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Retirement Road Map with SHP Financial

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Location:

Boston, MA

Language:

English


Episodes

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...

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 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 portfolio. Don’t...

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

5 Step SHP Retirement Road Map®

6/22/2018
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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

The Pit Falls of 'Do It Yourself' Investing

6/15/2018
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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