Retirement Road Map with SHP Financial-logo

Retirement Road Map with SHP Financial

Markets and Investing >

More Information

Location:

Boston, MA

Language:

English


Episodes

The Pit Falls of 'Do It Yourself' Investing

6/15/2018
More
This week, SHP Financial Partners Matthew Peck CFP®, Derek Gregoire, and Keith Ellis, are joined by Attorney Keith McManus. They start this episode by discussing how, you may have already set up a trust, but may not be funding it properly and what that means. In the SHP Story Segment, the guys talk about a 'do it yourself' couple. For this couple, when their financial plan was evaluated, they discovered two important aspects that were missing. And finally something a lot of financial...

Duration:00:52:00

5 Areas to Focus on when Planning for Retirement

6/8/2018
More
In this week's episode SHP Financial Partners, Matthew Peck CFP®, Keith Ellis, and Derek Gregoire discuss 5 different areas you should focus on when planning for retirement.Next they will talk about how retiring at the end of a 30 Year Bond Bull Market and 10 Year Equity Bull Market, will impact your retirement. And finally in the SHP Story Segment, they will talk about a couple that worked with an advisor for 26 years. Once we were able to do a complete analysis, what they thought about...

Duration:00:51:53

The Pit Falls of 'Do It Yourself' Estate Planning, Your Pension and the Rise of Oil Prices

5/31/2018
More
This week, SHP Financial Partners Matthew Peck CFP®, Derek Gregoire, and Keith Ellis, are joined by Attorney Keith McManus and Attorney Andrew Garcia of McManus Estate Planning LLC. Hear them discuss the pit falls of 'do it yourself' estate planning. Next, in the SHP Story Segment, Keith Ellis will tell us how he helped a couple decide what to do with their pension, after weighing all the factors. Finally, the guys will finish with a discussion about oil prices rising and what that means.

Duration:00:51:53

5 Step SHP Financial Retirement Road Map®

5/25/2018
More
In this week's episode SHP Financial Partners, Matthew Peck CFP®, Keith Ellis, and Derek Gregoire take you on a journey through the 5 Steps to a successful retirement. The 5 Step SHP Financial Retirement Road Map®, is something that we hope makes an impression because no one should enter retirement without a solid financial plan! They'll explain why you should choose SHP and let us guide you on your road to retirement. Don't miss this one!!

Duration:00:51:54

Many Areas That Can Impact Your Retirement

5/18/2018
More
In this week's episode SHP Financial Partners, Matthew Peck CFP®, Keith Ellis, and Derek Gregoire discuss a few different areas that can impact your retirement. First they will discuss 5 different retirement plans that could possibly work for you. Next, during the SHP Story Segment they will tell a real life story that some of our listeners could possibly relate to. And finally they will discuss hesitations many of you have as well as the state of the market. Enjoy this weeks show!!!!

Duration:00:51:53

Giving your Portfolio a Tune-up and How to Protect your Assets

5/11/2018
More
This week, SHP Financial Partners Matthew Peck CFP® and Derek Gregoire are joined by Attorney Keith McManus of McManus Estate Planning LLC. Attorney McManus discusses the importance of protecting your assets for your loved ones and how to go about doing so. After that, in the new SHP story segment, Derek and Matt tell real life stories of past meetings they have had, in hopes that some of our listeners are able to relate and possibly avoid other's mistakes. And finally, Derek and Matt will...

Duration:00:51:53

Things that can be done with your pretax accounts

5/4/2018
More
In this week's episode, SHP Financial Partners, Matthew Peck CFP®, and Derek Gregoire, discuss the things that can with your pretax accounts and how to reduce tax liabilities. Derek and Matt will also touch on the 10 year treasury and what that means.

Duration:00:51:53

6 Important Steps to Take in the Year Before You Retire

4/27/2018
More
In this week's episode SHP Financial Partners, Matthew Peck CFP®, Keith Ellis, and Derek Gregoire discuss the importance of preparation and planning before retirement.They will reveal 6 important steps to take in the planning process.

Duration:00:52:00

5 Steps for Getting To and Through Retirement

4/13/2018
More
SHP Financial Co-Founders Derek Gregoire, Keith Ellis & Matthew Peck reveal 5 important steps that should be taken to get to and through retirement with confidence.

Duration:00:52:00

Market Volatilty & How, When to switch advisors

4/6/2018
More
In this week's episode SHP Financial Partners, Matthew Peck, Keith Ellis and Derek Gregoire discuss market volatility. What's causing it and are there ways to reduce it? Also in this episode, the pros and cons of Life Estates and Do you know when your advisor is no longer right for you? We'll share how to tell. All in this weekend's SHP Financial Weekly Market Report.

Duration:00:52:00

5 Steps to Retirement Success

3/30/2018
More
In this episode, we walk you through what it's like to go through the 5 Steps of our Retirement Road Map process from beginning to end. SHP Financial Co-Founders Derek Gregoire, Keith Ellis & Matthew Peck review the 5 financial areas you need to address and how to properly plan for them for a successful retirement.

Duration:00:52:00

Take Advantage of Trump Tax Changes Now!

3/16/2018
More
The Trump Tax Changes have created a window of time that you can plan around to optimize your savings. Plus, hear a story of a couple whose advisor failed to point out and address major pitfalls in their retirement plan. And Finally, in our weekly Market Report, tips for stock market investors from Warren Buffet. All this and more on SHP Financial's Retirement Road Map Radio show with your hosts Derek Gregoire, Keith Ellis & Matthew Peck, CFP®.

Duration:00:52:00

The Importance of Having Asset Protection When Building an Estate Plan

3/8/2018
More
We will first be joined by Attorney Keith McManus of McManus Estate Planning to discuss why it is crucial to have asset protection when building an estate plan. We will share one couple’s experience who thought they had a plan but had no asset protection. In addition, a common question we often hear is “When can I retire?” We will discuss “retirement mindsets” and different categories of mindsets: 1) Some who want to retire immediately 2) Some who want to know when they can retire but want...

Duration:00:52:00

Listen as we walk you through each of the 5 Steps in our Retirement Road Map® Process

3/1/2018
More
Income, Investments, Taxes, Healthcare and Legacy: Does your retirement plan capture all 5 of these key areas? On this show, we will walk you through our unique, SHP 5-Step, Retirement Road Map process and how it is designed to help successfully guide you to and through retirement. This show is especially important for individuals who are recently retired or within 5 years of retirement. All this and more on the Retirement Road Map Radio Show hosted by SHP Financial Co-Founders Derek...

Duration:00:52:00

SHP Financial’s Retirement Road Map® Process and the 5 Areas of Retirement Planning

2/22/2018
More
Listen now as we walk you through our unique, SHP 5-Step, Retirement Road Map process and how it is designed to help successfully guide you to and through retirement. This show is especially important for individuals who are recently retired or within 5 years of retirement. All this and more on the Retirement Road Map Radio Show hosted by SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP®.

Duration:00:52:00

The IRA Transition: Tips for Slowly Moving Your Money into More Tax Favorable Vehicles

2/15/2018
More
Did you know that not all trusts are the same? We will be joined by Attorney Keith McManus and Attorney Andrew Garcia of Counsel from McManus Estate Planning to discuss the differences between trusts and the common misconception that all trusts are the same. We will also tell you if a basic trust is enough to protect your assets from the nursing home. In addition, we will also talk about the IRA transition or exit strategy. All that pre-tax money you have built up in these accounts that...

Duration:00:52:00

Tax Changes and Recent Market Volatility: What Strategies Should You Consider for Both?

2/8/2018
More
We will start with an exciting announcement from Attorney Keith McManus of McManus Estate Planning about an addition to his practice that will also add value to our practice at SHP Financial and then ultimately enhance the lives of our clients and listeners. Then we will talk more about the tax changes and how important it is to be sure your advisor is talking to you about whether or not the tax changes will help or hurt you as well as any new strategies you may want to consider. Finally,...

Duration:00:54:54

A Detailed Review of the SHP Financial 5-Step, Retirement Road Map® Process

2/1/2018
More
Learn about the SHP 5-Step, Retirement Road Map Process and how it is designed to help successfully guide you to and through retirement. This show is especially important for individuals who are recently retired or within 5 years of retirement. All this and more on the Retirement Road Map Radio Show hosted by SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP®.

Duration:00:52:00

How Tax Reform May Affect You Personally as well as the Stock Market

1/25/2018
More
First, we will discuss the pros and cons of “gifting” in 2018 with Attorney Keith McManus of McManus Estate Planning. We will go over both the rewards and the risks. Then we will talk about taxes in two different ways: 1) How the different changes that were made will affect you personally and your personal tax life. 2) From the SHP Weekly Market Report, our thoughts on tax reform and how it may impact the market. All this and more on the Retirement Road Map Radio Show hosted by SHP...

Duration:00:52:00

Creating a 60-Minute Budget to Help You Prepare for Retirement

1/18/2018
More
Learn how to create a “60-Minute Budget,” one of the most important things that will help you determine how much income you will need in retirement to support your lifestyle. Also, we will discuss important changes in 2018 as it relates to your estate plan as well as taxes with respect to your estate plan alongside Attorney Keith McManus of McManus Estate Planning. In addition, we will tell you how to prepare for your first meeting with a financial advisor including questions you will want...

Duration:00:51:59