Mike Guthrie - SHP Financial

03/23/2026

For millions of Americans, the 401(k) is the primary retirement vehicle, and for many, it’s the only account they have, supplemented by Social Security. However, the strongest retirement portfolios incorporate more than one type of account. A diversified retirement strategy includes several tax-advantaged tools working together.

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02/18/2026

Today, Keith McManus explains 2026 estate planning laws, common mistakes, and why outdated plans can create serious risks.

02/04/2026

Back on Retirement Roadmap Podcast. Give it a watch/listen.

Keith Ellis Jr. and SHP advisor Mike Guthrie answer the most common retirement questions they’ve encountered over the years.

01/21/2026

Today, Matthew Peck, Derek Gregoire, and Keith Ellis, Jr. talks about SHP's 2025 Year in Review and 2026 outlook on financial planning.

01/06/2026

In today's episode, David Hathaway compares gold with assets like Bitcoin and discuss its role in alternative investments.

07/24/2025

Alina Osokhovska breaks down how the bill changes deductions, revives itemizing, and adds income-based thresholds that impact your tax strategy.

07/21/2025

We break down the Big Beautiful Tax Bill for new retiree-focused features, such as a tax deduction for seniors aged 65 and older. Let's discuss...

07/12/2025

Retirement Road Map · Episode

07/02/2025

Excited to be back on the Retirement Road Map Podcast. Give it a listen and subscribe for future episodes.

Mike Guthrie explains key retirement income sources and how they’re taxed—from 401(k)s and IRAs to brokerage accounts, Roth IRAs, and more.

06/23/2025

Learn tailored tax and investment strategies for affluent investors.

06/09/2025

Inflation, geopolitical tensions, and a volatile market can fuel these swings and make even seasoned investors question their strategies. Let us help