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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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 of Green Earth Organizing, where she helps people, quite literally, get organized and declutter.
In this episode, Mara walks us through how she helps people respectfully part ways with all the stuff we amass in life, how to help friends and family declutter when a loved one passes, and how to apply these strategies both at home and at work.
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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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 Guide to Annuities and made it a free download on our website to improve your knowledge and comfort level of them.
With that in mind, we’re joined by Joe Anderson. Joe’s been a financial advisor at SHP since 2015 and is very well versed on the pros and cons of annuities. We dig into how annuities have become such a controversial investment tool, how to determine if annuities could be a good fit for you, and how to find the right products for your portfolio.
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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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 Retirement Account. He’s one of the world’s leading authorities on this topic, and his understanding of HSAs is truly on another level.
In today’s conversation, we’re talking about the tremendous tax benefits of HSAs, what makes these accounts “triple tax-free,” who can use HSAs (and how to use one if you’re eligible), and some basic strategies you can employ at any stage of life to invest for long-term success.
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'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 Director of Investment Operations and digs deep into money management so our clients can focus on living and dreaming.
In this conversation, you'll learn how William survived trial by fire joining the financial industry during the crisis of 2008, why it's so hard to be a DIY-er in today's economy, and the scrutiny and due diligence that goes into every transaction with client portfolio construction here at SHP.
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 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.
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 you a behind the scenes look at how we set our clients up for long-term success. Laura comes from the world of trust administration at a major bank, where she worked with ultra high net worth clients, and Natalia brings decades of experience from a large investment firm.
In this episode, we dig into what goes into our client review process, how we create whole-person plans for our people, what your first meeting with us might look like, and the value of keeping things small.
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 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 their families should anything happen to them at the scene or even years later.
That's why we’re thrilled to be joined by Keith McManus and Dave Chaves. Keith and Dave are attorneys from McManus Estate Planning, and they know how difficult it is for a family to settle an estate when a family is already suffering and recovering from a tragic event.
In this episode, we dig into the importance of estate planning for first responders, why estate planning is important for adult children, and why meeting with an expert estate planner is crucial to make sure everything is done properly so that you and your family are protected.
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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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 started in the 1970s and continued into the 90s and 2000s with the Dennis and Callahan morning radio show.
He’s won several Emmys and other broadcasting awards in his storied career with WEEI, with roles as weekend and weekday sports anchor, producer, and director. He’s also made a huge impact with his charitable work with the Jimmy Fund, the Cystic Fibrosis Foundation, and on the board of directors of the Mutual Funds Against Cancer Organization.
If sports has been a big part of your life over the past 50+ years, even if you haven’t lived in the Boston area, John’s voice is likely a familiar one. He’s interviewed legendary sports figures and been on the scene (and behind the scenes!) to cover some of the most memorable moments in sports history. Anyone who has been able to have access to Tom Brady and Bill Belichick on the Patriots Monday radio call every single week-win, lose or draw-during their tremendous run undoubtedly has achieved legendary status with some epic stories to tell.
In this conversation, we go back to the beginning of his career as he paints a picture with great detail of what some of the most memorable moments in sports looked like from his seat. From the great Celtics runs in the 70s and 80s, golfing with the greats, his cameos in the Farrelly Brothers’ movies, being on the air during the tragedy on 9/11, and how he overcame his battle with alcoholism. As they say, he’s been there and done that, and we’re thankful to have him with us today.
Even if you’re not a sports fan, there’s a little something for everyone. There’s a backstory to every big story, and they’re being brought to you today by one of the greatest voices in Boston Sports, John Dennis.
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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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 to start preparing for your child's (or grandchildren's) education, this episode has everything you need to know about 529 Plans, including information on the changes that apply to 529s.
In today's conversation, our very own Mark Kenney and Matthew Peck dig into how you can maximize the tax advantages of a 529 plan to offset college costs, the benefits of contributing to 529s at any stage of life, and how recent changes to the tax code affect 529 contributions. If you have questions, we have answers. Enjoy!
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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