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Retirement Road Map
Derek Gregoire, Keith Ellis, and Matthew Peck
104 episodes
2 hours ago
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!
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Investing
Business
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All content for Retirement Road Map is the property of Derek Gregoire, Keith Ellis, and Matthew Peck and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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!
Show more...
Investing
Business
Episodes (20/104)
Retirement Road Map
093: The Importance of Building Strong Savings Habits for Young Investors with Nick Nelson
2 weeks ago
38 minutes 7 seconds

Retirement Road Map
092: The Emergence of Private Equity, Private Credit & Alternatives with BlackRock's Jon Diorio
4 weeks ago
38 minutes 46 seconds

Retirement Road Map
091: Estate Planning Essentials: How Trusts & Gifting Protect Your Legacy with Attorney David Chaves
1 month ago
42 minutes 59 seconds

Retirement Road Map
090: Going Beyond the Portfolio: Transitioning Into Retirement with Confidence with Kyle Britton
1 month ago
26 minutes 20 seconds

Retirement Road Map
Matt's Markets on the Move Q3: October 2025
2 months ago
36 minutes 16 seconds

Retirement Road Map
089: The Future of Fannie Mae and Freddie Mac and What Privatization Could Mean for Homebuyers with Nathan Hartseil
2 months ago
25 minutes 7 seconds

Retirement Road Map
088: The Importance of Retirement Planning for Women and Widows with Alina Osokhovska, CFP®
3 months ago
23 minutes 3 seconds

Retirement Road Map
087: How Death Doulas Help Families Navigate End-of-Life with Love & Compassion with Aimee Yawnick
3 months ago
38 minutes 35 seconds

Retirement Road Map
086: Career Insights for New Grads Aspiring to Become Financial Advisors with Raphael Hanna
4 months ago
31 minutes 18 seconds

Retirement Road Map
085: How Donor-Advised Funds Simplifies Charitable Giving And Maximizes Tax Benefits with Kyle Casserino
4 months ago
43 minutes 15 seconds

Retirement Road Map
084: Examining the Big Beautiful Tax Bill & What it Means for Your Retirement with Alina Osokhovska
5 months ago
41 minutes 43 seconds

Retirement Road Map
Matt's Markets on the Move Q2: July 2025
5 months ago
36 minutes 5 seconds

Retirement Road Map
083: Smart Tax Planning Strategies to Keep More of Your Retirement Income with Mike Guthrie
5 months ago
39 minutes 52 seconds

Retirement Road Map
082: How SMAs Help Optimize Tax Efficiency In Your Portfolio with Cam Iarrobino
6 months ago
35 minutes 40 seconds

Retirement Road Map
081: How the 2025 Social Security Reforms Will Impact Retirees with Chase Reardon
6 months ago
32 minutes 51 seconds

Retirement Road Map
080: How Financial Plans Help Navigate Volatile Markets and Create Peace of Mind with Kyle Britton
7 months ago
28 minutes 46 seconds

Retirement Road Map
079: How Practicing Gratitude Builds Deeper Connections and Relationships with John Israel
7 months ago
45 minutes 53 seconds

Retirement Road Map
078: Tax-Efficient Financial Planning Strategies for High-Net-Worth Investors with Alina Osokhovska
8 months ago
25 minutes 3 seconds

Retirement Road Map
077: Estate Planning Essentials to Help Protect Your Assets and Legacy with Matthew Karr, ESQ
8 months ago
49 minutes 19 seconds

Retirement Road Map
Matt's Markets on the Move: April 2025
8 months ago
44 minutes 39 seconds

Retirement Road Map
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!