Learn how to create a “60-Minute Budget,” one of the most important things that will help you determine how much income you will need in retirement to support your lifestyle. Also, we will discuss important changes in 2018 as it relates to your estate plan as well as taxes with respect to your estate plan alongside Attorney Keith McManus of McManus Estate Planning. In addition, we will tell you how to prepare for your first meeting with a financial advisor including questions you will want to ask. Finally, from the SHP Weekly Market Report: Expectations for 2018. 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®.

Do you have a financial team in place all working for you? We will discuss how important it is to have the right team of experts including a lawyer for estate planning to a CPA for tax purposes all willing to work with your financial planner to save you time and money. Then we will explore all the different types of financial advisors out there. Financial planning is so much more than just investing so make sure you know you are getting all the fiduciary-based advice you should be. Finally, from the SHP Weekly Market Report: When can you afford to take market risks in 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®.

Get your retirement plan started right and learn more about SHP Financial, our processes and how we get you to and through retirement. We will start the show by reflecting on the year-end, discuss goals for the new year and then provide you with an overall review of SHP Financial’s Retirement Road Map Process. This will include discussing 5 key areas in the process: an income plan, an investment plan, a tax plan, a healthcare plan and a legacy plan. Each of these five plans work together to build our clients a thorough, holistic retirement road map to fully address all their financial needs and goals. 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®.

Start the new year right and learn more about SHP Financial, our processes and how we get you to and through retirement. This will include an overall review of SHP Financial’s Retirement Road Map which includes 5 key areas: an income plan, an investment plan, a tax plan, a healthcare plan and a legacy plan. Each of these five plans work together to build our clients a thorough, holistic retirement road map to fully address all their financial needs and goals. 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®.

With so many financial advisors and banks out there, learn what makes SHP Financial different from all the rest. We will also be joined by Attorney Keith McManus of McManus Estate Planning to discuss how to best protect your inheritance. To help explain, we will share a story of a couple with a $2.5 million estate and what we did to help them. Then we will share tips with you on how you can finish the year like a financial expert. Learn about 6-8 items that could have a lasting impact on your life. Finally, from the SHP Weekly Market Report: Tax Harvesting. We will discuss what this strategy is and how it is utilized for non-IRA accounts. 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®.

What type of planner are you? As you prepare for retirement, we will discuss some financial as well as personal goals you should think about as well as the type of conversations you should be having with your advisor. Also, we go over the basic, core documents needed as part of your estate plan with Attorney Keith McManus of McManus Estate Planning. Then we will review the top six things no one tells you about retirement. Too often many retirees look forward to the rewards of retiring but end up caught off guard by the facts of their new life. And finally, from the SHP Weekly Market Report: Bitcoin and crypto currency. What are the pros and cons of this new currency craze? 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 on the show, we will discuss the differences between an irrevocable and a revocable trust as well as the pros and cons of each with special guest Keith McManus of McManus Estate Planning. Then, from our SHP Weekly Market Report, our Certified Financial Planner, Matthew Peck shares our take on Safe Savings Rates for different stages of your life. And finally, do you know if your financial professional is a broker, agent or holistic financial planner? We’ll discuss the distinct differences between them and why it’s critical for you to know who you are working with. 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®.

In the spirit of Thanksgiving, Derek, Matt and Keith share what they’re thankful for and offer some financial tips as we approach the busy shopping season. Then our special guest Keith McManus of McManus Estate Planning discusses the differences between an irrevocable and a revocable trust as well as the pros and cons of each. From our SHP Weekly Market Report, our Certified Financial Planner, Matthew Peck shares our take on Safe Savings Rates for different stages of your life. And finally, do you know if your financial professional is a broker, agent or holistic financial planner? We’ll discuss the distinct differences between them and why it’s critical for you to know who you are working with. 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 in as we discuss tax planning and more specifically how the new tax plan could affect you. Also, the 3 important things you should consider now if you are 5 years or less from retirement. Finally, from the SHP Weekly Market Report: Where has all the volatility gone in the market? Will it stay low volatile for the foreseeable future? 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®.