In this week's episode SHP Financial Partners, Matthew Peck, Keith Ellis and Derek Gregoire discuss market volatility. What's causing it and are there ways to reduce it?

Also in this episode, the pros and cons of Life Estates and Do you know when your advisor is no longer right for you? We'll share how to tell. All in this weekend's SHP Financial Weekly Market Report.

In this episode, we walk you through what it's like to go through the 5 Steps of our Retirement Road Map process from beginning to end. SHP Financial Co-Founders Derek Gregoire, Keith Ellis & Matthew Peck review the 5 financial areas you need to address and how to properly plan for them for a successful retirement.

The Trump Tax Changes have created a window of time that you can plan around to optimize your savings. Plus, hear a story of a couple whose advisor failed to point out and address major pitfalls in their retirement plan. And Finally, in our weekly Market Report, tips for stock market investors from Warren Buffet. All this and more on SHP Financial's Retirement Road Map Radio show with your hosts Derek Gregoire, Keith Ellis & Matthew Peck, CFP®.

We will first be joined by Attorney Keith McManus of McManus Estate Planning to discuss why it is crucial to have asset protection when building an estate plan. We will share one couple’s experience who thought they had a plan but had no asset protection. In addition, a common question we often hear is “When can I retire?” We will discuss “retirement mindsets” and different categories of mindsets: 1) Some who want to retire immediately 2) Some who want to know when they can retire but want to continue working 3) And those who don’t want to retire now but want to continue working a less stressful job and ease into retirement. What category do you fall into? We will share some real-life client stories as well. And finally, from the SHP Weekly Market Report: The impact of inflation and rising interest rates. Should you be worried about the volatility, if inflation will impact you, as well as how you may plan for it. All this and more on the Retirement Road Map Radio Show hosted by SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP®.

Income, Investments, Taxes, Healthcare and Legacy: Does your retirement plan capture all 5 of these key areas? On this show, we will walk you through our unique, SHP 5-Step, Retirement Road Map process and how it is designed to help successfully guide you to and through retirement. This show is especially important for individuals who are recently retired or within 5 years of retirement. All this and more on the Retirement Road Map Radio Show hosted by SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP®.

Listen now as we walk you through our unique, SHP 5-Step, Retirement Road Map process and how it is designed to help successfully guide you to and through retirement. This show is especially important for individuals who are recently retired or within 5 years of retirement. All this and more on the Retirement Road Map Radio Show hosted by SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP®.

Did you know that not all trusts are the same? We will be joined by Attorney Keith McManus and Attorney Andrew Garcia of Counsel from McManus Estate Planning to discuss the differences between trusts and the common misconception that all trusts are the same. We will also tell you if a basic trust is enough to protect your assets from the nursing home. In addition, we will also talk about the IRA transition or exit strategy. All that pre-tax money you have built up in these accounts that are taxable when you withdraw them and taxable to the next generation. We will offer tips on how to transition slowly out of those accounts to more tax favorable vehicles moving forward. Finally, we will continue to discuss the volatility in the market, what we are seeing and steps you can take especially if you are close to or in retirement to reduce that volatility. All this and more on the Retirement Road Map Radio Show hosted by SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP®.

We will start with an exciting announcement from Attorney Keith McManus of McManus Estate Planning about an addition to his practice that will also add value to our practice at SHP Financial and then ultimately enhance the lives of our clients and listeners. Then we will talk more about the tax changes and how important it is to be sure your advisor is talking to you about whether or not the tax changes will help or hurt you as well as any new strategies you may want to consider. Finally, from the SHP Weekly Market Report, we will discuss the recent volatility we have seen in the last week or so in the market and some alternatives for you to think about. All this and more on the Retirement Road Map Radio Show hosted by SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP®.

Learn about the SHP 5-Step, Retirement Road Map Process and how it is designed to help successfully guide you to and through retirement. This show is especially important for individuals who are recently retired or within 5 years of retirement. All this and more on the Retirement Road Map Radio Show hosted by SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP®.

First, we will discuss the pros and cons of “gifting” in 2018 with Attorney Keith McManus of McManus Estate Planning. We will go over both the rewards and the risks. Then we will talk about taxes in two different ways: 1) How the different changes that were made will affect you personally and your personal tax life. 2) From the SHP Weekly Market Report, our thoughts on tax reform and how it may impact the market. All this and more on the Retirement Road Map Radio Show hosted by SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP®.