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Join Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.
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Monday Jan 04, 2021
Monday Jan 04, 2021
In this episode, Nick Hopwood and Jim Pilat of Peak Wealth Management dive in on income segmentation and bucket investing. Learn more about how these strategies can get you further on your retirement journey.
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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 Confidently. www.peakwm.com
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