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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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Thursday Sep 08, 2022
Thursday Sep 08, 2022
Join our Peak team - Nick Hopwood, Jim Pilat, and Preston Gee for a new episode of the Trust the Plan Podcast. The trio talks in depth on lump sum reduction - including the impact it has on retirement. You'll also learn more about the main points to focus on when deciding on when is the best time to retire- as discussed by Preston Gee. Learn all of this and so much more from this powerhouse financial trio!
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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.
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