Retirement Road Map

Retirement Road Map

Por: Derek Gregoire, Keith Ellis, and Matthew Peck
Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering.

Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning.

The SHP trademarked Retirement Road Map is a holistic planning process that focuses on the 5 key areas of retirement planning: Income planning, investment planning, tax planning, health care planning, and legacy planning.

The Retirement Road Map is your guide to financial freedom and will prepare you for the retirement you've always dreamed of and deserve!
104 episodios disponibles

Latest episodes of the podcast Retirement Road Map

093: The Importance of Building Strong Savings Habits for Young Investors with Nick Nelson 10/12/2025
092: The Emergence of Private Equity, Private Credit & Alternatives with BlackRock's Jon Diorio 26/11/2025
091: Estate Planning Essentials: How Trusts & Gifting Protect Your Legacy with Attorney David Chaves 12/11/2025
090: Going Beyond the Portfolio: Transitioning Into Retirement with Confidence with Kyle Britton 29/10/2025
Matt's Markets on the Move Q3: October 2025 10/10/2025
089: The Future of Fannie Mae and Freddie Mac and What Privatization Could Mean for Homebuyers with Nathan Hartseil 08/10/2025
088: The Importance of Retirement Planning for Women and Widows with Alina Osokhovska, CFP® 24/09/2025
087: How Death Doulas Help Families Navigate End-of-Life with Love & Compassion with Aimee Yawnick 10/09/2025
086: Career Insights for New Grads Aspiring to Become Financial Advisors with Raphael Hanna 20/08/2025
085: How Donor-Advised Funds Simplifies Charitable Giving And Maximizes Tax Benefits with Kyle Casserino 06/08/2025
084: Examining the Big Beautiful Tax Bill & What it Means for Your Retirement with Alina Osokhovska 23/07/2025
Matt's Markets on the Move Q2: July 2025 11/07/2025
083: Smart Tax Planning Strategies to Keep More of Your Retirement Income with Mike Guthrie 02/07/2025
082: How SMAs Help Optimize Tax Efficiency In Your Portfolio with Cam Iarrobino 18/06/2025
081: How the 2025 Social Security Reforms Will Impact Retirees with Chase Reardon 04/06/2025
080: How Financial Plans Help Navigate Volatile Markets and Create Peace of Mind with Kyle Britton 21/05/2025
079: How Practicing Gratitude Builds Deeper Connections and Relationships with John Israel 07/05/2025
078: Tax-Efficient Financial Planning Strategies for High-Net-Worth Investors with Alina Osokhovska 23/04/2025
077: Estate Planning Essentials to Help Protect Your Assets and Legacy with Matthew Karr, ESQ 09/04/2025
Matt's Markets on the Move: April 2025 04/04/2025
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