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Retirement Road Map with SHP Financial

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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

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