RETIREMENT ROAD MAP PODCAST
Welcome to Retirement Road Map® by SHP Financial—a podcast empowering today’s retirees and pre-retirees to make informed financial decisions that will help allow them to pursue their biggest goals and live their best life in retirement.
Join SHP as we share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, all aimed at preparing you for the retirement you’ve always dreamed of. Our holistic planning process has helped thousands of families retire with ease. We’d love to help you too!
The Retirement Road Map® is your guide to financial freedom. Are you ready to start your journey? Let’s go!
Legacy Planning Strategies to Secure Your Wealth with Matthew Karr, Esq – Ep 62
If you’ve made smart financial decisions, secured your nest egg for retirement, and accumulated enough wealth to leave behind, you’ll undoubtedly have questions about minimizing estate taxes. It’s one thing to pay your fair share of ...
Questions to Ask When Adding Alternative Investments to Your Portfolio with Mike Prescott – Ep 61
Alternative investments: Perhaps you’ve heard of them or even dabbled with them in your portfolio. The alternative marketplace has grown rapidly over the past few decades, with no signs of stopping. If you have questions about ...
Matt’s Markets on the Move with Laura Russo – Ep 60
What’s happening in the markets? What indicators should we look at right now, and what can we expect to see in the coming months? In today’s episode, Matthew Peck is joined once again by SHP Financial’s ...
Protecting Yourself From Identity Theft, Crypto Fraud & Scams with Dave Chaves – Ep 059
Today’s digital world is full of thieves and scammers looking to access your information and use scare tactics to steal your hard-earned money from you and your family. Victims of these fraud scams are often retirees ...
How Much Money Do I Need to Retire?
At SHP Financial, we help our clients with many common or technical questions such as, “What is a required minimum distribution?” or “What’s a Roth conversion?” However, one of the most popular questions we hear is, ...
How HSAs and Healthcare Are Vital Components of a Retirement Plan with Scott Hokanson – Ep 057
Health insurance, Medicare, and long-term care are deeply intertwined with your taxes and legacy plan. If you’ve done well and saved money for retirement by making sound financial decisions in your working years, we want to ...
The Tax Implications of an Inheritance for Beneficiaries with Mark Kenney & Amanda Glennon – Ep 056
Losing a loved one is one of the most challenging and emotional periods in anyone’s life. When assets, such as property and investments, are left to their beneficiaries, many families have a difficult time knowing where ...
SHP’s Philosophy on Financial Planning & Asset Management with William Malagodi – Ep 055
In early 2023, SHP Financial passed the $1 billion threshold in AUM, or assets under management. If you’ve ever wondered what goes into running a firm of this size, how we choose our managers, and how ...
No statements made during the Retirement Road Map® podcast shall constitute tax, legal, or accounting advice. You should consult your own legal or tax professional on any such matters. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk, and unless otherwise stated are not guaranteed. Our Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through SHP Financial, LLC. Our advisors and insurance reps may offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product.