Start Your Journey

Schedule Your Visit or Phone Call Today

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!

Retirement Roadmap Podcast

How Practicing Gratitude Builds Deeper Connections and Relationships with John Israel – Ep 079

Alina Osokhovska
Retirement Roadmap Podcast

Tax-Efficient Financial Planning Strategies for High-Net-Worth Investors with Alina Osokhovska – Ep 078

Retirement Roadmap Podcast

Estate Planning Essentials to Help Protect Your Assets and Legacy with Matthew Karr, ESQ – Ep 077

Jay Jacobs
Retirement Roadmap Podcast

How The AI Revolution Is Transforming Business, Investing and Daily Life with BlackRock’s Jay Jacobs – Ep 076

SHP 075 - Laura Russo Navigating Loss
Retirement Roadmap Podcast

Tips and Strategies for Navigating the Loss of a Spouse with Laura Russo – Ep 075

Retirement Roadmap Podcast

Tax Planning Strategies to Help Preserve Your Money in Retirement with Peter Roache, CPA Ep 074

Keith McManus
Retirement Roadmap Podcast

Small Estate Planning Mistakes That Have a Massive Impact On Your Legacy with Keith McManus – Ep 073

Ryan Lessard
Retirement Roadmap Podcast

Navigating the Emerging Asset Class of Bitcoin and Digital Assets with Ryan Lessard – Ep 072

Matthew Peck & Keith Ellis Jr.
Retirement Roadmap Podcast

A New Years Resolution to Retire With a Plan with Matthew Peck and Keith Ellis Jr. – Ep 071

Scott Hokanson

Episode 70

Retirement Roadmap Podcast

How Proactive Healthcare Planning Could Help Save Thousands in Retirement with Scott Hokanson – Ep 070

Mark Kenney

Episode 69

Retirement Roadmap Podcast

Preparing for College Education: Making Sense of Student Loans, 529 Accounts and FAFSA with Mark Kenney – Ep 069

Episode 68

Retirement Roadmap Podcast

Post-Election Market Update: What SHP Financial is Keeping an Eye On with Matthew Peck – Ep 68

Load More Episodes

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.

Learn More

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.

Learn More

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.

Learn More

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.

Learn More

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.

Learn More

Schedule Your Phone Or Virtual Meeting Now