Hear the SHP Partners review and discuss their top 17 Financial Resolutions that they feel you should focus on this new year, particularly if you are in or approaching 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 the SHP 5-Step, Retirement Road Map Process 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®.

Start the new year right and learn more about SHP Financial, our processes and how we get you to and through retirement. This will include an overall review of SHP Financial’s Retirement Road Map which includes 5 key areas: an income plan, an investment plan, a tax plan, a healthcare plan and a legacy plan. Each of these five plans work together to build our clients a thorough, holistic retirement road map to fully address all their financial needs and goals. 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®.

Start the new year right and learn more about SHP Financial, our processes and how we get you to and through retirement. This will include an overall review of SHP Financial’s Retirement Road Map which includes 5 key areas: an income plan, an investment plan, a tax plan, a healthcare plan and a legacy plan. Each of these five plans work together to build our clients a thorough, holistic retirement road map to fully address all their financial needs and goals. 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 discussed, potential pitfalls that could arise if your assets are not titled properly as well as tips for taking control of your retirement. Lastly in the SHP Weekly Market Report, President-elect Donald Trump’s cash repatriation plan and the potential benefit to the economy. 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® along with special guest Attorney Keith McManus of McManus Estate Planning.

Also, the basics of creating an estate plan and the core documents you need to get started. In this week’s SHP Market Report, important lessons that you can learn from 3 successful companies that have been in the headlines in recent years. 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® along with special guest Attorney Keith McManus of McManus Estate Planning.

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.

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® and Keith Ellis discuss with Attorney Keith McManus of McManus Estate Planning, the differences between a revocable trust and an irrevocable trust. Also a review of the eight retirement moves couples in their 50’s should start making now. And lastly, the SHP Weekly Market Report: The answers to the five most common questions that we’ve received from investors since the Presidential Election.

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® and Keith Ellis discuss why you may want to do a trial run before you retire and get ahead of your income and retirement planning. Also along with Attorney Keith McManus of McManus Estate Planning, do you know the dangers that can occur when you don’t fund your trust properly? In addition, we will discuss the importance of having a strategy for your required minimum distribution at age 70 ½ as part of your overall retirement plan. And finally in the SHP Weekly Market Report, a review of recent headlines, the election and the impact on the market.

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® and Keith Ellis discuss the SHP 5-Step, Retirement Road Map Process and how it is designed to help guide you to and through retirement. This show is especially important for individuals within 5 years of retirement or recently retired.