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Real stories about the joys and challenges of the adoption journey. You'll hear from parents and families who've been through infant and international adoption, foster-to-adopt, and even embryo adoption. These inspiring stories are told from the perspective of the adoptee, birth parent or adoptive parent.
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Retirement Road Map®

Derek Gregoire, Keith Ellis, and Matthew Peck

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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 ...
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The Twist is a weekly podcast co-hosted by Mark McNease and Rick Rose that focuses on news, culture, politics, and current topics. The show is LGBT-centric, with irreverence and the co-hosts' interaction as its center.
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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 …
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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’…
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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…
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Rodney and Mary Leah are both attorneys in Alabama. For ten years, they walked the journey of infertility before welcoming twins, Dalton and Mary Elizabeth, through Snowflakes Embryo Adoption Program. They also serve on the board of Carrywell, a non-profit that helps couples walking through infertility, miscarriage and infant loss through groups an…
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Aida Phillips and her husband longed to be parents but found that conceiving naturally was not possible for them. They began infertility treatments, which ultimately proved unsuccessful and took a significant toll on Aida both mentally and physically. She started looking into adoption, but her husband was hesitant, and EVEN MORE so when they met wi…
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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…
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After Michael and Naomi’s unsuccessful attempts to start a family, they were led to a fertility clinic where they were diagnosed with male-factor infertility. They were told IVF would be the only real option. The couple experienced a lot of grief and started praying about what to do to become parents. They started to research their options when God…
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Join special guest co-host Susie Hobson with Rick Rose as Mark takes off for a cruise. Susie and Rick share their thoughts on Jimmy Fallon's 10 years with the Tonight Show, dating after 50, and churro dipped ice cream cones.
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Adoption doesn’t always have to be a daunting task! Jordan Moreno’s story tells us that the timeline might be faster than you think! Jose and Jordan have a beautiful adoption story, as they all are, but this one had an ease about it that will make anyone who is nervous feel at peace that everything can fall perfectly into place and QUICKLY!!! They …
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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…
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Big thanks to Susie Hobson, longtime friend of Rick's and the show's, for filling in with co-host duties while Mark keeps his sprained ankle elevated on the couch. Susie's a natural at the mic, and brings her own brand of rise and shine to the recording booth - live from Madison! Fasten your headphones for an engrossing and entertaining chat betwee…
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Brady and Andrea Murray are the proud parents of eleven children, seven of which are adopted. After having a biological child diagnosed with Down Syndrome, the couple started RODS Heroes, which was founded in 2013. RODS Heroes inspires families to answer the call to adopt a child with Down Syndrome or other unique circumstances. As they were helpin…
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Join co-hosts Mark McNease and Rick Rose as we talk apples and Big Wheels, chaplains coming to a school near you, Rick's guest turn on the 'Where Do Gays Retire?' podcast, and the Book Beat recommends 'Black River Orchard' for some serious scares.
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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…
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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…
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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…
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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 …
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Join co-hosts Mark McNease and Rick Rose as we marvel at President Biden's historic home run, scan the news and Personals Page, and enjoy an interview with Elise Tomashek, Miss Wisconsin Teen Volunteer competing for Miss Teen Volunteer America.
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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 …
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Join co-hosts Mark McNease and Rick Rose as we tut-tut the Alabama Supreme Court, celebrate Mark's recent high school writing class talks, and hear Rick's interview with Dr. Harvey Abrams of the Stonewall National Museum, Archives and Library.
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Jenell M. Jones is the author of “Shattered,” a book that shares her experience as an adoptive mother. Last week we heard her story on adopting Mercy from the foster care system. Mercy joined the family of 6 children and had many mental and physical traumas that affected her day-to-day life. On part two, Jenell talks about how the system is set up …
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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…
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Jenell M. Jones is the author of “Shattered,” a book that shares her experience as an adoptive mother. Jenell is currently operating multiple early learning centers, which specialize in providing high quality learning experiences to children who experience trauma in low-income areas, while also raising 7 children! When she brought home Mercy she fo…
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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…
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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…
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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…
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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…
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Join co-hosts Mark McNease and Rick Rose as we hear gift ideas from Twist listeners, welcome new semi-regular contributor Billy Bob Beer Belly, and listen to an interview with Robert Kesten, Executive Director for the Stonewall Museum, Archives and Library.
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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…
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Join co-hosts Mark McNease and Rick Rose as we add Congress to the naughty list, hear listeners' favorite things about Christmas, and enjoy an interview excerpt with Carlos Guillermo Smith, Senior Policy Advisor with Equality Florida.
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Join co-hosts Mark McNease and Rick Rose as we congratulate Time's Person of the Year Taylor Swift, share some listener voice messages, consider the worst Christmas songs ever, and listen in to Rick's interview with Lila Szyryj, Miss Wisconsin 2023.
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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…
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Join co-hosts Mark McNease and Rick Rose as we chat up Thanksgiving, ponder the damage done to military families by Senator Tommy Tuberville, and enjoy an excerpt from Mark's One Thing or Another Podcast interview with author Dave Hughes. News, views, and more Twist listicles. About our Sponsors The Twist Podcast is brought to you by Queer We Are w…
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