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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!

Raphael Hana
Retirement Roadmap Podcast

The Growth Opportunities Private Markets Have That Traditional Investors Are Missing Out On with Raphael Hanna – Ep 113

Aidan Arone
Retirement Roadmap Podcast

The Tough Retirement Conversations You Need to Have Before You Retire with Aidan Arone, CFP®- Ep 112

Nick Nelson Spousal Planning Confidence Retirement
Retirement Roadmap Podcast

How Spousal Planning Creates Greater Confidence in Retirement with Nick Nelson – Ep 111

lauren-bakken-financial-planning
Retirement Roadmap Podcast

The Benefits Of Your Tax & Financial Planning Teams Working Together with Lauren Bakken, CPA – Ep 110

Chris Willis - Retirement Income Strategies
Retirement Roadmap Podcast

Retirement Income Strategies That Create Confidence and Peace Of Mind with Chris Willis, CFP®, CTS™ – Ep 109

Kyle Britton
Retirement Roadmap Podcast

The Biggest Regrets For Retirees (And How to Avoid Them) with Kyle Britton – Ep 108

Alina Osokhovska - Smarter Decisions Social Security
Retirement Roadmap Podcast

A Guide to Making Smarter Decisions When Claiming Social Security Benefits with Alina Osokhovska, CFP® – Ep 107

Mike Guthrie Proper Retirement Planning
Retirement Roadmap Podcast

How Proper Retirement Planning Is About More Than Money with Mike Guthrie – Ep 106

Mark Kenny - Investor Bad Decisions
Retirement Roadmap Podcast

Why Investors Make Bad Decisions During Market Volatility with Mark Kenney, CFP®, CTS™ – Ep 105

Nick Nelson
Retirement Roadmap Podcast

The Difference Between Having a Plan or Just a Portfolio with Nick Nelson – Ep 104

Alina Osokhovska
Retirement Roadmap Podcast

The Retirement Planning Mistakes That Could Cost You Thousands in Taxes with Alina Osokhovska – Ep 103

Raphael Hanna
Retirement Roadmap Podcast

How to Maximize Your 401(k) and Avoid Common Mistakes in Retirement with Raphael Hanna – Ep 102

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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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