For close to 10 years, SHP Financial co-founders Derek Gregoire, Matthew Peck and Keith Ellis have been hosting this weekly talk radio show with the mission of empowering today's retirees and pre-retirees, so you can make better financial decisions for your future. Each week you'll hear timely financial news and topics, along with local and national guest interviews, all geared towards helping you get to and through retirement. Click here to learn more. This page is sponsored by SHP Financial and does not reflect iHeartMedia, its employees or other advertisers.
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Whether we like it or not, our tax laws will be changing again soon. That’s why it’s so important to keep your tax planning needs top of mind and be aware of what those changes are and how they factor into your retirement plan.
Today, we’re once again joined by Chase Reardon to talk about some important changes to the Tax Cuts and Jobs Act and how you can take advantage of opportunities that exist to mitigate taxes.
We’ll discuss why tax planning and portfolio planning have to go hand in hand, how Chase and the SHP Financial team works with clients to build a tax plan for their specific needs, and what you can do right now to save money in retirement.
In this podcast interview, you’ll learn:
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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If you’re buying a home or thinking about refinancing your existing mortgage, you’ve probably got a lot of questions: what are interest rates going to be? Are these high interest rates here to stay forever? How much equity can I unlock to pay bills or renovate my home?
We’re thankful to have Nate Hartseil from Main Street Home Loans with us today to walk us through the current mortgage landscape and what your options might be, whether you’re looking to buy or sell.
In this conversation, we explore when, why and how the Fed may finally cut interest rates, strategies you can use to retire debt for you and your family, and how to get out from under debts that might be weighing you down.
In this podcast interview, you’ll learn:
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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One of the most popular questions that we get from our clients is, "How are you different?" It's a simple question but difficult to explain in 10 words or less. The quick answer is that it's not just the people, our portfolios, or our years of experience on our teams. It's all of it... and more.
Here to help me explain what sets SHP apart from other firms is VP of Advisory Solutions, Nick Nelson. Nick started at SHP in 2016 and has been instrumental in helping us grow our business to what it is today.
So today, we'll discuss how we've been a culture that prides itself on delivering an outstanding client experience by putting our clients first and going beyond helping them achieve personal or financial goals. You'll also hear why all of our teams are solutions teams and how each team is making a difference in the growth of our business and our client's lives.
In this podcast interview, you’ll learn:
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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Most business owners are probably unaware that the Corporate Transparency Act went into effect on January 1, 2024. More importantly, this new law will directly impact the day-to-day operations of many business owners. Intended to combat money laundering, human trafficking, and funding terrorism, this new law brings with it new reporting requirements with an array of penalties.
We’re thrilled to welcome David Chaves back to the podcast as he brings unique skills and experience to talk about this very important topic. He’s a retired FBI Agent, attorney, and keynote speaker on topics including white-collar crime, compliance, risk management, government investigations, and leadership.
In this conversation, we’ll explain why most businesses will be impacted by this law, how to ensure your business complies with FinCEN if necessary, and how to get ahold of David’s ebook to learn more.
In this podcast interview, you’ll learn:
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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Welcome to the kickoff of 2024 as we explore the evolving economic terrain. Join us for valuable insights shared by SHP Financial's Co-founder, Matthew C. Peck, CFP® CIMA®, who brings clarity to dissect the latest updates in the financial landscape. Alongside him is our co-host and Sr. Service Representative, Laura Russo, ready to provide an insightful perspective and make sense of the dynamic changes in store for this year.
In this episode, we'll navigate through the intricacies of the financial world, uncovering key trends, potential challenges, and exciting opportunities that lie ahead. Matt and Laura will break down the essential updates, ensuring you're well-informed and prepared to navigate the economic landscape in 2024!
There are five worlds of financial planning: income, investment, tax, health care, and legacy–and today’s episode is all about legacy. We believe your legacy is more than your estate and the assets you leave behind.
The fact is, if you don’t take control of your legacy with proper financial planning, someone else will. These are tough conversations to have for most people, but by the end of the episode, our goal is to help you feel comfortable taking that first step and getting started.
We’re happy to have someone like Mark Kenney at SHP share his expertise and experience. Today, we’ll discuss how legacy planning impacts every other part of your financial plan, simple ways to reduce your estate taxes, and the key touch points you should be aware of as you create your legacy plan.
In this podcast interview, you’ll learn:
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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The end of the year is a time to reflect not just on what we’re grateful for and what we accomplished, but it’s also a great time to review the state of our financial plans–and the opportunities to take advantage of before the clock strikes midnight on December 31.
Here at SHP, that means it’s all hands on deck this time of year to check all the boxes so that we’re setting our clients up for long-term success and a stress-free retirement.
In today’s episode, we’re talking about how the major changes to tax law passed over the last five years will affect retirees for decades to come, and what you can do right now to make sure that your finances are one less thing for your loved ones to worry about.
In this podcast interview, you’ll learn:
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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When most people think of tax planning or doing their taxes, many would rather save it for another day. But if there’s one area that we can help our clients with to save them money, it’s with their tax planning.
In today’s episode, Derek Gregoire and Matthew Peck emphasize the importance of proper tax planning in your retirement plan. They’ll discuss tax diversification strategies, Roth conversions, and concepts to ensure that more of your hard-earned money stays in your account instead of going to Uncle Sam.
If you’ve been contributing to IRA and 401(k) accounts, you have a head start. By implementing simple (yet effective) strategies to move money into tax-free accounts, you’ll be ahead of the game when you retire.
In this podcast interview, you’ll learn:
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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Here at SHP, we get so many questions about Social Security: when to claim it, how it works, and what might happen to it in the future, especially with how dysfunctional Congress has become.
As always, we’re excited to welcome Mark Kenney, CFP, CTS, back on the podcast to get his thoughts on where things might be headed and how to plan for it.
In this conversation, we dig into the history of Social Security, the common challenges people face when it comes to taking it, and how Social Security factors into a comprehensive financial plan to help you meet your goals in retirement.
In this podcast interview, you’ll learn:
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
Connect With Us on Social