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Podcast

Retirement Road Map Podcast

Welcome to the Retirement Road Map podcast by SHP Financial, where retirees and pre-retirees gain insights, actionable strategies, and guidance to achieve their dream retirement. Let us help you retire with confidence and financial freedom!

Jon Diorio Blackrock
Retirement Roadmap Podcast

The Emergence of Private Equity, Private Credit & Alternatives with BlackRock’s Jon Diorio – Ep 092

David Chaves
Retirement Roadmap Podcast

Estate Planning Essentials: How Trusts & Gifting Protect Your Legacy with Attorney David Chaves – Ep 091

kyle britton-beyond portfolio
Retirement Roadmap Podcast

Going Beyond the Portfolio: Transitioning Into Retirement with Confidence with Kyle Britton – Ep 090

Nathan Hartseil - Fannie Mae and Freddie Mac
Retirement Roadmap Podcast

The Future of Fannie Mae and Freddie Mac and What Privatization Could Mean for Homebuyers with Nathan Hartseil – Ep 089

Alina Osokhovska
Retirement Roadmap Podcast

The Importance of Retirement Planning for Women and Widows with Alina Osokhovska, CFP® – Ep 088

Aimee Yawnick
Retirement Roadmap Podcast

How Death Doulas Help Families Navigate End-of-Life with Love & Compassion with Aimee Yawnick – Ep 087

Raphael Hanna
Retirement Roadmap Podcast

Career Insights for New Grads Aspiring to Become Financial Advisors with Raphael Hanna – Ep 086

Kyle Casserino
Retirement Roadmap Podcast

How Donor-Advised Funds Simplify Charitable Giving And Maximize Tax Benefits with Kyle Casserino – Ep 085

Alina Osokhovska
Retirement Roadmap Podcast

Examining the Big Beautiful Tax Bill & What it Means for Your Retirement with Alina Osokhovska – Ep 084

Mike Guthrie
Retirement Roadmap Podcast

Smart Tax Planning Strategies to Keep More of Your Retirement Income with Mike Guthrie Ep 083

Cam Iarrobino
Retirement Roadmap Podcast

How SMAs Help Optimize Tax Efficiency In Your Portfolio with Cam Iarrobino – Ep 082

Chase Reardon Social Security Reforms
Retirement Roadmap Podcast

How the 2025 Social Security Reforms Will Impact Retirees with Chase Reardon – Ep 081

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SHP Retirement Road Map©

01

Income Planning

A strong and predictable income stream is the backbone of your retirement plan. Our planning strategies help ensure financial advisors offer guidance and support to help maximize your retirement income for comfortable living.

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02

Investment Planning

Smart investment planning balances risk and reward to help maximize returns. We conduct a risk assessment of your portfolio and identify growth and fee reduction opportunities.

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03

Tax Planning

Everyone pays taxes. Our thorough tax-planning strategies ensure you don’t pay more than you should, preserving your wealth legally and ethically.

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04

Health Care Planning

Healthcare is a major expense in retirement that extends to the end of life. We help ensure you are prepared through education, careful foresight, and comprehensive planning.

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05

Legacy & Estate Planning

At SHP Financial, we help you instill a plan that honors your memory and wishes, helping to ensure a seamless transfer of assets to loved ones and charities after death.

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