Retirement Road Map with SHP Financial-logo

Retirement Road Map with SHP Financial

31 Favorites

More Information

Location:

Boston, MA

Language:

English


Episodes

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

10/19/2017
More
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 feel...

Duration: 00:52:00


Six Important Steps to Take the Year Before Retirement

10/12/2017
More
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
More
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
More
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
More
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
More
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


Do You Know the Dangers of Procrastinating When It Comes to Your Estate Plan? Listen Now to Find Out!

9/8/2017
More
The dangers of procrastinating with your estate plan and leaving your heirs an all-at-once inheritance. Learn more about this concern as we discuss alongside Attorney Keith McManus of McManus Estate Planning. Also understand the importance of having an estate tax analysis done and be sure you’re not giving up thousands of dollars in taxes affecting your retirement. Finally, from the SHP Weekly Market Report: The potential September pitfalls that we hear about in the market. All this and...

Duration: 00:52:00


Are You a Pre-Retiree Too Heavily Invested in the Market? Listen now to find out!

8/31/2017
More
The markets are still strong but if you are 3-5 years from retirement, could you be too heavily invested in the market? Don’t get complacent, be sure your investments are still appropriately planned for 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


Six Important Steps to Take the Year Before Retirement

8/24/2017
More
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


Four Government Penalties to Avoid in Retirement

8/22/2017
More
In this podcast, SHP Financial Co-Founders Derek Gregoire, Keith Ellis and Certified Financial Planner Matthew Peck reveal four government penalties that could affect you as a retiree or pre-retree and how to avoid them.

Duration: 00:11:33


How Will the North Korea Situation Impact You?

8/17/2017
More
In this week's show, Derek, Keith and Matt give you four ways to save on Estate Planning. After that, they give you four penalties you should avoid during retirement. And in our weekly market report, they will be discussing the recent developments with North Korea and the impact that may or may not have on your nest egg.

Duration: 00:52:00


How to Retire Like a Pro Athlete

8/17/2017
More
For many pro athletes, their peak income-earning years are shorter than the average person. That means they need to be smart about how they put money away for retirement and how they manage their investments. SHP Financial Co-Founders Derek Gregoire, Keith Ellis and Matthew Peck, CFP® share stories of pro athletes that have had to deal with these issues and create a plan to make their earnings last a lifetime. They related these stories to today’s retirees noting that even though the...

Duration: 00:52:00


What Are the One or Two Areas Often Missing from Most Retirement Plans?

8/10/2017
More
Also learn how to protect your wealth for your heirs with Attorney Keith McManus from McManus Estate Planning. And finally, from the SHP Weekly Market Report: Not taking the bait! Don’t change your financial strategy just based on your thoughts on where the market is, stay true to your financial goals and build your plan accordingly. 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


What is the Most Important Thing You Can Do to Plan for a Successful Retirement? Listen Now to Learn More!

8/3/2017
More
Also we will discuss taking emotions out of estate planning with Attorney Keith McManus of McManus Estate Planning. Why it is important to begin talking with your loved ones now about how your assets will be passed on in order to save them a lot of time, money and emotional stress down the road. In addition, what it means before and during retirement to be self-employed. We will discuss different ways to save for retirement as well as different ways you can supplement your income in...

Duration: 00:52:00


When is the best time to claim Social Security? Listen now to find out!

7/27/2017
More
Busy with summer vacation plans? Hear three steps you can take this summer to help you get your retirement plan on track. Additionally, we will discuss the importance of titling your beneficiaries correctly on your accounts with Attorney Keith McManus of McManus Estate Planning. Lastly, from the SHP Weekly Market Report, we will explain the 60/40 approach as well as five challenges facing investors making it less effective. All this and more on the Retirement Road Map Radio Show hosted by...

Duration: 00:51:53


Thinking About Retiring Early? Learn the Major Pitfalls That Could Affect You

7/20/2017
More
Also if you are a homeowner and have children, we will reveal a trap in the estate planning world you will want to avoid with special guest, Attorney Keith McManus of McManus Estate Planning. In addition, we will discuss the potential impacts of President Trump’s 2017 Tax Plan. Finally, from the SHP Weekly Market Report: How is the market doing? We will discuss why it is important to use the right benchmark when answering this question. All this and more on the Retirement Road Map Radio...

Duration: 00:52:00


Core Documents for Estate Planning

7/18/2017
More
A list of basic documents that everyone should have as a part of their estate plan and why it could be a red flag if your financial advisor is not talking to you about them. SHP Financial's Derek Gregoire, Keith Ellis and Matthew Peck discuss this with with special guest Attorney Keith McManus of McManus Estate Planning.

Duration: 00:09:46


Don’t Let Summer Vacation Prevent You from Focusing on Your Retirement

7/13/2017
More
The markets are still strong but if you are 3-5 years from retirement, could you be too heavily invested in the market? Don’t get complacent during the summer, be sure your investments are still appropriately planned for 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


When is the Best Time to Claim Social Security?

7/12/2017
More
Learn how to maximize your social security benefits, includng determining when it's the best time to start drawing down on them as well as how to increase your benefit payments and avoid social security penalties. All this and more with your hosts and SHP Financial Co-Fouders Derek Gregoire, Keith Ellis and Matthew Peck, CFP®.

Duration: 00:08:55


Five Critical Issues to Address in your Retirement Plan

7/7/2017
More
​​Learn about the five distinct areas of risk for retirees that should be addressed in any retirement plan. Derek, Matt and Keith share how their 5-Step, Retirement Road Map Process is designed to properly address each of the five areas of risk so that you may have the confidence and clarity to live the type of retirement you deserve - one that is built to perform in any economy. All this and more with Derek Gregoire, Keith Ellis and Matthew Peck, CFP® of SHP Financial.

Duration: 00:52:00

See More