Episode 255: Income Planning Continued - a podcast by SHP Financial
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 off all the boxes, crossing all T’s, and dotting all I’s. 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.
Further episodes of SHP Retirement Road Map
Further podcasts by SHP Financial
Website of SHP Financial