If you’ve been following the podcast, you’ve likely heard us talk about Roth conversions many times. At SHP, we use Roth conversions as a tool on a daily basis.

But it occurred to us, a lot of our listeners might not fully understand what it means or might not be aware of the pros and cons to completing a Roth conversion. So we decided to dedicate a full episode on this very topic today.

In this episode, Matthew Peck is once again joined by Nick Nelson, VP of Advisory Solutions at SHP Financial. Together, they'll cover all the basics and the ins and outs of why Roth conversions are such an important tool that we use in our financial planning process.

Matt and Nick dive deep into the mechanics of a Roth conversion, who benefits the most from them, and when the best time for a retiree or pre-retiree should consider a Roth conversion to minimize taxes in retirement.

In this podcast interview, you’ll learn:

• What money gets converted when moving into a Roth IRA.
• Key factors to consider before doing a Roth conversion.
• How a Roth conversion potentially creates additional flexibility down the road.
• The best time to consider a Roth conversion.
• When the Tax Cuts and Jobs Act (TCJA) will expire and what that means for investors.

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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You’ve had a successful career, you’ve invested well, and you have everything you need to live comfortably in retirement. Sounds perfect, right? While that would be a dream scenario for some, others often want to do more by giving back and paying it forward. Such is the case with today’s returning guest.

Matt Flynn owned Glynn Electric for over 30 years, serving Massachusetts, Rhode Island, and New Hampshire residents. But today, he’s the VP of Project Trinitē, a non-profit organization on a mission to connect remote communities with global employment opportunities through the deployment of cost-effective globally connected work centers.

In today’s episode, Matthew Peck is also joined by SHP Financial’s Laura Russo to talk about the great things Matt Glynn and Project Trinitē are doing abroad and what compels and motivates him to give back to help those in need. He also shares some excellent advice for anyone who is interested in charitable work and what he looks for in a charity before making donations.

In this podcast interview, you’ll learn:

• Matt’s advice on where to start when choosing a charitable organization to give to.
• How his work experience has been an asset in getting projects off the ground in several countries.
• How Project Trinitē helps by empowering the people they serve to support themselves.
• That’s it’s okay to say no and protect your time once you get involved in charitable work.

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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Join SHP Co-founder Matthew C. Peck, CFP® CIMA® and Lead Advisor Laura Russo as they take a moment to reflect on Q4 and prepare for 2025!