Shows
Retirement Road MapThe Importance of Retirement Planning for Women and Widows with Alina Osokhovska, CFP®Losing a spouse is one of life's most painful experiences, and in the midst of grief, surviving partners are often faced with overwhelming financial decisions. From settling estates to adjusting to changes in income, the process can feel like an impossible burden to carry alone. Without a plan in place, surviving spouses may find themselves vulnerable to financial missteps at a time when clarity is hardest to find. In this episode, SHP Financial's Derek Gregoire is joined by Planning Advisor Alina Osokhovska, CFP® to explore the critical importance of financial planning for widows. With years of experience g...
2025-09-2423 minRetirement Road MapCareer Insights for New Grads Aspiring to Become Financial Advisors with Raphael HannaGraduation marks an exciting new chapter for young professionals, but for those eyeing a career in financial planning, the path forward can feel uncertain. What are the skills that investment firms are looking for? Which licenses and designations matter most? And how do you land that first opportunity in a highly competitive field? Today, Matthew Peck welcomes back returning guest Raphael Hanna to share his journey from Stonehill College to SHP Financial. Drawing from his own early experiences, Raphael reveals how internships, networking, and a willingness to adapt shaped his career path. He also explains the difference...
2025-08-2031 minRetirement Road MapMatt's Markets on the Move: January 2025Join SHP Co-founder Matthew C. Peck, CFP® CIMA® and Lead Advisor Laura Russo as they speak about what's happening in the markets in 2025!
2025-01-1045 minRetirement Road MapMatt's Markets on the Move: October 2024Join SHP Co-founder Matthew C. Peck, CFP® CIMA® and Lead Advisor Laura Russo as they take a moment to reflect on Q4 and prepare for 2025!
2024-10-1138 minRetirement Road MapMatt's Markets on the Move: April 2024Come join SHP Co-founder Matthew C. Peck, CFP® CIMA® and Sr. Service Representative Laura Russo as they take a moment to reflect on Q1 and prepare for Q2! While thinking about the future, they also explore the potential impact of the upcoming election on your retirement. In this episode, we'll explore important trends, possible hurdles, and any new changes. Matt and Laura will bring clarity so you can stay knowledgeable heading into Q2!
2024-04-1233 minRetirement Road MapMatt's Markets on the Move: January 2024Welcome to the kickoff of 2024 as we explore the evolving economic terrain. Join us for valuable insights shared by SHP Financial's Co-founder, Matthew C. Peck, CFP® CIMA®, who brings clarity to dissect the latest updates in the financial landscape. Alongside him is our co-host and Sr. Service Representative, Laura Russo, ready to provide an insightful perspective and make sense of the dynamic changes in store for this year. In this episode, we'll navigate through the intricacies of the financial world, uncovering key trends, potential challenges, and exciting opportunities that lie ahead. Matt and Laura will break down th...
2024-01-1244 minRetirement Road MapMatt's Markets on the Move: October 2023:As we head into Quarter 4 of 2023, it can be easy to get caught up in the political drama that we see in Washington D.C. Join us as we find clarity on the state of our market with SHP Financial Co-founder Matthew Peck, CFP®, CIMA®!
2023-10-0634 minRetirement Road MapMatt's Markets on the Move: July 2023The financial landscape can feel like it is always evolving, and 2023 is no exception. As we head into Quarter 3, join us in welcoming our Co-founder, Matthew Peck, CFP®, CIMA®, as he shares his insight so that we can be confident to weather any storm.
2023-07-1433 minRetirement Road Map529 Plans: How to Get the Most from Your Education Savings with Mark Kenney, CFP® and Matthew Peck, CFP®, CIMA®With income tax season in the rearview, some people tend to shift their focus to saving toward a child's education. This time of year, we'll often hear questions like: What are the best options? Wasn't there something new about 529s in SECURE Act 2.0? Has anything changed? If you're someone who has any of those questions (or others!) and you want to start preparing for your child's (or grandchildren's) education, this episode has everything you need to know about 529 Plans, including information on the changes that apply to 529s. In today's conversation, our very own Mark...
2023-05-2432 minRetirement Road MapSpecial Market Update: The Debt Ceiling CrisisAmidst the headlines about Congress debating the Federal Government's debt ceiling, it's easy to feel overwhelmed by all the details. But worry not, because we have Matthew Peck, CFP® CIMA®, co-founder of SHP Financial! Listen as he shares his knowledge and brings clarity to the confusion so that we can get a better understanding of how this issue impacts us in the long run. Connect With Us on Social Facebook LinkedIn YouTube
2023-05-1722 minRetirement Road MapMatt's Markets on the Move: April 2023The financial landscape can feel like it is always evolving, and 2023 is no exception. As we head into Quarter 2, join us in welcoming our Co-founder, Matthew Peck, CFP®, CIMA®, as he shares his insight so that we can be confident to weather any storm.
2023-04-0730 minRetirement 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 came...
2021-10-2624 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® 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 minSHP 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 minSHP 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 minSHP 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.
2019-07-1852 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.
2019-07-1852 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® ShowTaxes and TariffsThis week, SHP founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are going to discuss the different tax planning opportunities that are out there and how you should take advantage of them while taxes are "on sale." In the SHP story segment, Matt will share a story pertaining to what true financial planning is, versus just having a pile of stocks, bonds, and mutual funds. He will also explain the difference between an Investment Planner and a true Financial Planner. Finally, in the weekly market report, the guys are going to discuss the real impact of Tariffs.
2018-09-2752 minSHP 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.
2018-09-1952 minSHP Retirement Road Map® ShowThe 6 Important Steps to Take the Year Before You RetireThis week, SHP founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, have designed a show specifically for the folks who are 1 year to a couple years away from retirement. So many people come in to the SHP Financial office thinking they have a plan, but really all they have is a portfolio. It is extremely important to have a well thought out plan, developed specifically for you. In this show the guys talk about the 6 steps that are necessary to take as you are planning for retirement. Don't miss this episode!
2018-08-1452 minSHP Retirement Road Map® ShowThe Impact on Generations Caused by Lack of PlanningThis week, SHP founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are joined by Attorney Andrew Garcia, who is of council for McManus Estate Planning. Attorney Garcia, will talk about how the lack of proper estate planning, can impact different generations. Next, the guys will discuss taxes; an area a lot of advisors don't spend enough time on. Derek will share a real story of a couple he was able to help with tax planning. He was able to improve their situation as they were getting ready for retirement. Finally, in the weekly market report, the guys are asking, w...
2018-08-0752 minSHP Retirement Road Map® ShowThe Importance Of Health Care PlanningThis week, SHP founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are joined by Attorney Andrew Garcia of council for McManus Estate Planning. Attorney Garcia will talk about the misuse of life estates when it comes to long-term care or medicaid planning. In the SHP Stories segment, Keith Ellis will share a story about a couple who worked with their advisor for 25 years and that advisor only focused on investment planning. Keith will discuss the strategies they took to protect their assets from risks they were exposed to in regards to health care. Then finally, in the weekly market r...
2018-07-2552 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 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® ShowListen as we walk you through each of the 5 Steps in our Retirement Road Map® ProcessIncome, Investments, Taxes, Healthcare and Legacy: Does your retirement plan capture all 5 of these key areas? On this show, we will walk you through our unique, SHP 5-Step, Retirement Road Map process and how it is designed to help successfully guide you to and through retirement. This show is especially important for individuals who are recently retired or within 5 years of 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®.
2018-03-0152 minSHP Retirement Road Map® ShowSHP Financial's Retirement Road Map® Process and the 5 Areas of Retirement PlanningListen now as we walk you through our unique, SHP 5-Step, Retirement Road Map process and how it is designed to help successfully guide you to and through retirement. This show is especially important for individuals who are recently retired or within 5 years of 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®.
2018-02-2252 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® ShowA Detailed Review of the SHP Financial 5-Step, Retirement Road Map® ProcessLearn about the SHP 5-Step, Retirement Road Map Process and how it is designed to help successfully guide you to and through retirement. This show is especially important for individuals who are recently retired or within 5 years of 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®.
2018-02-0152 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® ShowInvestments, Taxes, Legacy – Putting Together a Financial Team to Work on Your BehalfDo you have a financial team in place all working for you? We will discuss how important it is to have the right team of experts including a lawyer for estate planning to a CPA for tax purposes all willing to work with your financial planner to save you time and money. Then we will explore all the different types of financial advisors out there. Financial planning is so much more than just investing so make sure you know you are getting all the fiduciary-based advice you should be. Finally, from the SHP Weekly Market Report: When can you afford...
2018-01-1152 minSHP Retirement Road Map® ShowSHP Financial's Retirement Road Map® Process and the 5 Areas of Retirement PlanningListen now as we walk you through our unique, SHP 5-Step, Retirement Road Map process and how it is designed to help successfully guide you to and through retirement. This show is especially important for individuals who are recently retired or within 5 years of 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®.
2018-01-0452 minSHP Retirement Road Map® ShowAs We Prepare for a Fresh Start in the New Year, Are Your Retirement Goals a Priority?Get your retirement plan started right and learn more about SHP Financial, our processes and how we get you to and through retirement. We will start the show by reflecting on the year-end, discuss goals for the new year and then provide you with an overall review of SHP Financial's Retirement Road Map Process. This will include discussing 5 key areas in the process: an income plan, an investment plan, a tax plan, a healthcare plan and a legacy plan. Each of these five plans work together to build our clients a thorough, holistic retirement road map to fully address all...
2017-12-2852 minSHP Retirement Road Map® ShowAs We Prepare for a Fresh Start in the New Year, Are Your Retirement Goals a Priority?Get your retirement plan started right and learn more about SHP Financial, our processes and how we get you to and through retirement. We will start the show by reflecting on the year-end, discuss goals for the new year and then provide you with an overall review of SHP Financial's Retirement Road Map Process. This will include discussing 5 key areas in the process: an income plan, an investment plan, a tax plan, a healthcare plan and a legacy plan. Each of these five plans work together to build our clients a thorough, holistic retirement road map to fully address all...
2017-12-2852 minSHP Retirement Road Map® ShowReflecting on the Year-End, Goals for the New Year, and an Overview of the SHP Retirement Road Map ProcessStart the new year right and learn more about SHP Financial, our processes and how we get you to and through retirement. This will include an overall review of SHP Financial's Retirement Road Map which includes 5 key areas: an income plan, an investment plan, a tax plan, a healthcare plan and a legacy plan. Each of these five plans work together to build our clients a thorough, holistic retirement road map to fully address all their financial needs and goals. All this and more on the Retirement Road Map Radio Show hosted by SHP Financial Co-Founders Derek Gregoire, Keith Ellis...
2017-12-2152 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® Show5 Years or Less from Retirement? Learn About 3 Important Things to Start Planning for NowListen in as we discuss tax planning and more specifically how the new tax plan could affect you. Also, the 3 important things you should consider now if you are 5 years or less from retirement. Finally, from the SHP Weekly Market Report: Where has all the volatility gone in the market? Will it stay low volatile for the foreseeable future? 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®.
2017-11-1652 minSHP Retirement Road Map® Show5 Years or Less from Retirement? Learn About 3 Important Things to Start Planning for NowListen in as we discuss tax planning and more specifically how the new tax plan could affect you. Also, the 3 important things you should consider now if you are 5 years or less from retirement. Finally, from the SHP Weekly Market Report: Where has all the volatility gone in the market? Will it stay low volatile for the foreseeable future? 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®.
2017-11-1652 minSHP Retirement Road Map® ShowLearn about the SHP Retirement Road Map® Process and 5 Key Areas of Retirement PlanningListen now as we walk you through our SHP 5-Step, Retirement Road Map Process and how it is designed to help successfully guide you to and through retirement. This show is especially important for individuals who are recently retired or within 5 years of 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®.
2017-11-0952 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 minSHP Retirement Road Map® ShowThe Pros and Cons of Annuities: Are They a Good Option for You? Listen Now to Find Out!This week we highlight an article recently published by the AARP about a particular type of annuity. We'll get into the pros and cons and how to tell if an annuity is right for your particular situation. Then, we discuss a crucial term you should know which is goals-based financial planning. Finally, in our weekly market report, we're going to take some time to remember Black Monday and how that important financial event that took place back in October of 1987 has impacted how we still feel about the market today. All this and more on the Retirement Road Map Radio...
2017-10-2052 minSHP Retirement Road Map® ShowSix Important Steps to Take the Year Before RetirementLearn about the six important steps to take the year before you retire and how crucial it is to have a proper plan in place. At SHP Financial, our Retirement Road Map® process is designed to provide you a personalized, comprehensive plan to help you get to and through 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®.
2017-10-1252 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® ShowLearn What to Expect at Your First, Complimentary Consultation with SHP Financial!In addition, listen as we explain what SHP Financial's Retirement Dinner workshops are and why they are different than what you might expect. Also, hear about several real-life stories of clients who have come in to see us and how we helped them identify huge holes and tax traps in their estate plans that we were able to help them fix. Similarly, we will discuss the importance of getting a second opinion on your finances. Finally, from the SHP Weekly Market Report: What does unwinding the balance sheet mean? All this and more on the Retirement Road Map Radio Show...
2017-09-2952 minSHP Retirement Road Map® ShowEquifax and How to Protect Yourself from the Next Big Data BreachIn addition, how to have the difficult conversation with your parents about estate planning followed by the importance of talking with your children about inheriting money, tax liabilities as well as the steps they should take if something should happen to you. Finally, from the SHP Weekly Market Report: What is a private equity fund and could it be beneficial to 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®.
2017-09-2252 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® ShowAre You a Pre-Retiree Too Heavily Invested in the Market? Listen now to find out!The markets are still strong but if you are 3-5 years from retirement, could you be too heavily invested in the market? Don't get complacent, be sure your investments are still appropriately planned for 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®.
2017-08-3152 minSHP Retirement Road Map® ShowAre You a Pre-Retiree Too Heavily Invested in the Market? Listen now to find out!The markets are still strong but if you are 3-5 years from retirement, could you be too heavily invested in the market? Don't get complacent, be sure your investments are still appropriately planned for 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®.
2017-08-3152 minSHP Retirement Road Map® ShowSix Important Steps to Take the Year Before RetirementLearn about the six important steps to take the year before you retire and how crucial it is to have a proper plan in place. At SHP Financial, our Retirement Road Map® process is designed to provide you a personalized, comprehensive plan to help you get to and through 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®.
2017-08-2452 minSHP Retirement Road Map® ShowHow Will the North Korea Situation Impact You?In this week's show, Derek, Keith and Matt talk to Attorney Keith McManus about the four ways to save on Estate Planning. After that, they give you four penalties you should avoid during retirement. And in our weekly market report, they will be discussing the recent developments with North Korea and the impact that may or may not have on your nest egg. 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®.
2017-08-1752 min
SHP Retirement Road Map® ShowHow to Retire Like a Pro AthleteFor many pro athletes, their peak income-earning years are shorter than the average person. That means they need to be smart about how they put money away for retirement and how they manage their investments. SHP Financial Co-Founders Derek Gregoire, Keith Ellis and Matthew Peck, CFP® share stories of pro athletes that have had to deal with these issues and create a plan to make their earnings last a lifetime. They related these stories to today's retirees noting that even though the average person has more years to accumulate retirement savings than a professional athlete, there is still a need t...
2017-08-1709 minSHP Retirement Road Map® ShowHow to Retire Like a Pro AthleteFor many pro athletes, their peak income-earning years are shorter than the average person. That means they need to be smart about how they put money away for retirement and how they manage their investments. SHP Financial Co-Founders Derek Gregoire, Keith Ellis and Matthew Peck, CFP® share stories of pro athletes that have had to deal with these issues and create a plan to make their earnings last a lifetime. They related these stories to today's retirees noting that even though the average person has more years to accumulate retirement savings than a professional athlete, there is still a need t...
2017-08-1709 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 minSHP Retirement Road Map® ShowDon't Let Summer Vacation Prevent You from Focusing on Your RetirementThe markets are still strong but if you are 3-5 years from retirement, could you be too heavily invested in the market? Don't get complacent during the summer, be sure your investments are still appropriately planned for 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®.
2017-07-1352 min
SHP Retirement Road Map® ShowWhen is the Best Time to Claim Social Security?Learn how to maximize your social security benefits, includng determining when it's the best time to start drawing down on them as well as how to increase your benefit payments and avoid social security penalties. All this and more with your hosts and SHP Financial Co-Fouders Derek Gregoire, Keith Ellis and Matthew Peck, CFP®.
2017-07-1208 min
SHP Retirement Road Map® ShowFive Critical Issues to Address in your Retirement PlanLearn about the five distinct areas of risk for retirees that should be addressed in any retirement plan.Derek, Matt and Keith share how their 5-Step, Retirement Road Map Process is designed to properly address each of the five areas of risk so that you may have the confidence and clarity to live the type of retirement you deserve - one that is built to perform in any economy. All this and more with Derek Gregoire, Keith Ellis and Matthew Peck, CFP® of SHP Financial.
2017-07-0752 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 minSHP Retirement Road Map® ShowThe War on Seniors and Savers: Why Are Bank CD Rates Still So Low As the Federal Reserve Continues to Raise Interest Rates?We will be joined by Attorney Keith McManus of McManus Estate Planning to discuss the top, most costly mistakes made when your estate plan and financial plan are not coordinated properly. Also, we will be celebrating some milestone birthdays in the market. This will be a fascinating discussion about where we once were and where we are today with certain instruments in the market. Finally, the War on Seniors and Savers: Why are Bank CD rates still so low? Why aren't the banks continuing to improve as general rates improve on your money? Where do we see that going over...
2017-03-2452 minSHP Retirement Road Map® ShowThe World of Alternative Investments: The Pros and Cons of Having Them in a PortfolioListen as we go through our process and how we help retirees build their own Retirement Road Map® so they can live a worry-free, successful retirement. Also, we will be joined by Attorney Keith McManus of McManus Estate Planning regarding the importance of owning life insurance the correct way. In addition, what are Alternative Investments? What are your options as well as the pros and cons of having them as part of your portfolio? Lastly, in SHP Weekly Market Report, we will discuss the Golden Rule of Investing. All this and more on the Retirement Road Map Radio Show hosted b...
2017-03-1752 minSHP Retirement Road Map® ShowThe Great Wealth Transfer: How to Transfer Your Assets to the Next GenerationListen as we 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. Also, we will be joined by Attorney Keith McManus of McManus Estate Planning to discuss The Great Wealth Transfer. Learn how to transfer your assets efficiently to the next generation. In addition, we will compare the importance of checking the fees you pay when investing your money much in the same way you check prices when grocery shopping. Finally, in the SHP Weekly Market Report: Should we expect a recession in 2017? All this a...
2017-03-1052 minSHP Retirement Road Map® ShowThe Great Wealth Transfer: How to Transfer Your Assets to the Next GenerationListen as we 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. Also, we will be joined by Attorney Keith McManus of McManus Estate Planning to discuss The Great Wealth Transfer. Learn how to transfer your assets efficiently to the next generation. In addition, we will compare the importance of checking the fees you pay when investing your money much in the same way you check prices when grocery shopping. Finally, in the SHP Weekly Market Report: Should we expect a recession in 2017? All this a...
2017-03-1052 minSHP Retirement Road Map® ShowHealthcare in Retirement: How to Prepare for this Retirement Wild CardAlso, hear from special guest Attorney Keith McManus of McManus Estate Planning about the core documents every retiree needs and that are a crucial part of every retirement plan. Lastly, in this week's SHP Market Report: How can you avoid MADD – Market Attention Deficit Disorder? 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®.
2017-03-0352 minSHP Retirement Road Map® ShowHealthcare in Retirement: How to Prepare for this Retirement Wild CardAlso, hear from special guest Attorney Keith McManus of McManus Estate Planning about the core documents every retiree needs and that are a crucial part of every retirement plan. Lastly, in this week's SHP Market Report: How can you avoid MADD – Market Attention Deficit Disorder? 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®.
2017-03-0352 minSHP Retirement Road Map® ShowFuture Changes in the Estate Planning Tax Code, Pivotal Ages in Retirement Planning and a Recap of the January MarketSpecial guest Attorney Keith McManus of McManus Estate Planning will discuss future changes for this year as it relates to the Estate Planning Tax Code. Also, understanding the pivotal ages with respect to retirement planning. Certain things should happen at certain ages and we will tell you the most important ones you should know. Finally, a recap of the market for January from the SHP Weekly Market Report. 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®.
2017-02-0352 minSHP Retirement Road Map® ShowFuture Changes in the Estate Planning Tax Code, Pivotal Ages in Retirement Planning and a Recap of the January MarketSpecial guest Attorney Keith McManus of McManus Estate Planning will discuss future changes for this year as it relates to the Estate Planning Tax Code. Also, understanding the pivotal ages with respect to retirement planning. Certain things should happen at certain ages and we will tell you the most important ones you should know. Finally, a recap of the market for January from the SHP Weekly Market Report. 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®.
2017-02-0352 minSHP Retirement Road Map® ShowProtecting your assets, preparing for the upcoming tax season and possible implications of Dow 20KHear from special guest, Attorney Keith McManus of McManus Estate Planning share how he is able to help families, just like you, protect assets. Also, the SHP Partners will offer some good advice and tax saving tips to help you prepare for the upcoming tax season. Finally in the SHP Weekly Market Report, what are the possible implications of Dow 20K? 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®.
2017-01-2052 minSHP Retirement Road Map® ShowImportant things to check-off on your financial to-do list as the year-end approachesAlso discussed, potential pitfalls that could arise if your assets are not titled properly as well as tips for taking control of your retirement. Lastly in the SHP Weekly Market Report, President-elect Donald Trump's cash repatriation plan and the potential benefit to the economy. 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® along with special guest Attorney Keith McManus of McManus Estate Planning.
2016-12-1552 minSHP Retirement Road Map® ShowImportant things to check-off on your financial to-do list as the year-end approachesAlso discussed, potential pitfalls that could arise if your assets are not titled properly as well as tips for taking control of your retirement. Lastly in the SHP Weekly Market Report, President-elect Donald Trump's cash repatriation plan and the potential benefit to the economy. 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® along with special guest Attorney Keith McManus of McManus Estate Planning.
2016-12-1552 minSHP Retirement Road Map® ShowMatching your risk number to your investment portfolio, a crucial step as you head into retirementAlso, the basics of creating an estate plan and the core documents you need to get started. In this week's SHP Market Report, important lessons that you can learn from 3 successful companies that have been in the headlines in recent years. 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® along with special guest Attorney Keith McManus of McManus Estate Planning.
2016-12-0952 min
SHP Retirement Road Map® ShowFunding Your Trust Properly / Healthcare Costs and How to Cover Them / The Importance of Diversification / What is your number?This week SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® discuss 1) with Attorney Keith McManus of McManus Estate Planning about the dangers that can be in play if you do not fund your trust properly 2) Healthcare costs have become a huge concern for many retirees and is a big part of our Retirement Road Map® Process. We will discuss how to cover the costs of it, if you need to plan for extra income to cover these potential expenses in your future, as well as creative ways to protect your assets from the costs of healthcare during yo...
2016-09-0152 minSHP Retirement Road Map® ShowFunding Your Trust Properly / Healthcare Costs and How to Cover Them / The Importance of Diversification / What is your number?This week SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® discuss 1) with Attorney Keith McManus of McManus Estate Planning about the dangers that can be in play if you do not fund your trust properly 2) Healthcare costs have become a huge concern for many retirees and is a big part of our Retirement Road Map® Process. We will discuss how to cover the costs of it, if you need to plan for extra income to cover these potential expenses in your future, as well as creative ways to protect your assets from the costs of healthcare during yo...
2016-09-0152 minSHP Retirement Road Map® ShowTaxes, Healthcare and Legacy Planning / Asset Titling within an Estate Plan / Knowing Your Risk NumberThis week SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® look beyond income and investments and discuss the other three important areas of a comprehensive retirement plan: taxes, healthcare and legacy. Additionally, alongside Attorney Keith McManus they talk about asset titling within an estate plan and the assets you put aside for the next generation. Also, how you should best own property so that it is distributed in the most tax efficient manner. In this week's SHP Market Report, the earning season will be discussed as well as knowing your risk number and risk tolerance. Does your p...
2016-07-2852 min