Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Join Nick Hopwood, CFP®, Jim Pilat, AIF®, and Preston Gee of Peak Wealth Management as they discuss their new Social Security Analysis tool. How can we find the optimal social security claiming strategy? They discuss this and more today.
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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 With Peace of Mind.
EP 240: Financial Literacy & Family Legacy at the Dinner Table with Scott Donnell
EP 239: Beyond the Linear Path: How Monte Carlo Models Reflect Reality
EP 238: Exploring Retirement Readiness: A Peak Wealth Case Study
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
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