All Episodes
Retirement Road Map — 121 episodes
Matt's Markets on the Move Q2: July 2026
107: A Guide to Making Smarter Decisions When Claiming Social Security Benefits with Alina Osokhovska, CFP®
106: How Proper Retirement Planning Is About More Than Money with Mike Guthrie
105: Why Investors Make Bad Decisions During Market Volatility with Mark Kenney, CFP®, CTS™
104: The Difference Between Having a Plan or Just a Portfolio with Nick Nelson
103: The Retirement Planning Mistakes That Could Cost You Thousands in Taxes with Alina Osokhovska
102: How to Maximize Your 401(k) and Avoid Common Mistakes in Retirement with Raphael Hanna
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?
057: How HSAs and Healthcare Are Vital Components of a Retirement Plan with Scott Hokanson
056: The Tax Implications of an Inheritance for Beneficiaries with Mark Kenney & Amanda Glennon
055: SHP's Philosophy on Financial Planning & Asset Management with William Malagodi
054: How Great Leaders Make Dreams Possible with Chris Smith
Matt's Markets on the Move: April 2024
053: Teaching Your Kids About Money, Budgeting and 401(k) Plans with Mike Guthrie
052: How to Build a Legacy with a Family First Mindset with Michael Hyatt
051: Important Changes to the Tax Cuts and Jobs Act with Chase Reardon
050: Leveraging Home Equity to Secure Your Financial Future and Retirement with Nathan Hartseil
049: An Inside Look at the SHP Solutions Teams with Nick Nelson
048: The Corporate Transparency Act: Important Changes For Business Owners with David Chaves
Matt's Markets on the Move: January 2024
047: How Legacy Planning is More Than an Estate Plan with Mark Kenney
046: The SHP End-of-Year Financial Checklist for 2023
045: Tax Planning Strategies to Save Money in Retirement with Derek Gregoire and Matthew Peck
044: The Past, Present and Future of Social Security with Mark Kenney
043: The Most Important Aspects of a Comprehensive Retirement Plan with Derek Gregoire and Matthew Peck
042: Leadership, Integrity and Legacy: The Pillars of a Successful Business with Matt Glynn
Matt's Markets on the Move: October 2023:
041: How Long-Term Care Planning Secures Your Legacy and Retirement with J. Cawley
040: Politics, History and Planning for a Better Financial Future
039: How to Get Organized (and Declutter Your Life) with Mara Bangura
038: A Guide to Annuities: When an Annuity Makes Sense For Your Financial Plan with Joe Anderson
037: The Perfect Triple Tax-Free Benefits of Health Savings Accounts with Bill Stuart
036: The Due Diligence Behind SHP's Portfolio Construction with William Malagodi
Matt's Markets on the Move: July 2023
035: How SHP Sets Clients Up For Success with Laura Russo & Natalia Carmago
034: The Importance of Estate Planning for First Responders with Keith McManus & Dave Chaves
033: Legendary Tales from Boston Sports Radio and TV Icon, John Dennis
032: 529 Plans: How to Get the Most from Your Education Savings with Mark Kenney, CFP® and Matthew Peck, CFP®, CIMA®
Special Market Update: The Debt Ceiling Crisis
030: Helping Clients Dream Big and Find Their Purpose in Retirement with Patrick Randall & Jack Tomczyk
029: Navigating Today's Mortgage Rate Landscape with Nathan Hartseil
028: Why All Financial Advisors Aren't Created Equal with Brad Johnson
Matt's Markets on the Move: April 2023
027: Navigating the Collapse of Silicon Valley Bank, Part 2
026: Navigating the Collapse of Silicon Valley Bank, Part 1
025: Quantifying the Value of a Financial Advisor with Mark Kenney
024: The Recession of 2023: Answers to Your Burning Questions with Andrew Opdyke
023: SECURE Act 2.0: Here's What You Need to Know with Matthew Peck
022: Estate Planning: Simple Tips for Keeping Your Plan Up To Date with Keith McManus
021: Top 3 Financial Planning Tips for a New Year
Markets on the Move: January 2023
020: End of Year Reflections with Matthew Peck
019: Going Behind the Scenes at SHP Financial with Michelle Short
018: End of Year Planning Tips to Take Advantage of a Bear Market
017: How Financial Firms Are Earning the Trust of Retirees with John Capuano
016: Retirement Planning: Why Taxes and Healthcare Costs Can be a Drain to Your Legacy with Joe Anderson
Markets on the Move: October 2022
014: The Importance of Long Term Care Planning in Retirement with Patrick Randall
013: How the Rising Interest Rates Could Affect Your Pension with Michael Martinez
012: Will the Fed's Response to Inflation be Enough with Andrew Opdyke
011: How To Turn Your Portfolio into a Financial Plan with Nick Nelson
010: The Advantages of Working with a Younger Financial Advisor
009: Do You Have a Financial Plan, Or Just a Portfolio?
008: Choosing Happiness at Work and in Retirement with Anne Lester
Market Update: Financial Implications of the Russia-Ukraine War
Market Update: How the Invasion of Ukraine Could Affect Your Bottom Line?
007: What You Need to Know Before Buying Business Insurance with Tom Rogers
005: Proactive Tax Planning and the Future of Tax Law with Peter Roache
004: Tax Planning Strategies for Your IRA and Roth IRA Accounts with Mark Kenney
003: Navigating Medicare Coverage with Scott Hokanson
002: Estate Planning Basics for Protecting Your Legacy with Keith McManus
001: The History of SHP Financial with Derek Gregoire, Keith Ellis and Matthew Peck CFP®, CIMA®