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 3 de 6

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
Matt's Markets on the Move: April 2024 12/04/2024
053: Teaching Your Kids About Money, Budgeting and 401(k) Plans with Mike Guthrie 03/04/2024
052: How to Build a Legacy with a Family First Mindset with Michael Hyatt 20/03/2024
051: Important Changes to the Tax Cuts and Jobs Act with Chase Reardon 06/03/2024
050: Leveraging Home Equity to Secure Your Financial Future and Retirement with Nathan Hartseil 21/02/2024
049: An Inside Look at the SHP Solutions Teams with Nick Nelson 07/02/2024
048: The Corporate Transparency Act: Important Changes For Business Owners with David Chaves 24/01/2024
Matt's Markets on the Move: January 2024 12/01/2024
047: How Legacy Planning is More Than an Estate Plan with Mark Kenney 10/01/2024
046: The SHP End-of-Year Financial Checklist for 2023 20/12/2023
045: Tax Planning Strategies to Save Money in Retirement with Derek Gregoire and Matthew Peck 29/11/2023
044: The Past, Present and Future of Social Security with Mark Kenney 15/11/2023
043: The Most Important Aspects of a Comprehensive Retirement Plan with Derek Gregoire and Matthew Peck 01/11/2023
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