Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Nick Hopwood and Jim Pilat of Peak Wealth Management talk about a recent article featured in the Barron's finance publication — where they reported 81 percent of people failed a retirement literacy quiz.
Nick and Jim are here to educate you on what you need to know to build a stronger financial foundation — by talking more about retirement withdrawals, health care expenses, and more.
Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently.
www.peakwm.com
EP 237: Preparing for Financial Peaks: What New Clients Need to Know
EP 236: Market Reaction: Stocks and the Ripple Effect of Major Events
EP 235: Buyer Beware: Avoiding Common Annuity Mistakes
EP 234: Planning for Longevity: Strategies from Successful Retirees
EP 233: Beware the Cash Trap: High Interest Rate Hazards
EP 232: Maximize Your Miles: Insider Tips with Evan Chopp
EP 231: The Brokerage Blueprint: Key Steps to Early Retirement Success
EP 230: Adapting Your FIRE Strategy for Economic Uncertainty
EP 229: Maximizing Wealth: Strategies for Inherited IRAs
EP 228: Celebrating Success: Reflections on the No-Spend Month Journey
EP 227: Empowering Your Finances: What a Financial Planner Can Do for You
EP 226: The Retirement Blueprint: A Checklist for Every Age
EP 225: Navigating the Mortgage Maze: Pay Off or Invest?
EP 224: Why Presidential Elections Shouldn't Dictate Your Investment Decisions
EP 223: Finding Meaning in Semi-Retirement: The Benefits of Gradual Retirement
EP 222: Maximizing Your Inheritance: Should You Take Out Your Beneficiary IRA Funds?
EP 221: Is Your Retirement Savings Enough? Signs You Might Be Falling Short
EP 220: Elevate Your Finances: Inside the Preston Gee Financial Plan 2024
EP 219: Financial Foundations for Kids: A Guide for Parents
EP 218: Cracking the Longevity Code: Secrets to a Longer, Healthier Life
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