The dangers of procrastinating with your estate plan and leaving your heirs an all-at-once inheritance. Learn more about this concern as we discuss alongside Attorney Keith McManus of McManus Estate Planning. Also understand the importance of having an estate tax analysis done and be sure you’re not giving up thousands of dollars in taxes affecting your retirement. Finally, from the SHP Weekly Market Report: The potential September pitfalls that we hear about in 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®.

The markets are still strong but if you are 3-5 years from retirement, could you be too heavily invested in the market? Don’t get complacent, be sure your investments are still appropriately planned for 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®.

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®.

In this podcast, SHP Financial Co-Founders Derek Gregoire, Keith Ellis and Certified Financial Planner Matthew Peck reveal four government penalties that could affect you as a retiree or pre-retree and how to avoid them.

In this week's show, Derek, Keith and Matt talk to Attorney Keith McManus about the four ways to save on Estate Planning. After that, they give you four penalties you should avoid during retirement. And in our weekly market report, they will be discussing the recent developments with North Korea and the impact that may or may not have on your nest egg. 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®.

For many pro athletes, their peak income-earning years are shorter than the average person. That means they need to be smart about how they put money away for retirement and how they manage their investments. SHP Financial Co-Founders Derek Gregoire, Keith Ellis and Matthew Peck, CFP® share stories of pro athletes that have had to deal with these issues and create a plan to make their earnings last a lifetime. They related these stories to today’s retirees noting that even though the average person has more years to accumulate retirement savings than a professional athlete, there is still a need to create a plan on how to drawn down on that money once you stop working in order to preserve your lifestyle.

Also learn how to protect your wealth for your heirs with Attorney Keith McManus from McManus Estate Planning. And finally, from the SHP Weekly Market Report: Not taking the bait! Don’t change your financial strategy just based on your thoughts on where the market is, stay true to your financial goals and build your plan accordingly. 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 we will discuss taking emotions out of estate planning with Attorney Keith McManus of McManus Estate Planning. Why it is important to begin talking with your loved ones now about how your assets will be passed on in order to save them a lot of time, money and emotional stress down the road. In addition, what it means before and during retirement to be self-employed. We will discuss different ways to save for retirement as well as different ways you can supplement your income in retirement by starting your own business. Finally, from the SHP Weekly Market Report: Are Robo-Advisors the wave of the future? Who they may be appropriate for and why. 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®.

Busy with summer vacation plans? Hear three steps you can take this summer to help you get your retirement plan on track. Additionally, we will discuss the importance of titling your beneficiaries correctly on your accounts with Attorney Keith McManus of McManus Estate Planning. Lastly, from the SHP Weekly Market Report, we will explain the 60/40 approach as well as five challenges facing investors making it less effective. 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 if you are a homeowner and have children, we will reveal a trap in the estate planning world you will want to avoid with special guest, Attorney Keith McManus of McManus Estate Planning. In addition, we will discuss the potential impacts of President Trump’s 2017 Tax Plan. Finally, from the SHP Weekly Market Report: How is the market doing? We will discuss why it is important to use the right benchmark when answering this question. 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®.