As we kick things off in 2026, it's a natural time to reflect on how quickly time passes and how important it is to have a plan that evolves as life, markets, and priorities change. Volatility, political uncertainty, and shifting tax laws continue to remind investors that retirement isn't just about accumulating money; it's about knowing how to manage it so you can spend it with confidence.

In this episode, SHP Financial co-founders Matthew Peck, Derek Gregoire, and Keith Ellis, Jr. got the band together in the studio to look back on the past year and reflect on how the firm—and the financial planning industry as a whole—has evolved since they first started SHP Financial over two decades ago.

In their conversation they discussed what's changed, what hasn't, and why comprehensive planning matters more today than ever before. Ultimately, this episode reinforces a simple but powerful message: while markets and policies will always change, proactive planning, clear communication, and a strong support team provide the stability retirees need to focus on what truly matters in the years ahead.

In this podcast interview, you'll learn:

• Why having a comprehensive retirement plan matters even more during volatile markets.
• How SHP evolved from a small startup into a fully integrated planning firm.
• The five key areas every successful retirement plan needs to address.
• Why market downturns are easier to manage when you have a clear plan in place.
• How tax planning, estate planning, and investment strategy work best when aligned.
• Why specialization and client service are critical as retirement needs become more complex.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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