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!
The Past, Present and Future of Social Security with Mark Kenney – Ep 044
Here at SHP, we get so many questions about Social Security: when to claim it, how it works, and what might happen to it in the future, especially with how dysfunctional Congress has become. As always, ...
The Most Important Aspects of a Comprehensive Retirement Plan with Derek Gregoire and Matthew Peck
Whether you’re retiring in five, 10, or 15 years, you need to be well prepared to retire–but other than your money, what exactly goes into a retirement plan? A lot of financial advisors will simply tell ...
Leadership, Integrity and Legacy: The Pillars of a Successful Business with Matt Glynn – Ep 042
Anyone who has started their own company will tell you that there are many important decisions that dictate how successful your business will be. And today’s guest is no different. Matt Glynn was the proud owner ...
How Long-Term Care Planning Secures Your Legacy and Retirement with J. Cawley – Ep 041
Once our clients start building their retirement plans, they realize that while they’re probably going to be okay for income, several risk factors could derail their retirement, including healthcare and long-term care. To help explain how ...
Politics, History and Planning for a Better Financial Future – Ep 040
The last decade was pretty great for stocks. So many investors flourished under low inflation, low taxes, and low interest rates, and you can safely say that the bull run we just went through was historic. ...
How to Get Organized (and Declutter Your Life) with Mara Bangura – Ep 039
A well-organized financial plan is part of a well-organized lifestyle. If you can’t find things in your home, you might not be able to find them in writing, either. We amass gadgets, clothes, documents, and so ...
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 ...
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.