How Great Financial Planning Shows You What's Possible in Retirement
3:00
How Great Financial Planning Shows You What's Possible in Ret…
3 views5 months ago
YouTubeSHP Financial
At SHP Financial, we design our experiences with a primary focus on fostering human connection, a vital element, especially in today’s world. Here’s a glimpse into our recent event, "Unreasonable Gratitude," featuring guest speaker John Israel, also known as Mr. Thank You. We’re dedicated to creating meaningful interactions that enrich our SHP community! | SHP Financial
0:50
At SHP Financial, we design our experiences with a primary focus …
109 views4 months ago
FacebookSHP Financial
Retirement Road Map TV | SHP
28:31
Retirement Road Map TV | SHP
409 viewsDec 1, 2022
YouTubeSHP Financial
How A-B Trusts Offer More Flexibility and Savings With An Estate Plan One of the most common issues that we see with our clients when it comes to estate planning is that most families don’t realize their estate plan might be outdated. In this segment, SHP Financial’s Laura Russo is joined by Attorney Dave Chaves to explain how A-B Trusts can help couples protect up to $4 million from estate taxes while offering more control over how assets are passed on. They also underscore the importance of wh
3:12
How A-B Trusts Offer More Flexibility and Savings With An Es…
81 views5 months ago
FacebookSHP Financial
Two Examples of New Services SHP Financial Has Added in 2025
1:01
Two Examples of New Services SHP Financial Has Added in 2025
27 views2 months ago
YouTubeSHP Financial
SHP Financial's Secret Ingredient for 20+ Years of Success
1:33
SHP Financial's Secret Ingredient for 20+ Years of Success
4 views4 weeks ago
YouTubeSHP Financial
The Most Important Lessons We've Learned After 20+ Years of Financial Planning
42:28
The Most Important Lessons We've Learned After 20+ Years of Financi…
4 weeks ago
YouTubeSHP Financial
2:00
How Financial Plans Provide Confidence To Know What's Possi…
10 views2 months ago
YouTubeSHP Financial
1:38
Behind the scenes of our 9th Annual Turkey Toss! Congrats again, Zac…
511 views4 months ago
FacebookSHP Financial
1:41
Important Financial Planning Milestones For Pre-Retirees to Co…
3 views1 week ago
YouTubeSHP Financial
25:09
The History of SHP Financial with Derek Gregoire, Keith Ellis and Ma…
243 viewsNov 2, 2021
YouTubeSHP Financial
3:54
Will Privatizing Fannie Mae & Freddie Mac Be a Good Thing for …
66 views6 months ago
FacebookSHP Financial
36:18
Financial Planning Tools & Strategies For Every Stage of Life …
78 views1 week ago
YouTubeSHP Financial
2:01
Start Your Journey with SHP Financial | 2025 Brand Video
13.7K viewsFeb 7, 2025
YouTubeSHP Financial
2:18
The Tax Planning Lesson Retirees Learn Too Late
6 views4 weeks ago
YouTubeSHP Financial
1:36
Pros and Cons of Investing in SMAs Vs Mutual Funds
114 views10 months ago
YouTubeSHP Financial
12:13
PM - B.3 Life-Cycle Costing
Feb 11, 2023
VimeoSHP Financial Training
1:58
The Hardest Transition in Retirement is Giving Yourself Per…
5 views5 months ago
YouTubeSHP Financial
2:26
How Financial Priorities Change In Your Peak Earning Years
2 views1 week ago
YouTubeSHP Financial
2:21
The Best Time To Complete Your Roth Conversion
12.3K viewsDec 1, 2021
YouTubeSHP Financial
3:04
Social Security Fairness Act: How the GPO Repeal Impacts Spousal …
413 views10 months ago
YouTubeSHP Financial
26:58
The Importance of Retirement Planning for Women and Widows …
100 views6 months ago
YouTubeSHP Financial
31:14
How Legacy Planning is More Than an Estate Plan with Mark Kenney
294 viewsJan 10, 2024
YouTubeSHP Financial
2:44
How ETFs Have Been a Game Changer For Investors
8 views3 months ago
YouTubeSHP Financial
3:13
How To Maximize the Tax Benefits of Donor-Advised Funds
54 views8 months ago
YouTubeSHP Financial
3:17
The Impact of Privatizing Fannie Mae & Freddie Mac Will Have on In…
54 views6 months ago
YouTubeSHP Financial
2:22
Why Financial Planning is Especially Important for Women
8 views6 months ago
YouTubeSHP Financial
58:14
2026 Market Outlook: Reasons to Be ‘Uncomfortably Bullish’ on the Ec…
81 views3 months ago
YouTubeSHP Financial
12:27
Why Do Problems Keep Coming? Here's the Answer & a Special Hea…
91 views3 weeks ago
YouTubeBagus Baraja
13:39
📈 How to invest in STOCKS for Beginners, Students 2021 | FMET…
339.6K viewsJan 28, 2021
YouTubeNicole Alba
See more videos
Static thumbnail place holder