Settings
Light Theme
Dark Theme

Estate Planning, Volatility, And Tips For College Grads

Estate Planning, Volatility, And Tips For College Grads
Jun 6, 2019 · 52m

This week, SHP founders, Derek Gregoire & Matthew Peck CFP®,are going to discuss the top few questions, as it pertains to retirement planning, that they find themselves answering on a...

show more
This week, SHP founders, Derek Gregoire & Matthew Peck CFP®,are going to discuss the top few questions, as it pertains to retirement planning, that they find themselves answering on a daily basis, whether it be in a first visit or in one of their public workshops. Next Derek and Matt welcome back Attorney Keith McManus, of McManus Estate Planning. Attorney McManus will discuss the importance of knowing whether or not your estate plan is up to date and how you can tell if it is or not. There has been a lot of volatility in the market lately, so in the SHP Story Segment, Derek and Matt will share some real stories of clients and how volatility has affected them. Finally, it is graduation season. The guys are going to give some advice and share some financial tips for recent college graduates to keep in mind as they head out into the real world.
show less
Information
Author WBZ-AM
Website -
Tags
-

Looks like you don't have any active episode

Browse Spreaker Catalogue to discover great new content

Current

Looks like you don't have any episodes in your queue

Browse Spreaker Catalogue to discover great new content

Next Up

Episode Cover Episode Cover

It's so quiet here...

Time to discover new episodes!

Discover
Your Library
Search