Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In this episode, Nick Hopwood, CFP® and Preston Gee, CFP® of Peak Wealth Management shed light on the significance of understanding one's assets, liabilities, and overall financial health in order to make informed decisions and achieve long-term financial goals.
Listeners can expect to gain a comprehensive understanding of the different components that contribute to net worth, such as investments, real estate, savings, and debt.
By the end of this episode, listeners will have a clear understanding of why tracking net worth is crucial for financial success and will be equipped with practical tools and knowledge to effectively monitor and improve their own net worth. Whether you are just starting your financial journey or looking to optimize your existing wealth, this podcast episode will provide valuable insights and guidance.
Download your free Peak expense & net worth tracker here.
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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. Visit our website at www.peakwm.com
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
EP 220: Elevate Your Finances: Inside the Preston Gee Financial Plan 2024
EP 219: Financial Foundations for Kids: A Guide for Parents
EP 218: Cracking the Longevity Code: Secrets to a Longer, Healthier Life
EP 217: The Millionaire Definition Hasn't Changed, But Its Meaning Has
EP 216: Unlocking Your Potential: A Conversation with Ben Knapp on Healthier Living
EP 215: 10 Money Myths Broke People Believe
EP 214: The Election Effect: How Politics Influences the Market
EP 213: Thriving Through Transitions: Post-Retirement Valleys Explored
EP 212: Mastering Retirement: The 8 Essential Ages for Financial Success
EP 211: 2024's Game-Changer: The 529 Rollover into IRA Explained
EP 210: Maximizing Tax Benefits: How Donor-Advised Funds Can Help
EP 209: Health Care Coverage for Retirees
EP 208: Next Level Investing: Mega Backdoor Roths
EP 207: Making Smart Housing Decisions in Retirement
EP 206: Retirement Investing: Dave Ramsey’s 8% Withdrawal Rate
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