A(z) Shp Financial csatorna legjobb podcastjai (2024)

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Episode 263: Do You Have A Full Retirement Plan? 28:46

3+ y ago28:46

28:46

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss the many areas of retirement planning. Derek, Matt, and Keith focus on the difference between having a pile of investments and having a full retirement plan. They share ideas to potentially help reduce any troubles you may have this year or in the future. List…

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Episode 262: A Portfolio Versus A Full Retirement Plan 28:47

3+ y ago28:47

28:47

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis explain the distinction between having just a portfolio and having a full retirement plan. Preparing for the future and building a full plan is critical. Derek, Matt, and Keith discuss the importance of educating yourself and planning to benefit your future. Educate y…

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Episode 261: The Tax Train is Coming! 8:13

3+ y ago8:13

8:13

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis continue the journey through the SHP Retirement Road Map®. True retirement planning doesn't just address investments, but the 5 critical areas of retirement. This week Derek, Matt, and Keith start the deep dive into tax planning. Don't miss this one!…

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Episode 260: Tax Planning: We May Not All Get COVID, But We All Will Pay For It" 28:46

3+ y ago28:46

28:46

This week, SHP founders, Matthew Peck CFP® CIMA® and Derek Gregoire, continue educating you on the 5 critical areas of retirement planning. In this episode, Derek and Matt begin the deep dive into tax planning. Many people don't think about this as being an important part of planning, but Derek and Matt are here to tell you it's one of the most imp…

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Episode 259: Could These Potential Changes Impact Your Legacy Plan? 4:38

3+ y ago4:38

4:38

This week, SHP founders, Matthew Peck CFP® CIMA® and Keith Ellis continue the deep dive into the SHP Retirement Road Map®. They've touched on income planning, investment planning, and legacy planning so far. For this episode, Keith and Matt continue to bring you through legacy planning and potential changes that could impact your estate plan.…

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Episode 258: Legacy Planning: Ft. Special Guest Attorney Keith McManus 51:55

4y ago51:55

51:55

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® welcome back Attorney Keith McManus of McManus Estate Planning to continue the discussion on legacy planning. Legacy planning is another key area of the SHP Retirement Road Map®. You have worked so hard to save for retirement, it is important to think about what you want to happen…

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Episode 257: Legacy Planning: Part 1 51:52

4y ago51:52

51:52

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® move on from income and start the discussion on legacy planning. Legacy planning is another key area of the SHP Retirement Road Map®. You have worked so hard to save for retirement, it is important to think about what you want to happen to your hard-earned money.…

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Episode 256: Income Planning Part 3 51:52

4y ago51:52

51:52

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® continue to bring you through the five-step SHP Retirement Roadmap®. Many people do not have a plan that focuses on all five areas. In the last few weeks, the SHP Partners talked about mapping out a budget, finding out your fixed Income, and proper allocation. This week they conti…

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Episode 255: Income Planning Continued 51:52

4y ago51:52

51:52

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® continue to bring you through the five-step SHP Retirement Roadmap®. Derek and Matt want to help make sure you are checking off all the boxes, crossing all T’s, and dotting all I’s. Many people do not have a plan that focuses on all five areas. In the last few weeks, the SHP Partn…

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Episode 254: Income Is King 51:52

4y ago51:52

51:52

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis take you through step one of the SHP Retirement Roadmap®. Income planning may just be the most important part of retirement planning. It is crucial to know where your paycheck will come from once you stop working. Derek, Matt, and Keith take a deep dive into the first…

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Episode 253: Be Intentional With Your Retirement 51:55

4y ago51:55

51:55

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis talk about being more intentional with your retirement. They will provide guidance and tips you can apply to your own life. Derek, Matt, and Keith compare and contrast different retirement plans and explain how they are not all the same. It is crucial to have a custom…

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Episode 252: The SHP Retirement Rodmap ® 51:53

4y ago51:53

51:53

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They will take us through the 5 steps: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Legacy Planning. These are very important areas to focus on when getting ready to retire. They will also …

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Episode 251: Focus On What You Can Control 51:53

4y ago51:53

51:53

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss things you can control within your retirement plan. It's easy to focus on all the things that are going wrong in the world, but most are out of our control. Derek & Matt dive deep into the key areas of a full retirement plan. Having a solid retirement plan is something you…

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Episode 250: The Show Of All Shows 51:53

4y ago51:53

51:53

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They will take us through the 5 steps: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Legacy Planning. These are very important areas to focus on when getting ready to retire. They will also …

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Episode 249: The End Of 2020 Is Near: Make Sure You Have A Plan! 51:53

4y ago51:53

51:53

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss the importance of having a plan. With 2020 coming to a close and the holidays right around the corner, it will be easy to forget about your retirement plan. It's more important than ever to look at your situation and make sure you have a plan for the five key …

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Focus On What You Can Control 51:53

4y ago51:53

51:53

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss things you can control within your retirement plan. It's easy to focus on all the things that are going wrong in the world, but most are out of our control. Derek & Matt dive deep into the key areas of a full retirement plan. Having a solid retirement plan is something you…

1
The SHP Retirement Roadmap® 51:53

4y ago51:53

51:53

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They will take us through the 5 steps: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Legacy Planning. These are very important areas to focus on when getting ready to retire. They will also …

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How Could The Election Impact Your Retirement? 51:53

4y ago51:53

51:53

This week, SHP founders, Matthew Peck CFP® CIMA® and Keith Ellis will take a deep dive into all things election. How could the two different outcomes affect your retirement plan? Also, if you'd like even more information and educational content visit shpfinancial.com and go to the webinar tab. There are several different educational videos you may …

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The Show Of All Shows 51:53

4y ago51:53

51:53

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They will take us through the 5 steps: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Legacy Planning. These are very important areas to focus on when getting ready to retire. They will also …

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4 Ways The Presidential Election Could Impact Your Retirement 51:53

4y ago51:53

51:53

The Presidential election is just around the corner. So what can we expect from a Biden victory or a second term for Trump? How will the outcome impact our economy and the stock market? What will happen with taxes and what does the future hold for your social security benefits, Medicare premiums, and healthcare expenses? This week, SHP Co-founders,…

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How To Successfully Generate Income In Retirement 51:53

4y ago51:53

51:53

Eighty years old, full of life, and flat broke. That’s the unfortunate predicament so many baby boomers could find themselves in because they simply failed to have a plan that would generate income in retirement. Learn how you could successfully turn your savings and investments into an income workhorse. This week, SHP Co-founders, Derek Gregoire, …

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Top 6 Often Overlooked Expenses 51:53

4y ago51:53

51:53

It happens to millions of Americans every year. Many people overlook or underestimate major expenses that could have a significant impact on your retirement plan. If this happens you may be forced to change your lifestyle and make some decisions you otherwise would not make. This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and K…

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4 Things You Can Control Now 51:53

4y ago51:53

51:53

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss things you can control within your retirement plan. It's easy to focus on all the things that are going wrong in the world, but most are out of our control. Derek & Matt dive deep into the key areas of a full retirement plan. Having a solid retirement plan is something you…

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5 Pieces Of Conventional Wisdom 51:53

4y ago51:53

51:53

How we plan for retirement has changed dramatically in the past 5-10 years. There are some challenges retirees or pre-retirees may face while planning such as record-low interest rates, the threat of a bear market, and potential tax increases. This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss five pieces of conventional w…

1
Focus On What You Can Control! 51:53

4y ago51:53

51:53

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss things you can control within your retirement plan. It's easy to focus on all the things that are going wrong in the world, but most are out of our control. Derek & Matt dive deep into the key areas of a full retirement plan. Having a solid retirement plan is something you…

1
5 Tax Planning Strategies Used By The Ultra-Wealthy 51:53

4y ago51:53

51:53

Wealthy Americans understand just how deadly taxes can be. That’s why they do everything in their power to use the laws to their advantage to help them pay fewer taxes. Most people don’t realize it, but many of these same strategies the wealthy use to save a fortune in taxes are also available to you. This week, SHP Co-founders, Derek Gregoire, Mat…

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The Ultimate 10 Point Retirement Checklist 51:53

4y ago51:53

51:53

You’ve worked hard and made sacrifices to save money, but that doesn’t mean you are ready to retire. Some major things you should be thinking about are: What is your plan to reduce taxes on your retirement accounts? What is your plan to file for social security? What is your plan to generate income in retirement, so you can continue to live the lif…

1
Top 6 Overlooked Expenses 51:53

4+ y ago51:53

51:53

It happens to millions of Americans every year. Many people overlook or underestimate major expenses that could have a significant impact on your retirement plan. If this happens you may be forced to change your lifestyle and make some decisions you otherwise would not make. This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and K…

1
Five Tips To Help You Achieve Financial Independence 51:53

4+ y ago51:53

51:53

What if you forgot about the whole idea of retirement and stopped thinking about it as some sort of a finish line? Instead what if you focused on becoming financially independent? Can you imagine not having to work another day if you don’t want to, or having a steady stream of income that could get you to and through retirement? This week, SHP Co-f…

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It's Time To Reassess Your Situation 51:53

4+ y ago51:53

51:53

This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss all things retirement. They share some ways you can get educated about different areas of retirement. They talk about how important it is to reassess your situation and make sure you have a solid plan in place. Finally, in the weekly market report, they tal…

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How Has COVID-19 Impacted The Economy? 51:53

4+ y ago51:53

51:53

This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis welcome back Attorney Keith McManus of McManus Estate Planning to talk about the benefits of setting up a trust. This is an important part of having a full retirement plan. Derek, Matt, and Keith take a deep dive into how COVID-19 has had such an impact on the econ…

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Reopening The Economy - Phase 1 51:53

4+ y ago51:53

51:53

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss the reopening of Massachusetts. They talk about what the economy might look like and specifically what SHP is doing as a firm to keep people in the office safe. Derek and Matt also talk about different types of investors. The clients SHP works with, have full retirement pl…

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Bonus Episode- Different Levels Of Planning 7:08

4+ y ago7:08

7:08

The goal at SHP Financial is to provide as much value and information as possible. In this bonus episode, SHP Co-founders Derek Gregoire and Keith Ellis discuss the different levels of financial planning. There are many different types of advisors, offering different advice. You may want to make sure you have one that puts your interests first and …

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Bonus: Thoughts On Social Security Benefits 8:25

4+ y ago8:25

8:25

The goal at SHP Financial is to provide as much value and information as possible. In this bonus episode, SHP Co-founder Derek Gregoire and Financial Advisor Joe Anderson discussed Social Security benefits. Social Security can be a very important part of having a solid income plan. Joe and Derek addressed common concerns a lot of people have regard…

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Taxable Retirement Accounts And COVID-19 51:53

4+ y ago51:53

51:53

This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis dedicate the show to those of you with pretax accounts. There has been new legislation passed and there are some new ways you can access these funds if it's COVID-19 related. Derek, Matt, and Keith talk about the taxability of these retirement accounts and how you …

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Bonus Episode: The Market Closed On A High Note 10:45

4+ y ago10:45

10:45

The main goal at SHP Financial is to provide as much value and information as possible, around what's happening in the world right now. People have been affected by COVID-19 in so many different ways. In this bonus episode, SHP Founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis talked about the stock market closing on a high note. T…

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Bonus Episode: Basics Of Estate Planning ft. Attorney Keith McManus 10:53

4+ y ago10:53

10:53

Our main goal at SHP Financial is to provide as much value as we can around what's happening in the world right now. People have been affected by COVID-19 in so many different ways. In this bonus episode, we are talking with guest speaker, Attorney Keith McManus of McManus Estate Planning. He will talk about some of the important basics of Estate P…

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The SHP Retirement Road Map Explained® 51:53

4+ y ago51:53

51:53

Taking a step back this week, SHP Founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis bring the focus back to the SHP Retirement Road Map®. The guys break it down step by step for you. What is the SHP Retirement Road Map® and how does it apply to you? This show is for everyone. Maybe you are working with an advisor, or you just have …

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Bonus Episode: 3 Things To Plan For During These Times 10:58

4+ y ago10:58

10:58

Our main goal at SHP Financial is to provide as much value as we can around what's happening in the world right now. People have been affected by COVID-19 in so many different ways. In this bonus episode, we focus on three things you can do right now during these trying times. We give you some planning tips and discuss what is going on with oil. Tu…

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New Strategies Around The CARES Act 51:52

4+ y ago51:52

51:52

Financial planning may be secondary to you right now. Let SHP Financial worry about the planning for you. In this episode, SHP Founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis talk about the CARES Act and the potential tax breaks for businesses. Then, if you have an IRA or some kind of retirement plan, Derek, Matt, and Keith discu…

1
Bonus Episode: New Strategies Around The CARES Act 19:13

4+ y ago19:13

19:13

Our main goal at SHP Financial is to provide as much value as we can around what's happening in the world right now. People have been affected by COVID-19 in so many different ways. In this episode, we focus on the CARES Act and how it relates to your IRA or 401k. Tune in on Facebook Live every Monday, Wednesday, and Friday for instant access to sp…

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Can The Market Predict The Future? 51:53

4+ y ago51:53

51:53

This week, SHP Co-Founders, Derek Gregoire, and Matthew Peck CFP® CIMA® thank the people on the front lines dealing with the COVID-19 crisis. The team at SHP Financial will continue to pray for everyone struggling in this uncertain time. As financial advisors, Derek and Matt focus on the state of the market and what’s going on financially. They sha…

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Top 3 Risks To Assess In These Wild Times 51:53

4+ y ago51:53

51:53

This week SHP Co-founders Derek Gregoire and Keith Ellis will discuss the top three risks you can assess in your financial situation now, even in these uncertain times. Number one is having enough income to last you throughout your retirement. Make sure you have a plan in place to help avoid the possibility of running out of money. The second risk …

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COVID-19: Take Advantage Of Virtual Meetings 51:53

4+ y ago51:53

51:53

This week, SHP Founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will talk about the opportunity to do virtual meetings. SHP has always had this option, but with social distancing, this may be the best option to stay on top of your retirement plan. Derek, Matt, and Keith will go over some things you can do now, even with the market…

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Coronavirus And Market Volatility Continue 51:53

4+ y ago51:53

51:53

This week, SHP Founders, Derek Gregoire & Matthew Peck CFP® CIMA® continue the discussion about volatility in the market. Make sure you have a solid income plan in place. Derek and Matt will share some examples of what a plan could look like for you. Lastly, Matt will take an even deeper dive into what is going on in the market.…

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The Virus Becomes The Focus 51:53

4+ y ago51:53

51:53

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will continue the discussion of volatility in the market. Having the ability to somewhat control the volatility in your portfolio as you are nearing or in retirement is so important. Derek, Matt, and Keith will share real stories of folks they met with 12 to 13 years …

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