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 172: Preparing for Tax Season
EP 171: Benefits of Working With a Fiduciary
EP 170: Keeping Up With The Joneses
EP 169: 2023 IRMAA Brackets
EP 168: Coronavirus Policy Fallout
EP 167: Talking with James Reid, Labor & Employment Attorney
EP 166: Peak State of the Union 2023
Journey to Franchise Success with Frank & Hillary Sanchez
EP 165: GoFundMe Financed Retirements
EP 164: Preston Gee’s 2023 Financial Plan
EP 163: Convert 529 Funds to Roth IRA
EP 162: Talking with Larry McDonald, founder of The Bear Traps Report
EP 161: January 2023 Market Update
EP 160: Pilat Family 2023 Financial Plan
EP 159: Hopwood Family 2023 Financial Plan
EP 158: Second Opinion on Retirement
EP 157: Social Security Optimization
EP 156: 401(k) Fees
EP 155: The Biggest No-Brainer: Money Markets
EP 154: Be (Money) Smart
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