Shows
Retirement Road MapHow Death Doulas Help Families Navigate End-of-Life with Love & Compassion with Aimee YawnickDeath is one of life's certainties, yet it remains one of the hardest subjects to talk about. Many families avoid end-of-life conversations out of fear, discomfort, or superstition. Unfortunately, this avoidance can lead to increased stress, resentment, and regret when the time comes to make critical decisions. So how do we make the process smoother, less overwhelming, and more meaningful? In this episode, Matthew Peck is joined by Aimee Yawnick, a practicing death doula and founder of Leaving in Love. Drawing from her personal journey, Aimee shares what it means to "hold space" at the end-of-life, how...
2025-09-1038 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 Map085: How Donor-Advised Funds Simplifies Charitable Giving And Maximizes Tax Benefits with Kyle CasserinoMany retirees want to give back—but aren't sure how to do it in a way that's financially savvy and tax-efficient. If you've ever wondered how to streamline your charitable giving, take advantage of smart tax strategies, or leave a lasting legacy without the administrative burden, we have the perfect guest to help with those important decisions. Today, Matthew Peck is joined by Kyle Casserino, VP of Charitable Planning at Fidelity Investments. With years of experience in philanthropic financial strategies, Kyle walks us through the fast-growing world of Donor-Advised Funds (DAFs) and how they can help individuals ma...
2025-08-0643 minRetirement Road MapExamining the Big Beautiful Tax Bill & What it Means for Your Retirement with Alina OsokhovskaThe "One Big Beautiful Bill Act" has just become law, bringing sweeping tax changes that will directly impact retirees and pre-retirees. From changes to itemized deductions and charitable giving to updates on Social Security taxation and estate planning, the impact is far-reaching. Today, Matthew Peck is joined by one of SHP Financial's Certified Financial Planners™, Alina Osokhovska. As one of SHP's top planning advisors, Alina brings a wealth of knowledge and expertise to the complexities of this new legislation. They'll unpack how the bill alters standard deductions, reinstates the importance of itemizing, and introduces income-sensitive thresholds that coul...
2025-07-2341 minRetirement Road MapSmart Tax Planning Strategies to Keep More of Your Retirement Income with Mike GuthrieMost retirees are surprised to learn just how differently their income is taxed once they stop working. From Social Security to pensions, IRAs, dividends, and even rental income, retirement brings a complex new tax landscape that can catch even the most financially savvy off guard. This episode is here to help you stay ahead of the curve. Joining SHP Financial's Matthew Peck is returning guest and financial advisor Mike Guthrie. With over 25 years in the industry, Mike breaks down the different sources of retirement income and how each is taxed—from qualified accounts, such as 401(k)s an...
2025-07-0239 minRetirement Road MapHow SMAs Help Optimize Tax Efficiency In Your Portfolio with Cam IarrobinoPerhaps you've heard of Separately Managed Accounts (SMAs) but aren't quite sure how they work or if they're only suitable for high-net-worth investors. In this episode, we'll break down the truth behind SMAs and why more investors are turning to them as a way to gain control, improve tax efficiency, and tailor their portfolios to their unique financial goals. In today's podcast, SHP Financial's Matthew Peck is joined by Cam Iarrobino, Investment Analyst to explain how SMAs differ from traditional mutual funds and ETFs, and why they've gained traction in today's complex market environment. They'll walk you...
2025-06-1835 minRetirement 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, who it a...
2025-06-0432 minRetirement Road MapHow Practicing Gratitude Builds Deeper Connections and Relationships with John IsraelMany people nearing retirement focus on their portfolios but neglect one of the most important components of a fulfilling life—genuine human connection. Especially in today's world, where negativity dominates the headlines and technology often replaces personal interactions, gratitude can help us build more meaningful relationships and improve our well-being. In this episode, SHP Financial's Derek Gregoire and Matthew Peck welcome keynote speaker, author, and professional gift giver John Israel—also known as Mr. Thank You. After launching a social experiment in which he hand-wrote five thank-you cards a day for a year, John uncovered profound insights into...
2025-05-0745 minRetirement Road Map077: Estate Planning Essentials to Help Protect Your Assets and Legacy with Matthew Karr, ESQEstate planning is arguably the most important of the five areas of financial planning. When protecting your legacy, having a comprehensive financial plan is only half the battle. Without the proper legal documents—wills, trusts, powers of attorney—you risk leaving behind confusion, the lengthy probate court process, and unintended tax burdens for your loved ones. Today's episode features "Two Matts" as SHP Financial co-founder Matthew Peck welcomes Matthew Karr back to the podcast. Matt Karr is the founder and principal attorney of the Heritage Law Center in Woburn, Massachusetts, who's been a tremendous resource and ally for u...
2025-04-0949 minRetirement Road MapMatt's Markets on the Move: April 2025In this quarter's episode of "Matt's Markets on the Move," hosts Laura Russo and Matthew Peck discuss various critical aspects of the financial markets, including the impact of recent tariffs, the importance of diversification, and the overall state of the economy.
2025-04-0444 minRetirement Road MapTips and Strategies for Navigating the Loss of a Spouse with Laura RussoLosing a spouse is one of life's most challenging experiences—both emotionally and financially. When it happens, the surviving partner is left to navigate complex decisions while grieving at the same time. And without the right preparation, it can feel overwhelming. Today, Keith Ellis is joined by SHP's Laura Russo, a lead advisor at SHP Financial with years of estate and trust administration experience, to discuss the critical steps every couple should take to prepare for the inevitable. From ensuring both spouses are educated on financial matters to structuring an estate plan that avoids unnecessary stress, Keith an...
2025-03-1227 minRetirement Road Map074: Tax Planning Strategies to Help Preserve Your Money in Retirement with Peter Roache, CPAWhen it comes to retirement planning, many people focus on investments, income strategies, and estate planning—but tax planning is one of the biggest factors that can impact your financial future. Without a proactive approach, taxes can take a bigger bite out of your retirement savings than you might expect. In this episode, Derek Gregoire and Matthew Peck are joined by Peter Roache, a tax expert and longtime partner of SHP Financial. Peter shares important insights on how taxes affect retirement planning, the impact of Required Minimum Distributions (RMDs), and how smart tax strategies—like Roth conversions and...
2025-02-2632 minRetirement 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 minRetirement Road MapA New Years Resolution to Retire With a Plan with Matthew Peck and Keith Ellis Jr.It's a new year, and what better way to kick things off in 2025 than by revisiting your financial plan or creating your first one. We've seen huge fluctuations in inflation, interest rates, and market swings in recent years, and having a plan is the best way to be prepared for when things change. Most people spend their working years grinding, saving, and looking forward to their retirement date. But when the moment actually arrives, many of them wind up feeling unprepared for what they'll do with all the extra time and financial freedom. In this...
2025-01-1528 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 MapPost-Election Market Update: What SHP Financial is Keeping an Eye On with Matthew PeckNow that the 2024 Election is in the books, we know that a new and yet familiar President-elect will take control of the Whitehouse in 2025. So, what does that mean for your investments and finances? To help answer that question, Matthew Peck highlights some of the economic factors that SHP Financial will be keeping a close eye on that will impact the markets. While inflation and taxes have been hot topics for some time now, many people are undoubtedly concerned about what the next administration will do to address these issues. In this episode, Matthew breaks d...
2024-11-2716 minRetirement Road MapHow Roth Conversions Help Reduce Income Taxes in Retirement with Nick NelsonIf you've been following the podcast, you've likely heard us talk about Roth conversions many times. At SHP, we use Roth conversions as a tool on a daily basis. But it occurred to us, a lot of our listeners might not fully understand what it means or might not be aware of the pros and cons to completing a Roth conversion. So we decided to dedicate a full episode on this very topic today. In this episode, Matthew Peck is once again joined by Nick Nelson, VP of Advisory Solutions at SHP Financial. Together, they'll...
2024-11-1342 minRetirement Road MapHow to Change the World in Retirement with Matt GlynnYou've had a successful career, you've invested well, and you have everything you need to live comfortably in retirement. Sounds perfect, right? While that would be a dream scenario for some, others often want to do more by giving back and paying it forward. Such is the case with today's returning guest. Matt Flynn owned Glynn Electric for over 30 years, serving Massachusetts, Rhode Island, and New Hampshire residents. But today, he's the VP of Project Trinitē, a non-profit organization on a mission to connect remote communities with global employment opportunities through the deployment of cost-effective globally connected w...
2024-10-3032 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 MapWhy Elections Shouldn't Change Your Investing Mindset with David HathawayIn just a few weeks, Americans will vote to decide who will become the next President. With all the commercials and political coverage dominating our screens, it's easy to get caught up in the media circus during the election season. It's also difficult to determine how much elections should weigh on your mind, as well as your investing strategies and retirement plans. In today's episode, SHP Financial's Matthew Peck and David Hathaway discuss how our elections impact the economy and your investing mindset. We've been hearing about market volatility, inflation, and a potential recession for some time...
2024-10-0923 minRetirement Road MapExamining Nvidia's Impact on AI and the Technological Revolution with Raphael HannaThis new age of AI is undoubtedly one of the most significant advancements in technology that we've seen since the dot-com boom in the 1990s. Whether we like it or not, it's already here and growing in popularity. In today's episode, we'll examine the impact that Nvidia is having on the AI revolution and things to consider when adding tech stocks to your portfolio. Joining Matthew Peck for this conversation is SHP Financial's Raphael Hanna. Together, they share valuable insights to help you better understand why Nvidia is at the forefront of the latest boom in technology.
2024-09-2534 min
UnfoundMatthew Ellis Keith: Where The Pattern EndsMatthew Ellis Keith was a 38 year old from Marshall, TX. He was the father of 3 who liked to work on his own. On Feb. 15, 2011, after getting out jail in El Paso, a police officer dropped Matthew off at the bus station so Matthew could get a ride back to Marshall. He was never seen again.Facebook:https://www.facebook.com/missingmatthewkeithCharley Project:https://charleyproject.org/case/matthew-ellis-keith
2024-09-131h 28Retirement Road MapWhat to Do When You Lose Your Spouse with Joe Anderson & Anthony FinocchiaroLosing your spouse, especially suddenly or in retirement, is a devastating yet common aspect of life. It’s a painful and emotional life event, which makes it very difficult for married couples to plan for, especially from a taxation standpoint. That’s why we created our Retirement Road Map, designed for all five areas of your financial well-being. From income, investments, taxes, healthcare, and legacy planning–we’re here to support our clients so they’re prepared when facing life-changing circumstances. Today, Keith Ellis, Jr is joined by two advisors from SHP, Joe Anderson and Anthony Fin...
2024-09-1130 minRetirement Road MapLegacy Planning Strategies to Secure Your Wealth with Matthew Karr, EsqIf you've made smart financial decisions, secured your nest egg for retirement, and accumulated enough wealth to leave behind, you'll undoubtedly have questions about minimizing estate taxes. It's one thing to pay your fair share of taxes, but nobody wants to send more money to Uncle Sam than they have to. And that's where having expert advice can help save thousands of dollars and leave more to your loved ones than the government. Here to share some strategies to create a tax-efficient legacy plan is Attorney Matthew Karr of the Heritage Law Center. We've been w...
2024-08-2840 minRetirement Road MapMatt's Markets on the Move with Laura RussoWhat's happening in the markets? What indicators should we look at right now, and what can we expect to see in the coming months? In today's episode, Matthew Peck is joined once again by SHP Financial's Laura Russo to answer these questions in a special podcast edition of our quarterly update. We'll explore how AI continues to power large-cap positions, what to expect from the Feds with potential interest rate cuts, and what that means for the bond markets. Matt also shares an important message as we steam full speed ahead into another election and th...
2024-07-2449 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 Map045: Tax Planning Strategies to Save Money in Retirement with Derek Gregoire and Matthew PeckWhen most people think of tax planning or doing their taxes, many would rather save it for another day. But if there's one area that we can help our clients with to save them money, it's with their tax planning. In today's episode, Derek Gregoire and Matthew Peck emphasize the importance of proper tax planning in your retirement plan. They'll discuss tax diversification strategies, Roth conversions, and concepts to ensure that more of your hard-earned money stays in your account instead of going to Uncle Sam. If you've been contributing to IRA and 401(k) accounts...
2023-11-2928 minRetirement Road MapThe Most Important Aspects of a Comprehensive Retirement Plan with Derek Gregoire and Matthew PeckWhether you're retiring in five, 10, or 15 years, you need to be well prepared to retire–but other than your money, what exactly goes into a retirement plan? A lot of financial advisors will simply tell you "You made money. You lost money. Stay the course. That's the plan," even though that may not be what you want to hear. So, with that in mind, what do you need to be doing each year, and what might you be missing? Today, Derek Gregoire and Matthew Peck of SHP set out to answer that question. We're talking about why yo...
2023-11-0128 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 MapPolitics, History and Planning for a Better Financial FutureThe last decade was pretty great for stocks. So many investors flourished under low inflation, low taxes, and low interest rates, and you can safely say that the bull run we just went through was historic. However, we're now in a recessionary period marked by high inflation–and, just like bear markets of the past, we're going to get through this one, too. If you're nearing retirement, you might be a little concerned about the state of your portfolio, and today's episode was recorded with you in mind. In this conversation, Derek and Matthew explore how...
2023-09-2030 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 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 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 min
Do Business. Do Life. — The Financial Advisor Podcast — DBDL004: Triad Member - Generating $250M of New Assets in a Single Year with Matthew Peck, Derek Gregoire, and Keith EllisOnce per month, we’re going to release a special episode with one of our Triad members that highlights their story and shares the lessons learned from building and scaling an advisory practice. My goal is to have genuine conversations that dig into the good, the bad, and the ugly so that we can help as many other offices out there who are listening in. This week, I’m talking with the co-founders of SHP Financial: Matthew Peck, Derek Gregoire, and Keith Ellis. Last year alone, their team brought in $250M of new assets—o...
2023-03-221h 17Retirement Road MapSECURE Act 2.0: Here's What You Need to Know with Matthew PeckA new version of the SECURE Act was passed on December 29, 2022. While we were celebrating the holidays, a lame duck Congress passed a law that made sweeping changes to financial and retirement planning. Whether you're recently retired, saving for retirement or even just saving for college, these changes to the SECURE Act are worth noting. With that in mind, today's episode is all about the most important changes made by the new SECURE Act–and, most importantly, how they may actually benefit you. You'll learn how to take advantage of tax-deferred growth and catch-up contributions, a...
2023-02-0822 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 minRetirement Road MapTop 3 Financial Planning Tips for a New YearIt's a new year and on behalf of everyone here at SHP Financial, we hope you had a wonderful holiday season and a great start to 2023. For many people, a new year starts off with a New Years' resolution. Perhaps one of your resolutions is to take a closer look at your finances and reduce your stress about money. If that's the case, you'll want to ring in the new year with Matthew Peck and Keith Ellis, Jr. as they share their top 3 financial planning tips for a new year. Whether you need...
2023-01-1126 minRetirement Road MapEnd of Year Reflections with Matthew PeckWhat a year it's been. 2022 was one of the toughest financial years we've seen in our lifetimes. The state of the markets is concerning, but we've never been prouder of our team and what we've been able to do for our clients. With that in mind, today's episode is all about what we've done behind the scenes to position our clients for success. As we prepare to celebrate our 20th anniversary at SHP, we're excited to talk to you about our new hires, our charity work, and what to look for as you consider a financial advisor...
2022-12-2122 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 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® ShowThe End Of 2020 Is Near: Make Sure You Have A Plan!This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss the importance of having a plan. With 2020 coming to a close and the holidays right around the corner, it will be easy to forget about your retirement plan. It's more important than ever to look at your situation and make sure you have a plan for the five key areas that are crucial when planning for retirement. Derek, Matt, and Keith take a deeper dive into those five areas during this show and you don't want to miss it!
2020-11-2000 min
SHP 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 minSHP Retirement Road Map® ShowTaxable Retirement Accounts And COVID-19This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis dedicate the show to those of you with pretax accounts. There has been new legislation passed and there are some new ways you can access these funds if it's COVID-19 related. Derek, Matt, and Keith talk about the taxability of these retirement accounts and how you may be able to save money from a tax standpoint. Finally, the guys talk about the importance of diversification in your portfolio and knowing your risk.
2020-05-1352 minSHP Retirement Road Map® ShowThe SHP Retirement Road Map Explained®Taking a step back this week, SHP Founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis bring the focus back to the SHP Retirement Road Map®. The guys break it down step by step for you. What is the SHP Retirement Road Map® and how does it apply to you? This show is for everyone. Maybe you are working with an advisor, or you just have a pile of investments and have saved up some money in different retirement accounts. Derek, Matt, and Keith will help you discover if you have a proper plan in place!
2020-04-3052 minSHP Retirement Road Map® ShowNew Strategies Around The CARES ActFinancial planning may be secondary to you right now. Let SHP Financial worry about the planning for you. In this episode, SHP Founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis talk about the CARES Act and the potential tax breaks for businesses. Then, if you have an IRA or some kind of retirement plan, Derek, Matt, and Keith discuss the additional changes that the CARES Act brought forth in regards to these types of accounts. Finally, what’s going on in the market? Matt discusses what the numbers look like. Should the focus just be on the viru...
2020-04-2452 minSHP Retirement Road Map® ShowCOVID-19: Take Advantage Of Virtual MeetingsThis week, SHP Founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will talk about the opportunity to do virtual meetings. SHP has always had this option, but with social distancing, this may be the best option to stay on top of your retirement plan. Derek, Matt, and Keith will go over some things you can do now, even with the market experiencing so much volatility. Don't just sit back and pretend things aren't the way they are. Take action and keep looking ahead.
2020-03-1952 minSHP Retirement Road Map® ShowThe Virus Becomes The FocusThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will continue the discussion of volatility in the market. Having the ability to somewhat control the volatility in your portfolio as you are nearing or in retirement is so important. Derek, Matt, and Keith will share real stories of folks they met with 12 to 13 years ago and explain how volatility can wreak havoc on your retirement if you don’t take control of your situation. Finally, during the Weekly Market Report, Matt will take a deeper dive into the economy and the coronavirus and some things they...
2020-03-0652 minSHP Retirement Road Map® ShowVirus Anxieties Affect StocksThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will discuss the recent volatility in the market. You need to make sure you have a written income plan that can account for the uncertainty of the market. Derek, Matt and Keith will also discuss volatility in general and how it can affect so many areas or retirement. Finally, during the Weekly Market Report, Matt will discuss the recent outbreak of the Coronavirus and how it’s impacting the economy.
2020-02-2652 minSHP Retirement Road Map® ShowWhat's The Deal With The SECURE act?If you missed last week's show, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis, discussed a huge change in legislation, The SECURE Act. What is it? How will affect you? The SECURE Act or "Setting Every Community Up for Retirement Enhancement" bill that President Trump signed, will include changes like, what age you will need to take your RMD’s and how long you will have to deplete an inherited IRA etc. Derek, Matt, and Keith also discussed changes in Medicare part A and B premiums and deductibles. It is hard to know where the economy is h...
2020-01-2152 minSHP Retirement Road Map® ShowHow the SECURE Act Will Affect YouThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis, will discuss a huge change in legislation, The SECURE Act. What is it? How will affect you? The SECURE Act or "Setting Every Community Up for Retirement Enhancement" bill that President Trump signed, will include changes like, what age you will need to take your RMD’s and how long you will have to deplete an inherited IRA etc. Derek, Matt, and Keith will also discuss changes in Medicare part A and B premiums and deductibles. It is hard to know where the economy is headed in 2...
2020-01-0952 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® 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® 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 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® ShowThe 5 Worlds Of Retirement PlanningThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will talk about what a first and second appointment look like and what to expect during a visit with a financial firm in general. With a lot of advisors advertising out there, it can be intimidating. Derek, Matt and Keith will let you know what to expect when you visit with SHP. In hopes of helping you prepare, the guys will take you through the SHP Retirement Road Map®, or the 5 worlds they think are most important, when preparing for retirement. The 5 areas that are most imp...
2019-10-1752 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. Fina...
2019-09-2652 minSHP Retirement Road Map® ShowThe 5 Most Important Worlds Of Retirement PlanningThis week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will talk about what a first and second appointment look like and what to expect during a visit with a financial firm in general. With a lot of advisors advertising out there, it can be intimidating. Derek, Matt and Keith will let you know what to expect when you visit with SHP. In hopes of helping you prepare, the guys will take you through the SHP Retirement Road Map®, or the 5 worlds they think are most important, when preparing for retirement. The 5 areas that are most imp...
2019-09-2052 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® ShowTax Planning, Risk, And FeesThis week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about the top 3 or 4 areas that everyone needs to take into account, when planning for retirement. Many people who come into SHP Financial, just have a pile of investments and that’s it. The guys talk about the importance of having a full plan, making sure you have an income stream to last for the rest of your life, risk, and fees. While planning for retirement, it is extremely important to price out your relationship with your advisor. Finally, Derek, Matt, and Keith introduce a huge opp...
2019-08-3052 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 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® 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® 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® ShowKeep Your Portfolio Cool In The HeatThis week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis welcome back Attorney Keith McManus, who will discuss your mindset and what you can expect in an initial estate planning meeting.The next segment will be important if you have retirement accounts because Derek, Matt and Keith, will discuss required minimum distributions. There are so many different ways to handle RMD's, so it is important to plan ahead for them. Finally, in the weekly market report the guys will discuss how to keep your portfolio cool in the heat.
2019-06-2052 minSHP Retirement Road Map® ShowKeep Your Portfolio Cool In The HeatThis week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis welcome back Attorney Keith McManus, who will discuss your mindset and what you can expect in an initial estate planning meeting.The next segment will be important if you have retirement accounts because Derek, Matt and Keith, will discuss required minimum distributions. There are so many different ways to handle RMD's, so it is important to plan ahead for them. Finally, in the weekly market report the guys will discuss how to keep your portfolio cool in the heat.
2019-06-2052 minSHP Retirement Road Map® ShowHigh Net Worth PlanningThis week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will gear the show toward folks in the "high net worth" market. High net worth, is someone who makes two hundred thousand dollars or more yearly, and/or has one million dollars or more of investable assets. Derek, Matt and Keith, will share some strategies that should be involved in your retirement planning process. The guys will go over the top 5 things that should be considered, if you fall in that “high net worth” category. You need to have an advisor that can handle a higher level of pl...
2019-05-0952 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® ShowA True Plan Focuses On More Than Just IncomeThis week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, discuss the benefits of having a true retirement plan. Contrary to what some people think, a true plan doesn’t just focus on income. Your plan should focus on all the areas of the SHP Retirement Road Map®; investment planning, tax planning, legacy planning, health care planning, as well as income planning. Keith, Matt, and Derek, will tell a story about a couple that came into the SHP office and how they were able to help build a plan for them, beyond just income planning. Finally, they disc...
2019-04-1052 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® ShowTake Control Of Your Income PlanThis week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about the importance of taking control of your income plan. The SHP 5 step process, called the Retirement Road Map® is designed to get you to and through retirement. Income planning is one of the 5 steps and while discussing this, Derek, Matt and Keith, will touch on tax planning, investment planning, income planning, and health care planning. All of these areas are linked together, when planning for your retirement. By taking the proper steps, you may be able to plan for things you never thought of before, or...
2019-03-2252 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® 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® 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® ShowIncome, Income, Income!This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis talk about the SHP Retirement Roadmap ® and how it’s extremely important to make sure you are addressing the 5 areas of retirement. The 5 areas include, income planning, tax planning, legacy planning, health care planning and investment planning. However, this week the guys want to focus on income planning. This is the most important area when planning for retirement. Derek, Matt, and Keith want to help make sure you will be able to generate enough income for the rest of your life. They discuss instruments you can use to g...
2019-02-2152 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® 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® 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® 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® ShowMarket Volatilty & How, When to switch advisorsIn this week's episode SHP Financial Partners, Matthew Peck, Keith Ellis and Derek Gregoire discuss market volatility. What's causing it and are there ways to reduce it?Also in this episode, the pros and cons of Life Estates and Do you know when your advisor is no longer right for you? We'll share how to tell. All in this weekend's SHP Financial Weekly Market Report.
2018-04-0652 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® 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