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 wanted to take this opportunity to share wisdom and insights you can use in your own life and business.

In this conversation, we discussed how financial planning is more than a numbers game, what separates a technically competent financial planner from a truly great one, and how to tell you’re receiving the kind of service you, your family, and your legacy deserve.

• In this podcast interview, you’ll learn:
  The important questions you should be asking any prospective financial advisor that go beyond portfolio construction and risk assessment.
• How a good financial advisor helps challenge and support you to live your best life.
• Why your financial advisor needs to provide you with guidance and leadership to ensure your successful retirement.
• The surprising things we learned on our multi-year journey to understand how to best serve our clients.
• Two simple things you can do to transform your mindset.

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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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 changes. Matt and Laura will bring clarity so you can stay knowledgeable heading into Q2!

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 for some of those questions.

We’re excited to introduce our audience to Mike Guthrie. Mike is a Financial Advisor at SHP and has over 25 years of experience in finance and financial planning. Before joining us at SHP, Mike worked at Morgan Stanley, BlackRock, and Northwestern Mutual, to name just a few.

In our conversation, we’ll explore some of the common questions that your kids might need advice on. We’ll discuss employer benefits that might be available to them, the difference between a traditional and Roth 401(k), and what types of investments they should consider within those plans.

In this podcast interview, you’ll learn:

• The value of saving early with compounding interest.
• How to start the process of teaching your kids about managing expenses.
• The difference between a traditional and Roth 401(k).
• How Target Date Funds work and why they are attractive for young investors.
• The importance of investing early with regular contributions, especially when the markets are down.

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

Connect With Us on Social

• Facebook
• LinkedIn
• YouTube