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Retirement Road Map with SHP Financial-logo

Retirement Road Map with SHP Financial

Markets and Investing >

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Location:

Boston, MA

Language:

English


Episodes

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

1/18/2018
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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


Investments, Taxes, Legacy – Putting Together a Financial Team to Work on Your Behalf

1/11/2018
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Do you have a financial team in place all working for you? We will discuss how important it is to have the right team of experts including a lawyer for estate planning to a CPA for tax purposes all willing to work with your financial planner to save you time and money. Then we will explore all the different types of financial advisors out there. Financial planning is so much more than just investing so make sure you know you are getting all the fiduciary-based advice you should be. Finally,...

Duration: 00:52:00


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

1/4/2018
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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


As We Prepare for a Fresh Start in the New Year, Are Your Retirement Goals a Priority?

12/28/2017
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Get your retirement plan started right and learn more about SHP Financial, our processes and how we get you to and through retirement. We will start the show by reflecting on the year-end, discuss goals for the new year and then provide you with an overall review of SHP Financial’s Retirement Road Map Process. This will include discussing 5 key areas in the process: an income plan, an investment plan, a tax plan, a healthcare plan and a legacy plan. Each of these five plans work together to...

Duration: 00:52:00


Reflecting on the Year-End, Goals for the New Year, and an Overview of the SHP Retirement Road Map Process

12/21/2017
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Start the new year right and learn more about SHP Financial, our processes and how we get you to and through retirement. This will include an overall review of SHP Financial’s Retirement Road Map which includes 5 key areas: an income plan, an investment plan, a tax plan, a healthcare plan and a legacy plan. Each of these five plans work together to build our clients a thorough, holistic retirement road map to fully address all their financial needs and goals. All this and more on the...

Duration: 00:52:00


Tips to Finish the Year Like a Financial Expert!

12/14/2017
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With so many financial advisors and banks out there, learn what makes SHP Financial different from all the rest. We will also be joined by Attorney Keith McManus of McManus Estate Planning to discuss how to best protect your inheritance. To help explain, we will share a story of a couple with a $2.5 million estate and what we did to help them. Then we will share tips with you on how you can finish the year like a financial expert. Learn about 6-8 items that could have a lasting impact on...

Duration: 00:52:00


Learn the Top 6 Things No One Tells You About Retirement

12/7/2017
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What type of planner are you? As you prepare for retirement, we will discuss some financial as well as personal goals you should think about as well as the type of conversations you should be having with your advisor. Also, we go over the basic, core documents needed as part of your estate plan with Attorney Keith McManus of McManus Estate Planning. Then we will review the top six things no one tells you about retirement. Too often many retirees look forward to the rewards of retiring but...

Duration: 00:52:00


Are You Working with or Interested in a Financial Professional? Learn the Distinct Differences Between Them All.

11/30/2017
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First on the show, we will discuss the differences between an irrevocable and a revocable trust as well as the pros and cons of each with special guest Keith McManus of McManus Estate Planning. Then, from our SHP Weekly Market Report, our Certified Financial Planner, Matthew Peck shares our take on Safe Savings Rates for different stages of your life. And finally, do you know if your financial professional is a broker, agent or holistic financial planner? We’ll discuss the distinct...

Duration: 00:52:00


Financial Tips for Your Holiday Shopping

11/22/2017
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In the spirit of Thanksgiving, Derek, Matt and Keith share what they’re thankful for and offer some financial tips as we approach the busy shopping season. Then our special guest Keith McManus of McManus Estate Planning discusses the differences between an irrevocable and a revocable trust as well as the pros and cons of each. From our SHP Weekly Market Report, our Certified Financial Planner, Matthew Peck shares our take on Safe Savings Rates for different stages of your life. And...

Duration: 00:52:00


5 Years or Less from Retirement? Learn About 3 Important Things to Start Planning for Now

11/16/2017
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Listen in as we discuss tax planning and more specifically how the new tax plan could affect you. Also, the 3 important things you should consider now if you are 5 years or less from retirement. Finally, from the SHP Weekly Market Report: Where has all the volatility gone in the market? Will it stay low volatile for the foreseeable future? 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


Three Reasons Why Markets Have Been Less Volatile

11/15/2017
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In this podcast, SHP Financial Co-Founders Derek Gregoire, Keith Ellis and Certified Financial Planner Matthew Peck CFP® shares what he learned at a recent J.P.Morgan conference in New York about the major reasons why the financial markets have seen less major swings.

Duration: 00:04:45


Learn about the SHP Retirement Road Map® Process and 5 Key Areas of Retirement Planning

11/9/2017
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Listen now as we walk you through our 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 Great Wealth Transfer: Transferring Your Assets Efficiently to the Next Generation

11/2/2017
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If you were a baby boomer lucky enough to save enough money, have you thought about how to best pass that wealth on to the next generation? With the help of Attorney Keith McManus of McManus Estate Planning, we will discuss the Great Wealth Transfer and how to transfer your assets efficiently, especially from a tax standpoint, to the next generation. Then we will talk about what a first conversation with a financial advisor should be like, what topics you should be discussing and more...

Duration: 00:52:00


The Importance of a “Warm-up” Before Entering into Retirement.

10/26/2017
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Just like athletes warming-up before a big game, you don’t want to enter into retirement blindly. Learn why you should have a practice run first. Then we will be joined by Attorney Keith McManus of McManus Estate Planning to discuss the importance of making sure you protect the inheritance of those you care about the most. Also, will you be retiring as a millionaire? As you add up your bank and retirement accounts, for many it really can add up a million dollars. Learn the steps you should...

Duration: 00:52:00


The Pros and Cons of Annuities: Are They a Good Option for You? Listen Now to Find Out!

10/19/2017
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This week we highlight an article recently published by the AARP about a particular type of annuity. We’ll get into the pros and cons and how to tell if an annuity is right for your particular situation. Then, we discuss a crucial term you should know which is goals-based financial planning. Finally, in our weekly market report, we’re going to take some time to remember Black Monday and how that important financial event that took place back in October of 1987 has impacted how we still...

Duration: 00:52:00


Six Important Steps to Take the Year Before Retirement

10/12/2017
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Learn about the six important steps to take the year before you retire and how crucial it is to have a proper plan in place. At SHP Financial, our Retirement Road Map® process is designed to provide you a personalized, comprehensive plan to help you get to and through 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


Understanding Market Corrections: Know Your Risk Tolerance and What It Could Mean for Your Retirement

10/5/2017
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We will also discuss the difference between revocable versus irrevocable trusts as well as when one may be more appropriate over the other with Attorney Keith McManus of McManus Estate Planning. In addition, we will dive into Social Security and the importance of working with a team of professionals who can best advise you and help you make an educated decision about when to take it based on your overall retirement plan. Finally, from the SHP Weekly Market Report: Understand Marketing...

Duration: 00:52:00


Learn What to Expect at Your First, Complimentary Consultation with SHP Financial!

9/29/2017
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In addition, listen as we explain what SHP Financial's Retirement Dinner workshops are and why they are different than what you might expect. Also, hear about several real-life stories of clients who have come in to see us and how we helped them identify huge holes and tax traps in their estate plans that we were able to help them fix. Similarly, we will discuss the importance of getting a second opinion on your finances. Finally, from the SHP Weekly Market Report: What does unwinding the...

Duration: 00:51:59


Equifax and How to Protect Yourself from the Next Big Data Breach

9/21/2017
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In addition, how to have the difficult conversation with your parents about estate planning followed by the importance of talking with your children about inheriting money, tax liabilities as well as the steps they should take if something should happen to you. Finally, from the SHP Weekly Market Report: What is a private equity fund and could it be beneficial to your portfolio? All this and more on the Retirement Road Map Radio Show hosted by SHP Financial Co-Founders Derek Gregoire,...

Duration: 00:52:00


What’s the #1 Rule to Retire and Stay Retired? Listen Now to Find Out!

9/15/2017
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Also learn more about the importance of having all your financial professionals working together. Joined by Attorney Keith McManus of McManus Estate Planning, we will discuss the benefits of having your financial advisor, your CPA, and your estate planning attorney all working together on your behalf. Finally, from the SHP Weekly Market Report: The differences between active management versus passive management. All this and more on the Retirement Road Map Radio Show hosted by SHP...

Duration: 00:52:00

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