What if you forgot about the whole idea of retirement and stopped thinking about it as some sort of a finish line? Instead what if you focused on becoming financially independent? Can you imagine not having to work another day if you don’t want to, or having a steady stream of income that could get you to and through retirement? This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis share the top five things that could help you achieve financial independence!

You’ve worked hard and made sacrifices to save money, but that doesn’t mean you are ready to retire. Some major things you should be thinking about are: What is your plan to reduce taxes on your retirement accounts? What is your plan to file for social security? What is your plan to generate income in retirement, so you can continue to live the lifestyle you want to live? With so many moving parts don’t wait until it’s too late. This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis, walk you through the ultimate 10 point retirement checklist!

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss things you can control within your retirement plan. It's easy to focus on all the things that are going wrong in the world, but most are out of our control. Derek & Matt dive deep into the key areas of a full retirement plan. Having a solid retirement plan is something you should and can control!

This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss all things retirement. They share some ways you can get educated about different areas of retirement. They talk about how important it is to reassess your situation and make sure you have a solid plan in place. Finally, in the weekly market report, they talk about the recovery of the stock market. Don't miss this one!

This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis welcome back Attorney Keith McManus of McManus Estate Planning to talk about the benefits of setting up a trust. This is an important part of having a full retirement plan. Derek, Matt, and Keith take a deep dive into how COVID-19 has had such an impact on the economy. They talk about what this could mean for social security and taxes. Finally, in the weekly market report, Matt talks about the growing tensions with China.

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss the reopening of Massachusetts. They talk about what the economy might look like and specifically what SHP is doing as a firm to keep people in the office safe. Derek and Matt also talk about different types of investors. The clients SHP works with, have full retirement plans that don't just cover their investments.

The goal at SHP Financial is to provide as much value and information as possible. In this bonus episode, SHP Co-founders Derek Gregoire and Keith Ellis discuss the different levels of financial planning. There are many different types of advisors, offering different advice. You may want to make sure you have one that puts your interests first and understands your goals.

The goal at SHP Financial is to provide as much value and information as possible. In this bonus episode, SHP Co-founder Derek Gregoire and Financial Advisor Joe Anderson discussed Social Security benefits. Social Security can be a very important part of having a solid income plan. Joe and Derek addressed common concerns a lot of people have regarding Social Security benefits.

This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis dedicate the show to those of you with pretax accounts. There has been new legislation passed and there are some new ways you can access these funds if it's COVID-19 related. Derek, Matt, and Keith talk about the taxability of these retirement accounts and how you may be able to save money from a tax standpoint. Finally, the guys talk about the importance of diversification in your portfolio and knowing your risk.

The main goal at SHP Financial is to provide as much value and information as possible, around what's happening in the world right now. People have been affected by COVID-19 in so many different ways. In this bonus episode, SHP Founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis talked about the stock market closing on a high note. They also discussed whether or not drug companies are making any progress. You don't want to miss this one!