Скачать или смотреть Income Plan: The First Step of Your Investment Plan

There are several components to a investment plan. Most people are focused on the investment options and recommendations. But before we get into creating an investment portfolio, at SHP we want to make sure your income plan is in place.

In this clip, Matthew Peck and Derek Gregoire explain why putting together an investment portfolio without considering where the income that you’ll need in retirement is going to come from could have consequences.

#retirementplan #SHPfinancial #investing

Link to the interview in the comments. Also available on Apple, Spotify, and every other major podcasting app!

https://SHPFinancial.com/podcast

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No statements made during the Retirement Road Map® podcast shall constitute tax, legal, or accounting advice. You should consult your own legal or tax professional on any such matters. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk, and unless otherwise stated are not guaranteed. Our Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through SHP Financial, LLC. Our advisors and insurance reps may offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product.