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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!

Episode 67

Retirement Roadmap Podcast

How Roth Conversions Help Reduce Income Taxes in Retirement with Nick Nelson – Ep 67

Episode 66

Retirement Roadmap Podcast

How to Change the World in Retirement with Matt Glynn – Ep 66

Episode 65

Retirement Roadmap Podcast

Why Elections Shouldn’t Change Your Investing Mindset with David Hathaway – Ep 65

Episode 64

Retirement Roadmap Podcast

Examining Nvidia’s Impact on AI and the Technological Revolution with Raphael Hanna – Ep 64

Episode 62

Retirement Roadmap Podcast

Legacy Planning Strategies to Secure Your Wealth with Matthew Karr, Esq – Ep 62

Episode 61

Retirement Roadmap Podcast

Questions to Ask When Adding Alternative Investments to Your Portfolio with Mike Prescott – Ep 61

Episode 60

Retirement Roadmap Podcast

Matt’s Markets on the Move with Laura Russo – Ep 60

Episode 59

Retirement Roadmap Podcast

Protecting Yourself From Identity Theft, Crypto Fraud & Scams with Dave Chaves – Ep 059

Episode 58

Retirement Roadmap Podcast

How Much Money Do I Need to Retire?

Episode 57

Retirement Roadmap Podcast

How HSAs and Healthcare Are Vital Components of a Retirement Plan with Scott Hokanson – Ep 057

Episode 56

Retirement Roadmap Podcast

The Tax Implications of an Inheritance for Beneficiaries with Mark Kenney & Amanda Glennon – Ep 056

Episode 54

Retirement Roadmap Podcast

How Great Leaders Make Dreams Possible with Chris Smith – Ep 054

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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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