In this podcast, SHP Financial Co-Founders Derek Gregoire, Keith Ellis and Certified Financial Planner Matthew Peck CFP® shares what he learned at a recent J.P.Morgan conference in New York about the major reasons why the financial markets have seen less major swings.

Listen now as we walk you through our 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®.

If you were a baby boomer lucky enough to save enough money, have you thought about how to best pass that wealth on to the next generation? With the help of Attorney Keith McManus of McManus Estate Planning, we will discuss the Great Wealth Transfer and how to transfer your assets efficiently, especially from a tax standpoint, to the next generation. Then we will talk about what a first conversation with a financial advisor should be like, what topics you should be discussing and more importantly, what conversations you should be having ongoing for situations like annual reviews, etc. Finally from the SHP Weekly Market Report: Another milestone, the Dow hit 23K. We will discuss the arguments about why it will keep going up and keep going down. 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®.

Just like athletes warming-up before a big game, you don’t want to enter into retirement blindly. Learn why you should have a practice run first. Then we will be joined by Attorney Keith McManus of McManus Estate Planning to discuss the importance of making sure you protect the inheritance of those you care about the most. Also, will you be retiring as a millionaire? As you add up your bank and retirement accounts, for many it really can add up a million dollars. Learn the steps you should take if you are in this position. Finally, from the SHP Weekly Market Report: Behavioral Finance. As an investor, are you rational? 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®.

This week we highlight an article recently published by the AARP about a particular type of annuity. We’ll get into the pros and cons and how to tell if an annuity is right for your particular situation. Then, we discuss a crucial term you should know which is goals-based financial planning. Finally, in our weekly market report, we’re going to take some time to remember Black Monday and how that important financial event that took place back in October of 1987 has impacted how we still feel about the market today. 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 six important steps to take the year before you retire and how crucial it is to have a proper plan in place. At SHP Financial, our Retirement Road Map® process is designed to provide you a personalized, comprehensive plan to help you get to and through 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®.

We will also discuss the difference between revocable versus irrevocable trusts as well as when one may be more appropriate over the other with Attorney Keith McManus of McManus Estate Planning. In addition, we will dive into Social Security and the importance of working with a team of professionals who can best advise you and help you make an educated decision about when to take it based on your overall retirement plan. Finally, from the SHP Weekly Market Report: Understand Marketing Corrections. Do you know how much risk you are taking as well as what it could mean for your ability to retire and stay retired? 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 addition, listen as we explain what SHP Financial's Retirement Dinner workshops are and why they are different than what you might expect. Also, hear about several real-life stories of clients who have come in to see us and how we helped them identify huge holes and tax traps in their estate plans that we were able to help them fix. Similarly, we will discuss the importance of getting a second opinion on your finances. Finally, from the SHP Weekly Market Report: What does unwinding the balance sheet mean? 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 addition, how to have the difficult conversation with your parents about estate planning followed by the importance of talking with your children about inheriting money, tax liabilities as well as the steps they should take if something should happen to you. Finally, from the SHP Weekly Market Report: What is a private equity fund and could it be beneficial to your portfolio? 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®.

Also learn more about the importance of having all your financial professionals working together. Joined by Attorney Keith McManus of McManus Estate Planning, we will discuss the benefits of having your financial advisor, your CPA, and your estate planning attorney all working together on your behalf. Finally, from the SHP Weekly Market Report: The differences between active management versus passive management. 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®.