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!
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 ...
Keith McManus on Estate Planning Basics for Protecting Your Legacy— EP 002
Estate planning helps us protect the people who matter most to us. It ensures that our legacy is carried out the way we want it to be and protects the people we love. It’s one of the most ...
The History of SHP Financial with Derek Gregoire, Keith Ellis and Matthew Peck CFP®, CIMA® — EP 001
Everyone has an origin story—including SHP. Today’s first episode of the Retirement Road Map® podcast is all about our backgrounds, who we are, and why we hold the values of financial planning so true to our heart. For us, ...
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.