Tax Planning, Risk, And Fees - a podcast by SHP Financial

This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about the top 3 or 4 areas that everyone needs to take into account, when planning for retirement. Many people who come into SHP Financial, just have a pile of investments and that’s it. The guys talk about the importance of having a full plan, making sure you have an income stream to last for the rest of your life, risk, and fees. While planning for retirement, it is extremely important to price out your relationship with your advisor. Finally, Derek, Matt, and Keith introduce a huge opportunity for current tax planning and a first ever High Net Worth Tax Summit, SHP is hosting, coming up in September.

Further episodes of SHP Retirement Road Map

Further podcasts by SHP Financial

Website of SHP Financial