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!
Why All Financial Advisors Aren’t Created Equal with Brad Johnson — EP 028
Contrary to popular belief, all financial firms and their advisors are not created equal. It’s actually a common myth that all financial advisors do the same thing and give the same advice. What they do–and how ...
Navigating the Collapse of Silicon Valley Bank, Part 2 with Matt Peck — EP 027
In our first podcast episode about Silicon Valley Bank, we ended with a cliffhanger as we were waiting to hear what the Federal Reserve and Chairman Powell would do next. Now, in this episode, we will explain why the Fed ...
Navigating the Collapse of Silicon Valley Bank, Part 1 with Matt Peck — EP 026
In the light of the recent news of the failure of Silicon Valley Bank and the regulators stepping in at Signature Bank, we wanted to bring clarity to the impact of these actions on the economy and the markets ...
Quantifying the Value of a Financial Advisor with Mark Kenney — EP 025
What is the value of great financial advice? It’s tough to put a number on it. But when it comes to financial planning, lots of people want to try to go it alone or take a ...
The Recession of 2023: Answers to Your Burning Questions with Andrew Opdyke — EP 024
The big topic for 2023 that is on everyone’s mind has definitely been the looming recession. Which leads to questions like: Will there be a recession? And if so, how bad will it be? Are we ...
SECURE Act 2.0: Here’s What You Need to Know with Matthew Peck — EP 023
A new version of the SECURE Act was passed on December 29, 2022. While we were celebrating the holidays, a lame duck Congress passed a law that made sweeping changes to financial and retirement planning. Whether ...
Estate Planning: Simple Tips for Keeping Your Plan Up To Date with Keith McManus — EP 022
Estate planning is a critical part of the retirement planning process. As we kick off the new year, this is a perfect time to ensure that your plan is up to date. Things change over time. ...
Top 3 Financial Planning Tips for a New Year — EP 021
It’s a new year and on behalf of everyone here at SHP Financial, we hope you had a wonderful holiday season and a great start to 2023. For many people, a new year starts off with ...
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.