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.

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

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

Business

Investing

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

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

Sign up to save your podcasts

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

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