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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!

Retirement Roadmap Podcast

Leveraging Home Equity to Secure Your Financial Future and Retirement with Nathan Hartseil – Ep 050

Retirement Roadmap Podcast

An Inside Look at the SHP Solutions Teams with Nick Nelson – Ep 049

Retirement Roadmap Podcast

The Corporate Transparency Act: Important Changes For Business Owners with David Chaves – Ep 048

Retirement Roadmap Podcast

How Legacy Planning is More Than an Estate Plan with Mark Kenney – Ep 047

Retirement Roadmap Podcast

The SHP End-of-Year Financial Checklist for 2023 – Ep 046

Retirement Roadmap Podcast

Tax Planning Strategies to Save Money in Retirement with Derek Gregoire and Matthew Peck – Ep 045

Retirement Roadmap Podcast

The Past, Present and Future of Social Security with Mark Kenney – Ep 044

Retirement Roadmap Podcast

The Most Important Aspects of a Comprehensive Retirement Plan with Derek Gregoire and Matthew Peck

Retirement Roadmap Podcast

Leadership, Integrity and Legacy: The Pillars of a Successful Business with Matt Glynn – Ep 042

Retirement Roadmap Podcast

How Long-Term Care Planning Secures Your Legacy and Retirement with J. Cawley – Ep 041

Retirement Roadmap Podcast

Politics, History and Planning for a Better Financial Future – Ep 040

Retirement Roadmap Podcast

How to Get Organized (and Declutter Your Life) with Mara Bangura – Ep 039

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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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