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Top 3 Risk Concerns

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Manage episode 253976788 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, Matthew Peck CFP® CIMA®, and Keith Ellis will discuss the top 3 concerns involving risk in retirement planning. The first risk is running out of money. You should feel comfortable knowing you have enough income coming in for the rest of your life. The second is investment risk. Make sure you have a solid plan in place, so you don't need to worry about a market correction. Finally, tax risk. This is an under discussed area of retirement planning. Know your risk in your own tax situation and talk to an advisor that may be able to help you save money, while taxes are on sale.
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104 episodes

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Top 3 Risk Concerns

SHP Retirement Road Map® Show

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Manage episode 253976788 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, Matthew Peck CFP® CIMA®, and Keith Ellis will discuss the top 3 concerns involving risk in retirement planning. The first risk is running out of money. You should feel comfortable knowing you have enough income coming in for the rest of your life. The second is investment risk. Make sure you have a solid plan in place, so you don't need to worry about a market correction. Finally, tax risk. This is an under discussed area of retirement planning. Know your risk in your own tax situation and talk to an advisor that may be able to help you save money, while taxes are on sale.
  continue reading

104 episodes

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