Episode 262: A Portfolio Versus A Full Retirement Plan
This week, SHP founders, Derek Gregoire, Matthew Peck CFP\xae CIMA\xae, and Keith Ellis explain the distinction between having just a portfolio and having a full retirement plan. Preparing for the future and building a full plan is critical. Derek, Matt, and Keith discuss the importance of educating yourself and planning to benefit your future. Educate yourself now and thank yourself later!