Best Derek Prescott Podcasts (2024)

1
061: Questions to Ask When Adding Alternative Investments to Your Portfolio with Mike Prescott 31:57

3h ago31:57

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…

1
060: Matt's Markets on the Move with Laura Russo 49:18

20d ago49:18

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…

1
059: Protecting Yourself From Identity Theft, Crypto Fraud & Scams with Dave Chaves 29:49

1M ago29:49

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 …

1
058: How Much Money Do I Need to Retire? 33:02

2M ago33:02

33:02

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’…

1
057: How HSAs and Healthcare Are Vital Components of a Retirement Plan with Scott Hokanson 32:26

2M ago32:26

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…

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056: The Tax Implications of an Inheritance for Beneficiaries with Mark Kenney & Amanda Glennon 34:37

3M ago34:37

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…

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055: SHP’s Philosophy on Financial Planning & Asset Management with William Malagodi 33:57

3M ago33:57

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…

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054: How Great Leaders Make Dreams Possible with Chris Smith 43:09

4M ago43:09

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…

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Matt's Markets on the Move: April 2024 33:15

4M ago33:15

33:15

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…

1
053: Teaching Your Kids About Money, Budgeting and 401(k) Plans with Mike Guthrie 30:12

4M ago30:12

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…

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052: How to Build a Legacy with a Family First Mindset with Michael Hyatt 40:05

5M ago40:05

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 …

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051: Important Changes to the Tax Cuts and Jobs Act with Chase Reardon 31:39

5M ago31:39

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 …

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050: Leveraging Home Equity to Secure Your Financial Future and Retirement with Nathan Hartseil 30:53

6M ago30:53

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…

1
049: An Inside Look at the SHP Solutions Teams with Nick Nelson 36:10

6M ago36:10

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…

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048: The Corporate Transparency Act: Important Changes For Business Owners with David Chaves 29:52

7M ago29:52

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…

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Matt's Markets on the Move: January 2024 44:21

7M ago44:21

44:21

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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047: How Legacy Planning is More Than an Estate Plan with Mark Kenney 29:23

7M ago29:23

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…

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046: The SHP End-of-Year Financial Checklist for 2023 26:28

8M ago26:28

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…

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045: Tax Planning Strategies to Save Money in Retirement with Derek Gregoire and Matthew Peck 28:49

9M ago28:49

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…

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044: The Past, Present and Future of Social Security with Mark Kenney 37:17

9M ago37:17

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…

1
043: The Most Important Aspects of a Comprehensive Retirement Plan with Derek Gregoire and Matthew Peck 28:37

10M ago28:37

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…

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042: Leadership, Integrity and Legacy: The Pillars of a Successful Business with Matt Glynn 49:38

10M ago49:38

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…

1
Matt's Markets on the Move: October 2023: 34:02

10M ago34:02

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®!

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041: How Long-Term Care Planning Secures Your Legacy and Retirement with J. Cawley 33:31

11M ago33:31

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…

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040: Politics, History and Planning for a Better Financial Future 30:28

11M ago30:28

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…

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039: How to Get Organized (and Declutter Your Life) with Mara Bangura 28:23

11M ago28:23

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 …

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038: A Guide to Annuities: When an Annuity Makes Sense For Your Financial Plan with Joe Anderson 23:30

12M ago23:30

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…

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037: The Perfect Triple Tax-Free Benefits of Health Savings Accounts with Bill Stuart 38:42

1y ago38:42

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…

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Takes on Takes: Trevon Diggs, Mahomes Contract, Bears and More 34:12

1y ago34:12

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

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QB INT Props Part 2: Dak Prescott, Justin Fields, Derek Carr and More 38:49

1y ago38:49

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

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036: The Due Diligence Behind SHP’s Portfolio Construction with William Malagodi 33:41

1y ago33:41

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…

1
QB INT Props: Season Outlooks for Aaron Rodgers, Patrick Mahomes, Josh Allen and More 36:18

1y ago36:18

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

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News and Notes: RB Position, Raiders and Kadarius Toney 35:45

1y ago35:45

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

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TE Props: Breaking Down Props from Biggest Names At Position 29:01

1y ago29:01

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

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Takes on Takes: Injuries, RB Contracts, WR Groups and More 33:55

1y ago33:55

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

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Finale of WR Props: Stefon Diggs, Tyreek Hill, Garrett Wilson and More 38:16

1y ago38:16

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

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WR Props: Davante Adams, CeeDee Lamb, Amari Cooper and More 22:42

1y ago22:42

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

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Season Long or Weekly Props? A Conversation About Cooper Kupp, Jaylen Waddle, Mike Williams and More 24:17

1y ago24:17

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

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Big Name WR Props for 2023: Ja'Marr Chase, D.K. Metcalf, A.J. Brown and More 45:42

1y ago45:42

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

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Matt's Markets on the Move: July 2023 33:09

1y ago33:09

33:09

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.

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Takes on Takes: QB Tiers, Holidays, Nick Chubb, The 2000 Ravens Defense and More 34:13

1y ago34:13

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

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Start of WR Props: Justin Jefferson, Amon-Ra St. Brown, DeVonta Smith and More 22:08

1y ago22:08

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

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035: How SHP Sets Clients Up For Success with Laura Russo & Natalia Carmago 30:28

1y ago30:28

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…

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Finale of RB Props: Austin Ekeler, Joe Mixon, Saquon Barkley and More 34:24

1y ago34:24

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

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Even MORE RB Props: Jonathan Taylor, Nick Chubb, Alexander Mattison and More 39:56

1y ago39:56

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

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More RB Props: Christian McCaffrey, Tony Pollard, JK Dobbins and More 20:57

1y ago20:57

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

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Takes on Takes: Lions, Matt Canada, Bo Nix and More 32:57

1y ago32:57

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

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RB Props for 2023: Derrick Henry, Josh Jacobs and Bijan Robinson 34:43

1y ago34:43

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

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Finale of QB Props: Lamar Jackson, Justin Herbert, Jalen Hurts and More 23:57

1y ago23:57

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

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QB Passing Props Day 2: Josh Allen, Joe Burrow, Tua and More 26:15

1y ago26:15

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

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