Retirement Road Map

100: The Most Important Lessons We've Learned After 20+ Years of Financial Planning

With over 20 years of financial planning experience and having helped thousands of retirees and pre-retirees successfully plan for retirement, we've learned which planning mistakes can derail…

099: Smart College Planning Strategies for Parents and Grandparents with Laura Russo

Planning for retirement doesn't always stop with your own financial future. For many families, helping children or grandchildren afford a college education has become one of the biggest priorities…

098: New Estate Planning Laws and Trends You Need to Know in 2026 with Keith McManus

Planning for the future doesn't stop once your estate documents are signed. As laws change, family dynamics evolve, and asset values grow, outdated estate plans can create unintended consequences. In…

097: The Most Common Questions Pre-Retirees Have About Retirement with Mike Guthrie

Mentally preparing for retirement often generates more questions than answers. From wondering if you've saved enough to figuring out when you can finally stop working, many pre-retirees feel…

096: SHP's 2025 Year in Review and a Look Ahead to 2026

As we kick things off in 2026, it's a natural time to reflect on how quickly time passes and how important it is to have a plan that evolves as life, markets, and priorities change. Volatility,…

Matt's Markets on the Move Q4: January 2026

SHP Financial Co-Founder, Matt Peck, CFP®, CIMA®, and Lead Advisor, Laura Russo, sit down for their quarterly market update. Matt and Laura will take a look back at 2025, discuss the current state of…

095: 2026 Market Outlook: Reasons to Be 'Uncomfortably Bullish' on the Economy and AI with Michael Arone

It's a new year, and financial uncertainty continues to be a pressing topic for investors. Questions around interest rates, inflation, tariffs, artificial intelligence, and global market stability…

094: What Investors Should Consider Before Adding Gold Assets to Their Portfolios with David Hathaway

For many investors, 2025 has raised difficult questions about safety, inflation, global instability, and how to protect wealth in an increasingly unpredictable environment. With gold posting some of…

093: The Importance of Building Strong Savings Habits for Young Investors with Nick Nelson

For many young adults and new parents, getting their savings or investment plans started can feel intimidating. Despite all the information available online, most don't realize that setting aside…

092: The Emergence of Private Equity, Private Credit & Alternatives with BlackRock's Jon Diorio

For many investors approaching or navigating retirement, the world of private markets can feel intimidating. Over the past 30 years, the number of public companies in the capital markets has declined…

091: Estate Planning Essentials: How Trusts & Gifting Protect Your Legacy with Attorney David Chaves

For many families, estate planning creates a feeling of anxiety, which is a big reason why they put it off for another day. From probate costs to nursing home spend-downs, failing to plan can leave…

090: Going Beyond the Portfolio: Transitioning Into Retirement with Confidence with Kyle Britton

For most of your life, retirement planning has likely centered around saving and building wealth. But what happens when the paychecks stop and it's time to start replacing your income withdrawing…

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

The housing market has undergone significant changes in recent years, leaving many homeowners and prospective buyers feeling uncertain about its future direction. Interest rates have risen from…

088: The Importance of Retirement Planning for Women and Widows with Alina Osokhovska, CFP®

Losing a spouse is one of life's most painful experiences, and in the midst of grief, surviving partners are often faced with overwhelming financial decisions. From settling estates to adjusting to…

087: How Death Doulas Help Families Navigate End-of-Life with Love & Compassion with Aimee Yawnick

Death is one of life's certainties, yet it remains one of the hardest subjects to talk about. Many families avoid end-of-life conversations out of fear, discomfort, or superstition. Unfortunately,…

086: Career Insights for New Grads Aspiring to Become Financial Advisors with Raphael Hanna

Graduation marks an exciting new chapter for young professionals, but for those eyeing a career in financial planning, the path forward can feel uncertain. What are the skills that investment firms…

085: How Donor-Advised Funds Simplifies Charitable Giving And Maximizes Tax Benefits with Kyle Casserino

Many retirees want to give back—but aren't sure how to do it in a way that's financially savvy and tax-efficient. If you've ever wondered how to streamline your charitable giving, take advantage of…

084: Examining the Big Beautiful Tax Bill & What it Means for Your Retirement with Alina Osokhovska

The "One Big Beautiful Bill Act" has just become law, bringing sweeping tax changes that will directly impact retirees and pre-retirees. From changes to itemized deductions and charitable giving to…

Matt's Markets on the Move Q2: July 2025

Co-Founder, Matt Peck, CFP®, CIMA®, and Investment Analyst, Zach Perkins CFA®, team up to deliver the market update for Q2. Matt and Zach discuss what's currently going on in the markets — where…