Artwork

Content provided by SHP Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SHP Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Fees Vs. Value For Planning

51:52
 
Share
 

Manage episode 251279063 series 1523546
Content provided by SHP Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SHP Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week, SHP founders, Derek Gregoire, and Matthew Peck CFP® CIMA® welcome back Attorney Keith McManus, of McManus Estate Planning to discuss the benefits of having an estate plan. Matt and Derek will also discuss whether or not you have a full retirement plan. They will address what you pay in fees vs. the value for different types of planning. Finally, Matt and Derek will talk about diversification and the importance of knowing your risk number.
  continue reading

104 episodes

Artwork
iconShare
 
Manage episode 251279063 series 1523546
Content provided by SHP Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SHP Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week, SHP founders, Derek Gregoire, and Matthew Peck CFP® CIMA® welcome back Attorney Keith McManus, of McManus Estate Planning to discuss the benefits of having an estate plan. Matt and Derek will also discuss whether or not you have a full retirement plan. They will address what you pay in fees vs. the value for different types of planning. Finally, Matt and Derek will talk about diversification and the importance of knowing your risk number.
  continue reading

104 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide