Retirement Road Map®

By: Derek Gregoire Keith Ellis and Matthew Peck
  • Summary

  • 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!
    © 2021 SHP Financial
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Episodes
  • Matt's Markets on the Move: October 2024
    Oct 11 2024

    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!

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    39 mins
  • 065: Why Elections Shouldn’t Change Your Investing Mindset with David Hathaway
    Oct 9 2024

    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 and retirement plans.

    In today’s episode, SHP Financial’s Matthew Peck and David Hathaway discuss how our elections impact the economy and your investing mindset. We’ve been hearing about market volatility, inflation, and a potential recession for some time now, but is it all doom and gloom?

    In this conversation, we dive into why we let elections influence our investing decisions, the roles that our elected officials have in shaping our economy, and what to pay attention to and what to ignore in the weeks ahead before the next President is elected.

    In this podcast interview, you’ll learn:

    • How much impact presidents (and presidential elections) have on our economy–and why it’s actually less than you think.
    • Why Congressional and local elections are equally or maybe even more important than who is elected as President.
    • The downside of letting elections influence your investing mindset and overall outlook on the economy.

    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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    24 mins
  • 064: Examining Nvidia’s Impact on AI and the Technological Revolution with Raphael Hanna
    Sep 25 2024

    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 to your portfolio.

    Joining Matthew Peck for this conversation is SHP Financial’s Raphael Hanna. Together, they share valuable insights to help you better understand why Nvidia is at the forefront of the latest boom in technology.

    You'll learn how Nvidia pivoted from gaming and graphics to become the leading supplier of AI hardware and software, the importance of portfolio diversification and the risk of overexposure when purchasing a tech stock like Nvidia, and what makes the boom in artificial intelligence technology different from the dot-com bubble.

    In this podcast interview, you’ll learn:

    • How Nvidia’s market capitalization has grown from $350B to 3 trillion dollars in the past 18 months.
    • How Microsoft is directly responsible for 19% of Nvidia’s annual revenue.
    • The amount of exposure (and risk) that investors holding growth or index funds already have in Nvidia.
    • Why Nvidia’s revenue is declining in China, but growing exponentially in the U.S.
    • What makes the boom in AI different from the dot-com bubble and likelihood of the AI bubble bursting.
    • Reasons for tempering expectations for the long-term with companies that report huge short-term gains.

    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

    Connect With Us on Social

    • Facebook
    • LinkedIn
    • YouTube
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    34 mins

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