EP 238: Exploring Retirement Readiness: A Peak Wealth Case Study

2024-07-29

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In this episode of The Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth delve into an intriguing case study that highlights the dynamic nature of retirement planning. The episode explores how they initially advised a client against an early retirement, only to reassess and recommend retirement just a few months later. This swift turnaround was unprecedented in their experience, showcasing how rapidly financial circumstances can evolve and the importance of ongoing evaluation in wealth m...

In this episode of The Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth delve into an intriguing case study that highlights the dynamic nature of retirement planning.

The episode explores how they initially advised a client against an early retirement, only to reassess and recommend retirement just a few months later. This swift turnaround was unprecedented in their experience, showcasing how rapidly financial circumstances can evolve and the importance of ongoing evaluation in wealth management.

Nick and Jim share insights into the factors that influenced this dramatic shift and the lessons learned from guiding their client through this unique situation.

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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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www.peakwm.com

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