To Plan Or Not To Plan?
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about “to plan or not to plan.” Keith, Matt and Derek want you to think about your own situation. Think about what kind of plan you have, if you have one, and whether or not you are confident to go into retirement with what you do or do not have. Next, the guys welcome back Attorney Keith McManus, from McManus Estate Planning. He will answer a few frequently asked questions pertaining estate planning. In the SHP story segment, Keith, Matt and Derek, will share a story about how volatility can impact your retirement. Finally, in the weekly market report, they will talk about year to date statistics, as well as possible dangers you could face if you are highly concentrated in one stock.