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 5 de 5

019: Going Behind the Scenes at SHP Financial with Michelle Short 07/12/2022
018: End of Year Planning Tips to Take Advantage of a Bear Market 16/11/2022
017: How Financial Firms Are Earning the Trust of Retirees with John Capuano 02/11/2022
016: Retirement Planning: Why Taxes and Healthcare Costs Can be a Drain to Your Legacy with Joe Anderson 19/10/2022
Markets on the Move: October 2022 07/10/2022
014: The Importance of Long Term Care Planning in Retirement with Patrick Randall 07/09/2022
013: How the Rising Interest Rates Could Affect Your Pension with Michael Martinez 25/08/2022
012: Will the Fed’s Response to Inflation be Enough with Andrew Opdyke 03/08/2022
011: How To Turn Your Portfolio into a Financial Plan with Nick Nelson 06/07/2022
010: The Advantages of Working with a Younger Financial Advisor 01/06/2022
009: Do You Have a Financial Plan, Or Just a Portfolio? 04/05/2022
008: Choosing Happiness at Work and in Retirement with Anne Lester 06/04/2022
Market Update: Financial Implications of the Russia-Ukraine War 21/03/2022
Market Update: How the Invasion of Ukraine Could Affect Your Bottom Line? 04/03/2022
007: What You Need to Know Before Buying Business Insurance with Tom Rogers 02/03/2022
005: Proactive Tax Planning and the Future of Tax Law with Peter Roache 05/01/2022
004: Tax Planning Strategies for Your IRA and Roth IRA Accounts with Mark Kenney 01/12/2021
003: Navigating Medicare Coverage with Scott Hokanson 01/11/2021
002: Estate Planning Basics for Protecting Your Legacy with Keith McManus 01/11/2021
001: The History of SHP Financial with Derek Gregoire, Keith Ellis and Matthew Peck CFP®, CIMA® 26/10/2021
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