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!
How To Turn Your Portfolio into a Financial Plan with Nick Nelson — EP 011
When most folks come into our offices for the first time, they have a portfolio of mutual funds, stocks, bonds, annuities, cash, real estate, and other assets. What they don’t have is a full financial plan. At SHP, we ...
The Advantages of Working with a Younger Financial Advisor — EP 010
In our industry, there’s a saying: the two people in your life that you want to make sure are younger than you are your financial advisor and your doctor. After all, if you’re 50 or 60 and working with ...
Do You Have a Financial Plan, Or Just a Portfolio? — EP 009
A successful retirement isn’t just about your investments. For many retirees, the biggest, most crucial thing is having a comprehensive retirement plan–of which the portfolio is a big piece. What many people don’t realize is just how much work ...
Choosing Happiness at Work and in Retirement with Anne Lester — EP 008
How do you choose between working full-time and doing everything else you’ve ever wanted to do with your life? When’s the right time to retire, and will you have the money to do it? Today, we’re talking to Anne ...
What You Need to Know Before Buying Business Insurance with Tom Rogers — EP 007
For many business owners, insurance is all but guaranteed to be a massive part of their portfolio. Though it may seem simple at first, entrepreneurs rely on insurance products to safeguard their companies from risk, and the wrong coverage ...
Proactive Tax Planning and the Future of Tax Law with Peter Roache — EP 005
Most people aren’t proactive in their tax planning, either during their professional careers or in retirement, and the consequences can be grave. Tax law is constantly changing, the IRS is harder than ever to work with, and a missed ...
Tax Planning Strategies for Your IRA and Roth IRA Accounts with Mark Kenney — EP 004
When we’re working with families to create retirement plans, one thing comes up more than almost any other: taxes. Families want to know how to best tax plan, craft strategies, and implement ideas to protect themselves in the ...
Navigating Medicare Coverage with Scott Hokanson — EP 003
Health insurance is one of the most confusing systems in America—and Medicare is rarely any easier to understand than the co-pays, deductibles, and other costs that people deal with before age 65. As great as it would be ...
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.