Retirement Road Map®
by Derek Gregoire, Keith Ellis, and Matthew Peck
July 12, 2025 3:33 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
Matt's Markets on the Move Q2: July 2025
1 week ago083: Smart Tax Planning Strategies to Keep More of Your Retirement Income with Mike Guthrie
2 weeks ago082: How SMAs Help Optimize Tax Efficiency In Your Portfolio with Cam Iarrobino
1 month ago081: How the 2025 Social Security Reforms Will Impact Retirees with Chase Reardon
1 month ago080: How Financial Plans Help Navigate Volatile Markets and Create Peace of Mind with Kyle Britton
2 months ago079: How Practicing Gratitude Builds Deeper Connections and Relationships with John Israel
2 months ago078: Tax-Efficient Financial Planning Strategies for High-Net-Worth Investors with Alina Osokhovska
3 months ago077: Estate Planning Essentials to Help Protect Your Assets and Legacy with Matthew Karr, ESQ
3 months agoMatt's Markets on the Move: April 2025
4 months ago076: How The AI Revolution Is Transforming Business, Investing and Daily Life with BlackRock’s Jay Jacobs
4 months ago