This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about how often they meet with potential clients, who are feeling like their retirement is a burden and they don’t know where to turn or how to start. Next Derek, Matt, and Keith are joined by Attorney Andrew Garcia, who is of council for McManus Estate Planning. Attorney Garcia will discuss the importance of how you own your real estate. Then the guys will discuss ways to identify how successful your retirement plan will be based on real numbers and percentages. Finally, in the weekly market report, Matt will discuss the results they are seeing after the mid-term elections.

This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, are joined by Attorney Andrew Garcia, who is of council for McManus Estate Planning. Attorney Garcia, will discuss the end of the year planning strategies that might be available to you from an estate planning standpoint. In the SHP Story Segment, Keith and Derek will share stories of clients that came into SHP with just a portfolio. They had a pile of statements and accounts, but did not have a plan that addressed all 5 critical areas of the SHP Retirement Road Map®. Finally, in the weekly market report, Matt will discuss the difference between a market correction and a bear market and where the market stands now.

This week, SHP founders, Derek Gregoire and Keith Ellis, discuss the current tax planning opportunities that you should take advantage of before the year is over because these opportunities may not be available to you in 2019. In the SHP Story Segment, Keith shares a story about a couple, who had all their money invested in the market. If there was one big market correction, they would have had to work a lot longer than they wanted to. He will discuss what he did for them, so they could retire on schedule. Finally, in the weekly market report, volatility, volatility, volatility. The guys discuss current statistics and returns in different indexes.

This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis discuss the 4 or 5 main retirement rules to live by. Whether you are in the planning stages, or recently retired, these rules are important to know. In the SHP Story Segment, the guys discuss a couple, who came into the SHP office and they were concerned about having a plan. This particular couple wanted to get ahead of the game and have a plan in place, so they wouldn’t have to worry about having to go back to work once they retired. Finally, in the weekly market report, they talk about the recent volatility. If this makes you nervous, you should think about having a plan in place so that if it continues, you can fully enjoy your retirement.

This week the theme of the show is market volatility. SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, want to know if your retirement is based solely on the stock market or if you have a solid plan. If it is based on the market, it could be a scary time for some of you with the recent volatility. Next, the guys are joined by Attorney Keith McManus of McManus Estate Planning. Attorney McManus is asking how familiar is your advisor with your estate plan or trust? It is very important to have and advisor, who knows all aspects of your financial situation. In the SHP Story Segment, Keith Ellis will share a story from 10 years ago, about a couple who came into SHP Financial and how lack of planning affected their retirement negatively, until SHP was able to intervene. Finally, in the weekly market report, what exactly is going on in the stock market and what do they see moving forward?

This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis walk us through the SHP Retirement Road Map®. The 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 Financial co-founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP® are joined by Attorney Keith McManus of McManus Estate Planning. Attorney McManus discusses exactly what steps need to be taken in order to prepare for a first estate planning meeting. In the SHP story segment, Derek shares a story about a couple named Steve and Liz, who came in to SHP four weeks prior to their planned retirement date. They had been working with an advisor for over 20 years and this advisor never helped develop an actual retirement plan for them. Steve and Liz wanted to come in strictly for a second opinion and Derek explains exactly how he was able to help them. Finally in the weekly market report, the guys discuss international stocks. Are they a good opportunity or a land mine?

This week, SHP founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are going to discuss the different tax planning opportunities that are out there and how you should take advantage of them while taxes are “on sale.” In the SHP story segment, Matt will share a story pertaining to what true financial planning is, versus just having a pile of stocks, bonds, and mutual funds. He will also explain the difference between an investment planner and a true financial planner. Finally, in the weekly market report, the guys are going to discuss the real impact of tariffs.

This week’s show is specifically designed for the listeners, who are approaching retirement. SHP Founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are going to tell you the 6 important steps to take in the year prior to retiring. 70% of people who come into the SHP office don’t have a written plan. You have worked your whole life to save, so Derek, Matt, and Keith will outline exactly what you need to do in preparation.

This week SHP founders, Derek Gregoire and Keith Ellis, are joined by Attorney Keith McManus, from McManus Estate Planning. First, Derek and Keith discuss the differences between a lot of financial planners out there and the importance of having a fiduciary working on your plan. Then Attorney McManus, talks about the importance of properly funding a trust, and how it could potentially save you a lot of money. In the SHP Story Segment, Keith shares a story about a couple he worked with and the 5 steps he took to get them to and through retirement. Finally in the Weekly Market Report, they share the difference between just having a pile of investments, versus having a full financial plan.