Shows
Becoming Bridge BuildersNavigating Diversity: Insights from Dr. Joe Joe McManusDr. Joe Joe McManus, a prominent scholar and advocate for diversity and inclusion in higher education, graces our podcast to share his profound insights on combating racism and fostering freedom. As a first-generation college student, Dr. McManus has traversed an extraordinary academic journey, culminating in a PhD in Educational Leadership and the authorship of his compelling new book, "A Brother's Insight: Guidance on Defeating Racism and Advancing Freedom." Throughout our discussion, we explore the pivotal role of mentorship and community in shaping one's path, as well as the intricate dynamics of race in contemporary America. Dr. McManus elucidates the...
2025-07-2047 min
Trailblazers & TitansNavigating Diversity: Insights from Dr. Joe Joe McManusIn this compelling episode of Trailblazer and Titans, we delve into the profound insights of Dr. Joe Joe McManus, a distinguished figure in educational leadership and multicultural education. As a first-generation college graduate, Dr. McManus brings a unique perspective, blending personal experience with professional expertise to critically examine race and equity in contemporary society.Drawing from his recent work, A Brother's Insight: Guidance on Defeating Racism and Advancing Freedom, Dr. McManus addresses urgent issues surrounding racial justice and the need for systemic change within educational frameworks. The conversation explores the historical context of racism and underscores the i...
2025-07-0147 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 McManus Estate Pl...
2025-02-1230 min
Mouthy MilltownersWeek of Nov 3rd Jason McManusWe sit down with Nation Ford Head Football Coach Jason McManus! We catch up on football, tennis, girls and boys volleyball!
2024-11-111h 00
The Silicon Valley Insider Show with Keith KooDesigning the Future: Strategic Surprise with Mickey McManusEpisode Title: Designing the Future: Strategic Surprise with Mickey McManus
Episode Description:
Join host Keith Koo in this episode of Silicon Valley Insider as he welcomes Mickey McManus, a renowned expert in design thinking. Mickey delves into the world of strategic surprise and synthetic biology, sharing his unique insights and experiences from his extensive career, including his work at BCG, Maya Design, Autodesk, and Tufts University.
Key Topics:
Mickey's Journey in Design:
Discover how Mickey's love for design began and how he embraced it as a discipline.
Learn about his career evolution...
2024-08-0541 min
The Keith Craft Think Coach PodcastA Conversation With Erwin McManusThis week, listen to a wide ranging conversation Keith had with Erwin McManus.
Erwin Raphael McManus is the founder and lead pastor of Mosaic Church in Los Angeles. He is also a renowned life architect, award-winning author, and artist. With over one million book sales and translations into multiple languages, he has captivated audiences in stadiums across seventy countries on five continents.
His creative expertise has extended to consulting for esteemed organizations, from the NFL to the Pentagon. For three decades, McManus has advised CEOs, athletes, celebrities, and billion-dollar companies, helping them overcome limitations and...
2024-02-1133 minRetirement Road MapThe Importance of Estate Planning for First Responders with Keith McManus & Dave ChavesWhen a first responder arrives on the scene, they don't always have the privilege of knowing exactly what to expect. And many of these calls are high pressure situations where seconds can make the difference between life and death. First responders provide protection to their community, but there is also a need for them to provide protection for their families should anything happen to them at the scene or even years later. That's why we're thrilled to be joined by Keith McManus and Dave Chaves. Keith and Dave are attorneys from McManus Estate Planning, and...
2023-06-2827 minRetirement Road MapEstate Planning: Simple Tips for Keeping Your Plan Up To Date with Keith McManusEstate planning is a critical part of the retirement planning process. As we kick off the new year, this is a perfect time to ensure that your plan is up to date. Things change over time. That includes our lives, our family, and even the laws that apply to estates. This means the wills, trusts, and other estate documents that protect our families and secure our legacies may need to change, too. With that in mind, we're thrilled to have Keith McManus, attorney at McManus Estate Planning, back on the podcast. In our conversation, we...
2023-01-2524 min
The Keith Craft Think Coach PodcastErwin McManus Interview: Learning To Think BetterKeith sat down with Erwin Raphael McManus to talk about the value of your thoughts. Erwin is an author, futurist, filmmaker, and designer. He is an iconoclast, artist, and cultural thought leader known for his integration of creativity and spirituality. He is the founder and Lead Pastor of Mosaic, a Los Angeles based church of faith recognized as one of America’s most influential and innovative churches.
Keith and Erwin discussed where he learned to think and how others can learn to think better. Erwin went through his background growing up and where he first started to re...
2022-12-1235 minRetirement Road MapEstate Planning Basics for Protecting Your Legacy with Keith McManusEstate planning helps us protect the people who matter most to us. It ensures that our legacy is carried out the way we want it to be and protects the people we love. It's one of the most important pieces of a retirement plan—and there are many ways for this process to go wrong. To help us understand how to build robust, comprehensive estate plans, we're joined by attorney Keith McManus. Based in Cape Cod and Plymouth, Massachusetts, he's the founder of McManus Estate Planning, and has helped thousands of families and individuals successfully transfer wealth ac...
2021-11-0131 min
Unpacked Travel Podcast - Travel EntrepreneursSam McManus from YellowWood AdventuresIf you've ever wanted to get into the world of travel and adventure tours, this interview will give you some insights into how it's done. If you're interested in visiting emerging destinations but you don't fancy going it alone, check out the fascinating parts of the world that Sam's company, YellowWood Adventures, visits.Sam talks about staffing, marketing channels, marketing tools, and how the business developed🔗 Full Show Notes
2021-07-0540 min
Unpacked Travel Podcast - Travel EntrepreneursSam McManus from YellowWood AdventuresIf you've ever wanted to get into the world of travel and adventure tours, this interview will give you some insights into how it's done. If you're interested in visiting emerging destinations but you don't fancy going it alone, check out the fascinating parts of the world that Sam's company, YellowWood Adventures, visits.
Sam talks about staffing, marketing channels, marketing tools, and how the business developed
🔗 Full Show Notes
2021-07-0540 min
SHP Retirement Road Map® ShowEpisode 258: Legacy Planning: Ft. Special Guest Attorney Keith McManusThis week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® welcome back Attorney Keith McManus of McManus Estate Planning to continue the discussion on legacy planning. Legacy planning is another key area of the SHP Retirement Road Map®. You have worked so hard to save for retirement, it is important to think about what you want to happen to your hard-earned money.
2021-01-2952 min
SHP Retirement Road Map® ShowLegacy Planning: Ft. Special Guest Attorney Keith McManusThis week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® welcome back Attorney Keith McManus of McManus Estate Planning to continue the discussion on legacy planning. Legacy planning is another key area of the SHP Retirement Road Map®. You have worked so hard to save for retirement, it is important to think about what you want to happen to your hard-earned money.
2021-01-2952 minSHP 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 minSHP 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® ShowBonus Episode: Basics Of Estate Planning ft. Attorney Keith McManusOur main goal at SHP Financial is to provide as much value as we can around what's happening in the world right now. People have been affected by COVID-19 in so many different ways. In this bonus episode, we are talking with guest speaker, Attorney Keith McManus of McManus Estate Planning. He will talk about some of the important basics of Estate Planning. You don't want to miss this one!
2020-05-0510 min
SHP Retirement Road Map® ShowBonus Episode: Basics Of Estate Planning ft. Attorney Keith McManusOur main goal at SHP Financial is to provide as much value as we can around what's happening in the world right now. People have been affected by COVID-19 in so many different ways. In this bonus episode, we are talking with guest speaker, Attorney Keith McManus of McManus Estate Planning. He will talk about some of the important basics of Estate Planning. You don't want to miss this one!
2020-05-0510 minSHP Retirement Road Map® ShowImportant Retirement Planning DecisionsThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis are talking about decisions. Your whole life is made up of decisions and that goes for your financial situation as well. The guys will bring back Attorney Keith McManus, of McManus Estate Planning, to talk about the 4 major benefits of setting up a trust. Setting up a trust, is a very important decision to consider in regards to the estate planning part of SHP’s 5 step Retirement Road Map® process. Retirement planning comes with a lot of decision making and SHP Financial wants to help make sure...
2019-12-0652 minSHP Retirement Road Map® ShowImportant Retirement Planning DecisionsThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis are talking about decisions. Your whole life is made up of decisions and that goes for your financial situation as well. The guys will bring back Attorney Keith McManus, of McManus Estate Planning, to talk about the 4 major benefits of setting up a trust. Setting up a trust, is a very important decision to consider in regards to the estate planning part of SHP's 5 step Retirement Road Map® process. Retirement planning comes with a lot of decision making and SHP Financial wants to help make sure you are...
2019-12-0652 minSHP Retirement Road Map® ShowWhen To Update Your Estate Plan And End Of Year Tax StrategiesThis week, SHP Co-founder, Matthew Peck CFP® CIMA®, and Keith Ellis will talk about how we consume information. There are so many different options these days to obtain it, and they will discuss some of the ways this could affect how you think about your retirement. Next, Matt and Keith will welcome back Attorney Keith McManus, of McManus Estate Planning, to discuss when you should be making changes and updating your estate plan. Finally, in the weekly market report, the guys will discuss tax strategies you should be thinking about as we approach the end of the year. Also if...
2019-11-1452 minSHP Retirement Road Map® ShowWhen To Update Your Estate Plan And End Of Year Tax StrategiesThis week, SHP Co-founder, Matthew Peck CFP® CIMA®, and Keith Ellis will talk about how we consume information. There are so many different options these days to obtain it, and they will discuss some of the ways this could affect how you think about your retirement. Next, Matt and Keith will welcome back Attorney Keith McManus, of McManus Estate Planning, to discuss when you should be making changes and updating your estate plan. Finally, in the weekly market report, the guys will discuss tax strategies you should be thinking about as we approach the end of the year. Also if yo...
2019-11-1452 minSHP Retirement Road Map® ShowThe State Of Bonds & Changes Coming In 2020This week, SHP founders, Matthew Peck CFP® CIMA®, and Keith Ellis, will discuss the current state of bonds and what they see happening moving forward. Next, Attorney Keith McManus, of McManus Estate Planning, will discuss, when is a good time to update your estate plan. Keith and Matt, will discuss changes in Social Security and Medicare that are on the horizon for 2020. Finally, in the weekly market report, the guys will discuss what earning seasons are and what is important about them.
2019-10-2452 minSHP Retirement Road Map® ShowThe State Of Bonds & Changes Coming In 2020This week, SHP founders, Matthew Peck CFP® CIMA®, and Keith Ellis, will discuss the current state of bonds and what they see happening moving forward. Next, Attorney Keith McManus, of McManus Estate Planning, will discuss, when is a good time to update your estate plan. Keith and Matt, will discuss changes in Social Security and Medicare that are on the horizon for 2020. Finally, in the weekly market report, the guys will discuss what earning seasons are and what is important about them.
2019-10-2452 minSHP 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 minSHP 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 minSHP Retirement Road Map® ShowBenefits To Setting Up A Trust & The Savers CrisisThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis welcome back Attorney Keith McManus, of McManus Estate Planning, to discuss the 4 major benefits to setting up a trust or estate plan. Next, the guys will discuss a common theme they see. They often see a similar mindset among folks who are getting ready to retire. You've worked your whole life saving money and now you need to make that transition into planning for retirement, which can be scary. The guys will share some ideas to help you avoid that confused mindset that often arises. Finally, during th...
2019-09-2652 minSHP Retirement Road Map® ShowBenefits To Setting Up A Trust & The Savers CrisisThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis welcome back Attorney Keith McManus, of McManus Estate Planning, to discuss the 4 major benefits to setting up a trust or estate plan. Next, the guys will discuss a common theme they see. They often see a similar mindset among folks who are getting ready to retire. You’ve worked your whole life saving money and now you need to make that transition into planning for retirement, which can be scary. The guys will share some ideas to help you avoid that confused mindset that often arises. Fina...
2019-09-2652 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 horizon.
2019-08-1252 minSHP 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 minSHP 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 minSHP 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 minSHP 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 minSHP 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 minSHP 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 your...
2019-05-1652 minSHP 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 minSHP 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 goal p...
2019-05-0252 minSHP 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 minSHP Retirement Road Map® ShowStrategies for 2019This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will talk about what to do now that the 2018 tax season has come to an end. They will discuss some strategies to help save in 2019. Next, the guys are joined by Attorney Keith McManus, from McManus Estate Planning, to discuss the problems that can arise, when you have one property with multiple owners. Finally in the weekly market report, Matt will discuss the difference between risk capacity and risk analysis.
2019-04-2552 minSHP Retirement Road Map® ShowStrategies for 2019This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will talk about what to do now that the 2018 tax season has come to an end. They will discuss some strategies to help save in 2019. Next, the guys are joined by Attorney Keith McManus, from McManus Estate Planning, to discuss the problems that can arise, when you have one property with multiple owners. Finally in the weekly market report, Matt will discuss the difference between risk capacity and risk analysis.
2019-04-2552 minSHP 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 curve a...
2019-04-0452 minSHP 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 minSHP 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 minSHP 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 minSHP Retirement Road Map® ShowRetirement TransitionsThis week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about the transition you will have to go through as retirement approaches. When going through the transition of leaving a current employer or job, you will need to think about things like, transferring health insurance, life insurance, what to do with your 401k, etc. Next, Attorney Keith McManus, from McManus Estate Planning is back to talk through what it looks like to have an estate plan versus what it looks like when you don’t have one and complications that can arise. Finally, in the weekly mar...
2019-02-2852 minSHP Retirement Road Map® ShowRetirement TransitionsThis week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about the transition you will have to go through as retirement approaches. When going through the transition of leaving a current employer or job, you will need to think about things like, transferring health insurance, life insurance, what to do with your 401k, etc. Next, Attorney Keith McManus, from McManus Estate Planning is back to talk through what it looks like to have an estate plan versus what it looks like when you don't have one and complications that can arise. Finally, in the weekly market report, t...
2019-02-2852 min
SHP Retirement Road Map® ShowCutting Corners In RetirementThis week SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis are talk about cutting corners in your retirement plan. Corners that they often see being cut, are ones like not properly planning for health care, estate planning, tax planning etc. Next, they welcome back Attorney Keith McManus from McManus estate planning. Attorney McManus talks about how important it is to properly evaluate your trust and estate plan. In the SHP story segment, Keith tells a story about a couple, who were wondering when they could retire. Turns out they could have retired a couple years before and now t...
2019-02-1451 minSHP Retirement Road Map® ShowCutting Corners In RetirementThis week SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis are talk about cutting corners in your retirement plan. Corners that they often see being cut, are ones like not properly planning for health care, estate planning, tax planning etc. Next, they welcome back Attorney Keith McManus from McManus estate planning. Attorney McManus talks about how important it is to properly evaluate your trust and estate plan. In the SHP story segment, Keith tells a story about a couple, who were wondering when they could retire. Turns out they could have retired a couple years before and now t...
2019-02-1452 minSHP Retirement Road Map® ShowDo You Have A Diversified Retirement Plan?This week SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, are discussing the SHP Retirement Road Map®. They will tell you how it can help you and what the time frame is for building a full, holistic plan. Next, the guys welcome back Attorney Keith McManus from McManus estate planning. Attorney McManus, talks about how to prepare for an estate planning meeting. In the SHP Story Segment, Derek, Matt, and Keith, discuss different strategies their clients have worked through over the years. The 1st strategy involves when and how to take social security along with things to consider wh...
2019-02-0752 minSHP Retirement Road Map® ShowNew Year's ResolutionsThis week SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will discuss New Year's resolutions as it pertains to your financial situation and the importance of having a full plan for 2019. Next, the guys are joined by Attorney Keith McManus from McManus Estate Planning. Attorney McManus will discuss 2019 resolutions you should be thinking about from an estate planning standpoint. Derek, Matt, and Keith will then discuss what they each learned over this past year. Finally, in the weekly market report, Certified Financial Planner, Matt Peck will discuss the return of volatility and what he sees happening as we e...
2019-01-0252 minSHP Retirement Road Map® ShowRetirement Moves To Make NowThis week SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, are joined by Attorney Keith McManus of McManus Estate Planning. Attorney McManus is asking, how familiar is your advisor with your estate plan or trust? It is very important to have and advisor, who knows all aspects of your financial situation. In the SHP story segment the guys discuss retirement moves to make now. Derek will tell a true story of a single woman, who was exhausted and didn't think she could retire when she wanted. SHP helped her make certain moves to ensure she would be able t...
2018-11-2852 minSHP Retirement Road Map® ShowWhat Is Going On With The Stock Market?This week the theme of the show is market volatility. SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, want to know if your retirement is based solely on the stock market or if you have a solid plan. If it is based on the market, it could be a scary time for some of you with the recent volatility. Next, the guys are joined by Attorney Keith McManus of McManus Estate Planning. Attorney McManus is asking how familiar is your advisor with your estate plan or trust? It is very important to have and advisor, who knows all a...
2018-10-1752 minSHP 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 minSHP Retirement Road Map® ShowWhat Kind Of Financial Advisor Should You Have Working For YouThis week SHP founders, Derek Gregoire and Keith Ellis, are joined by Attorney Keith McManus, from McManus Estate Planning. First, Derek and Keith discuss the differences between a lot of financial planners out there and the importance of having a fiduciary working on your plan. Then Attorney McManus, talks about the importance of properly funding a trust, and how it could potentially save you a lot of money. In the SHP Story Segment, Keith shares a story about a couple he worked with and the 5 steps he took to get them to and through retirement. Finally in the Weekly Market...
2018-09-1252 minSHP 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 minSHP 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 minSHP Retirement Road Map® Showwhat is a successor trustee & should you have one?This week, SHP founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are asking Attorney Keith McManus from McManus Estate Planning, what is a successor trustee and should you have one? In our SHP Stories segment, Keith Ellis will share a story of a couple who has had the same advisor for over 20 years. They came in to see us for a second opinion and we're going to share with you what we found. Finally, the partners will discuss the importance of dividends in regards to your portfolio. Don't miss this week's Episode!
2018-07-1352 minSHP Retirement Road Map® ShowThe Pit Falls of 'Do It Yourself' Estate Planning, Your Pension and the Rise of Oil PricesThis week, SHP Financial Partners Matthew Peck CFP®, Derek Gregoire, and Keith Ellis, are joined by Attorney Keith McManus and Attorney Andrew Garcia of McManus Estate Planning LLC. Hear them discuss the pit falls of 'do it yourself' estate planning. Next, in the SHP Story Segment, Keith Ellis will tell us how he helped a couple decide what to do with their pension, after weighing all the factors. Finally, the guys will finish with a discussion about oil prices rising and what that means.
2018-05-3152 minSHP Retirement Road Map® ShowThe Importance of Having Asset Protection When Building an Estate PlanWe will first be joined by Attorney Keith McManus of McManus Estate Planning to discuss why it is crucial to have asset protection when building an estate plan. We will share one couple's experience who thought they had a plan but had no asset protection. In addition, a common question we often hear is "When can I retire?" We will discuss "retirement mindsets" and different categories of mindsets: 1) Some who want to retire immediately 2) Some who want to know when they can retire but want to continue working 3) And those who don't want to retire now but want to continue...
2018-03-0852 minSHP Retirement Road Map® ShowThe IRA Transition: Tips for Slowly Moving Your Money into More Tax Favorable VehiclesDid you know that not all trusts are the same? We will be joined by Attorney Keith McManus and Attorney Andrew Garcia of Counsel from McManus Estate Planning to discuss the differences between trusts and the common misconception that all trusts are the same. We will also tell you if a basic trust is enough to protect your assets from the nursing home. In addition, we will also talk about the IRA transition or exit strategy. All that pre-tax money you have built up in these accounts that are taxable when you withdraw them and taxable to the next generation...
2018-02-1552 minSHP Retirement Road Map® ShowTax Changes and Recent Market Volatility: What Strategies Should You Consider for Both?We will start with an exciting announcement from Attorney Keith McManus of McManus Estate Planning about an addition to his practice that will also add value to our practice at SHP Financial and then ultimately enhance the lives of our clients and listeners. Then we will talk more about the tax changes and how important it is to be sure your advisor is talking to you about whether or not the tax changes will help or hurt you as well as any new strategies you may want to consider. Finally, from the SHP Weekly Market Report, we will discuss the...
2018-02-0854 minSHP Retirement Road Map® ShowHow Tax Reform May Affect You Personally as well as the Stock MarketFirst, we will discuss the pros and cons of "gifting" in 2018 with Attorney Keith McManus of McManus Estate Planning. We will go over both the rewards and the risks. Then we will talk about taxes in two different ways: 1) How the different changes that were made will affect you personally and your personal tax life. 2) From the SHP Weekly Market Report, our thoughts on tax reform and how it may impact the market. 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®.
2018-01-2552 minSHP Retirement Road Map® ShowCreating a 60-Minute Budget to Help You Prepare for RetirementLearn how to create a "60-Minute Budget," one of the most important things that will help you determine how much income you will need in retirement to support your lifestyle. Also, we will discuss important changes in 2018 as it relates to your estate plan as well as taxes with respect to your estate plan alongside Attorney Keith McManus of McManus Estate Planning. In addition, we will tell you how to prepare for your first meeting with a financial advisor including questions you will want to ask. Finally, from the SHP Weekly Market Report: Expectations for 2018. All this and more on...
2018-01-1852 minSHP Retirement Road Map® ShowTips to Finish the Year Like a Financial Expert!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...
2017-12-1452 minSHP Retirement Road Map® ShowLearn the Top 6 Things No One Tells You About RetirementWhat type of planner are you? As you prepare for retirement, we will discuss some financial as well as personal goals you should think about as well as the type of conversations you should be having with your advisor. Also, we go over the basic, core documents needed as part of your estate plan with Attorney Keith McManus of McManus Estate Planning. Then we will review the top six things no one tells you about retirement. Too often many retirees look forward to the rewards of retiring but end up caught off guard by the facts of their new life...
2017-12-0752 minSHP Retirement Road Map® ShowAre You Working with or Interested in a Financial Professional? Learn the Distinct Differences Between Them All.First on the show, we will discuss the differences between an irrevocable and a revocable trust as well as the pros and cons of each with special guest Keith McManus of McManus Estate Planning. Then, from our SHP Weekly Market Report, our Certified Financial Planner, Matthew Peck shares our take on Safe Savings Rates for different stages of your life. And finally, do you know if your financial professional is a broker, agent or holistic financial planner? We'll discuss the distinct differences between them and why it's critical for you to know who you are working with. All this and...
2017-11-3052 minSHP Retirement Road Map® ShowAre You Working with or Interested in a Financial Professional? Learn the Distinct Differences Between Them All.First on the show, we will discuss the differences between an irrevocable and a revocable trust as well as the pros and cons of each with special guest Keith McManus of McManus Estate Planning. Then, from our SHP Weekly Market Report, our Certified Financial Planner, Matthew Peck shares our take on Safe Savings Rates for different stages of your life. And finally, do you know if your financial professional is a broker, agent or holistic financial planner? We'll discuss the distinct differences between them and why it's critical for you to know who you are working with. All this and...
2017-11-3052 minSHP Retirement Road Map® ShowFinancial Tips for Your Holiday ShoppingIn the spirit of Thanksgiving, Derek, Matt and Keith share what they're thankful for and offer some financial tips as we approach the busy shopping season. Then our special guest Keith McManus of McManus Estate Planning discusses the differences between an irrevocable and a revocable trust as well as the pros and cons of each. From our SHP Weekly Market Report, our Certified Financial Planner, Matthew Peck shares our take on Safe Savings Rates for different stages of your life. And finally, do you know if your financial professional is a broker, agent or holistic financial planner? We'll discuss the...
2017-11-2252 minSHP Retirement Road Map® ShowFinancial Tips for Your Holiday ShoppingIn the spirit of Thanksgiving, Derek, Matt and Keith share what they're thankful for and offer some financial tips as we approach the busy shopping season. Then our special guest Keith McManus of McManus Estate Planning discusses the differences between an irrevocable and a revocable trust as well as the pros and cons of each. From our SHP Weekly Market Report, our Certified Financial Planner, Matthew Peck shares our take on Safe Savings Rates for different stages of your life. And finally, do you know if your financial professional is a broker, agent or holistic financial planner? We'll discuss the...
2017-11-2252 minSHP Retirement Road Map® ShowThe Great Wealth Transfer: Transferring Your Assets Efficiently to the Next GenerationIf you were a baby boomer lucky enough to save enough money, have you thought about how to best pass that wealth on to the next generation? With the help of Attorney Keith McManus of McManus Estate Planning, we will discuss the Great Wealth Transfer and how to transfer your assets efficiently, especially from a tax standpoint, to the next generation. Then we will talk about what a first conversation with a financial advisor should be like, what topics you should be discussing and more importantly, what conversations you should be having ongoing for situations like annual reviews, etc. Finally...
2017-11-0252 minSHP Retirement Road Map® ShowThe Great Wealth Transfer: Transferring Your Assets Efficiently to the Next GenerationIf you were a baby boomer lucky enough to save enough money, have you thought about how to best pass that wealth on to the next generation? With the help of Attorney Keith McManus of McManus Estate Planning, we will discuss the Great Wealth Transfer and how to transfer your assets efficiently, especially from a tax standpoint, to the next generation. Then we will talk about what a first conversation with a financial advisor should be like, what topics you should be discussing and more importantly, what conversations you should be having ongoing for situations like annual reviews, etc. Finally...
2017-11-0252 minSHP Retirement Road Map® ShowThe Importance of a "Warm-up" Before Entering into Retirement.Just like athletes warming-up before a big game, you don't want to enter into retirement blindly. Learn why you should have a practice run first. Then we will be joined by Attorney Keith McManus of McManus Estate Planning to discuss the importance of making sure you protect the inheritance of those you care about the most. Also, will you be retiring as a millionaire? As you add up your bank and retirement accounts, for many it really can add up a million dollars. Learn the steps you should take if you are in this position. Finally, from the SHP Weekly...
2017-10-2652 min
The Running4Soles PodcastInterview with Polio survivor turned Boston Marathon Finisher Mary McManus - Episode 30What you'll hear in this episode:
Poem Running the Race from "Feel the Heal: An Anthology of Poems to Heal Your Life"
Mary's Going the Distance Blog
One person's healing becomes an entire family's journey to run the Boston Marathon
Pointing toward the Bermuda Half Marathon - Roman Numeral III
Introduction and closing song: One Flame to Burn (Prospect 7)
A special thank you to my friend Kelly Anderson for sponsoring today's episode through Patreon.
If you would like to comment on this podcast you can contact me and leave a commen...
2017-10-0600 minSHP Retirement Road Map® ShowUnderstanding Market Corrections: Know Your Risk Tolerance and What It Could Mean for Your RetirementWe will also discuss the difference between revocable versus irrevocable trusts as well as when one may be more appropriate over the other with Attorney Keith McManus of McManus Estate Planning. In addition, we will dive into Social Security and the importance of working with a team of professionals who can best advise you and help you make an educated decision about when to take it based on your overall retirement plan. Finally, from the SHP Weekly Market Report: Understand Marketing Corrections. Do you know how much risk you are taking as well as what it could mean for your...
2017-10-0552 minSHP Retirement Road Map® ShowWhat's the #1 Rule to Retire and Stay Retired? Listen Now to Find Out!Also learn more about the importance of having all your financial professionals working together. Joined by Attorney Keith McManus of McManus Estate Planning, we will discuss the benefits of having your financial advisor, your CPA, and your estate planning attorney all working together on your behalf. Finally, from the SHP Weekly Market Report: The differences between active management versus passive management. 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®.
2017-09-1552 minSHP Retirement Road Map® ShowDo You Know the Dangers of Procrastinating When It Comes to Your Estate Plan? Listen Now to Find Out!The dangers of procrastinating with your estate plan and leaving your heirs an all-at-once inheritance. Learn more about this concern as we discuss alongside Attorney Keith McManus of McManus Estate Planning. Also understand the importance of having an estate tax analysis done and be sure you're not giving up thousands of dollars in taxes affecting your retirement. Finally, from the SHP Weekly Market Report: The potential September pitfalls that we hear about in the market. 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®.
2017-09-0852 minSHP Retirement Road Map® ShowDo You Know the Dangers of Procrastinating When It Comes to Your Estate Plan? Listen Now to Find Out!The dangers of procrastinating with your estate plan and leaving your heirs an all-at-once inheritance. Learn more about this concern as we discuss alongside Attorney Keith McManus of McManus Estate Planning. Also understand the importance of having an estate tax analysis done and be sure you're not giving up thousands of dollars in taxes affecting your retirement. Finally, from the SHP Weekly Market Report: The potential September pitfalls that we hear about in the market. 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®.
2017-09-0852 minSHP Retirement Road Map® ShowWhat Are the One or Two Areas Often Missing from Most Retirement Plans?Also learn how to protect your wealth for your heirs with Attorney Keith McManus from McManus Estate Planning. And finally, from the SHP Weekly Market Report: Not taking the bait! Don't change your financial strategy just based on your thoughts on where the market is, stay true to your financial goals and build your plan accordingly. 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®.
2017-08-1052 minSHP Retirement Road Map® ShowWhat Are the One or Two Areas Often Missing from Most Retirement Plans?Also learn how to protect your wealth for your heirs with Attorney Keith McManus from McManus Estate Planning. And finally, from the SHP Weekly Market Report: Not taking the bait! Don't change your financial strategy just based on your thoughts on where the market is, stay true to your financial goals and build your plan accordingly. 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®.
2017-08-1052 minSHP Retirement Road Map® ShowWhat is the Most Important Thing You Can Do to Plan for a Successful Retirement? Listen Now to Learn More!Also we will discuss taking emotions out of estate planning with Attorney Keith McManus of McManus Estate Planning. Why it is important to begin talking with your loved ones now about how your assets will be passed on in order to save them a lot of time, money and emotional stress down the road. In addition, what it means before and during retirement to be self-employed. We will discuss different ways to save for retirement as well as different ways you can supplement your income in retirement by starting your own business. Finally, from the SHP Weekly Market Report: Are...
2017-08-0352 minSHP Retirement Road Map® ShowWhat is the Most Important Thing You Can Do to Plan for a Successful Retirement? Listen Now to Learn More!Also we will discuss taking emotions out of estate planning with Attorney Keith McManus of McManus Estate Planning. Why it is important to begin talking with your loved ones now about how your assets will be passed on in order to save them a lot of time, money and emotional stress down the road. In addition, what it means before and during retirement to be self-employed. We will discuss different ways to save for retirement as well as different ways you can supplement your income in retirement by starting your own business. Finally, from the SHP Weekly Market Report: Are...
2017-08-0352 minSHP Retirement Road Map® ShowWhen is the best time to claim Social Security? Listen now to find out!Busy with summer vacation plans? Hear three steps you can take this summer to help you get your retirement plan on track. Additionally, we will discuss the importance of titling your beneficiaries correctly on your accounts with Attorney Keith McManus of McManus Estate Planning. Lastly, from the SHP Weekly Market Report, we will explain the 60/40 approach as well as five challenges facing investors making it less effective. 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®.
2017-07-2752 minSHP Retirement Road Map® ShowThinking About Retiring Early? Learn the Major Pitfalls That Could Affect YouAlso if you are a homeowner and have children, we will reveal a trap in the estate planning world you will want to avoid with special guest, Attorney Keith McManus of McManus Estate Planning. In addition, we will discuss the potential impacts of President Trump's 2017 Tax Plan. Finally, from the SHP Weekly Market Report: How is the market doing? We will discuss why it is important to use the right benchmark when answering this question. 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®.
2017-07-2052 minSHP Retirement Road Map® ShowThinking About Retiring Early? Learn the Major Pitfalls That Could Affect YouAlso if you are a homeowner and have children, we will reveal a trap in the estate planning world you will want to avoid with special guest, Attorney Keith McManus of McManus Estate Planning. In addition, we will discuss the potential impacts of President Trump's 2017 Tax Plan. Finally, from the SHP Weekly Market Report: How is the market doing? We will discuss why it is important to use the right benchmark when answering this question. 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®.
2017-07-2052 min
SHP Retirement Road Map® ShowCore Documents for Estate PlanningA list of basic documents that everyone should have as a part of their estate plan and why it could be a red flag if your financial advisor is not talking to you about them. SHP Financial's Derek Gregoire, Keith Ellis and Matthew Peck discuss this with with special guest Attorney Keith McManus of McManus Estate Planning.
2017-07-1809 minSHP Retirement Road Map® ShowCore Documents for Estate PlanningA list of basic documents that everyone should have as a part of their estate plan and why it could be a red flag if your financial advisor is not talking to you about them. SHP Financial's Derek Gregoire, Keith Ellis and Matthew Peck discuss this with with special guest Attorney Keith McManus of McManus Estate Planning.
2017-07-1809 minSHP Retirement Road Map® ShowThree Steps You Can Take This Summer to Help You Get Your Retirement Plan on TrackAdditionally we will discuss the importance of titling your beneficiaries correctly on your accounts with Attorney Keith McManus of McManus Estate Planning. Also, when is the best time to claim your Social Security? Lastly, from the SHP Weekly Market Report, we will explain the 60/40 approach as well as five challenges facing investors making it less effective. 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®.
2017-06-2952 minSHP Retirement Road Map® ShowTwo Key Terms for Determining How Much Money to Leave in the Stock Market for RetirementFirst you will learn why it is important to work with a team of professionals when it comes to your finances and retirement planning with Attorney Keith McManus of McManus Estate Planning. Then, what type of retirement plan do you want? This is a crucial question for you to think about as we compare the different options available to you. Finally, from the SHP Weekly Market Report: Two key terms to help you determine how much money you should have or leave in the stock market for retirement. All this and more on the Retirement Road Map Radio Show hosted...
2017-06-2252 minSHP Retirement Road Map® ShowThe Strategy Behind "Sell in May and Go Away." Is this Good Advice?A review of the top 4 retirement concerns from audience members of one of our recent SHP Retirement Planning Workshops. In addition, we will cover how to protect your wealth for future generations with Attorney Keith McManus of McManus Estate Planning. We will also discuss how to do a tax analysis on your RMDs, IRAs, etc. This is an area often overlooked but the tax angle can be critical to your success or failure in retirement. Finally, from the SHP Weekly Market Report: The strategy behind the saying in equities, "Sell in May and Go Away." Why this is advice you...
2017-05-1852 minSHP Retirement Road Map® ShowPreparing for and Embracing Some Scary, Retirement RealitiesAlso, we will discuss one common question that we are often asked which is the difference between a revocable and irrevocable trust alongside Attorney Keith McManus of McManus Estate Planning. In addition, if you are a higher-income earner that is saving for retirement, you may be in a different position than most. We will talk about some different strategies for higher-income earners to consider to help you get to and through retirement. Finally, in our SHP Weekly Market Report: How to protect yourself from pilot error when it comes to the stock market. All this and more on the Retirement...
2017-05-1152 minSHP Retirement Road Map® ShowPreparing for and Embracing Some Scary, Retirement RealitiesAlso, we will discuss one common question that we are often asked which is the difference between a revocable and irrevocable trust alongside Attorney Keith McManus of McManus Estate Planning. In addition, if you are a higher-income earner that is saving for retirement, you may be in a different position than most. We will talk about some different strategies for higher-income earners to consider to help you get to and through retirement. Finally, in our SHP Weekly Market Report: How to protect yourself from pilot error when it comes to the stock market. All this and more on the Retirement...
2017-05-1152 minSHP Retirement Road Map® ShowThe Top Retirement Concern Troubling Most People TodayFirst, we will review three common misconceptions that many people have regarding trust planning with Attorney Keith McManus of McManus Estate Planning. Then, for many years the #1 retirement concern for folks was running out of money. However, there is now a new #1 retirement concern topping the list that we will discuss. Finally, in the SHP Weekly Market Report: The French Election and what it could mean for you as well as your portfolio. 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®.
2017-04-2852 minSHP Retirement Road Map® ShowThe Top Retirement Concern Troubling Most People TodayFirst, we will review three common misconceptions that many people have regarding trust planning with Attorney Keith McManus of McManus Estate Planning. Then, for many years the #1 retirement concern for folks was running out of money. However, there is now a new #1 retirement concern topping the list that we will discuss. Finally, in the SHP Weekly Market Report: The French Election and what it could mean for you as well as your portfolio. 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®.
2017-04-2852 minSHP Retirement Road Map® ShowHave You Outgrown Your Financial Advisor?Have you outgrown your financial advisor? We'll tackle this question with Attorney Keith McManus of McManus Estate Planning. Then, we'll talk about the benefits of working with a fiduciary and we end the show with a discussion on volatility and how controlling it can lead to a successful retirement. 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®.
2017-04-2152 minSHP Retirement Road Map® ShowCreating Your Own Retirement Income Stream That Will Last as Long as You WillFirst we will discuss how a change in your perspective can help you be better prepared for retirement. Then we will reveal some estate planning traps that you will want to avoid with special guest, Attorney Keith McManus of McManus Estate Planning. In addition, how to create your own retirement income stream that lasts as long as you do. Finally, in our SHP Weekly Market Report we will discuss concerns over rising interest rates and whether or not investors should sell their bonds. All this and more on the Retirement Road Map Radio Show hosted by SHP Financial Co-Founders Derek...
2017-04-1452 minSHP Retirement Road Map® ShowThe Major Differences Between ETFs and Mutual Funds: Which is the Better Option?On this week’s show, we will be discussing All Things Your Retirement. First, we will walk you through our SHP, 5-Step Retirement Road Road Map® Process and explain how it is designed to get you to and through retirement. Next, we will be joined by Attorney Keith McManus of McManus Estate Planning to discuss ways to protect your wealth and inheritance. How just a few tweaks can enhance this benefit from a tax and efficiency standpoint. Also, income is a crucial part of any retirement plan. We will talk about the importance of a Retirement Income Analysis, what it ent...
2017-03-3052 min