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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.
Episodes
Monday Aug 30, 2021
Monday Aug 30, 2021
There are an incredible amount of Roth benefits — which is why we decided to dive in even more for a second episode on it. In this episode, Nick Hopwood, CFP® AKA Mr. Roth and Jim Pilat, AIF® of Peak Wealth Management share additional Roth advantages. From Roth IRAs to Backdoor Roths and Roth 401ks, join us to learn more about how these investment strategies can help you on your financial journey. Click here to listen to part one.
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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.
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