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. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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What happens when two friends who LOVE snacks & have mostly differing opinions enter the chat? Welcome to the weekly journey with Jami and Fallon, who love laughing as much as they love food. Follow along as they live their motto: Live. Laugh. Snack. Jami Crockett is a displaced West Coast girl living in Nashville, TN. She enjoys random pop culture trivia, all things snacks & beverages, and a good sleuthing mystery to solve. Fallon Klug is a Midwest girl making her way in the South by way of ...
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064: Examining Nvidia’s Impact on AI and the Technological Revolution with Raphael Hanna
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This new age of AI is undoubtedly one of the most significant advancements in technology that we’ve seen since the dot-com boom in the 1990s. Whether we like it or not, it’s already here and growing in popularity. In today’s episode, we’ll examine the impact that Nvidia is having on the AI revolution and things to consider when adding tech stocks t…
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062: Legacy Planning Strategies to Secure Your Wealth with Matthew Karr, Esq
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If you’ve made smart financial decisions, secured your nest egg for retirement, and accumulated enough wealth to leave behind, you’ll undoubtedly have questions about minimizing estate taxes. It’s one thing to pay your fair share of taxes, but nobody wants to send more money to Uncle Sam than they have to. And that’s where having expert advice can …
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061: Questions to Ask When Adding Alternative Investments to Your Portfolio with Mike Prescott
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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…
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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…
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059: Protecting Yourself From Identity Theft, Crypto Fraud & Scams with Dave Chaves
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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 …
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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’…
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057: How HSAs and Healthcare Are Vital Components of a Retirement Plan with Scott Hokanson
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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
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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
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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
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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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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…
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053: Teaching Your Kids About Money, Budgeting and 401(k) Plans with Mike Guthrie
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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
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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
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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
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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…
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049: An Inside Look at the SHP Solutions Teams with Nick Nelson
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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
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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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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
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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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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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Episode 89: Best Snack Ever! (The Snack Show Superlatives)
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Welcome to The Snack Show with Jami Fallon! As all good (and tasty) things must come to a close, today will be the last episode of The Snack Show. We have absolutely LOVED the past two years talking snacks with y'all and are celebrating YOU today by going back and sharing all our favorite moments, episodes, snacks, and people that made this show so…
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Episode 88: Brrr, it's cold in here! (Dairy Queen Snacks)
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Welcome to The Snack Show with Jami Fallon! All hail to the Dairy Queen! We all know it and we all love it and she has so much to offer. On today's episode, we share about this history and all the amazing food and ice cream that DQ has to offer. And don't forget: The Snack Show is on YOUTUBE! If you are…
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Episode 87: On the First Day of Christmas...(Advent Calendar Snacks)
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Welcome to The Snack Show with Jami Fallon! Christmas time is heeerrreee, advent calendars toooooo! Y'all, Advent calendars are a gift to us all especially the ones full of snacks! Today we review all of our favorite so you can be fully prepared with your own calendar this season. Let us know what you buy! And don't forget: T…
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045: Tax Planning Strategies to Save Money in Retirement with Derek Gregoire and Matthew Peck
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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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Welcome to The Snack Show with Jami Fallon! Happy National Homemade Bread Day! Oprah famously shouted it out once but we are completely with her -- WE LOVE BREAD! On today's episode, we talk all our favorite types of bread -- both homemade and otherwise. Join us as we celebrate everybody's favorite carb. And don't forget: The …
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044: The Past, Present and Future of Social Security with Mark Kenney
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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…
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Episode 85: "Fine" Dining, The Search for the Most Mediocre Restaurant in America with Michael Ornelas
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Welcome to The Snack Show with Jami Fallon! We got to sit down with a fellow food lover and podcast host, Michael Ornelas from the Fine Dining podcast to hear about all his adventures at the most mediocre restaurants in America! Y'all, this episode is full of belly laughs that we know you will love. And make sure to go check out Michael's podcast, …
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Welcome to The Snack Show with Jami Fallon! We are sitting down with Matt Moore, author of his newest cookbook Butcher on the Block. Today we hear all about the stories that make up this awesome beyond-a-cookbook book and of course, he shares some of his favorite recipes & food treats! And don't forget: The Snack Show is on YOU…
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043: The Most Important Aspects of a Comprehensive Retirement Plan with Derek Gregoire and Matthew Peck
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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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Welcome to The Snack Show with Jami Fallon! It's time to get exclusive as we talk snacks + food from your favorite membership-only store: Costco! They got food, they got clothes, they go cell phones, they got GOLD...the wishlist is endless and hilarious. Join us and make sure you share your favorite Costco items over on our Instagram @thesnackshowp…
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Episode 82: Saved by the [Lunch] Bell! (School Lunch Snacks)
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Welcome to The Snack Show with Jami Fallon!It's time to reminisce folks! Put on that backpack and head back to the lunch room with us today as we talk all our favorite school lunch snacks! From rectangle pizza to bosco sticks to spaghetti with ranch dressing, we are REALLY feeling nostalgic (and hungry) in all sorts of ways. We can't wait to be kid…
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042: Leadership, Integrity and Legacy: The Pillars of a Successful Business with Matt Glynn
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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…
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Episode 81: Snack Tank (featuring Eddie Kaufholz, Keith Parish, and Sophie Hudson)
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Welcome to The Snack Tank with Jami "Cuban" Crockett and Fallon "The Lady with Short-Hair" Klug. Today we will talk to three contestants who are going to share their favorite snack with us. At the end of the episode, we each will decide, do we promote their favorite snack or do we deny their favorite snack. This is Snack Tank. Today's episode is av…
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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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Welcome to The Snack Show with Jami Fallon! As we sneak up to Halloween this month, we are taking the time to celebrate the goodness of a good mash! Step aside monsters, we are taking a Snacker Mash! On today's episode, we share some of the best snack mash-ups the snacking world has to offer -- everything from two ingredients that have never collid…
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041: How Long-Term Care Planning Secures Your Legacy and Retirement with J. Cawley
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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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Episode 79: Dirt Cups, and Banana Pudding, and Tapioca...oh my! (Pudding Snacks)
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Welcome to The Snack Show with Jami Fallon! Today is all about pudding. But what is it?! What is it not! We are welcome to all forms of pudding that claim to be. We even sneak into some Jell-O talk but that's enough spoiler there. Tune in to hear the history of pudding -- how it's transformed through out the year -- along with our favorites and new…
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Welcome to The Snack Show with Jami Fallon! We are pumped to welcome a fellow snacker and registered dietician, Lauren Hubert to the podcast! She is bringing all sort of snack-wealth knowledge with all things FALL. But PSL is so yesterday; she shares her most favorite off-the-menu AND HEALTHY Starbucks drink options for you to try for Fall (and bey…
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040: Politics, History and Planning for a Better Financial Future
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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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Welcome to The Snack Show with Jami Fallon! We are fresh off the plane, boat, AND train from our trip to Alaska and we have a lot to report! From animals to snacks to songs. Of course we have a lot of videos and photos to share that we can't on the podcast so make sure to head over to Instagram @thesnackshowpod and…
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Welcome to The Snack Show with Jami Fallon! 1921 was a great year as it brought to us the cheesy goodness of a Cheez It. Today we dive full head into all things Cheez It as we share history, flavors, offerings, and our own personal favorite when it comes to Cheez It(s)! Join us! As always, we invite you to follow us over on Instagram …
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039: How to Get Organized (and Declutter Your Life) with Mara Bangura
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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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Welcome to The Snack Show with Jami Fallon!This episode is a spicy one! Talking all our favorite (well, Fallon’s favorite) bubbly drinks! Let’s see if Jami takes the bait…As always, we invite you to follow us over on Instagram @thesnackshowpod and on Tik Tok @thesnackshowpod! We want to he…
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Welcome to The Snack Show with Jami Fallon! And welcome to Snackville, Tennessee! As longtime residents of the beautiful city of Nashville, we are here to share some of our favorite snacks founded right here in the state's capitol. Many of you let us know when you are visiting Nashville and are always asking what to eat, where to snack, so here we …
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038: A Guide to Annuities: When an Annuity Makes Sense For Your Financial Plan with Joe Anderson
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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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Welcome to The Snack Show with Jami Fallon! It's a libation exploration on today's podcast! We are joined by wine enthusiast and funny man from The Irrational Fan Podcast, Jesse McGowan! He leads us through SO much interesting facts and info about wine that it maaaayyy be my favorite episode ever says Fallon. Tune in as he talks about red wine, whi…
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Welcome to The Snack Show with Jami Fallon! Who run the world? SNACKS! Oh, and then girls! So what's better than snacks that are founded by Women?! Today we continue to celebrate Women's Day (August 9) as we share a long list of snacks found by women for women (and men and kids and everyone). Girls are simply the coolest. If you are one or know one…
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037: The Perfect Triple Tax-Free Benefits of Health Savings Accounts with Bill Stuart
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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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Episode 71: I Know What You Ate Last Summer (Our Summer Travels & Snacks)
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Welcome to The Snack Show with Jami Fallon! Phew! It has been a BUSY summer of travels and adventure and, of course, snacking! So we are here to give you a little update about where we've been and what we've been eating. Hopefully you will be inspired to finish out your summer right with some of our summer & travel snack favorites. As always, we in…
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Episode 70: Double Your Pleasure, Double Your Fun (Chewing Gum)
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Welcome to The Snack Show with Jami Fallon! If snacks is the #1 thing that brings people together, I think we can say that gum is the #2 thing that brings people together. We all got opinions and we all got favorites! Also, WHY IS IT SO HARD TO SHARE GUM? Like it's so cheap and we act like it's a treasure. Well, today we are talking all about the t…
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