Episode 262: A Portfolio Versus A Full Retirement Plan
Mar 11, 2021 ·
28m 50s
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Description
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis explain the distinction between having just a portfolio and having a full retirement plan. Preparing for the...
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This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis explain the distinction between having just a portfolio and having a full retirement plan. Preparing for the future and building a full plan is critical. Derek, Matt, and Keith discuss the importance of educating yourself and planning to benefit your future. Educate yourself now and thank yourself later!
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