100 episodes

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

SHP Retirement Road Map® Show SHP Financial

    • Investing
    • 4.6 • 9 Ratings

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

    The End Of 2020 Is Near: Make Sure You Have A Plan!

    The End Of 2020 Is Near: Make Sure You Have A Plan!

    This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss the importance of having a plan. With 2020 coming to a close and the holidays right around the corner, it will be easy to forget about your retirement plan. It's more important than ever to look at your situation and make sure you have a plan for the five key areas that are crucial when planning for retirement. Derek, Matt, and Keith take a deeper dive into those five areas during this show and you don't want to miss it!

    • 52 min
    Focus On What You Can Control

    Focus On What You Can Control

    This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss things you can control within your retirement plan. It's easy to focus on all the things that are going wrong in the world, but most are out of our control. Derek & Matt dive deep into the key areas of a full retirement plan. Having a solid retirement plan is something you should and can control!

    • 52 min
    The SHP Retirement Roadmap®

    The SHP Retirement Roadmap®

    This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They will take us through the 5 steps: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Legacy Planning. These are very important areas to focus on when getting ready to retire. They will also explain, what is different about SHP and what makes us stand out. You don't want to miss this one!

    • 52 min
    How Could The Election Impact Your Retirement?

    How Could The Election Impact Your Retirement?

    This week, SHP founders, Matthew Peck CFP® CIMA® and Keith Ellis will take a deep dive into all things election. How could the two different outcomes affect your retirement plan? Also, if you'd like even more information and educational content visit shpfinancial.com and go to the webinar tab. There are several different educational videos you may find helpful!

    • 52 min
    The Show Of All Shows

    The Show Of All Shows

    This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They will take us through the 5 steps: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Legacy Planning. These are very important areas to focus on when getting ready to retire. They will also explain, what is different about SHP and what makes us stand out. You don't want to miss this one!

    • 52 min
    4 Ways The Presidential Election Could Impact Your Retirement

    4 Ways The Presidential Election Could Impact Your Retirement

    The Presidential election is just around the corner. So what can we expect from a Biden victory or a second term for Trump? How will the outcome impact our economy and the stock market? What will happen with taxes and what does the future hold for your social security benefits, Medicare premiums, and healthcare expenses? This week, SHP Co-founders, Derek Gregoire, Keith Ellis & Matthew Peck CFP® CIMA® reveal some strategies that could help “election-proof” your portfolio, no matter who becomes our next President. Don’t miss this one!

    • 52 min

Customer Reviews

4.6 out of 5
9 Ratings

9 Ratings

BradJohnson25 ,

If looking for retirement answers, this is the show!

Have listened to multiple retirement podcasts and love how Derek, Keith, and Matt don’t just focus on investing or income and social security planning like most shows... but on how the transition from working years to retirement require a “written plan for success” or hence the name of the show Retirement Roadmap.

On one show, they asked the question, “Would you show up to work without the expectation of a paycheck? Then why would you retire without a written plan laying out exactly how your retirement income will show up?” It’s questions like these, that retirees should be answering. I also love how don’t just focus on technical aspects but share real life stories that retirees have brought to them.

They really take a “family office“ approach that incorporates financial planning, tax planning, and estate planning into their five-step Retirement Roadmap, good news for those listening in you don’t need to be worth $10M+ and build your own family office, for this advice to apply to you.

Must listen show, typically don’t miss an episode!

whatreviews ,

Long commercial

This podcast basically a long commercial

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