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!
107 episodios disponibles

Latest episodes of the podcast Retirement Road Map

Mostrando página 2 de 6

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
076: How The AI Revolution Is Transforming Business, Investing and Daily Life with BlackRock's Jay Jacobs 26/03/2025
075: Tips and Strategies for Navigating the Loss of a Spouse with Laura Russo 12/03/2025
074: Tax Planning Strategies to Help Preserve Your Money in Retirement with Peter Roache, CPA 26/02/2025
073: Small Estate Planning Mistakes That Have a Massive Impact On Your Legacy with Keith McManus 12/02/2025
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
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