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!
100 episodios disponibles

Latest episodes of the podcast Retirement Road Map

Mostrando página 2 de 5

072: Navigating the Emerging Asset Class of Bitcoin and Digital Assets with Ryan Lessard 29/01/2025
071: A New Years Resolution to Retire With a Plan with Matthew Peck and Keith Ellis Jr. 15/01/2025
Matt's Markets on the Move: January 2025 10/01/2025
070: How Proactive Healthcare Planning Could Help Save Thousands in Retirement with Scott Hokanson 27/12/2024
069: Preparing for College Education: Making Sense of Student Loans, 529 Accounts and FAFSA with Mark Kenney 11/12/2024
068: Post-Election Market Update: What SHP Financial is Keeping an Eye On with Matthew Peck 27/11/2024
067: How Roth Conversions Help Reduce Income Taxes in Retirement with Nick Nelson 13/11/2024
066: How to Change the World in Retirement with Matt Glynn 30/10/2024
Matt's Markets on the Move: October 2024 11/10/2024
065: Why Elections Shouldn’t Change Your Investing Mindset with David Hathaway 09/10/2024
064: Examining Nvidia’s Impact on AI and the Technological Revolution with Raphael Hanna 25/09/2024
062: Legacy Planning Strategies to Secure Your Wealth with Matthew Karr, Esq 28/08/2024
061: Questions to Ask When Adding Alternative Investments to Your Portfolio with Mike Prescott 14/08/2024
060: Matt's Markets on the Move with Laura Russo 24/07/2024
059: Protecting Yourself From Identity Theft, Crypto Fraud & Scams with Dave Chaves 03/07/2024
058: How Much Money Do I Need to Retire? 19/06/2024
057: How HSAs and Healthcare Are Vital Components of a Retirement Plan with Scott Hokanson 05/06/2024
056: The Tax Implications of an Inheritance for Beneficiaries with Mark Kenney & Amanda Glennon 22/05/2024
055: SHP’s Philosophy on Financial Planning & Asset Management with William Malagodi 08/05/2024
054: How Great Leaders Make Dreams Possible with Chris Smith 17/04/2024
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