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 012 Start with Why
EP 011 Tax Planning with John Dawson, CPA
EP 010 Your Retirement Quest - Conversation with Keith Lawrence
EP 009 The Original Peak Income 360 Formula
EP 008 Am I Ready to Retire?
EP 007 Blueprinting: Live Your Life By Design, Not By Default
EP 006 Peak Income 360: Building Income and Wealth through Real Estate
EP 005 Cathy Clough - Founder of New Hope
EP 004 Health Yields Wealth: Detox for Life
EP 003 The 5 Tenets...
EP 002 Are you at your best today?
EP 001 - PILOT
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