Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
As a recent college graduate, Preston Gee of Peak Wealth Management is sharing his financial goals with us on the Trust the Plan Podcast. Preston joins Nick Hopwood, CFP® to talk finances on everything from his upcoming August wedding to how he's paying off his student loans — and so much more! This is an excellent episode for college students and recent graduates — If you have a child or grandchild who'll benefit from these tips coming straight from our Wealth Advisor, share with them to learn more.
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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.
EP 151: Evaluating Life Insurance Coverage
EP 150: No Lazy Money
EP 149: Treating College as a Business Decision
EP 148: Social Security Breaking Point
EP 147: Retiring in a Down Market
EP 146: Mortgage in Retirement | Trust the Plan Podcast
EP 145: Trust the Plan
EP 144: Lump Sum Reduction
Episode 143: The Difference Between a Financial Advisor and a Wealth Manager
Episode 142: Qualified Charitable Distributions
Episode 138: Social Security Analyzer
Episode 137: Income Tax and Medicare Premiums in Retirement
Episode 136: Historic 2022 Bond Performance
EP 135: 2022 Hopwood Financial Plan
EP 134: Talking Real Estate with Jeff Packer of The Packer Group
EP 133: Capital Gains & Qualified Opportunity Zones
EP 132: IRS & Potential Tax Increases
EP 131: Death of the Balanced Portfolio
EP 130: Social Security Deficiency
EP 129: College Is A Business Decision
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