SHP Retirement Road Map® Show

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SHP Retirement Road Map® Show

SHP Financial

100 episodes

4 months ago

For close to 12 years, SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® CIMA® and Keith Ellis have been hosting this weekly financial talk radio show, with the mission of empowering today's retirees and pre-retirees - so you can make better financial decisions for your future. Each week you'll hear timely financial news and topics, along with local and national guest interviews, all geared towards helping you get to and through retirement. We invite you to listen live each week or subscribe to our podcast! Live each week on the following radio stations: WBZ 1030 AM - Saturdays 9 - 10 p.m. WRKO 680 AM - Saturdays 7 - 8 a.m. WXTK 95.1 FM - Saturdays 6 - 7 a.m

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All content for SHP Retirement Road Map® Show is the property of SHP Financial and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

For close to 12 years, SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® CIMA® and Keith Ellis have been hosting this weekly financial talk radio show, with the mission of empowering today's retirees and pre-retirees - so you can make better financial decisions for your future. Each week you'll hear timely financial news and topics, along with local and national guest interviews, all geared towards helping you get to and through retirement. We invite you to listen live each week or subscribe to our podcast! Live each week on the following radio stations: WBZ 1030 AM - Saturdays 9 - 10 p.m. WRKO 680 AM - Saturdays 7 - 8 a.m. WXTK 95.1 FM - Saturdays 6 - 7 a.m

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Episodes (20/100)

SHP Retirement Road Map® Show

Episode 263: Do You Have A Full Retirement Plan?

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss the many areas of retirement planning. Derek, Matt, and Keith focus on the difference between having a pile of investments and having a full retirement plan. They share ideas to potentially help reduce any troubles you may have this year or in the future. Listen in to find out how you can educate yourself!

4 years ago

28 minutes

SHP Retirement Road Map® Show

Episode 262: A Portfolio Versus A Full Retirement Plan

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis explain the distinction between having just a portfolio and having a full retirement plan. Preparing for the future and building a full plan is critical. Derek, Matt, and Keith discuss the importance of educating yourself and planning to benefit your future. Educate yourself now and thank yourself later!

4 years ago

28 minutes

SHP Retirement Road Map® Show

Episode 261: The Tax Train is Coming!

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis continue the journey through the SHP Retirement Road Map®. True retirement planning doesn't just address investments, but the 5 critical areas of retirement. This week Derek, Matt, and Keith start the deep dive into tax planning. Don't miss this one!

4 years ago

8 minutes

SHP Retirement Road Map® Show

Episode 260: Tax Planning: We May Not All Get COVID, But We All Will Pay For It"

This week, SHP founders, Matthew Peck CFP® CIMA® and Derek Gregoire, continue educating you on the 5 critical areas of retirement planning. In this episode, Derek and Matt begin the deep dive into tax planning. Many people don't think about this as being an important part of planning, but Derek and Matt are here to tell you it's one of the most important things to consider when preparing for retirement.

4 years ago

28 minutes

SHP Retirement Road Map® Show

Episode 259: Could These Potential Changes Impact Your Legacy Plan?

This week, SHP founders, Matthew Peck CFP® CIMA® and Keith Ellis continue the deep dive into the SHP Retirement Road Map®. They've touched on income planning, investment planning, and legacy planning so far. For this episode, Keith and Matt continue to bring you through legacy planning and potential changes that could impact your estate plan.

4 years ago

4 minutes

SHP Retirement Road Map® Show

Episode 258: Legacy Planning: Ft. Special Guest Attorney Keith McManus

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® welcome back Attorney Keith McManus of McManus Estate Planning to continue the discussion on legacy planning. Legacy planning is another key area of the SHP Retirement Road Map®. You have worked so hard to save for retirement, it is important to think about what you want to happen to your hard-earned money.

4 years ago

51 minutes

SHP Retirement Road Map® Show

Episode 257: Legacy Planning: Part 1

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® move on from income and start the discussion on legacy planning. Legacy planning is another key area of the SHP Retirement Road Map®. You have worked so hard to save for retirement, it is important to think about what you want to happen to your hard-earned money.

4 years ago

51 minutes

SHP Retirement Road Map® Show

Episode 256: Income Planning Part 3

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® continue to bring you through the five-step SHP Retirement Roadmap®. Many people do not have a plan that focuses on all five areas. In the last few weeks, the SHP Partners talked about mapping out a budget, finding out your fixed Income, and proper allocation. This week they continue to make their way through income planning. Do you know if you have a full retirement plan or just a pile of investments? Listen in for some income planning tips.

4 years ago

51 minutes

SHP Retirement Road Map® Show

Episode 255: Income Planning Continued

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® continue to bring you through the five-step SHP Retirement Roadmap®. Derek and Matt want to help make sure you are checking off all the boxes, crossing all T’s, and dotting all I’s. Many people do not have a plan that focuses on all five areas. In the last few weeks, the SHP Partners talked about mapping out a budget and finding out your fixed Income. This week they take an even deeper dive into income planning; specifically addressing proper allocation for setting up an income plan.

4 years ago

51 minutes

SHP Retirement Road Map® Show

Episode 254: Income Is King

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis take you through step one of the SHP Retirement Roadmap®. Income planning may just be the most important part of retirement planning. It is crucial to know where your paycheck will come from once you stop working. Derek, Matt, and Keith take a deep dive into the first of the five key areas of planning.

4 years ago

51 minutes

SHP Retirement Road Map® Show

Episode 253: Be Intentional With Your Retirement

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis talk about being more intentional with your retirement. They will provide guidance and tips you can apply to your own life. Derek, Matt, and Keith compare and contrast different retirement plans and explain how they are not all the same. It is crucial to have a customized plan to fit your situation.

4 years ago

51 minutes

SHP Retirement Road Map® Show

Episode 252: The SHP Retirement Rodmap ®

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They 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!

4 years ago

51 minutes

SHP Retirement Road Map® Show

Episode 251: Focus On What You Can Control

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss things you can control within your retirement plan. It's easy to focus on all the things that are going wrong in the world, but most are out of our control. Derek & Matt dive deep into the key areas of a full retirement plan. Having a solid retirement plan is something you should and can control!

4 years ago

51 minutes

SHP Retirement Road Map® Show

Episode 250: The Show Of All Shows

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They 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!

4 years ago

51 minutes

SHP Retirement Road Map® Show

Episode 249: The End Of 2020 Is Near: Make Sure You Have A Plan!

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss the importance of having a plan. With 2020 coming to a close and the holidays right around the corner, it will be easy to forget about your retirement plan. It's more important than ever to look at your situation and make sure you have a plan for the five key areas that are crucial when planning for retirement. Derek, Matt, and Keith take a deeper dive into those five areas during this show and you don't want to miss it!

4 years ago

51 minutes

SHP Retirement Road Map® Show

Focus On What You Can Control

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss things you can control within your retirement plan. It's easy to focus on all the things that are going wrong in the world, but most are out of our control. Derek & Matt dive deep into the key areas of a full retirement plan. Having a solid retirement plan is something you should and can control!

5 years ago

51 minutes

SHP Retirement Road Map® Show

The SHP Retirement Roadmap®

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They 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!

5 years ago

51 minutes

SHP Retirement Road Map® Show

How Could The Election Impact Your Retirement?

This week, SHP founders, Matthew Peck CFP® CIMA® and Keith Ellis will take a deep dive into all things election. How could the two different outcomes affect your retirement plan? Also, if you'd like even more information and educational content visit shpfinancial.com and go to the webinar tab. There are several different educational videos you may find helpful!

5 years ago

51 minutes

SHP Retirement Road Map® Show

The Show Of All Shows

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They 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!

5 years ago

51 minutes

SHP Retirement Road Map® Show

4 Ways The Presidential Election Could Impact Your Retirement

The Presidential election is just around the corner. So what can we expect from a Biden victory or a second term for Trump? How will the outcome impact our economy and the stock market? What will happen with taxes and what does the future hold for your social security benefits, Medicare premiums, and healthcare expenses? This week, SHP Co-founders, Derek Gregoire, Keith Ellis & Matthew Peck CFP® CIMA® reveal some strategies that could help “election-proof” your portfolio, no matter who becomes our next President. Don’t miss this one!

5 years ago

51 minutes