Episode 255: Income Planning Continued

Published: Jan. 8, 2021, 4:35 p.m.

This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP\xae CIMA\xae continue to bring you through the five-step SHP Retirement Roadmap\xae. Derek and Matt want to help make sure you are checking off all the boxes, crossing all T\u2019s, and dotting all I\u2019s. Many people do not have a plan that focuses on all five areas. In the last few weeks, the SHP Partners talked about mapping out a budget and finding out your fixed Income. This week they take an even deeper dive into income planning; specifically addressing proper allocation for setting up an income plan.