Retirement Road Map®
by Derek Gregoire, Keith Ellis, and Matthew Peck
October 31, 2024 1:00 am
Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today’s retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trademarked Retirement Road Map® is a holistic planning process that focuses on the 5 key areas of retirement planning: Income planning, investment planning, tax planning, health care planning, and legacy planning. The Retirement Road Map is your guide to financial freedom and will prepare you for the retirement you’ve always dreamed of and deserve!
Recent Episodes
066: How to Change the World in Retirement with Matt Glynn
2 weeks agoMatt's Markets on the Move: October 2024
1 month ago065: Why Elections Shouldn’t Change Your Investing Mindset with David Hathaway
1 month ago064: Examining Nvidia’s Impact on AI and the Technological Revolution with Raphael Hanna
2 months ago062: Legacy Planning Strategies to Secure Your Wealth with Matthew Karr, Esq
3 months ago061: Questions to Ask When Adding Alternative Investments to Your Portfolio with Mike Prescott
3 months ago060: Matt's Markets on the Move with Laura Russo
4 months ago059: Protecting Yourself From Identity Theft, Crypto Fraud & Scams with Dave Chaves
5 months ago058: How Much Money Do I Need to Retire?
5 months ago057: How HSAs and Healthcare Are Vital Components of a Retirement Plan with Scott Hokanson
5 months ago