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!
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 ...
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 ...
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.