Kuuntele SHP Retirement Road Map® Show

itunes pic [https://assets.podomatic.net/ts/8f/8c/ad/beckyl/3000x3000_12720192.jpg] 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. Listen in to find out how you can educate yourself!

itunes pic [https://assets.podomatic.net/ts/8f/8c/ad/beckyl/3000x3000_12720192.jpg] 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 yourself now and thank yourself later!

itunes pic [https://assets.podomatic.net/ts/8f/8c/ad/beckyl/3000x3000_12720192.jpg] 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!

itunes pic [https://assets.podomatic.net/ts/8f/8c/ad/beckyl/3000x3000_12720192.jpg] 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 important things to consider when preparing for retirement.

itunes pic [https://assets.podomatic.net/ts/8f/8c/ad/beckyl/3000x3000_12720192.jpg] 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.