Retirement Road Map
BookmarkDerek Gregoire, Keith Ellis, and Matthew Peck
Retirement Road Map is a business podcast hosted by Derek Gregoire, Keith Ellis, and Matthew Peck. It has 112 episodes, with the latest published March 2026.
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!
business ·en ·112 episodes
Matt's Markets on the Move Q1: April 2026
101: Financial Planning Tools & Strategies For Every Stage of Life with Chris Willis
100: The Most Important Lessons We've Learned After 20+ Years of Financial Planning
099: Smart College Planning Strategies for Parents and Grandparents with Laura Russo
098: New Estate Planning Laws and Trends You Need to Know in 2026 with Keith McManus
097: The Most Common Questions Pre-Retirees Have About Retirement with Mike Guthrie
096: SHP's 2025 Year in Review and a Look Ahead to 2026
Matt's Markets on the Move Q4: January 2026
095: 2026 Market Outlook: Reasons to Be 'Uncomfortably Bullish' on the Economy and AI with Michael Arone
094: What Investors Should Consider Before Adding Gold Assets to Their Portfolios with David Hathaway
093: The Importance of Building Strong Savings Habits for Young Investors with Nick Nelson
092: The Emergence of Private Equity, Private Credit & Alternatives with BlackRock's Jon Diorio
091: Estate Planning Essentials: How Trusts & Gifting Protect Your Legacy with Attorney David Chaves
090: Going Beyond the Portfolio: Transitioning Into Retirement with Confidence with Kyle Britton
Matt's Markets on the Move Q3: October 2025
089: The Future of Fannie Mae and Freddie Mac and What Privatization Could Mean for Homebuyers with Nathan Hartseil
088: The Importance of Retirement Planning for Women and Widows with Alina Osokhovska, CFP®
087: How Death Doulas Help Families Navigate End-of-Life with Love & Compassion with Aimee Yawnick
086: Career Insights for New Grads Aspiring to Become Financial Advisors with Raphael Hanna
085: How Donor-Advised Funds Simplifies Charitable Giving And Maximizes Tax Benefits with Kyle Casserino
084: Examining the Big Beautiful Tax Bill & What it Means for Your Retirement with Alina Osokhovska
Matt's Markets on the Move Q2: July 2025
083: Smart Tax Planning Strategies to Keep More of Your Retirement Income with Mike Guthrie
082: How SMAs Help Optimize Tax Efficiency In Your Portfolio with Cam Iarrobino
081: How the 2025 Social Security Reforms Will Impact Retirees with Chase Reardon
080: How Financial Plans Help Navigate Volatile Markets and Create Peace of Mind with Kyle Britton
079: How Practicing Gratitude Builds Deeper Connections and Relationships with John Israel
078: Tax-Efficient Financial Planning Strategies for High-Net-Worth Investors with Alina Osokhovska
077: Estate Planning Essentials to Help Protect Your Assets and Legacy with Matthew Karr, ESQ
Matt's Markets on the Move: April 2025
076: How The AI Revolution Is Transforming Business, Investing and Daily Life with BlackRock's Jay Jacobs
075: Tips and Strategies for Navigating the Loss of a Spouse with Laura Russo
074: Tax Planning Strategies to Help Preserve Your Money in Retirement with Peter Roache, CPA
073: Small Estate Planning Mistakes That Have a Massive Impact On Your Legacy with Keith McManus
072: Navigating the Emerging Asset Class of Bitcoin and Digital Assets with Ryan Lessard
071: A New Years Resolution to Retire With a Plan with Matthew Peck and Keith Ellis Jr.
Matt's Markets on the Move: January 2025
070: How Proactive Healthcare Planning Could Help Save Thousands in Retirement with Scott Hokanson
069: Preparing for College Education: Making Sense of Student Loans, 529 Accounts and FAFSA with Mark Kenney
068: Post-Election Market Update: What SHP Financial is Keeping an Eye On with Matthew Peck
067: How Roth Conversions Help Reduce Income Taxes in Retirement with Nick Nelson
066: How to Change the World in Retirement with Matt Glynn
Matt's Markets on the Move: October 2024
065: Why Elections Shouldn't Change Your Investing Mindset with David Hathaway
064: Examining Nvidia's Impact on AI and the Technological Revolution with Raphael Hanna
062: Legacy Planning Strategies to Secure Your Wealth with Matthew Karr, Esq
061: Questions to Ask When Adding Alternative Investments to Your Portfolio with Mike Prescott
060: Matt's Markets on the Move with Laura Russo
059: Protecting Yourself From Identity Theft, Crypto Fraud & Scams with Dave Chaves
058: How Much Money Do I Need to Retire?
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