If you’ve made smart financial decisions, secured your nest egg for retirement, and accumulated enough wealth to leave behind, you’ll undoubtedly have questions about minimizing estate taxes.

It’s one thing to pay your fair share of taxes, but nobody wants to send more money to Uncle Sam than they have to. And that’s where having expert advice can help save thousands of dollars and leave more to your loved ones than the government.

Here to share some strategies to create a tax-efficient legacy plan is Attorney Matthew Karr of the Heritage Law Center. We’ve been working with him for nearly 10 years, and we’re thrilled to have him on the podcast today.

In this conversation, we dig into the key elements an estate and legacy plan, strategies to minimize estate taxes, and what to look out for in the wake of the latest changes to the tax code.

In this podcast interview, you’ll learn:

• How estate taxes are structured and how they work.
• Helpful tips for naming a trustee to settle your estate.
• How gift taxes and gift exemptions work to safely pass on money tax-free.
• Why every financial and tax situation requires a unique approach.

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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Alternative investments: Perhaps you’ve heard of them or even dabbled with them in your portfolio. The alternative marketplace has grown rapidly over the past few decades, with no signs of stopping. If you have questions about what they are and how they can add value to your portfolio, we’ve got you covered.

We’re excited to have Mike Prescott on the podcast today to help guide us through this landscape. Mike is a Trading Specialist here at SHP Financial and a level 2 CAIA (Chartered Alternative Investment Analyst) with over 10 years of experience in the industry.

In this episode, Mike walks us through some of the most common types of alternative investments (including private equity and private credit), how to determine when investing in alternatives is right for you, and the critical questions you need to ask any advisor before you take the plunge in the alternatives marketplace that continues to grow in popularity.

In this podcast interview, you’ll learn:

• What defines alternative asset classes and the five most common types.
• What alternative asset classes all have in common–and what sets them apart.
• Questions to ask any advisor managing an alternative investment before making those decisions.
• The three common structures for alternative asset classes.
• How Trading Specialists like Mike vet alternative assets before recommending them to clients.

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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What’s happening in the markets? What indicators should we look at right now, and what can we expect to see in the coming months?

In today’s episode, Matthew Peck is joined once again by SHP Financial’s Laura Russo to answer these questions in a special podcast edition of our quarterly update.

We’ll explore how AI continues to power large-cap positions, what to expect from the Feds with potential interest rate cuts, and what that means for the bond markets. Matt also shares an important message as we steam full speed ahead into another election and the impact that changes in the government have on the markets. Enjoy!

In this podcast interview, you’ll learn:

• Why we still recommend people own bonds–and why they deserve their place in a diversified portfolio.
• Why indicators show that global economies are continuing to do well despite worldwide political uncertainty.
• How AI spending is expected to transform our economy over the next 5-10 years.
• Why 10 companies are driving 37% of the S&P 500 right now–and why this could be worrisome.
• The dangers of FOMO when it comes to rational investing.

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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