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Hosted by Unknown Host · 🇺🇸 US · EN · 123 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 123 episodes published.
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 emot
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.
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, s
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
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
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Retirement Road Map is hosted by Unknown Host. The show is categorised under business (investing) and has published 123 episodes.
Retirement Road Map has published 123 episodes.
Retirement Road Map regularly covers business, investing. It sits in the business category, with a investing focus.
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