We will be joined by Attorney Keith McManus of McManus Estate Planning to discuss the top, most costly mistakes made when your estate plan and financial plan are not coordinated properly. Also, we will be celebrating some milestone birthdays in the market. This will be a fascinating discussion about where we once were and where we are today with certain instruments in the market. Finally, the War on Seniors and Savers: Why are Bank CD rates still so low? Why aren’t the banks continuing to improve as general rates improve on your money? Where do we see that going over the next 5-10 years from now if we see improvement? 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 as we go through our process and how we help retirees build their own Retirement Road Map® so they can live a worry-free, successful retirement. Also, we will be joined by Attorney Keith McManus of McManus Estate Planning regarding the importance of owning life insurance the correct way. In addition, what are Alternative Investments? What are your options as well as the pros and cons of having them as part of your portfolio? Lastly, in SHP Weekly Market Report, we will discuss the Golden Rule of Investing. 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 as we 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. Also, we will be joined by Attorney Keith McManus of McManus Estate Planning to discuss The Great Wealth Transfer. Learn how to transfer your assets efficiently to the next generation. In addition, we will compare the importance of checking the fees you pay when investing your money much in the same way you check prices when grocery shopping. Finally, in the SHP Weekly Market Report: Should we expect a recession in 2017? 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, hear from special guest Attorney Keith McManus of McManus Estate Planning about the core documents every retiree needs and that are a crucial part of every retirement plan. Lastly, in this week's SHP Market Report: How can you avoid MADD – Market Attention Deficit Disorder? 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®.

As part of our SHP Financial 5-Step, Retirement Road Map® process, we build 5 individual plans consisting of income, investments, taxes, healthcare and legacy which make-up your overall, comprehensive Retirement Road Map. We will discuss one of these 5 areas that is most often overlooked as well as the most important, foundational plan that we feel is most crucial and why. Also, tax season has officially begun so hear our 12 important tax tips to help you as prepare your returns. Finally, the Dow has surpassed 20K and continues to grow. What do you do now? 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®.

Be prepared for the upcoming tax season as we discuss all things taxes! Hear about different strategies and ideas as well as some pitfalls you may want to avoid. 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®.

Special guest Attorney Keith McManus of McManus Estate Planning will discuss future changes for this year as it relates to the Estate Planning Tax Code. Also, understanding the pivotal ages with respect to retirement planning. Certain things should happen at certain ages and we will tell you the most important ones you should know. Finally, a recap of the market for January from the SHP Weekly Market Report. 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.

Hear from special guest, Attorney Keith McManus of McManus Estate Planning share how he is able to help families, just like you, protect assets. Also, the SHP Partners will offer some good advice and tax saving tips to help you prepare for the upcoming tax season. Finally in the SHP Weekly Market Report, what are the possible implications of Dow 20K? 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®.