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®.

SHP Financial Co-Founder, Matthew Peck, CFP® discusses the potential economic impact of the Trump administration's upcoming budget and tax plans not just for Wall Street but on your personal finances and retirement planning during a recent interview on Boston-based radio station, WRKO with morning show host, Kim Carrigan.

A review of the top 4 retirement concerns from audience members of one of our recent SHP Retirement Planning Workshops. In addition, we will cover how to protect your wealth for future generations with Attorney Keith McManus of McManus Estate Planning. We will also discuss how to do a tax analysis on your RMDs, IRAs, etc. This is an area often overlooked but the tax angle can be critical to your success or failure in retirement. Finally, from the SHP Weekly Market Report: The strategy behind the saying in equities, “Sell in May and Go Away.” Why this is advice you don’t want to follow. 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 one common question that we are often asked which is the difference between a revocable and irrevocable trust alongside Attorney Keith McManus of McManus Estate Planning. In addition, if you are a higher-income earner that is saving for retirement, you may be in a different position than most. We will talk about some different strategies for higher-income earners to consider to help you get to and through retirement. Finally, in our SHP Weekly Market Report: How to protect yourself from pilot error when it comes to the stock 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®.

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 within 5 years of retirement or recently 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®.

First, we will review three common misconceptions that many people have regarding trust planning with Attorney Keith McManus of McManus Estate Planning. Then, for many years the #1 retirement concern for folks was running out of money. However, there is now a new #1 retirement concern topping the list that we will discuss. Finally, in the SHP Weekly Market Report: The French Election and what it could mean for you as well as 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®.

Have you outgrown your financial advisor? We'll tackle this question with Attorney Keith McManus of McManus Estate Planning. Then, we'll talk about the benefits of working with a fiduciary and we end the show with a discussion on volatility and how controlling it can lead to a successful 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 how a change in your perspective can help you be better prepared for retirement. Then we will reveal some estate planning traps that you will want to avoid with special guest, Attorney Keith McManus of McManus Estate Planning. In addition, how to create your own retirement income stream that lasts as long as you do. Finally, in our SHP Weekly Market Report we will discuss concerns over rising interest rates and whether or not investors should sell their bonds. 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 within 5 years of retirement or recently 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®.

On this week’s show, we will be discussing All Things Your Retirement. First, we will walk you through our SHP, 5-Step Retirement Road Road Map® Process and explain how it is designed to get you to and through retirement. Next, we will be joined by Attorney Keith McManus of McManus Estate Planning to discuss ways to protect your wealth and inheritance. How just a few tweaks can enhance this benefit from a tax and efficiency standpoint. Also, income is a crucial part of any retirement plan. We will talk about the importance of a Retirement Income Analysis, what it entails and if you should have one. Finally, in our Weekly Market Report: What is the major difference between ETFs and mutual funds? Which one is the better option for you? 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®.