A list of basic documents that everyone should have as a part of their estate plan and why it could be a red flag if your financial advisor is not talking to you about them. SHP Financial's Derek Gregoire, Keith Ellis and Matthew Peck discuss this with with special guest Attorney Keith McManus of McManus Estate Planning.

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 during the summer, 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 how to maximize your social security benefits, includng determining when it's the best time to start drawing down on them as well as how to increase your benefit payments and avoid social security penalties. All this and more with your hosts and SHP Financial Co-Fouders Derek Gregoire, Keith Ellis and Matthew Peck, CFP®.

​​Learn about the five distinct areas of risk for retirees that should be addressed in any retirement plan.

Derek, Matt and Keith share how their 5-Step, Retirement Road Map Process is designed to properly address each of the five areas of risk so that you may have the confidence and clarity to live the type of retirement you deserve - one that is built to perform in any economy. All this and more with Derek Gregoire, Keith Ellis and Matthew Peck, CFP® of SHP Financial.

Do you have minor children or grandchildren as beneficiaries or contingent beneficiaries on your retirement accounts or insurance policies? In this podcast, Derek Gregoire shares a story of a couple who recently came to SHP with accounts that had their minor grandchildren designated as beneficiaries. Attorney Keith McManus of McManus Estate Planning weighs in on the matter and why that may not be the best approach. Also covered, other potential problems you can avoid when leaving assets behind to your children whether they are minors or adults, such as making provisions for timing when the assets can be drawn down, for potential divorce and so on.

Additionally we will discuss the importance of titling your beneficiaries correctly on your accounts with Attorney Keith McManus of McManus Estate Planning. Also, when is the best time to claim your Social Security? 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®.

First you will learn why it is important to work with a team of professionals when it comes to your finances and retirement planning with Attorney Keith McManus of McManus Estate Planning. Then, what type of retirement plan do you want? This is a crucial question for you to think about as we compare the different options available to you. Finally, from the SHP Weekly Market Report: Two key terms to help you determine how much money you should have or leave in the stock market 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®.​

Also, we will share a story of a client who saved just over $100,000 for the next generation just by having a complete, holistic retirement plan. In addition, we will discuss how your retirement could be just like the Titanic. Lastly from our Weekly Market Report: An important ruling from the Department of Labor just recently passed. What it means for you as well as the whole financial world. 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 SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® and Keith Ellis discuss six important steps to take the year before you retire and how crucial it is to have a proper plan. 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.

Many financial advisors often overlook 4 out of the 5 most critical areas of retirement. Learn how to create a retirement plan that addresses all of these important issues. 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®.