Cele mai bune Keith Peck podcast-uri (2024)

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066: How to Change the World in Retirement with Matt Glynn 32:52

5d ago32:52

32:52

You’ve had a successful career, you’ve invested well, and you have everything you need to live comfortably in retirement. Sounds perfect, right? While that would be a dream scenario for some, others often want to do more by giving back and paying it forward. Such is the case with today’s returning guest. Matt Flynn owned Glynn Electric for over 30 …

1
Matt's Markets on the Move: October 2024 38:40

23d ago38:40

38:40

Join SHP Co-founder Matthew C. Peck, CFP® CIMA® and Lead Advisor Laura Russo as they take a moment to reflect on Q4 and prepare for 2025!

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065: Why Elections Shouldn’t Change Your Investing Mindset with David Hathaway 23:39

26d ago23:39

23:39

In just a few weeks, Americans will vote to decide who will become the next President. With all the commercials and political coverage dominating our screens, it’s easy to get caught up in the media circus during the election season. It’s also difficult to determine how much elections should weigh on your mind, as well as your investing strategies …

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064: Examining Nvidia’s Impact on AI and the Technological Revolution with Raphael Hanna 34:06

1M ago34:06

34:06

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 40:46

2M ago40:46

40:46

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 31:57

3M ago31:57

31:57

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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060: Matt's Markets on the Move with Laura Russo 49:18

3M ago49:18

49:18

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 29:49

4M ago29:49

29:49

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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058: How Much Money Do I Need to Retire? 33:02

5M ago33:02

33:02

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 32:26

5M ago32:26

32:26

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 34:37

6M ago34:37

34:37

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…

1
055: SHP’s Philosophy on Financial Planning & Asset Management with William Malagodi 33:57

6M ago33:57

33:57

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 43:09

7M ago43:09

43:09

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…

1
Matt's Markets on the Move: April 2024 33:15

7M ago33:15

33:15

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 30:12

7M ago30:12

30:12

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 40:05

8M ago40:05

40:05

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 31:39

8M ago31:39

31:39

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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Persecutor Becomes Preacher 31:49

8M ago31:49

31:49

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Death is Swallowed Up In Victory

8M ago

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050: Leveraging Home Equity to Secure Your Financial Future and Retirement with Nathan Hartseil 30:53

9M ago30:53

30:53

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 36:10

9M ago36:10

36:10

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 29:52

9M ago29:52

29:52

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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Matt's Markets on the Move: January 2024 44:21

10M ago44:21

44:21

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 29:23

10M ago29:23

29:23

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 OG Anunoby Effect 59:00

10M ago59:00

59:00

Mark and Keith weigh in on the blockbuster trade that moved RJ Barrett, Immanuel Quickley, and a second round pick from the New York Knicks to the Toronto Raptors in exchange for OG Anunoby, Precious Achiuwa, and Malachi Flynn. Then our hosts discuss Isaiah Hartenstein's impact post-Mitchell Robinson injury as well as the Knickerbocker's current wi…

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046: The SHP End-of-Year Financial Checklist for 2023 26:28

11M ago26:28

26:28

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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The Taj Gibson Eras Tour w/ Roy Trakin 49:56

11M ago49:56

49:56

Mark and Keith welcome back returning champion, pop culture pundit, rock critic vet, Noo Yawker exiled in L.A. since '85 - Roy Trakin. It's a deep dive into the current status of the Knicks post-Mitchell Robinson surgery and an attempt to figure out what the right moves going forward are for the Orange and Blue. A brutal road trip is currently unde…

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Going for the Juggler w/ Marcus Monroe 53:30

11M ago53:30

53:30

Mark and Keith welcome back returning TITK Champion, world renowened comedian, and official Milwaukee Bucks juggler Marcus Monroe to talk about the upcoming NBA In-Season Tournament tilt between the New York Knicks and the aforementioned team from Wisconsin. A humiliating forthcoming sketch wager is made within a beautiful discussion about Monroe's…

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Knicks In-Season Tournament Advancement 21:52

11M ago21:52

21:52

Mark and Keith join forces yet again to talk New York Knicks basketball. This time the focus lies on the NBA In-Season Tournament. By beating the Charlotte Hornets, the Knickerbockers advance to the single elimination round in yet another face-off against the Milwaukee Bucks. Will the Knicks be Buck Hunters or with the Bucks be 'Bocker Blockers?…

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045: Tax Planning Strategies to Save Money in Retirement with Derek Gregoire and Matthew Peck 28:49

11M ago28:49

28:49

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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044: The Past, Present and Future of Social Security with Mark Kenney 37:17

12M ago37:17

37:17

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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What the buzz is up with the Hornets w/ Sam Dracula 1:00:03

12M ago1:00:03

1:00:03

Mark and Keith welcome back 3-time TITK champion Sam Dracula to discuss all things Charlotte Hornets including the state of the team, new ownership, and that dreaded playoff drought that currently is the longest in the NBA. Also, our hosts weigh in on Randle's resurgence and Keith tries to strike down Mark with more Knicks trivia.…

1
Knicks Fans Fly Off the Randle 29:10

12M ago29:10

29:10

Hosts Mark and Keith take some time to micro-rant about the NBA's in-season tournament courts, cryptic e-mails asking the fans to buy tickets to a "mystery game," and of course Julius Randle's indefensible start to the Knicks campaign. And like your favorite comfort food, Knicks trivia is in the mix as Keith tries yet again to stump Mark.…

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043: The Most Important Aspects of a Comprehensive Retirement Plan with Derek Gregoire and Matthew Peck 28:37

1y ago28:37

28:37

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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Knicks and Cavs Budding Rivalry w/ Evan Dammarell 56:55

1y ago56:55

56:55

Hosts Mark and Keith welcome in Evan Dammarell from Locked on Cavs and Right Down Euclid to talk about the upcoming back-to-back home and away matchup between the New York Knicks and Cleveland Cavaliers this week as well as the early injury concerns out in Believeland. They also debate who will get their jersey retired first, Kevin Love or Carmelo …

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NBA's Eastern Conference Pecking Order w/ Kris Pursiainen 42:30

1y ago42:30

42:30

Hosts Mark and Keith welcome back Kris Pursiainen, Knicks beat reporter for WFUV, Co-host of the pod All Things NBA, and also from Knicks Film School. They break down the NBA's Eastern Conference, discuss who's progressed and who's regressed, and of course where the New York Knicks will finish. And Keith tries yet again to stump Mark in another rou…

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042: Leadership, Integrity and Legacy: The Pillars of a Successful Business with Matt Glynn 49:38

1y ago49:38

49:38

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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From NBA Scout to D-League VP w/ Chris Alpert 1:26:08

1y ago1:26:08

1:26:08

Our hosts Mark and Keith welcome in former NBA D-League VP of Basketball Operations and Player Personnel Chris Alpert to talk about his legendary run from stand-out player at Davidson to scouting for the New York Knicks in the late 90s and up through his recent gig as Pro Personnel Scout for the Sacramento Kings. This convo is a true deep dive into…

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Matt's Markets on the Move: October 2023: 34:02

1y ago34:02

34:02

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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041: How Long-Term Care Planning Secures Your Legacy and Retirement with J. Cawley 33:31

1y ago33:31

33:31

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…

1
New York Knicks 2023 Offseason 38:09

1y ago38:09

38:09

Season two of Two in the Key kicks off with hosts Mark and Keith discussing the blockbuster trades of Damian Lillard to the Milwaukee Bucks and Jrue Holiday to the Boston Celtics. Then they break down the New York Knicks 2023 off-season, the recent Mitchell Robinson trade rumors, and of course some Knicks trivia to close it all out. Welcome back to…

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040: Politics, History and Planning for a Better Financial Future 30:28

1y ago30:28

30:28

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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039: How to Get Organized (and Declutter Your Life) with Mara Bangura 28:23

1y ago28:23

28:23

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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038: A Guide to Annuities: When an Annuity Makes Sense For Your Financial Plan with Joe Anderson 23:30

1y ago23:30

23:30

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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037: The Perfect Triple Tax-Free Benefits of Health Savings Accounts with Bill Stuart 38:42

1y ago38:42

38:42

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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036: The Due Diligence Behind SHP’s Portfolio Construction with William Malagodi 33:41

1+ y ago33:41

33:41

If you've invested money in the stock market over the past 10 or 15 years, you've likely felt stressed when looking at your portfolio's wild dips and swings. It's easy to feel like you can never make a good decision or overcorrect in the face of a drastic downturn. This is why we're so fortunate to have William Malagodi on our team at SHP. He's our…

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Matt's Markets on the Move: July 2023 33:09

1+ y ago33:09

33:09

The financial landscape can feel like it is always evolving, and 2023 is no exception. As we head into Quarter 3, join us in welcoming our Co-founder, Matthew Peck, CFP®, CIMA®, as he shares his insight so that we can be confident to weather any storm.

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035: How SHP Sets Clients Up For Success with Laura Russo & Natalia Carmago 30:28

1+ y ago30:28

30:28

Every client should have a plan for their income, investments, taxes, health care, and legacy. Unfortunately, most firms just offer products and rarely help implement strategies in each of these areas of life–which is why it’s so important to us at SHP Financial. With that in mind, I’m excited to be joined by Laura Russo and Natalia Carmago to give…

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034: The Importance of Estate Planning for First Responders with Keith McManus & Dave Chaves 27:55

1+ y ago27:55

27:55

When a first responder arrives on the scene, they don’t always have the privilege of knowing exactly what to expect. And many of these calls are high pressure situations where seconds can make the difference between life and death. First responders provide protection to their community, but there is also a need for them to provide protection for th…

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033: Legendary Tales from Boston Sports Radio and TV Icon, John Dennis 1:13:56

1+ y ago1:13:56

1:13:56

In today’s world, we tend to throw the words legend and legendary around as casually as we might with a baseball in our backyard. This is not one of those days. We couldn’t be more thrilled to share this episode with an absolute legend and icon in Boston Sports radio, TV, media, and film, Mr. John Dennis. John’s career in the Boston sports world st…

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