Don't Make Decisions On The Fly

Published: Nov. 20, 2019, 6:31 p.m.

This week, SHP Co-founders Derek Gregoire and Matthew Peck CFP® CIMA®, will talk about a few different, very important areas of your retirement road map. They will start by bringing back Attorney Keith McManus, of McManus Estate Planning, to discuss the dangers that will arise if you don’t properly list beneficiaries on your documents. Derek and Matt, will also discuss behavioral finance in depth. They will explain why some folks get a different rate of return than others and why letting your emotions play a role in decision making can be dangerous. SHP can help so you are not making decisions on the fly. Also, if you haven’t already done so, make sure to download the SHP Retirement Road Map audio book, by texting shpbook to 21000.