พอดคาสท์ Retirementroadmap ชั้นนำ (2024)

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066: How to Change the World in Retirement with Matt Glynn 32:52

2d ago32:52

32:52

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 …

1
Matt's Markets on the Move: October 2024 38:40

21d ago38:40

38:40

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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065: Why Elections Shouldn’t Change Your Investing Mindset with David Hathaway 23:39

23d ago23:39

23:39

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 …

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064: Examining Nvidia’s Impact on AI and the Technological Revolution with Raphael Hanna 34:06

1M ago34:06

34:06

This new age of AI is undoubtedly one of the most significant advancements in technology that we’ve seen since the dot-com boom in the 1990s. Whether we like it or not, it’s already here and growing in popularity. In today’s episode, we’ll examine the impact that Nvidia is having on the AI revolution and things to consider when adding tech stocks t…

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062: Legacy Planning Strategies to Secure Your Wealth with Matthew Karr, Esq 40:46

2M ago40:46

40:46

If you’ve made smart financial decisions, secured your nest egg for retirement, and accumulated enough wealth to leave behind, you’ll undoubtedly have questions about minimizing estate taxes. It’s one thing to pay your fair share of taxes, but nobody wants to send more money to Uncle Sam than they have to. And that’s where having expert advice can …

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061: Questions to Ask When Adding Alternative Investments to Your Portfolio with Mike Prescott 31:57

3M ago31:57

31:57

Alternative investments: Perhaps you’ve heard of them or even dabbled with them in your portfolio. The alternative marketplace has grown rapidly over the past few decades, with no signs of stopping. If you have questions about what they are and how they can add value to your portfolio, we’ve got you covered. We’re excited to have Mike Prescott on t…

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060: Matt's Markets on the Move with Laura Russo 49:18

3M ago49:18

49:18

What’s happening in the markets? What indicators should we look at right now, and what can we expect to see in the coming months? In today’s episode, Matthew Peck is joined once again by SHP Financial’s Laura Russo to answer these questions in a special podcast edition of our quarterly update. We’ll explore how AI continues to power large-cap posit…

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059: Protecting Yourself From Identity Theft, Crypto Fraud & Scams with Dave Chaves 29:49

4M ago29:49

29:49

Today’s digital world is full of thieves and scammers looking to access your information and use scare tactics to steal your hard-earned money from you and your family. Victims of these fraud scams are often retirees and the elderly, who are so scared that they send thousands and thousands of dollars before realizing what is happening. To help you …

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058: How Much Money Do I Need to Retire? 33:02

5M ago33:02

33:02

At SHP Financial, we help our clients with many common or technical questions such as, “What is a required minimum distribution?” or “What’s a Roth conversion?” However, one of the most popular questions we hear is, “How much money do I need to retire?” It’s a difficult question to answer because the magic number isn’t the same for everyone. There’…

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057: How HSAs and Healthcare Are Vital Components of a Retirement Plan with Scott Hokanson 32:26

5M ago32:26

32:26

Health insurance, Medicare, and long-term care are deeply intertwined with your taxes and legacy plan. If you’ve done well and saved money for retirement by making sound financial decisions in your working years, we want to help you preserve those assets so you can enjoy your retirement without worrying about healthcare expenses. To help our client…

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056: The Tax Implications of an Inheritance for Beneficiaries with Mark Kenney & Amanda Glennon 34:37

5M ago34:37

34:37

Losing a loved one is one of the most challenging and emotional periods in anyone’s life. When assets, such as property and investments, are left to their beneficiaries, many families have a difficult time knowing where and how to start the process of settling the estate. In today’s episode, we’ll focus on estate planning, specifically the responsi…

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055: SHP’s Philosophy on Financial Planning & Asset Management with William Malagodi 33:57

6M ago33:57

33:57

In early 2023, SHP Financial passed the $1 billion threshold in AUM, or assets under management. If you’ve ever wondered what goes into running a firm of this size, how we choose our managers, and how we help our clients create comprehensive financial plans, today’s episode is for you. Today’s guest is William Malagodi. William has extensive experi…

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054: How Great Leaders Make Dreams Possible with Chris Smith 43:09

7M ago43:09

43:09

Today, we’re joined by Chris Smith, creator of the Campfire Effect and host of the Family Brand Podcast. Chris works with leaders and advisors in the financial planning space to help them tell their stories, scale their businesses, and unlock growth and change. We’ve worked with Chris in the past to develop and tell the story of our brand, and we w…

1
Matt's Markets on the Move: April 2024 33:15

7M ago33:15

33:15

Come join SHP Co-founder Matthew C. Peck, CFP® CIMA® and Sr. Service Representative Laura Russo as they take a moment to reflect on Q1 and prepare for Q2! While thinking about the future, they also explore the potential impact of the upcoming election on your retirement. In this episode, we'll explore important trends, possible hurdles, and any new…

1
053: Teaching Your Kids About Money, Budgeting and 401(k) Plans with Mike Guthrie 30:12

7M ago30:12

30:12

As a parent, it’s never too early to start talking to your kids about money. Before you know it, they’ll be going off to college and getting their first job as a young adult. At that point, they’ll probably have questions about how much they can afford to spend and whether or not they should invest in a 401(k). Today’s episode will help prepare you…

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052: How to Build a Legacy with a Family First Mindset with Michael Hyatt 40:05

8M ago40:05

40:05

Many entrepreneurs and business owners will admit that it’s easy to get caught up in sales, numbers, targets, and growth. But at what cost? As you’ll hear in this conversation, the sacrifices people make to build a 7, 8, or even 9-figure business can leave their family and loved ones wishing they could enjoy more time with them instead of enjoying …

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051: Important Changes to the Tax Cuts and Jobs Act with Chase Reardon 31:39

8M ago31:39

31:39

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 …

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050: Leveraging Home Equity to Secure Your Financial Future and Retirement with Nathan Hartseil 30:53

8M ago30:53

30:53

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 t…

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049: An Inside Look at the SHP Solutions Teams with Nick Nelson 36:10

9M ago36:10

36:10

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 othe…

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048: The Corporate Transparency Act: Important Changes For Business Owners with David Chaves 29:52

9M ago29:52

29:52

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 requirement…

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Matt's Markets on the Move: January 2024 44:21

10M ago44:21

44:21

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 insigh…

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047: How Legacy Planning is More Than an Estate Plan with Mark Kenney 29:23

10M ago29:23

29:23

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…

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046: The SHP End-of-Year Financial Checklist for 2023 26:28

11M ago26:28

26:28

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 bo…

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045: Tax Planning Strategies to Save Money in Retirement with Derek Gregoire and Matthew Peck 28:49

11M ago28:49

28:49

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 discu…

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044: The Past, Present and Future of Social Security with Mark Kenney 37:17

12M ago37:17

37:17

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 t…

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043: The Most Important Aspects of a Comprehensive Retirement Plan with Derek Gregoire and Matthew Peck 28:37

1y ago28:37

28:37

Whether you’re retiring in five, 10, or 15 years, you need to be well prepared to retire–but other than your money, what exactly goes into a retirement plan? A lot of financial advisors will simply tell you “You made money. You lost money. Stay the course. That’s the plan,” even though that may not be what you want to hear. So, with that in mind, w…

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042: Leadership, Integrity and Legacy: The Pillars of a Successful Business with Matt Glynn 49:38

1y ago49:38

49:38

Anyone who has started their own company will tell you that there are many important decisions that dictate how successful your business will be. And today’s guest is no different. Matt Glynn was the proud owner of Glynn Electric for over 30 years, serving residents in Massachusetts, Rhode Island, and New Hampshire. At its peak, Glynn Electric empl…

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Matt's Markets on the Move: October 2023: 34:02

1y ago34:02

34:02

As we head into Quarter 4 of 2023, it can be easy to get caught up in the political drama that we see in Washington D.C. Join us as we find clarity on the state of our market with SHP Financial Co-founder Matthew Peck, CFP®, CIMA®!

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041: How Long-Term Care Planning Secures Your Legacy and Retirement with J. Cawley 33:31

1y ago33:31

33:31

Once our clients start building their retirement plans, they realize that while they’re probably going to be okay for income, several risk factors could derail their retirement, including healthcare and long-term care. To help explain how life insurance and long-term care are a vital part of any retirement plan, we have SHP’s J. Cawley on the podca…

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040: Politics, History and Planning for a Better Financial Future 30:28

1y ago30:28

30:28

The last decade was pretty great for stocks. So many investors flourished under low inflation, low taxes, and low interest rates, and you can safely say that the bull run we just went through was historic. However, we’re now in a recessionary period marked by high inflation–and, just like bear markets of the past, we’re going to get through this on…

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039: How to Get Organized (and Declutter Your Life) with Mara Bangura 28:23

1y ago28:23

28:23

A well-organized financial plan is part of a well-organized lifestyle. If you can’t find things in your home, you might not be able to find them in writing, either. We amass gadgets, clothes, documents, and so much else in life … so, what can we do about it? To answer that question, we’re thrilled to be talking with Mara Bangura. Mara is the owner …

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038: A Guide to Annuities: When an Annuity Makes Sense For Your Financial Plan with Joe Anderson 23:30

1y ago23:30

23:30

At SHP Financial, we provide income, investment, tax, health care, and estate planning and help build effective portfolios. Today’s podcast is all about annuities. When they might make sense for you and when they wouldn’t. Annuities are a big buzzword lately. Some advisors love them, and others steer clear of recommending them. So we’ve written a G…

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037: The Perfect Triple Tax-Free Benefits of Health Savings Accounts with Bill Stuart 38:42

1y ago38:42

38:42

A well-built health savings account (HSA) can be a powerful part of your retirement portfolio. But there are things that everyone should know to make sure they are maximizing the benefits and getting the most from these accounts. With that in mind, we’re not just calling in an expert. We’re calling in Bill Stuart, author of HSAs: The Tax Perfect Re…

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036: The Due Diligence Behind SHP’s Portfolio Construction with William Malagodi 33:41

1+ y ago33:41

33:41

If you've invested money in the stock market over the past 10 or 15 years, you've likely felt stressed when looking at your portfolio's wild dips and swings. It's easy to feel like you can never make a good decision or overcorrect in the face of a drastic downturn. This is why we're so fortunate to have William Malagodi on our team at SHP. He's our…

1
Matt's Markets on the Move: July 2023 33:09

1+ y ago33:09

33:09

The financial landscape can feel like it is always evolving, and 2023 is no exception. As we head into Quarter 3, join us in welcoming our Co-founder, Matthew Peck, CFP®, CIMA®, as he shares his insight so that we can be confident to weather any storm.

1
035: How SHP Sets Clients Up For Success with Laura Russo & Natalia Carmago 30:28

1+ y ago30:28

30:28

Every client should have a plan for their income, investments, taxes, health care, and legacy. Unfortunately, most firms just offer products and rarely help implement strategies in each of these areas of life–which is why it’s so important to us at SHP Financial. With that in mind, I’m excited to be joined by Laura Russo and Natalia Carmago to give…

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034: The Importance of Estate Planning for First Responders with Keith McManus & Dave Chaves 27:55

1+ y ago27:55

27:55

When a first responder arrives on the scene, they don’t always have the privilege of knowing exactly what to expect. And many of these calls are high pressure situations where seconds can make the difference between life and death. First responders provide protection to their community, but there is also a need for them to provide protection for th…

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033: Legendary Tales from Boston Sports Radio and TV Icon, John Dennis 1:13:56

1+ y ago1:13:56

1:13:56

In today’s world, we tend to throw the words legend and legendary around as casually as we might with a baseball in our backyard. This is not one of those days. We couldn’t be more thrilled to share this episode with an absolute legend and icon in Boston Sports radio, TV, media, and film, Mr. John Dennis. John’s career in the Boston sports world st…

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032: 529 Plans: How to Get the Most from Your Education Savings with Mark Kenney, CFP® and Matthew Peck, CFP®, CIMA® 32:56

1+ y ago32:56

32:56

With income tax season in the rearview, some people tend to shift their focus to saving toward a child's education. This time of year, we'll often hear questions like: What are the best options? Wasn't there something new about 529s in SECURE Act 2.0? Has anything changed? If you're someone who has any of those questions (or others!) and you want t…

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Special Market Update: The Debt Ceiling Crisis 22:12

1+ y ago22:12

22:12

Amidst the headlines about Congress debating the Federal Government's debt ceiling, it's easy to feel overwhelmed by all the details. But worry not, because we have Matthew Peck, CFP® CIMA®, co-founder of SHP Financial! Listen as he shares his knowledge and brings clarity to the confusion so that we can get a better understanding of how this issue …

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030: Helping Clients Dream Big and Find Their Purpose in Retirement with Patrick Randall & Jack Tomczyk 35:23

1+ y ago35:23

35:23

When you look at your retirement plan on paper, it might just feel like numbers on a page. But what exactly do they mean? How do you make sense of them, and get a clear vision of what your retirement might actually look like? To answer this question, we’re talking to Team Pat: Patrick Randall and Jack Tomczyk. Pat has been with us at SHP for over f…

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029: Navigating Today’s Mortgage Rate Landscape with Nathan Hartseil 35:23

1+ y ago35:23

35:23

It’s been almost two decades since any of us had to deal with rising interest rates–and as a consequence, anyone buying a home right now is probably shocked by how different things are. To help make sense of the mortgage landscape with rising interest rates and refinancing options, we’re thrilled to be talking to Nathan Hartseil. At Main Street Hom…

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028: Why All Financial Advisors Aren’t Created Equal with Brad Johnson 39:21

1+ y ago39:21

39:21

Contrary to popular belief, all financial firms and their advisors are not created equal. It’s actually a common myth that all financial advisors do the same thing and give the same advice. What they do–and how they do it–can be drastically different from company to company. We started SHP Financial in the early 2000s, but it wasn’t until the 2010s…

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Matt's Markets on the Move: April 2023 30:03

1+ y ago30:03

30:03

The financial landscape can feel like it is always evolving, and 2023 is no exception. As we head into Quarter 2, join us in welcoming our Co-founder, Matthew Peck, CFP®, CIMA®, as he shares his insight so that we can be confident to weather any storm.

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027: Navigating the Collapse of Silicon Valley Bank, Part 2 8:20

1+ y ago8:20

8:20

In our first podcast episode about Silicon Valley Bank, we ended with a cliffhanger because we were waiting to hear what the Fed and Chairman Powell would do next. Now, in this episode, we will explain why the Fed decided to raise interest rates, and how it could affect the whole economy. In this podcast discussion, you’ll learn: How the Fed has ch…

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026: Navigating the Collapse of Silicon Valley Bank, Part 1 24:37

1+ y ago24:37

24:37

In the light of the recent news of the failure of Silicon Valley Bank and the regulators stepping in at Signature Bank, we wanted to bring clarity to the impact of these actions on the economy and the markets at large. It’s always scary to see headlines of “bank failure” and pictures of people peering through the windows of banks that have closed t…

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025: Quantifying the Value of a Financial Advisor with Mark Kenney 31:56

1+ y ago31:56

31:56

What is the value of great financial advice? It’s tough to put a number on it. But when it comes to financial planning, lots of people want to try to go it alone or take a “set it and forget it” approach to their portfolio. However, if they’re merely investing, or getting help managing their investments, there’s a huge component that is often misse…

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024: The Recession of 2023: Answers to Your Burning Questions with Andrew Opdyke 34:41

1+ y ago34:41

34:41

The big topic for 2023 that is on everyone’s mind has definitely been the looming recession. Which leads to questions like: Will there be a recession? And if so, how bad will it be? Are we in a recession right now? What’s happening with the Fed, and what should we do about it? So, the timing couldn’t be better to welcome Andrew Opdyke, Senior Econo…

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023: SECURE Act 2.0: Here’s What You Need to Know with Matthew Peck 22:27

1+ y ago22:27

22:27

A new version of the SECURE Act was passed on December 29, 2022. While we were celebrating the holidays, a lame duck Congress passed a law that made sweeping changes to financial and retirement planning. Whether you’re recently retired, saving for retirement or even just saving for college, these changes to the SECURE Act are worth noting. With tha…

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022: Estate Planning: Simple Tips for Keeping Your Plan Up To Date with Keith McManus 24:03

2y ago24:03

24:03

Estate planning is a critical part of the retirement planning process. As we kick off the new year, this is a perfect time to ensure that your plan is up to date. Things change over time. That includes our lives, our family, and even the laws that apply to estates. This means the wills, trusts, and other estate documents that protect our families a…

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