Retirement Road Map®
Hosted by Matthew Peck and Keith Ellis Jr and Derek Gregoire and Laura Russo and Matt Peck · Derek Gregoire, Keith Ellis, and Matthew Peck
5.0from 6 ratings
- 130
- Episodes
- 63
- Transcribed
- 6
- Ratings
- Bi-weekly
- Cadence
- 2021
- First episode
- 141K
- YouTube views
About Retirement Road Map®
Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trademarked Retirement Road Map is a holistic planning process that focuses on the 5 key areas of retirement planning: Income planning, investment planning, tax planning, health care planning, and legacy planning. The Retirement Road Map is your guide to financial freedom and will prepare you for the retirement you've always dreamed of and deserve!
- Publisher
- Derek Gregoire, Keith Ellis, and Matthew Peck
- Category
- business · business
- Language
- en
- Explicit
- No
- First episode
- 26 Oct 2021
- Latest episode
- 21 Oct 2026
Latest episodes
63 of 130 episodes have a transcript.
21 Oct 2026TRANSCRIPT
114: The Real Reason Your Investing Strategy Should Change Before You Retire with Mike Guthrie, CIMA®
9 Oct 2026TRANSCRIPT
Matt's Market on the Move- October 2026
7 Oct 2026TRANSCRIPT
113: The Growth Opportunities Private Markets Have That Traditional Investors Are Missing Out On with Raphael Hanna
Inside a recent episode
114: The Real Reason Your Investing Strategy Should Change Before You Retire with Mike Guthrie, CIMA®
Published 21 Oct 2026 · Transcript excerpt
[…] It's really that shift. I think the mind shift of the job of what your investments are for when you're working, like we said, in maybe not within a couple of years retirement, but as you're working, that job of that money is to grow. You're putting it away and levels of aggressiveness comes down to each individual, but primarily that job is to grow the money up to retirement. The shift in a lot of people have a difficulty making that shift. And I think that's a lot of the work that we do that and why we do it is the shift is now your money has to have several jobs. One of it's to grow, but it's also to provide income and also to provide some level of safety that you're not going to, quote unquote, run out of money. […]
Read the full transcript with a Pod Engine plan.
See plansWho has been a guest on Retirement Road Map®
Names identified in recent episode analyses. Showing up to five guests.
- Mike Guthrie
- Raphael Hanna
- Aidan Arone
- Nick Nelson
- Lauren Bakken
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 140,822
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 5.0 / 5
- 2 ratings
- Spotify
- 5.0 / 5
- 4 ratings
Podcast Authority Score: 64 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 68
- Social presence
- 0
- YouTube
- 82
- Engagement
- 68
Shows with a similar audience
Questions about Retirement Road Map®
Who hosts Retirement Road Map®?
Matthew Peck and Keith Ellis Jr and Derek Gregoire and Laura Russo and Matt Peck host the show. Published by Derek Gregoire, Keith Ellis, and Matthew Peck.
How often do new episodes come out?
The show publishes bi-weekly, based on its RSS feed.
Where can I read transcripts?
63 of 130 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of Retirement Road Map®?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show
Podcast research with Pod Engine