<p>Join SHP Co-founder Matthew C. Peck, CFP® CIMA® and Lead Advisor Laura Russo as they take a moment to reflect on Q4 and prepare for 2025!</p>

Join SHP Co-founder Matthew C. Peck, CFP® CIMA® and Lead Advisor Laura Russo as they take a moment to reflect on Q4 and prepare for 2025!

Matt's Markets on the Move: October 2024

Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. 

Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. 

The SHP trademarked Retirement Road Map is a holistic planning process that focuses on the 5 key areas of retirement planning: Income planning, investment planning, tax planning, health care planning, and legacy planning. 

The Retirement Road Map is your guide to financial freedom and will prepare you for the retirement you've always dreamed of and deserve!

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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trademarked Retirement Road Map is a holistic planning process that focuses on the 5 key areas of retirement planning: Income planning, investment planning, tax planning, health care planning, and legacy planning. The Retirement Road Map is your guide to financial freedom and will prepare you for the retirement you've always dreamed of and deserve!

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Matt's Markets on the Move: October 2024

Matt's Markets on the Move: October 2024

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