Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® share updates regarding maximum benefits and contribution limits for 2024. The IRS announced adjustments for various retirement plans, including 401(k), IRA, and Roth IRA accounts. These updates mean that you now have even more opportunities to maximize your contributions towards your retirement accounts, ensuring a brighter financial future. Plan ahead for 2024 - This is an episode you won't want to miss!
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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
EP 188: The Power of Multiple Revenue Streams: A Guide to Diversifying Your Income
EP 187: Mastering Your Wealth: The Power of Tracking Net Worth
EP 186: The Wealth Illusion: More Likely to Misjudge Retirement Preparedness
EP 185: Mid-Year Tax Checkup
The Surprising Investment Habits of Gen Z
EP 183: Is Tipping Getting Out of Control?
EP 182: Top 5 Mistakes Most People Make With Their Money
EP 181: Hope, Healing & New Beginnings with Jennifer Frush
EP 180: The True Cost Per Boat Ride (2023 Version)
EP 179: How Rich Young Americans Reinvest Their Money
EP 178: Investing in Precious Metals
EP 177: Diversification Strategies for Your Investment Portfolio
EP 176: House Hacking
EP 175: The One Where Preston Becomes a CFP®
EP 174: Is it Too Late to Have Nothing Saved for Retirement?
EP 173: Who Do You Trust to Give You Financial Advice?
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
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