Jamie Fallon
Retirement Road Map®Episodes
Episodes of Retirement Road Map®
Mark All
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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
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
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 th
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 pro
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 fi
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 g
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 e
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 ca
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 busine
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 onc
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 b
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
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 l
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 lands
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 ta
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 mid
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 Gregoi
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,
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
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 ye
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®!
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
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
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 w
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 b
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