HeyJaredRetirement Road Map
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.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 9, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest episodes
111: How Spousal Planning Creates Greater Confidence in Retirement with Nick Nelson (opens the original)
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As couples approach retirement, their biggest question is typically whether they've saved enough to cover their expenses and enjoy the retirement they've worked so hard for. But what happens when one spouse passes away? The decisions you make today will undoubtedly affect the surviving spouse's income, taxes, investments, and overall financial security. In this episode, SHP Financial co-founder Matthew Peck is once again joined by Nick Nelson, VP of Advisory Solutions, to discuss why spousal pla
110: The Benefits Of Your Tax & Financial Planning Teams Working Together with Lauren Bakken, CPA (opens the original)
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Retirement isn't only about leaving your career behind. It's also about knowing what you're retiring to and making sure the financial decisions you make along the way support the life you want to create. And when taxes, investments, estate planning, and retirement income begin overlapping, trying to navigate everything on your own can become complicated quickly. In this episode, SHP Financial Lead Advisor Laura Russo sits down with recently retired CPA, Lauren Bakken, to discuss the lessons Laur
109: Retirement Income Strategies That Create Confidence and Peace Of Mind with Chris Willis, CFP®, CTS™ (opens the original)
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One of the most common questions that we hear from our clients isn't whether they've saved enough; it's whether their savings can actually provide the income they need to live the retirement they've envisioned. Building wealth during your working years is one challenge, but turning those assets into a reliable paycheck is where a comprehensive retirement plan becomes essential. In this episode, Keith Ellis Jr. is joined by Certified Financial Planner (CFP®) and Certified Tax Specialist (CTS™), C
108: The Biggest Regrets For Retirees (And How to Avoid Them) with Kyle Britton (opens the original)
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Retirement is often viewed as a financial milestone, but many retirees discover that their biggest challenges have little to do with money. Many wish they had retired sooner, spent more confidently, prepared for the emotional transition away from work, or started important planning conversations with their families earlier. The good news is that these lessons don't have to be learned the hard way. In this episode, Keith Ellis Jr. is joined by Kyle Britton to share insights gathered directly from
Matt's Markets on the Move Q2: July 2026 (opens the original)
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Join SHP Financial Co-Founder Matt Peck, CFP ® , CIMA ® , and Lead Advisor, Laura Russo as they discuss current market trends and their potential impact on your financial future.
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