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

Mostrando página 4 de 6

040: Politics, History and Planning for a Better Financial Future 20/09/2023
039: How to Get Organized (and Declutter Your Life) with Mara Bangura 06/09/2023
038: A Guide to Annuities: When an Annuity Makes Sense For Your Financial Plan with Joe Anderson 23/08/2023
037: The Perfect Triple Tax-Free Benefits of Health Savings Accounts with Bill Stuart 09/08/2023
036: The Due Diligence Behind SHP's Portfolio Construction with William Malagodi 26/07/2023
Matt's Markets on the Move: July 2023 14/07/2023
035: How SHP Sets Clients Up For Success with Laura Russo & Natalia Carmago 12/07/2023
034: The Importance of Estate Planning for First Responders with Keith McManus & Dave Chaves 28/06/2023
033: Legendary Tales from Boston Sports Radio and TV Icon, John Dennis 21/06/2023
032: 529 Plans: How to Get the Most from Your Education Savings with Mark Kenney, CFP® and Matthew Peck, CFP®, CIMA® 24/05/2023
Special Market Update: The Debt Ceiling Crisis 17/05/2023
030: Helping Clients Dream Big and Find Their Purpose in Retirement with Patrick Randall & Jack Tomczyk 10/05/2023
029: Navigating Today's Mortgage Rate Landscape with Nathan Hartseil 26/04/2023
028: Why All Financial Advisors Aren't Created Equal with Brad Johnson 12/04/2023
Matt's Markets on the Move: April 2023 07/04/2023
027: Navigating the Collapse of Silicon Valley Bank, Part 2 28/03/2023
026: Navigating the Collapse of Silicon Valley Bank, Part 1 22/03/2023
025: Quantifying the Value of a Financial Advisor with Mark Kenney 08/03/2023
024: The Recession of 2023: Answers to Your Burning Questions with Andrew Opdyke 22/02/2023
023: SECURE Act 2.0: Here's What You Need to Know with Matthew Peck 08/02/2023
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