Retirement Road Map®
by Derek Gregoire, Keith Ellis, and Matthew Peck
April 18, 2024 12:00 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
054: How Great Leaders Make Dreams Possible with Chris Smith
2 weeks agoMatt's Markets on the Move: April 2024
2 weeks ago053: Teaching Your Kids About Money, Budgeting and 401(k) Plans with Mike Guthrie
4 weeks ago052: How to Build a Legacy with a Family First Mindset with Michael Hyatt
1 month ago051: Important Changes to the Tax Cuts and Jobs Act with Chase Reardon
2 months ago050: Leveraging Home Equity to Secure Your Financial Future and Retirement with Nathan Hartseil
2 months ago049: An Inside Look at the SHP Solutions Teams with Nick Nelson
3 months ago048: The Corporate Transparency Act: Important Changes For Business Owners with David Chaves
3 months agoMatt's Markets on the Move: January 2024
4 months ago047: How Legacy Planning is More Than an Estate Plan with Mark Kenney
4 months ago