Shows
Retirement Road MapGoing Beyond the Portfolio: Transitioning Into Retirement with Confidence with Kyle BrittonFor most of your life, retirement planning has likely centered around saving and building wealth. But what happens when the paychecks stop and it's time to start replacing your income withdrawing from your retirement savings and investments? In this episode, SHP Financial Co-Founder Derek Gregoire is joined by Kyle Britton, Lead Advisor at SHP Financial. Together, they explore what it truly means to go beyond the Xs and Os of investing and step into retirement with purpose, clarity, and confidence. You'll hear Derek and Kyle talk about how the biggest retirement challenges are often psychological, n...
2025-10-2926 minRetirement 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