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

Retirement Road Map

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1+ y ago 28:37

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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, what do you need to be doing each year, and what might you be missing? Today, Derek Gregoire and Matthew Peck of SHP set out to answer that question. We’re talking about why your retirement plan shouldn’t just be a bunch of 401(k)s, IRAs, and bank statements, why retirement and unemployment aren’t that different, and the critical pieces of the retirement plan that are often overlooked.

In this podcast interview, you’ll learn:

Why you need to build a robust income plan to sustain you through retirement.
The difference between a financial advisor and a fiduciary.
How to create a sequence of returns risk to prevent disaster when unexpected expenses arise.
How to quickly identify gaps in your retirement plan and fill in the necessary pieces in the puzzle.

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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