SHP Retirement Road Map® Show

SHP Financial
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SHP Retirement Road Map® Show Podcast

For close to 12 years, SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® CIMA® and Keith Ellis have been hosting this weekly financial talk radio show, with the mission of empowering today's retirees and pre-retirees - so you can make better financial decisions for your future. Each week you'll hear timely financial news and topics, along with local and national guest interviews, all geared towards helping you get to and through retirement. We invite you to listen live each week or subscribe to our podcast! Live each week on the following radio stations: WBZ 1030 AM - Saturdays 9 - 10 p.m. WRKO 680 AM - Saturdays 7 - 8 a.m. WXTK 95.1 FM - Saturdays 6 - 7 a.m

  1. Do You Have A Full Retirement Plan?

    18/03/2021

    Do You Have A Full Retirement Plan?

    This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss the many areas of retirement planning. Derek, Matt, and Keith focus on the difference between having a pile of investments and having a full retirement plan. They share ideas to potentially help reduce any troubles you may have this year or in the future. Listen in to find out how you can educate yourself!

    29 min
  2. A Portfolio Versus A Full Retirement Plan

    11/03/2021

    A Portfolio Versus A Full Retirement Plan

    This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis explain the distinction between having just a portfolio and having a full retirement plan. Preparing for the future and building a full plan is critical. Derek, Matt, and Keith discuss the importance of educating yourself and planning to benefit your future. Educate yourself now and thank yourself later!

    29 min
  3. The Tax Train is Coming!

    05/03/2021

    The Tax Train is Coming!

    This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis continue the journey through the SHP Retirement Road Map®. True retirement planning doesn't just address investments, but the 5 critical areas of retirement. This week Derek, Matt, and Keith start the deep dive into tax planning. Don't miss this one!

    8 min
  4. Tax Planning: We May Not All Get COVID, But We All Will Pay For It"

    26/02/2021

    Tax Planning: We May Not All Get COVID, But We All Will Pay For It"

    This week, SHP founders, Matthew Peck CFP® CIMA® and Derek Gregoire, continue educating you on the 5 critical areas of retirement planning. In this episode, Derek and Matt begin the deep dive into tax planning. Many people don't think about this as being an important part of planning, but Derek and Matt are here to tell you it's one of the most important things to consider when preparing for retirement.

    29 min
  5. Could These Potential Changes Impact Your Legacy Plan?

    19/02/2021

    Could These Potential Changes Impact Your Legacy Plan?

    This week, SHP founders, Matthew Peck CFP® CIMA® and Keith Ellis continue the deep dive into the SHP Retirement Road Map®. They've touched on income planning, investment planning, and legacy planning so far. For this episode, Keith and Matt continue to bring you through legacy planning and potential changes that could impact your estate plan.

    5 min
  6. Legacy Planning: Ft. Special Guest Attorney Keith McManus

    29/01/2021

    Legacy Planning: Ft. Special Guest Attorney Keith McManus

    This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® welcome back Attorney Keith McManus of McManus Estate Planning to continue the discussion on legacy planning. Legacy planning is another key area of the SHP Retirement Road Map®. You have worked so hard to save for retirement, it is important to think about what you want to happen to your hard-earned money.

    52 min
  7. Legacy Planning: Part 1

    22/01/2021

    Legacy Planning: Part 1

    This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® move on from income and start the discussion on legacy planning. Legacy planning is another key area of the SHP Retirement Road Map®. You have worked so hard to save for retirement, it is important to think about what you want to happen to your hard-earned money.

    52 min
  8. Income Planning Part 3

    15/01/2021

    Income Planning Part 3

    This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® continue to bring you through the five-step SHP Retirement Roadmap®. Many people do not have a plan that focuses on all five areas. In the last few weeks, the SHP Partners talked about mapping out a budget, finding out your fixed Income, and proper allocation. This week they continue to make their way through income planning. Do you know if you have a full retirement plan or just a pile of investments? Listen in for some income planning tips.

    52 min
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About

For close to 12 years, SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® CIMA® and Keith Ellis have been hosting this weekly financial talk radio show, with the mission of empowering today's retirees and pre-retirees - so you can make better financial decisions for your future. Each week you'll hear timely financial news and topics, along with local and national guest interviews, all geared towards helping you get to and through retirement. We invite you to listen live each week or subscribe to our podcast! Live each week on the following radio stations: WBZ 1030 AM - Saturdays 9 - 10 p.m. WRKO 680 AM - Saturdays 7 - 8 a.m. WXTK 95.1 FM - Saturdays 6 - 7 a.m

Information

  • Creator
    SHP Financial
  • Years Active
    2017 - 2021
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2021 SHP Financial
  • Show Website
    SHP Retirement Road Map® Show

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