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Retirement Road Map with SHP Financial

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Episodes

Don't Let Your Retirement Feel Like A Burden

11/14/2018
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This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about how often they meet with potential clients, who are feeling like their retirement is a burden and they don’t know where to turn or how to start. Next Derek, Matt, and Keith are joined by Attorney Andrew Garcia, who is of council for McManus Estate Planning. Attorney Garcia will discuss the importance of how you own your real estate. Then the guys will discuss ways to identify how successful your...

Duration:00:51:53

End Of Year Planning Strategies And The State Of The Market

11/8/2018
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This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, are joined by Attorney Andrew Garcia, who is of council for McManus Estate Planning. Attorney Garcia, will discuss the end of the year planning strategies that might be available to you from an estate planning standpoint. In the SHP Story Segment, Keith and Derek will share stories of clients that came into SHP with just a portfolio. They had a pile of statements and accounts, but did not have a plan that addressed...

Duration:00:51:53

Volatility, Volatility, Volatility

11/1/2018
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This week, SHP founders, Derek Gregoire and Keith Ellis, discuss the current tax planning opportunities that you should take advantage of before the year is over because these opportunities may not be available to you in 2019. In the SHP Story Segment, Keith shares a story about a couple, who had all their money invested in the market. If there was one big market correction, they would have had to work a lot longer than they wanted to. He will discuss what he did for them, so they could...

Duration:00:51:54

5 Retirement Rules To Live By And Dealing With Market Volatility

10/24/2018
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This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis discuss the 4 or 5 main retirement rules to live by. Whether you are in the planning stages, or recently retired, these rules are important to know. In the SHP Story Segment, the guys discuss a couple, who came into the SHP office and they were concerned about having a plan. This particular couple wanted to get ahead of the game and have a plan in place, so they wouldn’t have to worry about having to go back to work...

Duration:00:51:53

What Is Going On With The Stock Market?

10/17/2018
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This week the theme of the show is market volatility. SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, want to know if your retirement is based solely on the stock market or if you have a solid plan. If it is based on the market, it could be a scary time for some of you with the recent volatility. Next, the guys are joined by Attorney Keith McManus of McManus Estate Planning. Attorney McManus is asking how familiar is your advisor with your estate plan or trust? It is very...

Duration:00:51:53

The 5 Step SHP Retirement Road Map®

10/10/2018
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This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis walk us through the SHP Retirement Road Map®. The 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!

Duration:00:51:53

How To Prepare For Your 1st Estate Planning Meeting And What Is The Deal With International Stocks?

10/4/2018
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This week, SHP Financial co-founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP® are joined by Attorney Keith McManus of McManus Estate Planning. Attorney McManus discusses exactly what steps need to be taken in order to prepare for a first estate planning meeting. In the SHP story segment, Derek shares a story about a couple named Steve and Liz, who came in to SHP four weeks prior to their planned retirement date. They had been working with an advisor for over 20 years and this...

Duration:00:51:49

Taxes and Tariffs

9/27/2018
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This week, SHP founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are going to discuss the different tax planning opportunities that are out there and how you should take advantage of them while taxes are “on sale.” In the SHP story segment, Matt will share a story pertaining to what true financial planning is, versus just having a pile of stocks, bonds, and mutual funds. He will also explain the difference between an investment planner and a true financial planner. Finally, in...

Duration:00:51:53

The 6 Steps To Take In The Year Before You Retire

9/19/2018
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This week’s show is specifically designed for the listeners, who are approaching retirement. SHP Founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are going to tell you the 6 important steps to take in the year prior to retiring. 70% of people who come into the SHP office don’t have a written plan. You have worked your whole life to save, so Derek, Matt, and Keith will outline exactly what you need to do in preparation.

Duration:00:51:53

What Kind Of Financial Advisor Should You Have Working For You

9/12/2018
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This week SHP founders, Derek Gregoire and Keith Ellis, are joined by Attorney Keith McManus, from McManus Estate Planning. First, Derek and Keith discuss the differences between a lot of financial planners out there and the importance of having a fiduciary working on your plan. Then Attorney McManus, talks about the importance of properly funding a trust, and how it could potentially save you a lot of money. In the SHP Story Segment, Keith shares a story about a couple he worked with and...

Duration:00:51:53

What Is Your Why?

9/7/2018
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If you missed last week's show, now is your chance!! Last week SHP founders, Derek Gregoire and Matthew Peck CFP ®, were joined by Attorney Keith McManus, from McManus Estate Planning. The guys were asking, what is your why? Why do you do what you do? Why is it that you’re saving money? Attorney McManus shared a story of a widowed woman he worked with for years. Her “why” was, she wanted to make sure her son was taken care of and that her assets would be protected when she passed away. In...

Duration:00:51:53

What Is Your Why?

8/29/2018
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This week, SHP founders, Derek Gregoire and Matthew Peck CFP ®, are joined by Attorney Keith McManus, from McManus Estate Planning. This week, the guys are asking, what is your why? Why do you do what you do? Why is it that you’re saving money? Attorney McManus will share a story of a widowed woman he worked with for years. Her “why” was, she wanted to make sure her son was taken care of and that her assets would be protected when she passed away. In the SHP Story Segment, Matt and Derek...

Duration:00:32:26

The Importance of Having a Team of Problem Solvers

8/22/2018
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This week, SHP founders, Derek Gregoire and Keith Ellis, are joined by Attorney Keith McManus, from McManus Estate Planning. They will discuss how important it is to have a team of problem solvers working on your behalf, when planning for retirement. Next, In Lieu of the market report update, Keith and Derek will share two real life stories of couples they have worked with. The first story is about a couple named Steve and Liz, who came in to the SHP office with about 4 weeks to go before...

Duration:00:51:53

The 6 Important Steps to Take the Year Before You Retire

8/14/2018
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This week, SHP founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, have designed a show specifically for the folks who are 1 year to a couple years away from retirement. So many people come in to the SHP Financial office thinking they have a plan, but really all they have is a portfolio. It is extremely important to have a well thought out plan, developed specifically for you. In this show the guys talk about the 6 steps that are necessary to take as you are planning for...

Duration:00:51:53

The Impact on Generations Caused by Lack of Planning

8/7/2018
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This week, SHP founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are joined by Attorney Andrew Garcia, who is of council for McManus Estate Planning. Attorney Garcia, will talk about how the lack of proper estate planning, can impact different generations. Next, the guys will discuss taxes; an area a lot of advisors don’t spend enough time on. Derek will share a real story of a couple he was able to help with tax planning. He was able to improve their situation as they were...

Duration:00:51:53

The 5 Step SHP Retirement Road Map®

8/1/2018
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This week is the show of all shows! SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis walk us step by step through the SHP Retirement Road Map® process.They will share real stories of clients they have helped to and through retirement. You definitely don't want to miss this one!

Duration:00:51:52

The Importance Of Health Care Planning

7/25/2018
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This week, SHP founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are joined by Attorney Andrew Garcia of council for McManus Estate Planning. Attorney Garcia will talk about the misuse of life estates when it comes to long-term care or medicaid planning. In the SHP Stories segment, Keith Ellis will share a story about a couple who worked with their advisor for 25 years and that advisor only focused on investment planning. Keith will discuss the strategies they took to protect...

Duration:00:51:53

The 4 Benefits Of Setting Up A Trust

7/18/2018
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This week, SHP founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are joined by Attorney Keith McManus from McManus Estate Planning. They will discuss the 4 benefits of setting up and estate plan and trust. Next, in the SHP Stories segment, Derek will share a story of a single woman, who worked hard her whole life to save money, but she wanted to figure out a plan, so that she wouldn’t ever have to go back to work. Derek will share exactly what SHP did to help her. Finally, in the...

Duration:00:51:53

What is a Successor Trustee & Should You Have One?

7/13/2018
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This week, SHP founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are asking Attorney Keith McManus from McManus Estate Planning, what is a successor trustee and should you have one? In our SHP Stories segment, Keith Ellis will share a story of a couple who has had the same advisor for over 20 years. They came in to see us for a second opinion and we’re going to share with you what we found. Finally, the partners will discuss the importance of dividends in regards to your...

Duration:00:51:53

Taxes, Trade Wars, and Tariffs

6/29/2018
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This week, SHP founders, Derek Gregoire and Matthew Peck CFP®, are asking if you have a team of problem solvers working on your retirement plan, or an advisor, who just does the basics. Then, they will tell you about a couple, who had an advisor that was good at managing their money, but never talked about taxes and what the penalties will look like for them. Finally, they will discuss Trade Wars and Tariffs and how they can impact your financial situation. Enjoy this episode!

Duration:00:51:53