Hosted by Unknown Host · 🇺🇸 US · EN · 119 episodes
Established thought leaders with verified media credentials.
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!
Unknown Host hosts Retirement Road Map, a business show with 119 episodes published.
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 f
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 move
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, tax
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 even
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 lim
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 we
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 long-
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 strateg
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 pre
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. In this episode, Keith
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 comes ne
As we kick things off in 2026, it's a natural time to reflect on how quickly time passes and how important it is to have a plan that evolves as life, markets, and priorities change. Volatility, political uncertainty, and
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 2025, discuss the current state of the markets, where w
It's a new year, and financial uncertainty continues to be a pressing topic for investors. Questions around interest rates, inflation, tariffs, artificial intelligence, and global market stability continue to dominate he
For many investors, 2025 has raised difficult questions about safety, inflation, global instability, and how to protect wealth in an increasingly unpredictable environment. With gold posting some of its strongest perform
For many young adults and new parents, getting their savings or investment plans started can feel intimidating. Despite all the information available online, most don't realize that setting aside small amounts early—$25
For many investors approaching or navigating retirement, the world of private markets can feel intimidating. Over the past 30 years, the number of public companies in the capital markets has declined by 30% while private
For many families, estate planning creates a feeling of anxiety, which is a big reason why they put it off for another day. From probate costs to nursing home spend-downs, failing to plan can leave loved ones vulnerable
For most of your life, retirement planning has likely centered around saving and building wealth. But what happens when the paychecks stop and it's time to start replacing your income withdrawing from your retirement sav
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Retirement Road Map is hosted by Unknown Host. The show is categorised under business (investing) and has published 119 episodes.
Retirement Road Map has published 119 episodes.
Retirement Road Map regularly covers business, investing. It sits in the business category, with a investing focus.
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