Shows
Retirement Road MapWhat to Do When You Lose Your Spouse with Joe Anderson & Anthony FinocchiaroLosing your spouse, especially suddenly or in retirement, is a devastating yet common aspect of life. It’s a painful and emotional life event, which makes it very difficult for married couples to plan for, especially from a taxation standpoint. That’s why we created our Retirement Road Map, designed for all five areas of your financial well-being. From income, investments, taxes, healthcare, and legacy planning–we’re here to support our clients so they’re prepared when facing life-changing circumstances. Today, Keith Ellis, Jr is joined by two advisors from SHP, Joe Anderson and Anthony Fin...
2024-09-1130 minRetirement Road MapA Guide to Annuities: When an Annuity Makes Sense For Your Financial Plan with Joe AndersonAt SHP Financial, we provide income, investment, tax, health care, and estate planning and help build effective portfolios. Today's podcast is all about annuities. When they might make sense for you and when they wouldn't. Annuities are a big buzzword lately. Some advisors love them, and others steer clear of recommending them. So we've written a Guide to Annuities and made it a free download on our website to improve your knowledge and comfort level of them. With that in mind, we're joined by Joe Anderson. Joe's been a financial advisor at SHP since 2015 and...
2023-08-2323 minRetirement Road MapRetirement Planning: Why Taxes and Healthcare Costs Can be a Drain to Your Legacy with Joe AndersonWhen it comes to retirement planning, almost everyone knows about the danger of a market downturn or rampant inflation. But what else is out there that could set you back, and how can you best protect yourself? To answer those questions, today we're joined by one of our Financial Advisors here at SHP, Joe Anderson. Joe has coached countless clients through tough financial challenges and helped them solve many complicated problems. In this episode, we dig into why it's essential to create a tax plan as you head into retirement, the potential burdens of healthcare...
2022-10-1933 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® 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