This week Derek and Keith tackle the topic of annuities discussing the pros and cons of each from a fiduciary viewpoint. They review the different types of annuities, the situations when an annuity may or may not be an effective tool for you to generate income and the types of advisor you should avoid if you are considering an annuity purchase.

This week SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® discuss 1) The key differences between irrevocable trusts vs. revocable trusts as well as the pros and cons of each as it pertains to your retirement 2) Income planning is a critical component of retirement. Hear how to best turn your retirement accounts like 401K’s, 403b’s, etc. into supplemental income for your Social Security and/or pension 3) SHP Weekly Market Report: How to spot a bubble in the market.

This week SHP Financial Co-Founders Keith Ellis and Matthew Peck, CFP® provide a list of financial books they recommend listeners read this summer. They also tell the "story" of how SHP Financial was founded and interview a local business owner to find out the secrets of his success. Finally, they discuss a new way to access your risk tolerance.

This week SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® look beyond income and investments and discuss the other three important areas of a comprehensive retirement plan: taxes, healthcare and legacy. Additionally, alongside Attorney Keith McManus they talk about asset titling within an estate plan and the assets you put aside for the next generation. Also, how you should best own property so that it is distributed in the most tax efficient manner. In this week’s SHP Market Report, the earning season will be discussed as well as knowing your risk number and risk tolerance. Does your portfolio properly reflect your risk?

This week SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® discuss three key topics in the areas of incoming planning and investment planning for your retirement 1) Ways to help make sure your retirement income will last the rest of your life 2) What you should expect from your financial advisor, including questions you should be asking during your scheduled reviews with respect to income, taxes, healthcare, etc. 3) SHP Weekly Market Report and tips for diversifying your portfolio.

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® and Keith Ellis discuss 1) The core documents or basic fundamentals necessary for a good estate plan 2) Do you know how much risk you are currently taking in your portfolio and does it match your risk tolerance? We will help you understand and find out your risk tolerance 3) SHP Weekly Market Report: Measuring expectations in the stock market, where the bottom market is today and making sense of it all.

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.

Are you worried about Brexit and its impact on you? This week SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® discuss what Brexit means to you and the potential impact on your portfolio. In addition, hear about three crucial tips to help you get through times of market volatility.

Have you ever wondered when you can retire? This week SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® will discuss the six critical components of a properly designed retirement income plan. When you can retire depends on how much income you will have versus how much you will need, and having a comprehensive income plan will help your income last for your lifetime.

This week SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® run down the list of 10 facts about retirement that could – or should - scare you including not having enough money saved for retirement, not having a proper estate plan and how fees and market performance can eat away at your retirement savings.