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!
A Guide to Annuities: When an Annuity Makes Sense For Your Financial Plan with Joe Anderson – Ep 038
At SHP Financial, we provide income, investment, tax, health care, and estate planning and help build effective portfolios. Today’s podcast is all about annuities. When they might make sense for you and when they wouldn’t. Annuities ...
The Perfect Triple Tax-Free Benefits of Health Savings Accounts with Bill Stuart – Ep 037
A well-built health savings account (HSA) can be a powerful part of your retirement portfolio. But there are things that everyone should know to make sure they are maximizing the benefits and getting the most from ...
The Due Diligence Behind SHP’s Portfolio Construction with William Malagodi – Ep 036
If you've invested money in the stock market over the past 10 or 15 years, you've likely felt stressed when looking at your portfolio's wild dips and swings. It's easy to feel like you can never ...
How SHP Sets Clients Up For Success with Laura Russo & Natalia Carmago – Ep 035
Every client should have a plan for their income, investments, taxes, health care, and legacy. Unfortunately, most firms just offer products and rarely help implement strategies in each of these areas of life–which is why it’s ...
The Importance of Estate Planning for First Responders with Keith McManus & Dave Chaves – Ep 034
When a first responder arrives on the scene, they don’t always have the privilege of knowing exactly what to expect. And many of these calls are high pressure situations where seconds can make the difference between ...
Legendary Tales from Boston Sports Radio and TV Icon, John Dennis – Ep 033
In today’s world, we tend to throw the words legend and legendary around as casually as we might with a baseball in our backyard. This is not one of those days. We couldn’t be more thrilled ...
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 ...
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.