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 Partners Matthew Peck CFP®, Derek Gregoire, and Keith Ellis, are joined by Attorney Keith McManus. They start this episode by discussing how, you may have already set up a trust, but may not be funding it properly and what that means. In the SHP Story Segment, the guys talk about a 'do it yourself' couple. For this couple, when their financial plan was evaluated, they discovered two important aspects that were missing. And finally something a lot of financial professionals won't talk about, normal fees and what your getting for them.

In this week's episode SHP Financial Partners, Matthew Peck CFP®, Keith Ellis, and Derek Gregoire discuss 5 different areas you should focus on when planning for retirement.Next they will talk about how retiring at the end of a 30 Year Bond Bull Market and 10 Year Equity Bull Market, will impact your retirement. And finally in the SHP Story Segment, they will talk about a couple that worked with an advisor for 26 years. Once we were able to do a complete analysis, what they thought about their situation was drastically different from reality. Don't miss this one!

This week, SHP Financial Partners Matthew Peck CFP®, Derek Gregoire, and Keith Ellis, are joined by Attorney Keith McManus and Attorney Andrew Garcia of McManus Estate Planning LLC. Hear them discuss the pit falls of 'do it yourself' estate planning. Next, in the SHP Story Segment, Keith Ellis will tell us how he helped a couple decide what to do with their pension, after weighing all the factors. Finally, the guys will finish with a discussion about oil prices rising and what that means.

In this week's episode SHP Financial Partners, Matthew Peck CFP®, Keith Ellis, and Derek Gregoire take you on a journey through the 5 Steps to a successful retirement. The 5 Step SHP Financial Retirement Road Map®, is something that we hope makes an impression because no one should enter retirement without a solid financial plan! They'll explain why you should choose SHP and let us guide you on your road to retirement. Don't miss this one!!

In this week's episode SHP Financial Partners, Matthew Peck CFP®, Keith Ellis, and Derek Gregoire discuss a few different areas that can impact your retirement. First they will discuss 5 different retirement plans that could possibly work for you. Next, during the SHP Story Segment they will tell a real life story that some of our listeners could possibly relate to. And finally they will discuss hesitations many of you have as well as the state of the market. Enjoy this weeks show!!!!

This week, SHP Financial Partners Matthew Peck CFP® and Derek Gregoire are joined by Attorney Keith McManus of McManus Estate Planning LLC. Attorney McManus discusses the importance of protecting your assets for your loved ones and how to go about doing so. After that, in the new SHP story segment, Derek and Matt tell real life stories of past meetings they have had, in hopes that some of our listeners are able to relate and possibly avoid other's mistakes. And finally, Derek and Matt will talk about the importance of spring cleaning by giving your portfolio a tune-up. You can't miss this one!

If you have a 401k, 403b or IRA don't miss this episode! SHP Financial Partners Matthew Peck CFP® and Derek Gregoire reveal how changes with the Trump Tax Law have given us an opportuny to plan ahead today to potentially reduce your tax liabilities on your pre-tax accounts in retirement. Also covered: how to invest your pre-tax accounts to protect and grow those assets in retirement. Derek and Matt will also touch on the 10 year treasury hitting 3% and what that means to the stock market.

The Retirement Road Map Radio show is hosted by the Managing Partners and Co-Founders of SHP Financial, an independent, fiduciary-based financial advisory firm that specializes in retirement planning and wealth management. SHP Financial is based in Plymouth, Massachusetts.

In this week's episode SHP Financial Partners, Matthew Peck CFP®, Keith Ellis, and Derek Gregoire discuss the importance of preparation and planning before retirement.They will reveal 6 important steps to take in the planning process.

SHP Financial Co-Founders Derek Gregoire, Keith Ellis & Matthew Peck reveal 5 important steps that should be taken to get to and through retirement with confidence.