Retirement Road Map®

By: Derek Gregoire Keith Ellis and Matthew Peck
  • Summary

  • Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trademarked Retirement Road Map® is a holistic planning process that focuses on the 5 key areas of retirement planning: Income planning, investment planning, tax planning, health care planning, and legacy planning. The Retirement Road Map is your guide to financial freedom and will prepare you for the retirement you’ve always dreamed of and deserve!
    © 2021 SHP Financial
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Episodes
  • 066: How to Change the World in Retirement with Matt Glynn
    Oct 30 2024

    You’ve had a successful career, you’ve invested well, and you have everything you need to live comfortably in retirement. Sounds perfect, right? While that would be a dream scenario for some, others often want to do more by giving back and paying it forward. Such is the case with today’s returning guest.

    Matt Flynn owned Glynn Electric for over 30 years, serving Massachusetts, Rhode Island, and New Hampshire residents. But today, he’s the VP of Project Trinitē, a non-profit organization on a mission to connect remote communities with global employment opportunities through the deployment of cost-effective globally connected work centers.

    In today’s episode, Matthew Peck is also joined by SHP Financial’s Laura Russo to talk about the great things Matt Glynn and Project Trinitē are doing abroad and what compels and motivates him to give back to help those in need. He also shares some excellent advice for anyone who is interested in charitable work and what he looks for in a charity before making donations.

    In this podcast interview, you’ll learn:

    • Matt’s advice on where to start when choosing a charitable organization to give to.
    • How his work experience has been an asset in getting projects off the ground in several countries.
    • How Project Trinitē helps by empowering the people they serve to support themselves.
    • That’s it’s okay to say no and protect your time once you get involved in charitable work.

    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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    33 mins
  • Matt's Markets on the Move: October 2024
    Oct 11 2024

    Join SHP Co-founder Matthew C. Peck, CFP® CIMA® and Lead Advisor Laura Russo as they take a moment to reflect on Q4 and prepare for 2025!

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    39 mins
  • 065: Why Elections Shouldn’t Change Your Investing Mindset with David Hathaway
    Oct 9 2024

    In just a few weeks, Americans will vote to decide who will become the next President. With all the commercials and political coverage dominating our screens, it’s easy to get caught up in the media circus during the election season. It’s also difficult to determine how much elections should weigh on your mind, as well as your investing strategies and retirement plans.

    In today’s episode, SHP Financial’s Matthew Peck and David Hathaway discuss how our elections impact the economy and your investing mindset. We’ve been hearing about market volatility, inflation, and a potential recession for some time now, but is it all doom and gloom?

    In this conversation, we dive into why we let elections influence our investing decisions, the roles that our elected officials have in shaping our economy, and what to pay attention to and what to ignore in the weeks ahead before the next President is elected.

    In this podcast interview, you’ll learn:

    • How much impact presidents (and presidential elections) have on our economy–and why it’s actually less than you think.
    • Why Congressional and local elections are equally or maybe even more important than who is elected as President.
    • The downside of letting elections influence your investing mindset and overall outlook on the economy.

    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

    • Facebook
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    • YouTube
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    24 mins

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