Episode 261: The Tax Train is Coming!
Mar 5, 2021 ·
28m 50s
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Description
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis continue the journey through the SHP Retirement Road Map®. True retirement planning doesn't just address investments, but...
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This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis continue the journey through the SHP Retirement Road Map®. True retirement planning doesn't just address investments, but the 5 critical areas of retirement. This week Derek, Matt, and Keith start the deep dive into tax planning. Don't miss this one!
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