SHP Retirement Road Map® Show

SHP Retirement Road Map® Show

89 episodes

For close to 12 years, SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® CIMA® and Keith Ellis have been hosting this weekly financial talk radio show, with the mission of empowering today's retirees and pre-retirees - so you can make better financial decisions for your future. Each week you'll hear timely financial news and topics, along with local and national guest interviews, all geared towards helping you get to and through retirement. We invite you to listen live each week or subscribe to our podcast! Live each week on the following radio stations: WBZ 1030 AM - Saturdays 9 - 10 p.m. WRKO 680 AM - Saturdays 7 - 8 a.m. WXTK 95.1 FM - Saturdays 6 - 7 a.m

Podcasts

Episode 263: Do You Have A Full Retirement Plan?

Published: March 18, 2021, 5:59 p.m.
Duration: 28 minutes 46 seconds

Listed in: Business

Episode 262: A Portfolio Versus A Full Retirement Plan

Published: March 11, 2021, 4:45 p.m.
Duration: 28 minutes 47 seconds

Listed in: Business

Episode 261: The Tax Train is Coming!

Published: March 5, 2021, 4:38 p.m.
Duration: 8 minutes 13 seconds

Listed in: Business

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

Published: Feb. 26, 2021, 4:09 p.m.
Duration: 28 minutes 46 seconds

Listed in: Business

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

Published: Feb. 19, 2021, 6:39 p.m.
Duration: 4 minutes 38 seconds

Listed in: Business

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

Published: Jan. 29, 2021, 3:59 p.m.
Duration: 51 minutes 55 seconds

Listed in: Business

Episode 257: Legacy Planning: Part 1

Published: Jan. 22, 2021, 3:36 p.m.
Duration: 51 minutes 52 seconds

Listed in: Business

Episode 256: Income Planning Part 3

Published: Jan. 15, 2021, 8:26 p.m.
Duration: 51 minutes 52 seconds

Listed in: Business

Episode 255: Income Planning Continued

Published: Jan. 8, 2021, 4:35 p.m.
Duration: 51 minutes 52 seconds

Listed in: Business

Episode 254: Income Is King

Published: Dec. 31, 2020, 7:22 p.m.
Duration: 51 minutes 52 seconds

Listed in: Business

Episode 253: Be Intentional With Your Retirement

Published: Dec. 24, 2020, 2:13 p.m.
Duration: 51 minutes 55 seconds

Listed in: Business

Episode 252: The SHP Retirement Rodmap

Published: Dec. 18, 2020, 7:15 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Episode 251: Focus On What You Can Control

Published: Dec. 11, 2020, 3:16 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Episode 250: The Show Of All Shows

Published: Dec. 8, 2020, 2 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

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

Published: Nov. 20, 2020, 3:29 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

The SHP Retirement Roadmap

Published: Nov. 6, 2020, 2:21 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

How Could The Election Impact Your Retirement?

Published: Oct. 23, 2020, 4:40 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

How To Successfully Generate Income In Retirement

Published: Sept. 24, 2020, 1:26 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Top 6 Often Overlooked Expenses

Published: Sept. 18, 2020, 6:21 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

4 Things You Can Control Now

Published: Sept. 11, 2020, 6:20 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

4 Ways The Presidential Election Could Impact Your Retirement

Published: Sept. 3, 2020, 1:53 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

5 Pieces Of Conventional Wisdom

Published: Aug. 27, 2020, 6:03 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

5 Tax Planning Strategies Used By The Ultra-Wealthy

Published: Aug. 7, 2020, 2:50 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Top 6 Overlooked Expenses

Published: July 8, 2020, 6:31 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Five Tips To Help You Achieve Financial Independence

Published: July 2, 2020, 1:51 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

The Ultimate 10 Point Retirement Checklist

Published: June 26, 2020, 6:06 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Focus On What You Can Control

Published: June 19, 2020, 5:34 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

It's Time To Reassess Your Situation

Published: June 11, 2020, 2:45 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

How Has COVID-19 Impacted The Economy?

Published: June 5, 2020, 2:13 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Reopening The Economy - Phase 1

Published: May 22, 2020, 1:23 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Bonus Episode- Different Levels Of Planning

Published: May 21, 2020, 6:38 p.m.
Duration: 7 minutes 8 seconds

Listed in: Business

Bonus: Thoughts On Social Security Benefits

Published: May 14, 2020, 3:22 p.m.
Duration: 8 minutes 25 seconds

Listed in: Business

Taxable Retirement Accounts And COVID-19

Published: May 13, 2020, 2:34 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Bonus Episode: The Market Closed On A High Note

Published: May 11, 2020, 6:53 p.m.
Duration: 10 minutes 45 seconds

Listed in: Business

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

Published: May 5, 2020, 3:31 p.m.
Duration: 10 minutes 53 seconds

Listed in: Business

The SHP Retirement Road Map Explained

Published: April 30, 2020, 3:10 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Bonus Episode: 3 Things To Plan For During These Times

Published: April 27, 2020, 2:28 p.m.
Duration: 10 minutes 58 seconds

Listed in: Business

New Strategies Around The CARES Act

Published: April 24, 2020, 1:48 p.m.
Duration: 51 minutes 52 seconds

Listed in: Business

Bonus Episode: New Strategies Around The CARES Act

Published: April 22, 2020, 9:14 p.m.
Duration: 19 minutes 13 seconds

Listed in: Business

Can The Market Predict The Future?

Published: April 9, 2020, 4:06 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Top 3 Risks To Assess In These Wild Times

Published: April 3, 2020, 3:43 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

COVID-19: Take Advantage Of Virtual Meetings

Published: March 19, 2020, 8:08 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Coronavirus And Market Volatility Continue

Published: March 13, 2020, 4:05 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

The Virus Becomes The Focus

Published: March 6, 2020, 1:09 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Virus Anxieties Affect Stocks

Published: Feb. 26, 2020, 8:13 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Top 3 Risk Concerns

Published: Feb. 19, 2020, 5:40 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

The Power Of Zero - The Tax Train Is Coming!

Published: Feb. 5, 2020, 4:29 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Fees Vs. Value For Planning

Published: Jan. 23, 2020, 3:34 p.m.
Duration: 51 minutes 52 seconds

Listed in: Business

What's The Deal With The SECURE act?

Published: Jan. 21, 2020, 2:51 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

How the SECURE Act Will Affect You

Published: Jan. 9, 2020, 3:39 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

The 5 Critical Areas Of Retirement Planning

Published: Jan. 3, 2020, 2:46 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Top 3 Areas To Have A Plan For

Published: Dec. 19, 2019, 2:30 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

What Type Of Advisor Is Right For You

Published: Dec. 16, 2019, 2:39 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Important Retirement Planning Decisions

Published: Dec. 6, 2019, 10:40 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

The SHP Retirement Road Map

Published: Nov. 27, 2019, 4:06 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Don't Make Decisions On The Fly

Published: Nov. 20, 2019, 6:31 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

When To Update Your Estate Plan And End Of Year Tax Strategies

Published: Nov. 14, 2019, 5:30 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Learning On The Go

Published: Nov. 7, 2019, 8:18 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

SHP Retirement Roadmap Audio Book

Published: Nov. 6, 2019, 5:35 p.m.
Duration: 2 hours 27 minutes 48 seconds

Listed in: Business

Steps To Take In the Year Before You Retire

Published: Oct. 31, 2019, 5:48 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

The State Of Bonds & Changes Coming In 2020

Published: Oct. 24, 2019, 4:44 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

The 5 Worlds Of Retirement Planning

Published: Oct. 17, 2019, 2:51 p.m.
Duration: 7 minutes 36 seconds

Listed in: Business

Owning Multiple Properties, Bonds, And End Of Year Planning

Published: Oct. 9, 2019, 3:39 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Benefits To Setting Up A Trust & The Savers Crisis

Published: Sept. 26, 2019, 4:39 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

The 5 Most Important Worlds Of Retirement Planning

Published: Sept. 20, 2019, 1:25 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Tax Planning, Risk, And Fees

Published: Aug. 30, 2019, 3:03 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Give Your Portfolio A Stress Test

Published: Aug. 15, 2019, 3:22 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

What Is Causing Recent Market Volatility?

Published: Aug. 12, 2019, 3:25 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Dive Deeper Into The 5 Critical Areas Of Retirement

Published: July 29, 2019, 2:13 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

The 6 Steps To Take In The Year Before You Retire

Published: July 18, 2019, 1:43 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

How Is SHP Different?

Published: July 11, 2019, 4:25 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

The Most Important Question

Published: July 3, 2019, 1:23 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

SHP Retirement Rod Map

Published: June 27, 2019, 1:48 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Keep Your Portfolio Cool In The Heat

Published: June 20, 2019, 3:28 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Don't Wait Until It's Too Late To Plan For Retirement

Published: June 13, 2019, 5:24 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Estate Planning, Volatility, And Tips For College Grads

Published: June 6, 2019, 1:44 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

The Show Of All Shows

Published: May 24, 2019, 3:56 p.m.
Duration: 51 minutes 52 seconds

Listed in: Business

Going Against Conventional Wisdom

Published: May 16, 2019, 1:45 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

High Net Worth Planning

Published: May 9, 2019, 2:01 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

What Happens When You Push The Goal Post Back

Published: May 2, 2019, 5:50 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Strategies for 2019

Published: April 25, 2019, 1:33 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

A True Plan Focuses On More Than Just Income

Published: April 10, 2019, 1:51 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Tax Planning Missed Opportunities

Published: April 4, 2019, 2:09 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

SHP 5 Step Retirement Road Map

Published: March 27, 2019, 6:59 p.m.
Duration: 51 minutes 52 seconds

Listed in: Business

Take Control Of Your Income Plan

Published: March 22, 2019, 2:20 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

To Plan Or Not To Plan?

Published: March 15, 2019, 5:17 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Breaking Conventional Wisdom

Published: March 7, 2019, 6:58 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business

Retirement Transitions

Published: Feb. 28, 2019, 4:07 p.m.
Duration: 51 minutes 52 seconds

Listed in: Business

Income, Income, Income!

Published: Feb. 21, 2019, 3:05 p.m.
Duration: 51 minutes 52 seconds

Listed in: Business

Cutting Corners In Retirement

Published: Feb. 14, 2019, 7:33 p.m.
Duration: 51 minutes 53 seconds

Listed in: Business