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 so 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!
529 Plans: How to Get the Most from Your Education Savings with Mark Kenney, CFP® and Matthew Peck, CFP®, CIMA® – Ep 032
With income tax season in the rearview, some people tend to shift their focus to saving toward a child's education. This time of year, we'll often hear questions like: What are the best options? Wasn't there ...
Special Market Update: The Debt Ceiling Crisis with Matt Peck – Ep 031
Amidst the headlines about Congress debating the Federal Government's debt ceiling, it's easy to feel overwhelmed by all the details. But worry not, because we have Matthew Peck, CFP® CIMA®, co-founder of SHP Financial! Listen ...
Helping Clients Dream Big and Find Their Purpose in Retirement with Patrick Randall & Jack Tomczyk — EP 030
When you look at your retirement plan on paper, it might just feel like numbers on a page. But what exactly do they mean? How do you make sense of them, and get a clear vision ...
Navigating Today’s Mortgage Rate Landscape with Nathan Hartseil — EP 029
It’s been almost two decades since any of us had to deal with rising interest rates–and as a consequence, anyone buying a home right now is probably shocked by how different things are. To help make ...
Why All Financial Advisors Aren’t Created Equal with Brad Johnson — EP 028
Contrary to popular belief, all financial firms and their advisors are not created equal. It’s actually a common myth that all financial advisors do the same thing and give the same advice. What they do–and how ...
Navigating the Collapse of Silicon Valley Bank, Part 2 with Matt Peck — EP 027
In our first podcast episode about Silicon Valley Bank, we ended with a cliffhanger as we were waiting to hear what the Federal Reserve and Chairman Powell would do next. Now, in this episode, we will explain why the ...
Navigating the Collapse of Silicon Valley Bank, Part 1 with Matt Peck — EP 026
In the light of the recent news of the failure of Silicon Valley Bank and the regulators stepping in at Signature Bank, we wanted to bring clarity to the impact of these actions on the economy and the markets ...
Quantifying the Value of a Financial Advisor with Mark Kenney — EP 025
What is the value of great financial advice? It’s tough to put a number on it. But when it comes to financial planning, lots of people want to try to go it alone or take a ...
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.