welcome to advice radio. This is Derek i am here to help you, let's talk about boys. let's talk about girls. lets talk about parenthood, childhood. deaths in the family I'm here to help. trouble with drug addictions. no problem I am here to help. wanna just chit chat we are all about it. Don't be afraid. Comment today to hear what great advice i have to say.
…
continue reading
Welcome to TUXY TV, a bi-weekly interview show with your host Derek Martin! Featuring interviews with athletes, musicians, entrepreneurs, artist, adventurers and everyone in between.
…
continue reading
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 trade ...
…
continue reading
Chris Schubert and Jaime Eisner team up for a daily podcast, taking you inside the world of the NFL Draft and the world of sports betting. Prospects and Props is your daily listen for all things related to the NFL Draft and props betting.
…
continue reading
1
061: Questions to Ask When Adding Alternative Investments to Your Portfolio with Mike Prescott
31:57
31:57
Play later
Play later
Lists
Like
Liked
31:57
Alternative investments: Perhaps you’ve heard of them or even dabbled with them in your portfolio. The alternative marketplace has grown rapidly over the past few decades, with no signs of stopping. If you have questions about what they are and how they can add value to your portfolio, we’ve got you covered. We’re excited to have Mike Prescott on t…
…
continue reading
1
060: Matt's Markets on the Move with Laura Russo
49:18
49:18
Play later
Play later
Lists
Like
Liked
49:18
What’s happening in the markets? What indicators should we look at right now, and what can we expect to see in the coming months? In today’s episode, Matthew Peck is joined once again by SHP Financial’s Laura Russo to answer these questions in a special podcast edition of our quarterly update. We’ll explore how AI continues to power large-cap posit…
…
continue reading
1
059: Protecting Yourself From Identity Theft, Crypto Fraud & Scams with Dave Chaves
29:49
29:49
Play later
Play later
Lists
Like
Liked
29:49
Today’s digital world is full of thieves and scammers looking to access your information and use scare tactics to steal your hard-earned money from you and your family. Victims of these fraud scams are often retirees and the elderly, who are so scared that they send thousands and thousands of dollars before realizing what is happening. To help you …
…
continue reading
At SHP Financial, we help our clients with many common or technical questions such as, “What is a required minimum distribution?” or “What’s a Roth conversion?” However, one of the most popular questions we hear is, “How much money do I need to retire?” It’s a difficult question to answer because the magic number isn’t the same for everyone. There’…
…
continue reading
1
057: How HSAs and Healthcare Are Vital Components of a Retirement Plan with Scott Hokanson
32:26
32:26
Play later
Play later
Lists
Like
Liked
32:26
Health insurance, Medicare, and long-term care are deeply intertwined with your taxes and legacy plan. If you’ve done well and saved money for retirement by making sound financial decisions in your working years, we want to help you preserve those assets so you can enjoy your retirement without worrying about healthcare expenses. To help our client…
…
continue reading
1
056: The Tax Implications of an Inheritance for Beneficiaries with Mark Kenney & Amanda Glennon
34:37
34:37
Play later
Play later
Lists
Like
Liked
34:37
Losing a loved one is one of the most challenging and emotional periods in anyone’s life. When assets, such as property and investments, are left to their beneficiaries, many families have a difficult time knowing where and how to start the process of settling the estate. In today’s episode, we’ll focus on estate planning, specifically the responsi…
…
continue reading
1
055: SHP’s Philosophy on Financial Planning & Asset Management with William Malagodi
33:57
33:57
Play later
Play later
Lists
Like
Liked
33:57
In early 2023, SHP Financial passed the $1 billion threshold in AUM, or assets under management. If you’ve ever wondered what goes into running a firm of this size, how we choose our managers, and how we help our clients create comprehensive financial plans, today’s episode is for you. Today’s guest is William Malagodi. William has extensive experi…
…
continue reading
1
054: How Great Leaders Make Dreams Possible with Chris Smith
43:09
43:09
Play later
Play later
Lists
Like
Liked
43:09
Today, we’re joined by Chris Smith, creator of the Campfire Effect and host of the Family Brand Podcast. Chris works with leaders and advisors in the financial planning space to help them tell their stories, scale their businesses, and unlock growth and change. We’ve worked with Chris in the past to develop and tell the story of our brand, and we w…
…
continue reading
Come join SHP Co-founder Matthew C. Peck, CFP® CIMA® and Sr. Service Representative Laura Russo as they take a moment to reflect on Q1 and prepare for Q2! While thinking about the future, they also explore the potential impact of the upcoming election on your retirement. In this episode, we'll explore important trends, possible hurdles, and any new…
…
continue reading
1
053: Teaching Your Kids About Money, Budgeting and 401(k) Plans with Mike Guthrie
30:12
30:12
Play later
Play later
Lists
Like
Liked
30:12
As a parent, it’s never too early to start talking to your kids about money. Before you know it, they’ll be going off to college and getting their first job as a young adult. At that point, they’ll probably have questions about how much they can afford to spend and whether or not they should invest in a 401(k). Today’s episode will help prepare you…
…
continue reading
1
052: How to Build a Legacy with a Family First Mindset with Michael Hyatt
40:05
40:05
Play later
Play later
Lists
Like
Liked
40:05
Many entrepreneurs and business owners will admit that it’s easy to get caught up in sales, numbers, targets, and growth. But at what cost? As you’ll hear in this conversation, the sacrifices people make to build a 7, 8, or even 9-figure business can leave their family and loved ones wishing they could enjoy more time with them instead of enjoying …
…
continue reading
1
051: Important Changes to the Tax Cuts and Jobs Act with Chase Reardon
31:39
31:39
Play later
Play later
Lists
Like
Liked
31:39
Whether we like it or not, our tax laws will be changing again soon. That’s why it’s so important to keep your tax planning needs top of mind and be aware of what those changes are and how they factor into your retirement plan. Today, we’re once again joined by Chase Reardon to talk about some important changes to the Tax Cuts and Jobs Act and how …
…
continue reading
1
050: Leveraging Home Equity to Secure Your Financial Future and Retirement with Nathan Hartseil
30:53
30:53
Play later
Play later
Lists
Like
Liked
30:53
If you’re buying a home or thinking about refinancing your existing mortgage, you’ve probably got a lot of questions: what are interest rates going to be? Are these high interest rates here to stay forever? How much equity can I unlock to pay bills or renovate my home? We’re thankful to have Nate Hartseil from Main Street Home Loans with us today t…
…
continue reading
1
049: An Inside Look at the SHP Solutions Teams with Nick Nelson
36:10
36:10
Play later
Play later
Lists
Like
Liked
36:10
One of the most popular questions that we get from our clients is, "How are you different?" It's a simple question but difficult to explain in 10 words or less. The quick answer is that it's not just the people, our portfolios, or our years of experience on our teams. It's all of it... and more. Here to help me explain what sets SHP apart from othe…
…
continue reading
1
048: The Corporate Transparency Act: Important Changes For Business Owners with David Chaves
29:52
29:52
Play later
Play later
Lists
Like
Liked
29:52
Most business owners are probably unaware that the Corporate Transparency Act went into effect on January 1, 2024. More importantly, this new law will directly impact the day-to-day operations of many business owners. Intended to combat money laundering, human trafficking, and funding terrorism, this new law brings with it new reporting requirement…
…
continue reading
Welcome to the kickoff of 2024 as we explore the evolving economic terrain. Join us for valuable insights shared by SHP Financial's Co-founder, Matthew C. Peck, CFP® CIMA®, who brings clarity to dissect the latest updates in the financial landscape. Alongside him is our co-host and Sr. Service Representative, Laura Russo, ready to provide an insigh…
…
continue reading
1
047: How Legacy Planning is More Than an Estate Plan with Mark Kenney
29:23
29:23
Play later
Play later
Lists
Like
Liked
29:23
There are five worlds of financial planning: income, investment, tax, health care, and legacy–and today’s episode is all about legacy. We believe your legacy is more than your estate and the assets you leave behind. The fact is, if you don’t take control of your legacy with proper financial planning, someone else will. These are tough conversations…
…
continue reading
1
046: The SHP End-of-Year Financial Checklist for 2023
26:28
26:28
Play later
Play later
Lists
Like
Liked
26:28
The end of the year is a time to reflect not just on what we’re grateful for and what we accomplished, but it’s also a great time to review the state of our financial plans–and the opportunities to take advantage of before the clock strikes midnight on December 31. Here at SHP, that means it’s all hands on deck this time of year to check all the bo…
…
continue reading
1
045: Tax Planning Strategies to Save Money in Retirement with Derek Gregoire and Matthew Peck
28:49
28:49
Play later
Play later
Lists
Like
Liked
28:49
When most people think of tax planning or doing their taxes, many would rather save it for another day. But if there’s one area that we can help our clients with to save them money, it’s with their tax planning. In today’s episode, Derek Gregoire and Matthew Peck emphasize the importance of proper tax planning in your retirement plan. They’ll discu…
…
continue reading
1
044: The Past, Present and Future of Social Security with Mark Kenney
37:17
37:17
Play later
Play later
Lists
Like
Liked
37:17
Here at SHP, we get so many questions about Social Security: when to claim it, how it works, and what might happen to it in the future, especially with how dysfunctional Congress has become. As always, we’re excited to welcome Mark Kenney, CFP, CTS, back on the podcast to get his thoughts on where things might be headed and how to plan for it. In t…
…
continue reading
1
043: The Most Important Aspects of a Comprehensive Retirement Plan with Derek Gregoire and Matthew Peck
28:37
28:37
Play later
Play later
Lists
Like
Liked
28:37
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, w…
…
continue reading
1
042: Leadership, Integrity and Legacy: The Pillars of a Successful Business with Matt Glynn
49:38
49:38
Play later
Play later
Lists
Like
Liked
49:38
Anyone who has started their own company will tell you that there are many important decisions that dictate how successful your business will be. And today’s guest is no different. Matt Glynn was the proud owner of Glynn Electric for over 30 years, serving residents in Massachusetts, Rhode Island, and New Hampshire. At its peak, Glynn Electric empl…
…
continue reading
1
Matt's Markets on the Move: October 2023:
34:02
34:02
Play later
Play later
Lists
Like
Liked
34:02
As we head into Quarter 4 of 2023, it can be easy to get caught up in the political drama that we see in Washington D.C. Join us as we find clarity on the state of our market with SHP Financial Co-founder Matthew Peck, CFP®, CIMA®!
…
continue reading
1
041: How Long-Term Care Planning Secures Your Legacy and Retirement with J. Cawley
33:31
33:31
Play later
Play later
Lists
Like
Liked
33:31
Once our clients start building their retirement plans, they realize that while they’re probably going to be okay for income, several risk factors could derail their retirement, including healthcare and long-term care. To help explain how life insurance and long-term care are a vital part of any retirement plan, we have SHP’s J. Cawley on the podca…
…
continue reading
1
040: Politics, History and Planning for a Better Financial Future
30:28
30:28
Play later
Play later
Lists
Like
Liked
30:28
The last decade was pretty great for stocks. So many investors flourished under low inflation, low taxes, and low interest rates, and you can safely say that the bull run we just went through was historic. However, we’re now in a recessionary period marked by high inflation–and, just like bear markets of the past, we’re going to get through this on…
…
continue reading
1
039: How to Get Organized (and Declutter Your Life) with Mara Bangura
28:23
28:23
Play later
Play later
Lists
Like
Liked
28:23
A well-organized financial plan is part of a well-organized lifestyle. If you can’t find things in your home, you might not be able to find them in writing, either. We amass gadgets, clothes, documents, and so much else in life … so, what can we do about it? To answer that question, we’re thrilled to be talking with Mara Bangura. Mara is the owner …
…
continue reading
1
038: A Guide to Annuities: When an Annuity Makes Sense For Your Financial Plan with Joe Anderson
23:30
23:30
Play later
Play later
Lists
Like
Liked
23:30
At SHP Financial, we provide income, investment, tax, health care, and estate planning and help build effective portfolios. Today’s podcast is all about annuities. When they might make sense for you and when they wouldn’t. Annuities are a big buzzword lately. Some advisors love them, and others steer clear of recommending them. So we’ve written a G…
…
continue reading
1
037: The Perfect Triple Tax-Free Benefits of Health Savings Accounts with Bill Stuart
38:42
38:42
Play later
Play later
Lists
Like
Liked
38:42
A well-built health savings account (HSA) can be a powerful part of your retirement portfolio. But there are things that everyone should know to make sure they are maximizing the benefits and getting the most from these accounts. With that in mind, we’re not just calling in an expert. We’re calling in Bill Stuart, author of HSAs: The Tax Perfect Re…
…
continue reading
1
Takes on Takes: Trevon Diggs, Mahomes Contract, Bears and More
34:12
34:12
Play later
Play later
Lists
Like
Liked
34:12
It's Friday, and you know what that means. You takeover the show. You provide the takes. Chris and Jaime provide the reactions. Topics this week include: Trevon Diggs, QB contracts, the Chicago Bears and more.By TDN Fantasy, Bleav
…
continue reading
1
QB INT Props Part 2: Dak Prescott, Justin Fields, Derek Carr and More
38:49
38:49
Play later
Play later
Lists
Like
Liked
38:49
Back for another day of QB INT props, Chris and Jaime look at the situations and numbers for Dak Prescott, Justin Fields, Justin Herbert, Derek Carr and others.By TDN Fantasy, Bleav
…
continue reading
1
036: The Due Diligence Behind SHP’s Portfolio Construction with William Malagodi
33:41
33:41
Play later
Play later
Lists
Like
Liked
33:41
If you've invested money in the stock market over the past 10 or 15 years, you've likely felt stressed when looking at your portfolio's wild dips and swings. It's easy to feel like you can never make a good decision or overcorrect in the face of a drastic downturn. This is why we're so fortunate to have William Malagodi on our team at SHP. He's our…
…
continue reading
1
QB INT Props: Season Outlooks for Aaron Rodgers, Patrick Mahomes, Josh Allen and More
36:18
36:18
Play later
Play later
Lists
Like
Liked
36:18
After looking at some of the props for QB's ahead of the 2023 season, Chris and Jaime continue their breakdown by looking at INT props for some of the bigger names at the position. What do they make of INT numbers for Patrick Mahomes, Aaron Rodgers, Josh Allen and more.By TDN Fantasy, Bleav
…
continue reading
1
News and Notes: RB Position, Raiders and Kadarius Toney
35:45
35:45
Play later
Play later
Lists
Like
Liked
35:45
It's a news and notes edition of the show. Chris and Jaime discuss the latest with the RB position, the Raiders and Jimmy G and then Kadarius Toney's injury. Note: This show was recorded before Saquon Barkley signed a one-year deal with the Giants.By TDN Fantasy, Bleav
…
continue reading
1
TE Props: Breaking Down Props from Biggest Names At Position
29:01
29:01
Play later
Play later
Lists
Like
Liked
29:01
Chris and Jaime start the week off by looking at the TE props market. What do the props look like for Travis Kelce, Darren Waller, Evan Engram and others for the 2023 season?By TDN Fantasy, Bleav
…
continue reading
1
Takes on Takes: Injuries, RB Contracts, WR Groups and More
33:55
33:55
Play later
Play later
Lists
Like
Liked
33:55
It's Friday, and you know what that means. YOU take over the show. You provide the takes. Chris and Jaime provide the reactions. Topics this week include: injuries, RB contracts, best WR trios by division and more.By TDN Fantasy, Bleav
…
continue reading
1
Finale of WR Props: Stefon Diggs, Tyreek Hill, Garrett Wilson and More
38:16
38:16
Play later
Play later
Lists
Like
Liked
38:16
It's the finale of the WR props series on the show. Chris and Jaime close out this section of props with some notable names from the AFC East and more.By TDN Fantasy, Bleav
…
continue reading
1
WR Props: Davante Adams, CeeDee Lamb, Amari Cooper and More
22:42
22:42
Play later
Play later
Lists
Like
Liked
22:42
Even more WR props as the focal point for today's show. What do Chris and Jaime make of the props for Davante Adams, CeeDee Lamb and Amari Cooper? Those are just some of the names included in today's edition of Prospects and Props.By TDN Fantasy, Bleav
…
continue reading
1
Season Long or Weekly Props? A Conversation About Cooper Kupp, Jaylen Waddle, Mike Williams and More
24:17
24:17
Play later
Play later
Lists
Like
Liked
24:17
Chris and Jaime are back with more WR names to breakdown for their props series. And today, there are some names that might serve better as weekly plays, like Cooper Kupp and Jaylen Waddle. They also discuss Tee Higgins, Tyler Lockett, Mike Williams and more.By TDN Fantasy, Bleav
…
continue reading
1
Big Name WR Props for 2023: Ja'Marr Chase, D.K. Metcalf, A.J. Brown and More
45:42
45:42
Play later
Play later
Lists
Like
Liked
45:42
The guys continue their look at some notable WR's and their props for the 2023 regular season. And today there are some big names at the center of conversation. Players for today's show include: Ja'Marr Chase, D.K. Metcalf, A.J. Brown, Deebo Samuel and more.By TDN Fantasy, Bleav
…
continue reading
The financial landscape can feel like it is always evolving, and 2023 is no exception. As we head into Quarter 3, join us in welcoming our Co-founder, Matthew Peck, CFP®, CIMA®, as he shares his insight so that we can be confident to weather any storm.
…
continue reading
1
Takes on Takes: QB Tiers, Holidays, Nick Chubb, The 2000 Ravens Defense and More
34:13
34:13
Play later
Play later
Lists
Like
Liked
34:13
It's Friday, and you know what that means. You provide the takes. Chris and Jaime provide the reactions. Topics for this week include: QB tiers, best days for a holiday, the 2000 Ravens defense, Nick Chubb and more.By TDN Fantasy, Bleav
…
continue reading
1
Start of WR Props: Justin Jefferson, Amon-Ra St. Brown, DeVonta Smith and More
22:08
22:08
Play later
Play later
Lists
Like
Liked
22:08
It's the start of the WR position for the props preview series on the show. What do Chris and Jaime think of the lines set for Justin Jefferson, Amon-Ra St. Brown, DeVonta Smith and others ahead of the 2023 season?By TDN Fantasy, Bleav
…
continue reading
1
035: How SHP Sets Clients Up For Success with Laura Russo & Natalia Carmago
30:28
30:28
Play later
Play later
Lists
Like
Liked
30:28
Every client should have a plan for their income, investments, taxes, health care, and legacy. Unfortunately, most firms just offer products and rarely help implement strategies in each of these areas of life–which is why it’s so important to us at SHP Financial. With that in mind, I’m excited to be joined by Laura Russo and Natalia Carmago to give…
…
continue reading
1
Finale of RB Props: Austin Ekeler, Joe Mixon, Saquon Barkley and More
34:24
34:24
Play later
Play later
Lists
Like
Liked
34:24
It's the finale group of RB's for the RB section of the props series on the show. Chris and Jaime discuss the props for Austin Ekeler, Joe Mixon, Kenneth Walker, Saquon Barkley and more.By TDN Fantasy, Bleav
…
continue reading
1
Even MORE RB Props: Jonathan Taylor, Nick Chubb, Alexander Mattison and More
39:56
39:56
Play later
Play later
Lists
Like
Liked
39:56
Chris and Jaime continue their look through some props among the running back position. Names for today's show include: Jonathan Taylor, Nick Chubb, Travis Etienne, Alexander Mattison, Cam Akers, Aaron Jones and AJ Dillon.By TDN Fantasy, Bleav
…
continue reading
1
More RB Props: Christian McCaffrey, Tony Pollard, JK Dobbins and More
20:57
20:57
Play later
Play later
Lists
Like
Liked
20:57
The guys kick off another week; this time continuing their RB props series. RB's for today's show include: Christian McCaffrey, Tony Pollard, JK Dobbins and more.By TDN Fantasy, Bleav
…
continue reading
1
Takes on Takes: Lions, Matt Canada, Bo Nix and More
32:57
32:57
Play later
Play later
Lists
Like
Liked
32:57
It's Friday, and you know what that means. You take over the show. You provide the takes. Chris and Jaime provide the reactions. Today's topics include: the Lions, Matt Canada, college QB's and more.By TDN Fantasy, Bleav
…
continue reading
1
RB Props for 2023: Derrick Henry, Josh Jacobs and Bijan Robinson
34:43
34:43
Play later
Play later
Lists
Like
Liked
34:43
Chris and Jaime continue their look through some notable stats props ahead of the 2023 NFL season. Now, they've moved over to the running back position. RB's that are focused on for today's show include: Derrick Henry, Josh Jacobs, Bijan Robinson and more.By TDN Fantasy, Bleav
…
continue reading
1
Finale of QB Props: Lamar Jackson, Justin Herbert, Jalen Hurts and More
23:57
23:57
Play later
Play later
Lists
Like
Liked
23:57
It's the last group of QB props for Chris and Jaime to discuss. Names for today's show: Lamar Jackson, Justin Herbert, Jalen Hurts and more.By TDN Fantasy, Bleav
…
continue reading
1
QB Passing Props Day 2: Josh Allen, Joe Burrow, Tua and More
26:15
26:15
Play later
Play later
Lists
Like
Liked
26:15
The QB props series continue with some more names for Chris and Jaime to debate. Names on today's show, Josh Allen, Joe Burrow, Dak Prescott, Tua Tagovailoa and more.By TDN Fantasy, Bleav
…
continue reading