SHP Retirement Road Map® Show Podcast
1) Episode 263: Do You Have A Full Retirement Plan?
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss the many areas of retirement planning. Derek, Matt, and Keith focus on the difference between having a pile of...Show More
2) Episode 262: A Portfolio Versus A Full Retirement Plan
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis explain the distinction between having just a portfolio and having a full retirement plan. Preparing for the future an...Show More
3) Episode 261: The Tax Train is Coming!
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis continue the journey through the SHP Retirement Road Map®. True retirement planning doesn't just address investments, ...Show More
4) Episode 260: Tax Planning: We May Not All Get COVID, But We All Will Pay For It"
This week, SHP founders, Matthew Peck CFP® CIMA® and Derek Gregoire, continue educating you on the 5 critical areas of retirement planning. In this episode, Derek and Matt begin the deep dive into tax...Show More
Episode 260: Tax Planning: We May Not All Get COVID, But We All Will Pay For It"
28:50 | Feb 26th, 2021
5) Episode 259: Could These Potential Changes Impact Your Legacy Plan?
This week, SHP founders, Matthew Peck CFP® CIMA® and Keith Ellis continue the deep dive into the SHP Retirement Road Map®. They've touched on income planning, investment planning, and legacy planning ...Show More
6) Episode 258: Legacy Planning: Ft. Special Guest Attorney Keith McManus
This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® welcome back Attorney Keith McManus of McManus Estate Planning to continue the discussion on legacy planning. Legacy planning is an...Show More
7) Episode 257: Legacy Planning: Part 1
This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® move on from income and start the discussion on legacy planning. Legacy planning is another key area of the SHP Retirement Road Map...Show More
8) Episode 256: Income Planning Part 3
This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® continue to bring you through the five-step SHP Retirement Roadmap®. Many people do not have a plan that focuses on all five areas....Show More
9) Episode 255: Income Planning Continued
This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® continue to bring you through the five-step SHP Retirement Roadmap®. Derek and Matt want to help make sure you are checking off all...Show More
10) Episode 254: Income Is King
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis take you through step one of the SHP Retirement Roadmap®. Income planning may just be the most important part of retir...Show More