Cutting Corners In Retirement - a podcast by SHP Financial

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 planning for health care, estate planning, tax planning etc. Next, they welcome back Attorney Keith McManus from McManus estate planning. Attorney McManus talks about how important it is to properly evaluate your trust and estate plan. In the SHP story segment, Keith tells a story about a couple, who were wondering when they could retire. Turns out they could have retired a couple years before and now they still can, as long as they have the proper allocations within their plan. Finally in the weekly market report, the guys discuss their outlook for 2019 and what’s going on in the equity markets.

Further episodes of SHP Retirement Road Map

Further podcasts by SHP Financial

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