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When To Update Your Estate Plan And End Of Year Tax Strategies

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Manage episode 246231483 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 Co-founder, Matthew Peck CFP® CIMA®, and Keith Ellis will talk about how we consume information. There are so many different options these days to obtain it, and they will discuss some of the ways this could affect how you think about your retirement. Next, Matt and Keith will welcome back Attorney Keith McManus, of McManus Estate Planning, to discuss when you should be making changes and updating your estate plan. Finally, in the weekly market report, the guys will discuss tax strategies you should be thinking about as we approach the end of the year. Also if you haven’t already done so, make sure to download the SHP Retirement Road Map audio book, by texting shpbook to 21000.
  continue reading

104 episodes

Artwork
iconShare
 
Manage episode 246231483 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 Co-founder, Matthew Peck CFP® CIMA®, and Keith Ellis will talk about how we consume information. There are so many different options these days to obtain it, and they will discuss some of the ways this could affect how you think about your retirement. Next, Matt and Keith will welcome back Attorney Keith McManus, of McManus Estate Planning, to discuss when you should be making changes and updating your estate plan. Finally, in the weekly market report, the guys will discuss tax strategies you should be thinking about as we approach the end of the year. Also if you haven’t already done so, make sure to download the SHP Retirement Road Map audio book, by texting shpbook to 21000.
  continue reading

104 episodes

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