Podcasts by SHP Retirement Road Map
Further podcasts by SHP Financial
Podcast on the topic Geldanlage
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Episode 263: Do You Have A Full Retirement Plan? from 2021-03-18T17:59:22
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss the many areas of retirement planning. Derek, Matt, and Keith focus on the difference between having a pile...
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Episode 262: A Portfolio Versus A Full Retirement Plan from 2021-03-11T16:45:54
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis explain the distinction between having just a portfolio and having a full retirement plan. Preparing for the future...
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Episode 261: The Tax Train is Coming! from 2021-03-05T16:38:43
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis continue the journey through the SHP Retirement Road Map®. True retirement planning doesn't just address investment...
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Episode 260: Tax Planning: We May Not All Get COVID, But We All Will Pay For It" from 2021-02-26T16:09:25
This week, SHP founders, Matthew Peck CFP® CIMA® and Derek Gregoire, continue educating you on the 5 critical areas of retirement planning. In this episode, Derek and Matt begin the deep dive into ...
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Episode 259: Could These Potential Changes Impact Your Legacy Plan? from 2021-02-19T18:39:28
This week, SHP founders, Matthew Peck CFP® CIMA® and Keith Ellis continue the deep dive into the SHP Retirement Road Map®. They've touched on income planning, investment planning, and legacy planni...
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Episode 258: Legacy Planning: Ft. Special Guest Attorney Keith McManus from 2021-01-29T15:59:10
This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® welcome back Attorney Keith McManus of McManus Estate Planning to continue the discussion on legacy planning. Legacy plannin...
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Episode 257: Legacy Planning: Part 1 from 2021-01-22T15:36:40
This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® move on from income and start the discussion on legacy planning. Legacy planning is another key area of the SHP Retirement R...
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Episode 256: Income Planning Part 3 from 2021-01-15T20:26:54
This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® continue to bring you through the five-step SHP Retirement Roadmap®. Many people do not have a plan that focuses on all five...
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Episode 255: Income Planning Continued from 2021-01-08T16:35:14
This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® continue to bring you through the five-step SHP Retirement Roadmap®. Derek and Matt want to help make sure you are checking ...
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Episode 254: Income Is King from 2020-12-31T19:22:59
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis take you through step one of the SHP Retirement Roadmap®. Income planning may just be the most important part of re...
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Episode 253: Be Intentional With Your Retirement from 2020-12-24T14:13:27
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis talk about being more intentional with your retirement. They will provide guidance and tips you can apply to your o...
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Episode 252: The SHP Retirement Rodmap® from 2020-12-18T19:15:56
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They will take us through the 5 steps: Income Planning, Investment Pl...
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Episode 251: Focus On What You Can Control from 2020-12-11T15:16:29
This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss things you can control within your retirement plan. It's easy to focus on all the things that are going wrong in the...
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Episode 250: The Show Of All Shows from 2020-12-08T14:00:39
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They will take us through the 5 steps: Income Planning, Investment Pl...
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Episode 249: The End Of 2020 Is Near: Make Sure You Have A Plan! from 2020-11-20T15:29:22
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss the importance of having a plan. With 2020 coming to a close and the holidays right around the corner, it w...
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The SHP Retirement Roadmap® from 2020-11-06T14:21:58
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Keith Ellis walk us thr...
How Could The Election Impact Your Retirement? from 2020-10-23T16:40:49
This week, SHP founders, Matthew Peck CFP®CIMA®and Keith Ellis will take a deep dive into al...
How To Successfully Generate Income In Retirement from 2020-09-24T13:26:57
Eighty years old, full of life, and flat broke. That’s the unfortunate predicament so many b...
Top 6 Often Overlooked Expenses from 2020-09-18T18:21:27
It happens to millions of Americans every year. Many people overlook or underestimate major ...
4 Things You Can Control Now from 2020-09-11T18:20:40
This week, SHP Co-founders, Derek Gregoire&Matthew Peck CFP®CIMA®discuss things you can cont...
4 Ways The Presidential Election Could Impact Your Retirement from 2020-09-03T13:53:57
The Presidential election is just around the corner. So what can we expect from a Biden vict...
5 Pieces Of Conventional Wisdom from 2020-08-27T18:03:23
How we plan for retirement has changed dramatically in the past 5-10 years. There are some c...
5 Tax Planning Strategies Used By The Ultra-Wealthy from 2020-08-07T14:50:25
Wealthy Americans understand just how deadly taxes can be. That’s why they do everything in ...
Top 6 Overlooked Expenses from 2020-07-08T18:31:30
It happens to millions of Americans every year. Many people overlook or underestimate major ...
Five Tips To Help You Achieve Financial Independence from 2020-07-02T13:51:42
What if you forgot about the whole idea of retirement and stopped thinking about it as some ...
The Ultimate 10 Point Retirement Checklist from 2020-06-26T18:06:55
You’ve worked hard and made sacrifices to save money, but that doesn’t mean you are ready to...
Focus On What You Can Control from 2020-06-19T17:34:20
This week, SHP Co-founders, Derek Gregoire&Matthew Peck CFP®CIMA®discuss things you can cont...
It's Time To Reassess Your Situation from 2020-06-11T14:45:14
This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Keith Ellis discuss ...
How Has COVID-19 Impacted The Economy? from 2020-06-05T14:13:49
This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Keith Ellis welcome ...
Reopening The Economy - Phase 1 from 2020-05-22T13:23:52
This week, SHP Co-founders, Derek Gregoire&Matthew Peck CFP®CIMA®discuss the reopening of Ma...
Bonus Episode- Different Levels Of Planning from 2020-05-21T18:38:20
The goal at SHP Financial is to provide as much value and information as possible. In this b...
Bonus: Thoughts On Social Security Benefits from 2020-05-14T15:22:54
The goal at SHP Financial is to provide as much value and information as possible. In this b...
Taxable Retirement Accounts And COVID-19 from 2020-05-13T14:34:44
This week, SHP Co-founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Keith Ellis dedicate...
Bonus Episode: The Market Closed On A High Note from 2020-05-11T18:53:40
The main goal at SHP Financial is to provide as much value and information as possible, arou...
Bonus Episode: Basics Of Estate Planning ft. Attorney Keith McManus from 2020-05-05T15:31:01
Our main goal at SHP Financial is to provide as much value as we can around what's happening...
The SHP Retirement Road Map Explained® from 2020-04-30T15:10:59
Taking a step back this week, SHP Founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Keit...
Bonus Episode: 3 Things To Plan For During These Times from 2020-04-27T14:28:10
Our main goal at SHP Financial is to provide as much value as we can around what's happening...
New Strategies Around The CARES Act from 2020-04-24T13:48:37
Financial planning may be secondary to you right now. Let SHP Financial worry about the plan...
Bonus Episode: New Strategies Around The CARES Act from 2020-04-22T21:14:05
Our main goal at SHP Financial is to provide as much value as we can around what's happening...
Can The Market Predict The Future? from 2020-04-09T16:06:35
This week, SHP Co-Founders, Derek Gregoire, and Matthew Peck CFP®CIMA®thank the people on th...
Top 3 Risks To Assess In These Wild Times from 2020-04-03T15:43:19
This week SHP Co-founders Derek Gregoire and Keith Ellis will discuss the top three risks yo...
COVID-19: Take Advantage Of Virtual Meetings from 2020-03-19T20:08:29
This week, SHP Founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Keith Ellis will talk a...
Coronavirus And Market Volatility Continue from 2020-03-13T16:05:48
This week, SHP Founders, Derek Gregoire&Matthew Peck CFP®CIMA®continue the discussion about ...
The Virus Becomes The Focus from 2020-03-06T13:09:07
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Keith Ellis will contin...
Virus Anxieties Affect Stocks from 2020-02-26T20:13:22
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Keith Ellis will discus...
Top 3 Risk Concerns from 2020-02-19T17:40:12
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Keith Ellis will discus...
The Power Of Zero - The Tax Train Is Coming! from 2020-02-05T16:29:11
This week, SHP founders, Derek Gregoire and Keith Ellis will discuss a huge opportunity, as ...
Fees Vs. Value For Planning from 2020-01-23T15:34:18
This week, SHP founders, Derek Gregoire, and Matthew Peck CFP®CIMA®welcome back Attorney Kei...
What's The Deal With The SECURE act? from 2020-01-21T14:51:31
If you missed last week's show, SHP founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Ke...
How the SECURE Act Will Affect You from 2020-01-09T15:39:38
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Keith Ellis, will discu...
The 5 Critical Areas Of Retirement Planning from 2020-01-03T14:46:31
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Keith Ellis will walk u...
Top 3 Areas To Have A Plan For from 2019-12-19T14:30:39
Merry Christmas from SHP founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Keith Ellis! ...
What Type Of Advisor Is Right For You from 2019-12-16T14:39:12
This week, SHP founders, Derek Gregoire and Matthew Peck CFP®CIMA®, will give you some infla...
Important Retirement Planning Decisions from 2019-12-06T22:40:23
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Keith Ellis are talking...
The SHP Retirement Road Map from 2019-11-27T16:06:08
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Keith Ellis walk us thr...
Don't Make Decisions On The Fly from 2019-11-20T18:31:37
This week, SHP Co-founders Derek Gregoire and Matthew Peck CFP®CIMA®, will talk about a few ...
When To Update Your Estate Plan And End Of Year Tax Strategies from 2019-11-14T17:30:03
This week, SHP Co-founder, Matthew Peck CFP®CIMA®, and Keith Ellis will talk about how we co...
Learning On The Go from 2019-11-07T20:18:39
This week, SHP founder, Matthew Peck CFP®CIMA®, introduces special guest, SHP Financial Advi...
SHP Retirement Roadmap®Audio Book from 2019-11-06T17:35:25
Thank you for taking the time to request your audio version of our book“SHP Retirement Roadm...
Steps To Take In the Year Before You Retire from 2019-10-31T17:48:36
This week’s show is specifically designed for the listeners, who are approaching retirement....
The State Of Bonds&Changes Coming In 2020 from 2019-10-24T16:44:36
This week, SHP founders, Matthew Peck CFP®CIMA®, and Keith Ellis, will discuss the current s...
The 5 Worlds Of Retirement Planning from 2019-10-17T14:51:32
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Keith Ellis will talk a...
Owning Multiple Properties, Bonds, And End Of Year Planning from 2019-10-09T15:39:30
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Keith Ellis, welcome ba...
Benefits To Setting Up A Trust&The Savers Crisis from 2019-09-26T16:39:54
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Keith Ellis welcome bac...
The 5 Most Important Worlds Of Retirement Planning from 2019-09-20T13:25:48
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®CIMA®, and Keith Ellis will talk a...
Tax Planning, Risk, And Fees from 2019-08-30T15:03:28
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about the ...
Give Your Portfolio A Stress Test from 2019-08-15T15:22:25
This week, SHP founders, Derek Gregoire and Matthew Peck CFP®welcome back Attorney Keith McM...
What Is Causing Recent Market Volatility? from 2019-08-12T15:25:04
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will discuss ma...
Dive Deeper Into The 5 Critical Areas Of Retirement from 2019-07-29T14:13:20
This week, SHP founders, Derek Gregoire and Keith Ellis, are going to take a deep dive and e...
The 6 Steps To Take In The Year Before You Retire from 2019-07-18T13:43:48
This week’s show is specifically designed for the listeners, who are approaching retirement....
How Is SHP Different? from 2019-07-11T16:25:36
This week, SHP founders, Derek Gregoire and Matthew Peck CFP®, discuss how SHP is different ...
The Most Important Question from 2019-07-03T13:23:22
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will discuss ma...
SHP Retirement Rod Map® from 2019-06-27T13:48:41
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis walk us through ...
Keep Your Portfolio Cool In The Heat from 2019-06-20T15:28:02
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis welcome back Att...
Don't Wait Until It's Too Late To Plan For Retirement from 2019-06-13T17:24:47
This week, SHP founders, Derek Gregoire and Keith Ellis will discuss potential changes in le...
Estate Planning, Volatility, And Tips For College Grads from 2019-06-06T13:44:33
This week, SHP founders, Derek Gregoire&Matthew Peck CFP®,are going to discuss the top few q...
The Show Of All Shows from 2019-05-24T15:56:01
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis walk us through ...
Going Against Conventional Wisdom from 2019-05-16T13:45:11
This week, SHP founders, Derek Gregoire and Keith Ellis will discuss going against conventio...
High Net Worth Planning from 2019-05-09T14:01:38
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will gear the s...
What Happens When You Push The Goal Post Back from 2019-05-02T17:50:35
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will talk about...
Strategies for 2019 from 2019-04-25T13:33:04
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will talk about...
A True Plan Focuses On More Than Just Income from 2019-04-10T13:51:36
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, discuss the ben...
Tax Planning Missed Opportunities from 2019-04-04T14:09:02
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, discuss how wit...
SHP 5 Step Retirement Road Map® from 2019-03-27T18:59:58
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis walk us through ...
Take Control Of Your Income Plan from 2019-03-22T14:20:55
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about the ...
To Plan Or Not To Plan? from 2019-03-15T17:17:53
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about“to p...
Breaking Conventional Wisdom from 2019-03-07T18:58:27
This week, SHP founders, Derek Gregoire and Keith Ellis will talk about a lot of great infor...
Retirement Transitions from 2019-02-28T16:07:06
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about the ...
Income, Income, Income! from 2019-02-21T15:05:57
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis talk about the S...
Cutting Corners In Retirement from 2019-02-14T20:33:28
This week SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis are talk about cutting corners in your retirement plan. Corners that they often see being cut, are ones like not properly ...
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Do You Have A Diversified Retirement Plan? from 2019-02-07T16:05:58
This week SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, are discussing the SHP Retirement Road Map®. They will tell you how it can help you and what the time frame is for buildi...
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Do You Have A Game Plan? from 2019-01-24T16:55:21
This week SHP founders, Derek Gregoire & Matthew Peck CFP® are discussing how important it is to have a game plan for your retirement and not just a pile of stocks and a portfolio. Next they will b...
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3 Important Steps from 2019-01-21T16:26:52
This week SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, discuss the 3 important steps to take when getting ready for retirement. Step one is addressing income. You need to figur...
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The What-ifs To Consider When Retirement Planning from 2019-01-11T15:16:37
This week SHP founders, Derek Gregoire and Matthew Peck CFP®, address the “what-ifs.” A lot of people have a portfolio or a plan, but they don’t think about the “what-ifs” to consider in regards to...
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