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 182: Top 5 Mistakes Most People Make With Their Money
EP 181: Hope, Healing & New Beginnings with Jennifer Frush
EP 180: The True Cost Per Boat Ride (2023 Version)
EP 179: How Rich Young Americans Reinvest Their Money
EP 178: Investing in Precious Metals
EP 177: Diversification Strategies for Your Investment Portfolio
EP 176: House Hacking
EP 175: The One Where Preston Becomes a CFP®
EP 174: Is it Too Late to Have Nothing Saved for Retirement?
EP 173: Who Do You Trust to Give You Financial Advice?
EP 172: Preparing for Tax Season
EP 171: Benefits of Working With a Fiduciary
EP 170: Keeping Up With The Joneses
EP 169: 2023 IRMAA Brackets
EP 168: Coronavirus Policy Fallout
EP 167: Talking with James Reid, Labor & Employment Attorney
EP 166: Peak State of the Union 2023
Journey to Franchise Success with Frank & Hillary Sanchez
EP 165: GoFundMe Financed Retirements
EP 164: Preston Gee’s 2023 Financial Plan
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