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!
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 ...
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 ...
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.