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!
End of Year Reflections with Matthew Peck — EP 020
What a year it’s been. 2022 was one of the toughest financial years we’ve seen in our lifetimes. The state of the markets is concerning, but we’ve never been prouder of our team and what we’ve ...
Going Behind the Scenes at SHP Financial with Michelle Short — EP 019
During the first ten years of SHP Financial–2003 thru 2012–we had a team that deeply understood how to build great financial plans and do right by our clients. However, we had work to do on the business side of ...
End of Year Planning Tips to Take Advantage of a Bear Market — EP 018
Financially speaking, 2022 has been a tough year. We’ve all been dealt a handful of lemons, the markets are in a uniquely difficult position, and your portfolio is likely down from the highs of 2021. So, with all of ...
How Financial Firms Are Earning the Trust of Retirees with John Capuano — EP 017
A personal relationship without trust is doomed to fail. And in business, it's no different. It's one of the things we take pride in at SHP because we know our clients trust us with more than their portfolio or ...
Retirement Planning: Why Taxes and Healthcare Costs Can be a Drain to Your Legacy with Joe Anderson — EP 016
When it comes to retirement planning, almost everyone knows about the danger of a market downturn or rampant inflation. But what else is out there that could set you back, and how can you best protect yourself? To answer ...
The Importance of Long Term Care Planning in Retirement with Patrick Randall — EP 014
When we see a prospective client for the first time, they often have a portfolio. However, they don’t have a five-step plan. Even if they have a plan of some kind, they’ve rarely put much thought into health care ...
How the Rising Interest Rates Could Affect Your Pension with Michael Martinez – EP 013
For individuals with a pension, the decision to take or not to take a lump sum can be confusing. As interest rates rise, many plans could see a drop of 25-30% or more. This could mean hundreds of thousands ...
Will the Fed’s Response to Inflation be Enough with Andrew Opdyke — EP 012
When you hear about CPI, data points, Federal Reserve minutes, and news reports pertaining to interest rates, how do you apply them to your life–and your portfolio? Making sense of the Fed and what it does isn’t easy. That’s ...
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.