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 investments and having a full retirement plan. They share ideas to potentially help reduce any troubles you may have this year or in the future. Listen in to find out how you can educate yourself!

Episode 263: Do You Have 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 and building a full plan is critical. Derek, Matt, and Keith discuss the importance of educating yourself and planning to benefit your future. Educate yourself now and thank yourself later!

Episode 262: A Portfolio Versus A Full Retirement Plan

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, but the 5 critical areas of retirement. This week Derek, Matt, and Keith start the deep dive into tax planning. Don't miss this one!

Episode 261: The Tax Train is Coming!

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 planning. Many people don't think about this as being an important part of planning, but Derek and Matt are here to tell you it's one of the most important things to consider when preparing for retirement.

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 Keith Ellis continue the deep dive into the SHP Retirement Road Map®. They've touched on income planning, investment planning, and legacy planning so far. For this episode, Keith and Matt continue to bring you through legacy planning and potential changes that could impact your estate plan.

Episode 259: Could These Potential Changes Impact Your Legacy Plan?

Keith McManus

This week, SHP Co-founders, Derek Gregoire &amp; Matthew Peck CFP® CIMA® welcome back Attorney Keith McManus of McManus Estate Planning to continue the discussion on legacy planning. Legacy planning is another key area of the SHP Retirement Road Map®. You have worked so hard to save for retirement, it is important to think about what you want to happen to your hard-earned money.

Episode 258: Legacy Planning: Ft. Special Guest Attorney Keith McManus

This week, SHP Co-founders, Derek Gregoire &amp; 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®. You have worked so hard to save for retirement, it is important to think about what you want to happen to your hard-earned money.

Episode 257: Legacy Planning: Part 1

This week, SHP Co-founders, Derek Gregoire &amp; 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. In the last few weeks, the SHP Partners talked about mapping out a budget, finding out your fixed Income, and proper allocation. This week they continue to make their way through income planning. Do you know if you have a full retirement plan or just a pile of investments? Listen in for some income planning tips.

Episode 256: Income Planning Part 3

This week, SHP Co-founders, Derek Gregoire &amp; 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 the boxes, crossing all T’s, and dotting all I’s. Many people do not have a plan that focuses on all five areas. In the last few weeks, the SHP Partners talked about mapping out a budget and finding out your fixed Income. This week they take an even deeper dive into income planning; specifically addressing proper allocation for setting up an income plan.

Episode 255: Income Planning Continued

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 retirement planning. It is crucial to know where your paycheck will come from once you stop working. Derek, Matt, and Keith take a deep dive into the first of the five key areas of planning.

Episode 254: Income Is King

For close to 12 years, SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® CIMA® and Keith Ellis have been hosting this weekly financial talk radio show, with the mission of empowering today's retirees and pre-retirees - so you can make better financial decisions for your future.  Each week you'll hear timely financial news and topics, along with local and national guest interviews, all geared towards helping you get to and through retirement. We invite you to listen live each week or subscribe to our podcast! Live each week on the following radio stations:WBZ 1030 AM -  Saturdays 9 - 10 p.m. WRKO 680 AM - Saturdays 7 - 8 a.m. WXTK 95.1 FM -   Saturdays 6 - 7 a.m

For close to 12 years, SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® CIMA® and Keith Ellis have been hosting this weekly financial talk radio show, with the mission of empowering today's retirees and pre-retirees - so you can make better financial decisions for your future. Each week you'll hear timely financial news and topics, along with local and national guest interviews, all geared towards helping you get to and through retirement. We invite you to listen live each week or subscribe to our podcast! Live each week on the following radio stations: WBZ 1030 AM - Saturdays 9 - 10 p.m. WRKO 680 AM - Saturdays 7 - 8 a.m. WXTK 95.1 FM - Saturdays 6 - 7 a.m

SHP Retirement Road Map® Show

This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will gear the show toward folks in the "high net worth" market. High net worth, is someone who makes two hundred thousand dollars or more yearly, and/or has one million dollars or more of investable assets. Derek, Matt and Keith, will share some strategies that should be involved in your retirement planning process. The guys will go over the top 5 things that should be considered, if you fall in that “high net worth” category. You need to have an advisor that can handle a higher level of planning.

High Net Worth Planning

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis are talking about decisions. Your whole life is made up of decisions and that goes for your financial situation as well. The guys will bring back Attorney Keith McManus, of McManus Estate Planning, to talk about the 4 major benefits of setting up a trust. Setting up a trust, is a very important decision to consider in regards to the estate planning part of SHP’s 5 step Retirement Road Map® process. Retirement planning comes with a lot of decision making and SHP Financial wants to help make sure you are prepared for that. Also, if you haven’t already done so, make sure to download our audio book by texting shpbook to 21000.

Important Retirement Planning Decisions

This week’s show is specifically designed for the listeners, who are approaching retirement. SHP Founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®CIMA®, are going to tell you the 6 important steps to take in the year prior to retiring. 70% of people who come into the SHP office don’t have a written plan. You have worked your whole life to save, so Derek, Matt, and Keith will outline exactly what you need to do in preparation.

Steps To Take In the Year Before You Retire

This week’s show is specifically designed for the listeners, who are approaching retirement. SHP Founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are going to tell you the 6 important steps to take in the year prior to retiring. 70% of people who come into the SHP office don’t have a written plan. You have worked your whole life to save, so Derek, Matt, and Keith will outline exactly what you need to do in preparation.

The 6 Steps To Take In The Year Before You Retire

Taking a step back this week, SHP Founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis bring the focus back to the SHP Retirement Road Map®. The guys break it down step by step for you. What is the SHP Retirement Road Map® and how does it apply to you? This show is for everyone. Maybe you are working with an advisor, or you just have a pile of investments and have saved up some money in different retirement accounts. Derek, Matt, and Keith will help you discover if you have a proper plan in place!

The SHP Retirement Road Map Explained®

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will walk us through the SHP Retirement Road Map®. They will take us through the 5 critical steps: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Legacy Planning. These are very important areas to focus on when getting ready to retire. Now that we have entered a new year, it is important that you think about your retirement plan.

The 5 Critical Areas Of Retirement Planning

This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis welcome back Attorney Keith McManus, who will discuss your mindset and what you can expect in an initial estate planning meeting.The next segment will be important if you have retirement accounts because Derek, Matt and Keith, will discuss required minimum distributions. There are so many different ways to handle RMD's, so it is important to plan ahead for them. Finally, in the weekly market report the guys will discuss how to keep your portfolio cool in the heat.

Keep Your Portfolio Cool In The Heat

This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis walk us through the SHP Retirement Road Map®. The will take us through the 5 steps: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Legacy Planning. These are very important areas to focus on when getting ready to retire. They will also explain, what is different about SHP and what makes us stand out. You don't want to miss this one!

The Show Of All Shows

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. The will take us through the 5 steps: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Legacy Planning. These are very important areas to focus on when getting ready to retire. They will also explain, what is different about SHP and what makes us stand out. You don't want to miss this one!

The SHP Retirement Road Map

This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will talk about what to do now that the 2018 tax season has come to an end. They will discuss some strategies to help save in 2019. Next, the guys are joined by Attorney Keith McManus, from McManus Estate Planning, to discuss the problems that can arise, when you have one property with multiple owners. Finally in the weekly market report, Matt will discuss the difference between risk capacity and risk analysis.

Strategies for 2019

This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, discuss how with the 2018 tax deadline approaching, some of you may be questioning whether or not you could have done things differently to save on taxes this past year. There could be some tax planning opportunities you may have missed because tax planning is an under observed area with many advisors. Next, Derek, Keith, and Matt, welcome back Attorney Keith McManus, from McManus Estate Planning, to discuss the four benefits of setting up a trust. Finally, in the weekly market report, the guys talk about the yield curve and what it means for your investments and your retirement plan.

Tax Planning Missed Opportunities

This week, SHP Co-founders Derek Gregoire and Matthew Peck CFP® CIMA®, will talk about a few different, very important areas of your retirement road map. They will start by bringing back Attorney Keith McManus, of McManus Estate Planning, to discuss the dangers that will arise if you don’t properly list beneficiaries on your documents. Derek and Matt, will also discuss behavioral finance in depth. They will explain why some folks get a different rate of return than others and why letting your emotions play a role in decision making can be dangerous. SHP can help so you are not making decisions on the fly. Also, if you haven’t already done so, make sure to download the SHP Retirement Road Map audio book, by texting shpbook to 21000.

Don't Make Decisions On The Fly

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will talk about what a first and second appointment look like and what to expect during a visit with a financial firm in general. With a lot of advisors advertising out there, it can be intimidating. Derek, Matt and Keith will let you know what to expect when you visit with SHP. In hopes of helping you prepare, the guys will take you through the SHP Retirement Road Map®, or the 5 worlds they think are most important, when preparing for retirement. The 5 areas that are most important are income planning, investment planning, tax planning, health care and legacy planning. They will walk you through step by step.

The 5 Worlds Of Retirement Planning

 The 6 Steps To Take In The Year Before You Retire

This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will discuss many important areas of you retirement. The guys welcome back Attorney Keith McManus, of McManus Estate Planning to discuss some things to keep in mind when you have a blended family. Derek, Matt, and Keith will also reveal the most important question that the SHP advisors receive on a daily basis. Finally, in the weekly market report, CFP Matt Peck will help to make sense of the Fed's latest decision.

The Most Important Question

Merry Christmas from SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis! This week the guys will unwrap the importance of having a full retirement plan. They will take you step by step through the top three most important areas you need to account for, if nearing or already in retirement.

Top 3 Areas To Have A Plan For

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis, will discuss a huge change in legislation, The SECURE Act. What is it? How will affect you? The SECURE Act or "Setting Every Community Up for Retirement Enhancement" bill that President Trump signed, will include changes like, what age you will need to take your RMD’s and how long you will have to deplete an inherited IRA etc. Derek, Matt, and Keith will also discuss changes in Medicare part A and B premiums and deductibles. It is hard to know where the economy is headed in 2020, but that's why you need to have a full retirement plan.

How the SECURE Act Will Affect You

SHP Retirement Rod Map®

This week, SHP founders, Derek Gregoire and Matthew Peck CFP® welcome back Attorney Keith McManus, of McManus Estate Planning. Attorney McManus will give some tips about when to review and update your estate plan or trust. In the next segment, Derek and Matt, will share a couple of stories involving social security. It is important to have a plan for your social security because there could be strategies you may not be aware of when it comes to how, or when to take it. Finally, the guys continue the discussion on volatility in the market lately. They will share two ways to look at your portfolio and give it a stress test.

Give Your Portfolio A Stress Test

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