SHP Retirement Road Map® Show

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!

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!

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!

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.

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.

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.

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.

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.

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.

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.

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.

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!

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!

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!

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!

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!

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!

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!

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!

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!

Eighty years old, full of life, and flat broke. That’s the unfortunate predicament so many baby boomers could find themselves in because they simply failed to have a plan that would generate income in retirement. Learn how you could successfully turn your savings and investments into an income workhorse. This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss the fastest and safest way to increase your income by reducing your taxes. Social security is the foundation of your income plan and having a strategy to make your income last as long as you do is so important!

It happens to millions of Americans every year. Many people overlook or underestimate major expenses that could have a significant impact on your retirement plan. If this happens you may be forced to change your lifestyle and make some decisions you otherwise would not make. This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss six often overlooked expenses that could negatively impact your retirement. Make sure you have a full plan.

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!

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!

How we plan for retirement has changed dramatically in the past 5-10 years. There are some challenges retirees or pre-retirees may face while planning such as record-low interest rates, the threat of a bear market, and potential tax increases. This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss five pieces of conventional wisdom for retirement planning including why taxes could play a much bigger role, building a robust and diversified income plan, plus the key to managing investment risk in a new world.

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!

Wealthy Americans understand just how deadly taxes can be. That’s why they do everything in their power to use the laws to their advantage to help them pay fewer taxes. Most people don’t realize it, but many of these same strategies the wealthy use to save a fortune in taxes are also available to you. This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis, discuss strategies to potentially save you a small fortune in taxes, why you shouldn’t withdraw money from your IRA or 401K without a plan, strategies for minimizing taxes on Social Security benefits, and more!

You’ve worked hard and made sacrifices to save money, but that doesn’t mean you are ready to retire. Some major things you should be thinking about are: What is your plan to reduce taxes on your retirement accounts? What is your plan to file for social security? What is your plan to generate income in retirement, so you can continue to live the lifestyle you want to live? With so many moving parts don’t wait until it’s too late. This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis, walk you through the ultimate 10 point retirement checklist!

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!

It happens to millions of Americans every year. Many people overlook or underestimate major expenses that could have a significant impact on your retirement plan. If this happens you may be forced to change your lifestyle and make some decisions you otherwise would not make. This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss six often overlooked expenses that could negatively impact your retirement. Make sure you have a full plan.

What if you forgot about the whole idea of retirement and stopped thinking about it as some sort of a finish line? Instead what if you focused on becoming financially independent? Can you imagine not having to work another day if you don’t want to, or having a steady stream of income that could get you to and through retirement? This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis share the top five things that could help you achieve financial independence!

You’ve worked hard and made sacrifices to save money, but that doesn’t mean you are ready to retire. Some major things you should be thinking about are: What is your plan to reduce taxes on your retirement accounts? What is your plan to file for social security? What is your plan to generate income in retirement, so you can continue to live the lifestyle you want to live? With so many moving parts don’t wait until it’s too late. This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis, walk you through the ultimate 10 point retirement checklist!

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!

This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss all things retirement. They share some ways you can get educated about different areas of retirement. They talk about how important it is to reassess your situation and make sure you have a solid plan in place. Finally, in the weekly market report, they talk about the recovery of the stock market. Don't miss this one!

This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis welcome back Attorney Keith McManus of McManus Estate Planning to talk about the benefits of setting up a trust. This is an important part of having a full retirement plan. Derek, Matt, and Keith take a deep dive into how COVID-19 has had such an impact on the economy. They talk about what this could mean for social security and taxes. Finally, in the weekly market report, Matt talks about the growing tensions with China.

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss the reopening of Massachusetts. They talk about what the economy might look like and specifically what SHP is doing as a firm to keep people in the office safe. Derek and Matt also talk about different types of investors. The clients SHP works with, have full retirement plans that don't just cover their investments.

The goal at SHP Financial is to provide as much value and information as possible. In this bonus episode, SHP Co-founders Derek Gregoire and Keith Ellis discuss the different levels of financial planning. There are many different types of advisors, offering different advice. You may want to make sure you have one that puts your interests first and understands your goals.

The goal at SHP Financial is to provide as much value and information as possible. In this bonus episode, SHP Co-founder Derek Gregoire and Financial Advisor Joe Anderson discussed Social Security benefits. Social Security can be a very important part of having a solid income plan. Joe and Derek addressed common concerns a lot of people have regarding Social Security benefits.

This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis dedicate the show to those of you with pretax accounts. There has been new legislation passed and there are some new ways you can access these funds if it's COVID-19 related. Derek, Matt, and Keith talk about the taxability of these retirement accounts and how you may be able to save money from a tax standpoint. Finally, the guys talk about the importance of diversification in your portfolio and knowing your risk.

The main goal at SHP Financial is to provide as much value and information as possible, around what's happening in the world right now. People have been affected by COVID-19 in so many different ways. In this bonus episode, SHP Founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis talked about the stock market closing on a high note. They also discussed whether or not drug companies are making any progress. You don't want to miss this one!

Our main goal at SHP Financial is to provide as much value as we can around what's happening in the world right now. People have been affected by COVID-19 in so many different ways. In this bonus episode, we are talking with guest speaker, Attorney Keith McManus of McManus Estate Planning. He will talk about some of the important basics of Estate Planning. You don't want to miss this one!

Taking a step back this week, SHP Founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis bring the focus back to the SHP Retirement Road Map®. The guys break it down step by step for you. What is the SHP Retirement Road Map® and how does it apply to you? This show is for everyone. Maybe you are working with an advisor, or you just have a pile of investments and have saved up some money in different retirement accounts. Derek, Matt, and Keith will help you discover if you have a proper plan in place!

Our main goal at SHP Financial is to provide as much value as we can around what's happening in the world right now. People have been affected by COVID-19 in so many different ways. In this bonus episode, we focus on three things you can do right now during these trying times. We give you some planning tips and discuss what is going on with oil. Tune in on Facebook Live every Monday, Wednesday, and Friday for instant access to special information like this.

Financial planning may be secondary to you right now. Let SHP Financial worry about the planning for you. In this episode, SHP Founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis talk about the CARES Act and the potential tax breaks for businesses. Then, if you have an IRA or some kind of retirement plan, Derek, Matt, and Keith discuss the additional changes that the CARES Act brought forth in regards to these types of accounts. Finally, what’s going on in the market? Matt discusses what the numbers look like. Should the focus just be on the virus and how it’s affecting the economy or things like oil?

Our main goal at SHP Financial is to provide as much value as we can around what's happening in the world right now. People have been affected by COVID-19 in so many different ways. In this episode, we focus on the CARES Act and how it relates to your IRA or 401k. Tune in on Facebook Live every Monday, Wednesday, and Friday for instant access to special information like this.

This week, SHP Co-Founders, Derek Gregoire, and Matthew Peck CFP® CIMA® thank the people on the front lines dealing with the COVID-19 crisis. The team at SHP Financial will continue to pray for everyone struggling in this uncertain time. As financial advisors, Derek and Matt focus on the state of the market and what’s going on financially. They share stories of adaptation and what to do if you are unexpectedly unemployed. They also share some resources, that you may be able to take advantage of if you are laid off or just nervous about your financial situation in general. Finally, during the weekly market report, Matt discusses the theory “Can the market predict the future?”

This week SHP Co-founders Derek Gregoire and Keith Ellis will discuss the top three risks you can assess in your financial situation now, even in these uncertain times. Number one is having enough income to last you throughout your retirement. Make sure you have a plan in place to help avoid the possibility of running out of money. The second risk is assessing what type of volatility exists in your portfolio. You need to know your risk during these volatile times. Finally, there’s tax risk. With the government’s current financial situation, where will taxes go? You need to be prepared for any possible tax changes that may happen in the future.

This week, SHP Founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will talk about the opportunity to do virtual meetings. SHP has always had this option, but with social distancing, this may be the best option to stay on top of your retirement plan. Derek, Matt, and Keith will go over some things you can do now, even with the market experiencing so much volatility. Don't just sit back and pretend things aren't the way they are. Take action and keep looking ahead.

This week, SHP Founders, Derek Gregoire & Matthew Peck CFP® CIMA® continue the discussion about volatility in the market. Make sure you have a solid income plan in place. Derek and Matt will share some examples of what a plan could look like for you. Lastly, Matt will take an even deeper dive into what is going on in the market.

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will continue the discussion of volatility in the market. Having the ability to somewhat control the volatility in your portfolio as you are nearing or in retirement is so important. Derek, Matt, and Keith will share real stories of folks they met with 12 to 13 years ago and explain how volatility can wreak havoc on your retirement if you don’t take control of your situation. Finally, during the Weekly Market Report, Matt will take a deeper dive into the economy and the coronavirus and some things they are looking at.

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will discuss the recent volatility in the market. You need to make sure you have a written income plan that can account for the uncertainty of the market. Derek, Matt and Keith will also discuss volatility in general and how it can affect so many areas or retirement. Finally, during the Weekly Market Report, Matt will discuss the recent outbreak of the Coronavirus and how it’s impacting the economy.