys welcome back Attorney Keith McManus, from McManus Estate Planning. He will answer a few frequently asked questions pertaining estate planning. In the SHP story segment, Keith, Matt and Derek, will share a story about...2019-03-1552 min

SHP Retirement Road Map® ShowTo Plan Or Not To Plan?This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about "to plan or not to plan." Keith, Matt and Derek want you to think about your own situation. Think about what kind of plan you have, if you have one, and whether or not you are confident to go into retirement with what you do or do not have. Next, the guys welcome back Attorney Keith McManus, from McManus Estate Planning. He will answer a few frequently asked questions pertaining estate planning. In the SHP story segment, Keith, Matt and Derek, will share a story about h...2019-03-1552 min

SHP Retirement Road Map® ShowIncome, Income, Income!This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis talk about the SHP Retirement Roadmap ® and how it’s extremely important to make sure you are addressing the 5 areas of retirement. The 5 areas include, income planning, tax planning, legacy planning, health care planning and investment planning. However, this week the guys want to focus on income planning. This is the most important area when planning for retirement. Derek, Matt, and Keith want to help make sure you will be able to generate enough income for the rest of your life. They discuss instruments you can use to g...2019-02-2152 min

SHP Retirement Road Map® ShowThe What-ifs To Consider When Retirement PlanningThis 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 s...2019-01-1152 min

SHP Retirement Road Map® ShowThe What-ifs To Consider When Planning For RetirementThis 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 s...2019-01-0952 min

SHP Retirement Road Map® ShowHow To Prepare For Your 1st Estate Planning Meeting And What Is The Deal With International Stocks?This week, SHP Financial co-founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP® are joined by Attorney Keith McManus of McManus Estate Planning. Attorney McManus discusses exactly what steps need to be taken in order to prepare for a first estate planning meeting. In the SHP story segment, Derek shares a story about a couple named Steve and Liz, who came in to SHP four weeks prior to their planned retirement date. They had been working with an advisor for over 20 years and this advisor never helped develop an actual retirement plan for them. Steve and Liz wanted to come i...2018-10-0451 min

SHP Retirement Road Map® ShowThe Importance of Having a Team of Problem SolversThis week, SHP founders, Derek Gregoire and Keith Ellis, are joined by Attorney Keith McManus, from McManus Estate Planning. They will discuss how important it is to have a team of problem solvers working on your behalf, when planning for retirement. Next, In Lieu of the market report update, Keith and Derek will share two real life stories of couples they have worked with. The first story is about a couple named Steve and Liz, who came in to the SHP office with about 4 weeks to go before their planned retirement date. They had been working with an advisor, who...2018-08-2252 min

SHP Retirement Road Map® ShowThe 4 Benefits Of Setting Up A TrustThis week, SHP founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are joined by Attorney Keith McManus from McManus Estate Planning. They will discuss the 4 benefits of setting up and estate plan and trust. Next, in the SHP Stories segment, Derek will share a story of a single woman, who worked hard her whole life to save money, but she wanted to figure out a plan, so that she wouldn't ever have to go back to work. Derek will share exactly what SHP did to help her. Finally, in the weekly market report, they discuss what went well and w...2018-07-1852 min

SHP Retirement Road Map® ShowGiving your Portfolio a Tune-up and How to Protect your AssetsThis week, SHP Financial Partners Matthew Peck CFP® and Derek Gregoire are joined by Attorney Keith McManus of McManus Estate Planning LLC. Attorney McManus discusses the importance of protecting your assets for your loved ones and how to go about doing so. After that, in the new SHP story segment, Derek and Matt tell real life stories of past meetings they have had, in hopes that some of our listeners are able to relate and possibly avoid other's mistakes. And finally, Derek and Matt will talk about the importance of spring cleaning by giving your portfolio a tune-up. You can't m...2018-05-1152 min

Grégoire PearceCherry Pit NecklaceWelcome to the pre-release of Pluviophile. I'm your host, Gregoíre Pearce, and I'd like to take a moment to tell you about myself and the record. First, I'm just under 2 meters and 93kg, all the compositions are my own, and, with the exception of hammond organ (Tim Peck) and tenor saxophone (Derek Joly), I sang and played all of the instruments. The orchestrations vary from solo flamenco guitar like in "June Fifth" to the tres dense "Pluviophile" or "The Love Boat". The art work isn't finished yet, as you may have noticed, but worry not.. there's a fabulous designer p...2015-08-3103 min

Grégoire PearceThe Bee DanceWelcome to the pre-release of Pluviophile. I'm your host, Gregoíre Pearce, and I'd like to take a moment to tell you about the record. First, all the compositions are my own and with the exception of hammond organ (Tim Peck) and tenor saxophone (Derek Joly)I played all of the other instruments. The album represents a few years of research, composition, arranging, practice, and a subconscious fusing of many of my influences into what I feel is an accurate representation of my current musical self. I hope you enjoy it!2015-08-3103 min

Grégoire PearceEl Tonto TristeWelcome to the pre-release of Pluviophile. I'm your host, Gregoíre Pearce, and I'd like to take a moment to tell you about the record. First, all the compositions are my own and with the exception of hammond organ (Tim Peck) and tenor saxophone (Derek Joly)I played all of the other instruments. The album represents a few years of research, composition, arranging, practice, and a subconscious fusing of many of my influences into what I feel is an accurate representation of my current musical self. I hope you enjoy it!2015-08-3104 min

Grégoire PearcePrelude For The Child MotherWelcome to the pre-release of Pluviophile. I'm your host, Gregoíre Pearce, and I'd like to take a moment to tell you about the record. First, all the compositions are my own and with the exception of hammond organ (Tim Peck) and tenor saxophone (Derek Joly)I played all of the other instruments. The album represents a few years of research, composition, arranging, practice, and a subconscious fusing of many of my influences into what I feel is an accurate representation of my current musical self. I hope you enjoy it!2015-08-3101 min

Grégoire PearceCursive For AdultsWelcome to the pre-release of Pluviophile. I'm your host, Gregoíre Pearce, and I'd like to take a moment to tell you about the record. First, all the compositions are my own and with the exception of hammond organ (Tim Peck) and tenor saxophone (Derek Joly)I played all of the other instruments. The album represents a few years of research, composition, arranging, practice, and a subconscious fusing of many of my influences into what I feel is an accurate representation of my current musical self. I hope you enjoy it!2015-08-3104 min

Grégoire PearceDorianWelcome to the pre-release of Pluviophile. I'm your host, Gregoíre Pearce, and I'd like to take a moment to tell you about the record. First, all the compositions are my own and with the exception of hammond organ (Tim Peck) and tenor saxophone (Derek Joly)I played all of the other instruments. The album represents a few years of research, composition, arranging, practice, and a subconscious fusing of many of my influences into what I feel is an accurate representation of my current musical self. I hope you enjoy it!2015-08-3101 min

Grégoire PearceJune FifthWelcome to the pre-release of Pluviophile. I'm your host, Gregoíre Pearce, and I'd like to take a moment to tell you about the record. First, all the compositions are my own and with the exception of hammond organ (Tim Peck) and tenor saxophone (Derek Joly)I played all of the other instruments. The album represents a few years of research, composition, arranging, practice, and a subconscious fusing of many of my influences into what I feel is an accurate representation of my current musical self. I hope you enjoy it!2015-08-3105 min

Grégoire PearceMr RubatoWelcome to the pre-release of Pluviophile. I'm your host, Gregoíre Pearce, and I'd like to take a moment to tell you about the record. First, all the compositions are my own and with the exception of hammond organ (Tim Peck) and tenor saxophone (Derek Joly)I played all of the other instruments. The album represents a few years of research, composition, arranging, practice, and a subconscious fusing of many of my influences into what I feel is an accurate representation of my current musical self. I hope you enjoy it!2015-08-3101 min

Grégoire PearceSay NothingWelcome to the pre-release of Pluviophile. I'm your host, Gregoíre Pearce, and I'd like to take a moment to tell you about the record. First, all the compositions are my own and with the exception of hammond organ (Tim Peck) and tenor saxophone (Derek Joly)I played all of the other instruments. The album represents a few years of research, composition, arranging, practice, and a subconscious fusing of many of my influences into what I feel is an accurate representation of my current musical self. I hope you enjoy it!2015-08-3105 min

Bert Martinez talks with Floyd Smith, Derek Gregoire and guestsDebra Shifrin managing partner at Shifrin Newman Smith Inc., an Ohio law firm focused on representing the disabled before the Social Security and Veterans Administrations. Debra is the immediate past president of the National Organization of Social Security Claimants’ Representatives Devin Herz CEO and Founder of DMC a full service Marketing Agency handling campaigns for clients across North America including Canada & Mexico, as well as the UK and Australia. DMC incorporates highly customized outrageous and different marketing campaigns that garner attention & demonstrably grow clients' business with improved ROI. DMC is an Addy(tm) Award & Gold Ink Award winning agency as well a...2014-08-181h 06