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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SHP Financial Co-Founder, Matt Peck, CFP®, CIMA®, and Lead Advisor, Laura Russo, sit down for their quarterly market update. Matt and Laura will take a look back at 2025, discuss the current state of the markets, where we are headed, and what this means for your future and finances. Visit shpfinancial.com for more information!

It's a new year, and financial uncertainty continues to be a pressing topic for investors. Questions around interest rates, inflation, tariffs, artificial intelligence, and global market stability continue to dominate headlines, leaving many retirees and pre-retirees wondering how to position their portfolios for what comes next.

That's why we're incredibly grateful to have Michael Arone on the podcast today. Mike is the Managing Director and Chief Investment Strategist at State Street Investment Management and has over three decades of experience navigating market cycles. From other down periods like the dot-com bubble, the global financial crisis, and the pandemic, Mike brings a historically grounded perspective to today's environment.

In our conversation, Mike shares how State Street is thinking about the economic outlook for 2026, including the Federal Reserve's policy direction, the likelihood of recession, and why he describes the current market setup as "uncomfortably bullish." He explains why inflation may remain sticky but manageable, how tariffs have potentially been misunderstood, and what investors should realistically expect from equities after several strong years.

You'll also hear why Mike believes that portfolio diversification matters more than ever, how tangible assets like commodities and precious metals can help improve portfolio resilience, and why time horizon remains one of the most powerful drivers of long-term investment success.

In this podcast interview, you'll learn:

• Why State Street expects continued economic growth and no near-term recession in 2026.
• How Federal Reserve policy, inflation trends, and labor dynamics are shaping the market outlook.
• Why fears around tariffs and inflation may be overstated.
• The role real assets and alternatives can play in boosting portfolio resilience.
• How lessons from past market crises help investors navigate future uncertainty.
• Why long-term discipline matters more than short-term market predictions.

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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