Shows
Retirement Road MapHow the 2025 Social Security Reforms Will Impact Retirees with Chase ReardonThe most recent changes to Social Security have left many Americans with questions—and for good reason. A landmark bipartisan bill has repealed the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), placing more money into the pockets of retirees across the country. But what do these changes really mean for retirees? In this episode, SHP Financial’s co-founder Matthew Peck is joined by Chase Reardon to unpack the impact of these legislative changes. Chase has helped hundreds of clients navigate the complexities of Social Security—and today, he’s breaking down the WEP and GPO repeal...2025-06-0432 minRetirement Road MapImportant Changes to the Tax Cuts and Jobs Act with Chase ReardonWhether we like it or not, our tax laws will be changing again soon. That’s why it’s so important to keep your tax planning needs top of mind and be aware of what those changes are and how they factor into your retirement plan. Today, we’re once again joined by Chase Reardon to talk about some important changes to the Tax Cuts and Jobs Act and how you can take advantage of opportunities that exist to mitigate taxes. We’ll discuss why tax planning and portfolio planning have to go hand in hand, how...2024-03-0631 minRetirement Road MapThe Advantages of Working with a Younger Financial AdvisorIn our industry, there’s a saying: the two people in your life that you want to make sure are younger than you are your financial advisor and your doctor. After all, if you’re 50 or 60 and working with a financial advisor who’s the same age as you, guess what they’re going to be doing in 5, 10, or 15 years? When you retire, they’ll probably retire too! To discuss this topic, we’re thrilled to be chatting with Chase Reardon, who’s in-house with us here at SHP Financial–and one of our younger advisors. He’s passionate about...2022-06-0131 min