Best Retirementroadmap Podcasts (2025)

51
078: Tax-Efficient Financial Planning Strategies for High-Net-Worth Investors with Alina Osokhovska 25:03

9d ago25:03

25:03

When it comes to high-net-worth retirement planning, having a robust investment portfolio is only part of the equation. Without a comprehensive strategy for generating income, minimizing taxes, and protecting against volatility, you could leave your financial future and legacy exposed to unnecessary risks. In this episode, SHP Financial’s co-founde…

1
077: Estate Planning Essentials to Help Protect Your Assets and Legacy with Matthew Karr, ESQ 49:19

23d ago49:19

49:19

Estate planning is arguably the most important of the five areas of financial planning. When protecting your legacy, having a comprehensive financial plan is only half the battle. Without the proper legal documents—wills, trusts, powers of attorney—you risk leaving behind confusion, the lengthy probate court process, and unintended tax burdens for …

1
Matt's Markets on the Move: April 2025 44:39

29d ago44:39

44:39

In this quarter's episode of “Matt’s Markets on the Move,” hosts Laura Russo and Matthew Peck discuss various critical aspects of the financial markets, including the impact of recent tariffs, the importance of diversification, and the overall state of the economy.

1
076: How The AI Revolution Is Transforming Business, Investing and Daily Life with BlackRock’s Jay Jacobs 42:10

1M ago42:10

42:10

Artificial Intelligence (AI) is no longer a futuristic concept—it’s here, and its transforming industries, investments, and daily life. Despite the advantages in processing and productivity, many still have concerns about using AI in their everyday lives at home and in business. This begs the question: Should AI be something we fear, or is it just …

1
075: Tips and Strategies for Navigating the Loss of a Spouse with Laura Russo 27:38

2M ago27:38

27:38

Losing a spouse is one of life’s most challenging experiences—both emotionally and financially. When it happens, the surviving partner is left to navigate complex decisions while grieving at the same time. And without the right preparation, it can feel overwhelming. Today, Keith Ellis is joined by SHP’s Laura Russo, a lead advisor at SHP Financial …

1
074: Tax Planning Strategies to Help Preserve Your Money in Retirement with Peter Roache, CPA 32:32

2M ago32:32

32:32

When it comes to retirement planning, many people focus on investments, income strategies, and estate planning—but tax planning is one of the biggest factors that can impact your financial future. Without a proactive approach, taxes can take a bigger bite out of your retirement savings than you might expect. In this episode, Derek Gregoire and Matt…

1
073: Small Estate Planning Mistakes That Have a Massive Impact On Your Legacy with Keith McManus 30:46

3M ago30:46

30:46

Estate planning isn’t just about protecting your wealth and passing it on to your beneficiaries—it’s about ensuring a seamless transition for your loved ones while minimizing taxes and legal complications. With tax laws constantly evolving and real estate values climbing, many families could face significant estate tax liabilities. And yet, most pe…

1
072: Navigating the Emerging Asset Class of Bitcoin and Digital Assets with Ryan Lessard 39:35

3M ago39:35

39:35

Bitcoin and digital assets are among the most debated, complex, and controversial asset classes on the market today. Despite being a polarizing topic, nobody can deny their growing importance in global finance and even in Trump's administration in the White House. That's why we're thrilled to have Ryan Lessard, a Digital Asset Strategist from Fidel…

1
071: A New Years Resolution to Retire With a Plan with Matthew Peck and Keith Ellis Jr. 28:16

4M ago28:16

28:16

It’s a new year, and what better way to kick things off in 2025 than by revisiting your financial plan or creating your first one. We’ve seen huge fluctuations in inflation, interest rates, and market swings in recent years, and having a plan is the best way to be prepared for when things change. Most people spend their working years grinding, savi…

1
Matt's Markets on the Move: January 2025 45:52

4M ago45:52

45:52

Join SHP Co-founder Matthew C. Peck, CFP® CIMA® and Lead Advisor Laura Russo as they speak about what's happening in the markets in 2025!

1
070: How Proactive Healthcare Planning Could Help Save Thousands in Retirement with Scott Hokanson 33:28

4M ago33:28

33:28

Healthcare costs are one of the biggest financial challenges for retirees and pre-retirees. Many people work until they’re 65 just to transition into retirement with Medicare. And with healthcare costs so expensive, it’s easy to understand why. But what if your financial plan had those costs built into it so you could retire early? To explore this …

1
069: Preparing for College Education: Making Sense of Student Loans, 529 Accounts and FAFSA with Mark Kenney 34:12

5M ago34:12

34:12

In recent years, there has been plenty of talk about the burden of paying for a college education, and student loan forgiveness has been a hot topic. If it’s in the news, then weighing on the minds of our clients. That’s why we’re so grateful to have Mark Kenney, CERTIFIED FINANCIAL PLANNER and CERTIFIED TAX SPECIALIST here at SHP Financial. With c…

1
068: Post-Election Market Update: What SHP Financial is Keeping an Eye On with Matthew Peck 16:37

5M ago16:37

16:37

Now that the 2024 Election is in the books, we know that a new and yet familiar President-elect will take control of the Whitehouse in 2025. So, what does that mean for your investments and finances? To help answer that question, Matthew Peck highlights some of the economic factors that SHP Financial will be keeping a close eye on that will impact …

1
067: How Roth Conversions Help Reduce Income Taxes in Retirement with Nick Nelson 42:47

6M ago42:47

42:47

If you’ve been following the podcast, you’ve likely heard us talk about Roth conversions many times. At SHP, we use Roth conversions as a tool on a daily basis. But it occurred to us, a lot of our listeners might not fully understand what it means or might not be aware of the pros and cons to completing a Roth conversion. So we decided to dedicate …

1
066: How to Change the World in Retirement with Matt Glynn 32:52

6M 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

7M 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!

1
065: Why Elections Shouldn’t Change Your Investing Mindset with David Hathaway 23:39

7M 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 …

1
064: Examining Nvidia’s Impact on AI and the Technological Revolution with Raphael Hanna 34:06

7M 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…

1
062: Legacy Planning Strategies to Secure Your Wealth with Matthew Karr, Esq 40:46

8M 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 …

1
061: Questions to Ask When Adding Alternative Investments to Your Portfolio with Mike Prescott 31:57

9M 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…

1
060: Matt's Markets on the Move with Laura Russo 49:18

9M 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…

1
059: Protecting Yourself From Identity Theft, Crypto Fraud & Scams with Dave Chaves 29:49

10M 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 …

1
058: How Much Money Do I Need to Retire? 33:02

11M 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’…

1
057: How HSAs and Healthcare Are Vital Components of a Retirement Plan with Scott Hokanson 32:26

11M 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…

1
056: The Tax Implications of an Inheritance for Beneficiaries with Mark Kenney & Amanda Glennon 34:37

12M 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…

1
055: SHP’s Philosophy on Financial Planning & Asset Management with William Malagodi 33:57

12M 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…

1
054: How Great Leaders Make Dreams Possible with Chris Smith 43:09

1y 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

1y 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

1y 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…

1
052: How to Build a Legacy with a Family First Mindset with Michael Hyatt 40:05

1y 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 …

1
051: Important Changes to the Tax Cuts and Jobs Act with Chase Reardon 31:39

1y 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 …

1
050: Leveraging Home Equity to Secure Your Financial Future and Retirement with Nathan Hartseil 30:53

1y 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…

1
049: An Inside Look at the SHP Solutions Teams with Nick Nelson 36:10

1y 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…

1
048: The Corporate Transparency Act: Important Changes For Business Owners with David Chaves 29:52

1+ y 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…

1
Matt's Markets on the Move: January 2024 44:21

1+ y 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…

1
047: How Legacy Planning is More Than an Estate Plan with Mark Kenney 29:23

1+ y 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…

1
046: The SHP End-of-Year Financial Checklist for 2023 26:28

1+ y 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…

1
045: Tax Planning Strategies to Save Money in Retirement with Derek Gregoire and Matthew Peck 28:49

1+ y 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…

1
044: The Past, Present and Future of Social Security with Mark Kenney 37:17

1+ y 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…

1
043: The Most Important Aspects of a Comprehensive Retirement Plan with Derek Gregoire and Matthew Peck 28:37

1+ y 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…

1
042: Leadership, Integrity and Legacy: The Pillars of a Successful Business with Matt Glynn 49:38

1+ y 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…

1
Matt's Markets on the Move: October 2023: 34:02

1+ y 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®!

1
041: How Long-Term Care Planning Secures Your Legacy and Retirement with J. Cawley 33:31

1+ y 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…

1
040: Politics, History and Planning for a Better Financial Future 30:28

1+ y 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…

1
039: How to Get Organized (and Declutter Your Life) with Mara Bangura 28:23

1+ y 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 …

1
038: A Guide to Annuities: When an Annuity Makes Sense For Your Financial Plan with Joe Anderson 23:30

1+ y 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…

1
037: The Perfect Triple Tax-Free Benefits of Health Savings Accounts with Bill Stuart 38:42

1+ y 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…

1
036: The Due Diligence Behind SHP’s Portfolio Construction with William Malagodi 33:41

2y 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

2y 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

2y 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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Retirementroadmap Podcasts

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