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!
Navigating the Emerging Asset Class of Bitcoin and Digital Assets with Ryan Lessard – Ep 072
Bitcoin and digital assets are among the most debated, complex, and controversial asset classes on the market today. Despite being a polarizing topic, nobody can deny their growing importance in global finance and even in Trump's ...
A New Years Resolution to Retire With a Plan with Matthew Peck and Keith Ellis Jr. – Ep 071
It’s a new year, and what better way to kick things off in 2025 than by revisiting your financial plan or creating your first one. We’ve seen huge fluctuations in inflation, interest rates, and market swings ...
How Proactive Healthcare Planning Could Help Save Thousands in Retirement with Scott Hokanson – Ep 070
Healthcare costs are one of the biggest financial challenges for retirees and pre-retirees. Many people work until they’re 65 just to transition into retirement with Medicare. And with healthcare costs so expensive, it’s easy to understand ...
Preparing for College Education: Making Sense of Student Loans, 529 Accounts and FAFSA with Mark Kenney – Ep 069
In recent years, there has been plenty of talk about the burden of paying for a college education, and student loan forgiveness has been a hot topic. If it’s in the news, then weighing on the ...
Post-Election Market Update: What SHP Financial is Keeping an Eye On with Matthew Peck – Ep 68
Now that the 2024 Election is in the books, we know that a new and yet familiar President-elect will take control of the Whitehouse in 2025. So, what does that mean for your investments and finances? ...
How Roth Conversions Help Reduce Income Taxes in Retirement with Nick Nelson – Ep 67
If you’ve been following the podcast, you’ve likely heard us talk about Roth conversions many times. At SHP, we use Roth conversions as a tool on a daily basis. But it occurred to us, a lot ...
How to Change the World in Retirement with Matt Glynn – Ep 66
You’ve had a successful career, you’ve invested well, and you have everything you need to live comfortably in retirement. Sounds perfect, right? While that would be a dream scenario for some, others often want to do ...
Why Elections Shouldn’t Change Your Investing Mindset with David Hathaway – Ep 65
In just a few weeks, Americans will vote to decide who will become the next President. With all the commercials and political coverage dominating our screens, it’s easy to get caught up in the media circus ...
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.