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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!
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Contact path
Verified email
Booking probability
35%
Guest openness
Selective
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Signup to Generate a PitchWelcome 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.
Recent episodes include "114: The Real Reason Your Investing Strategy Should Change Before You Retire with Mike Guthrie, CIMA®" (21 October 2026, 37 minutes), "112: The Tough Retirement Conversations You Need to Have Before You Retire with Aidan Arone, CFP®" (23 September 2026, 26 minutes), and "111: How Spousal Planning Creates Greater Confidence in Retirement with Nick Nelson" (9 September 2026, 41 minutes).
Retirement Road Map publishes roughly every two weeks, with episodes averaging 33 minutes across 129 episodes.
Booking probability for Retirement Road Map is 35%, and the host is rated Selective on guests. Retirement Road Map requires a Pod Score of 80 or higher. Retirement Road Map's contact route on record: verified email.
The strongest fits for Retirement Road Map are Investing & Wealth Management. Retirement Road Map has a business audience.
Retirement Road Map is a business podcast with 129 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #114
The investment strategy that helped you build your retirement savings may not be the same strategy you need once you retire. When you're working and consistently contributing to your portfolio, growth is typically the...
Episode #112
When you think about preparing for retirement, it's easy to focus on whether you've saved enough, when to claim Social Security, or how your investments will generate income. But some of the most important retirement...
As couples approach retirement, their biggest question is typically whether they've saved enough to cover their expenses and enjoy the retirement they've worked so hard for. But what happens when one spouse passes away...
Episode #110
Retirement isn't only about leaving your career behind. It's also about knowing what you're retiring to and making sure the financial decisions you make along the way support the life you want to create. And when taxes...
Episode #109
One of the most common questions that we hear from our clients isn't whether they've saved enough; it's whether their savings can actually provide the income they need to live the retirement they've envisioned. Building...
Retirement is often viewed as a financial milestone, but many retirees discover that their biggest challenges have little to do with money. Many wish they had retired sooner, spent more confidently, prepared for the...
Retirement Road Map
Join SHP Financial Co-Founder Matt Peck, CFP ® , CIMA ® , and Lead Advisor, Laura Russo as they discuss current market trends and their potential impact on your financial future.
Episode #107
Many retirees assume the biggest Social Security decision is simply choosing the right age to claim benefits. But the reality is far more complex. Your Social Security strategy can affect your retirement income, taxes...
The average person spends most of their life preparing for retirement, only to discover that having enough money is just one piece of the puzzle. Once the paychecks stop and the daily routine disappears, retirees often...
<p>The average person spends most of their life preparing for retirement, only to discover that having enough money is just one piece of the puzzle. Once the paychecks stop and the daily routine disappears, retirees...
<p>Market volatility can cause even the most disciplined investors to second-guess their decisions. When headlines dominate the news cycle and emotions begin to take over, many retirees risk making short-term financial...
<p>One of the biggest misconceptions investors have about retirement planning is that a healthy portfolio with large balances guarantees retirement success. But without a comprehensive plan that accounts for the income...
Episode #103
<p>Without a comprehensive financial plan that accounts for taxes, income strategies, and long-term goals, it's easy to overlook opportunities that could significantly impact your financial future. The reality is that...
<p>For many people, investing money into a 401(k) is the foundation of their retirement. Unfortunately, most investors don't fully understand how these plans work or how to take full advantage of them. From contribution...
Retirement Road Map
<p>SHP Financial Co-Founder, Matt Peck, CFP®, CIMA®, and Lead Advisor, Laura Russo, sit down for their quarterly market update. Matt and Laura will take a look back at Q1, discuss the current state of the markets, where...
<p>Financial planning is a lifelong process that evolves with each stage of life. Yet many people either start too late or focus on the wrong priorities and miss key opportunities that could significantly impact their...
<p>With over 20 years of financial planning experience and having helped thousands of retirees and pre-retirees successfully plan for retirement, we've learned which planning mistakes can derail retirement and which...
<p>Planning for retirement doesn't always stop with your own financial future. For many families, helping children or grandchildren afford a college education has become one of the biggest priorities facing retirees and...
<p>Planning for the future doesn't stop once your estate documents are signed. As laws change, family dynamics evolve, and asset values grow, outdated estate plans can create unintended consequences.</p> <p>In this...
<p>Mentally preparing for retirement often generates more questions than answers. From wondering if you've saved enough to figuring out when you can finally stop working, many pre-retirees feel uncertain about what...
Recent guests on Retirement Road Map. Study who booked and why before you pitch.
chiropractor, author, founder, Keller Williams Realty Eugene & Springfield
co-leader of Troutman Pepper Locke's Consumer Financial Services Regulatory Practice, OSF HealthCare St. Mary Medical Center
Senior Wealth and Fiduciary Planning Analyst, Wilmington Trust’s Emerald Family Office & Advisory
Co-Founder, Anderson Financial Strategies
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