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.