Join SHP Financial Co-Founder Matt Peck, CFP®, CIMA®, and CFA® Zach Perkins as they discuss current market trends and their potential impact on your financial future.

When you think about investing for retirement, stocks, bonds, mutual funds, and ETFs probably come to mind first. But those public markets are only one part of the investment landscape. Private equity, private credit, real estate, infrastructure, and venture capital offer another universe of investment opportunities that many investors may know very little about.

In this episode, SHP Financial co-founder Matthew Peck is joined by Raphael Hanna to break down the differences between public and private markets and explain why private investments have become increasingly accessible to individual investors. They discuss the different types of private investments, how they can potentially add another layer of diversification to a portfolio, and some of the important tradeoffs investors need to understand.

Ultimately, having more investment options doesn't mean every option belongs in your portfolio. Matthew and Raphael explain why factors like liquidity, fees, risk tolerance, income needs, and time horizon should all be considered before investing in private markets and why every investment decision should start with your broader financial plan.

In this podcast interview, you'll learn:

• The key differences between investing in public and private markets.
• How private equity differs from venture capital, private credit, and private real estate.
• Why more and more companies are staying private for longer durations.
• How private investments can provide another source of portfolio diversification.
• What investors should understand about fees, liquidity, and holding periods.
• Why your time horizon and risk tolerance matter when considering private investments.

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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When you think about preparing for retirement, it's easy to focus on whether you've saved enough, when to claim Social Security, or how your investments will generate income. But some of the most important retirement decisions have very little to do with the numbers. What will you do with your time? How will your relationships change? And what happens if retirement arrives sooner than you expected?

In this episode, SHP Financial co-founder Derek Gregoire is joined by Aidan Arone, CFP®, to discuss the emotional and logistical side of retirement planning that families often overlook. They explore why it's important to think about what you're retiring to, not just what you're retiring from, and why conversations about purpose, family, healthcare, spending, and your future lifestyle should happen well before your last day of work.

Ultimately, a successful retirement isn't just about having enough money. Derek and Aidan share why couples and families should have the difficult conversations now, how planning for your life beyond work can make the transition easier, and why having a clear sense of purpose and community can be just as important as having a strong financial plan.

In this podcast interview, you'll learn:

• Why retirement planning needs to go beyond the numbers.
• How losing your career can affect your identity and sense of purpose.
• Why maintaining social connections is so important after leaving work.
• Which retirement conversations couples should have before their last day of work.
• Why families should discuss healthcare, caregiving, and legacy plans in advance.
• How an unexpected event can force you into retirement before you're ready.

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