Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Making smart housing decisions in retirement is a crucial part of planning for this new chapter in life.
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss various factors to consider while planning — such as evaluating affordability (and unexpected items not accounted for such as increase in taxes) & exploring options like downsizing or renting.
Making informed and thoughtful housing decisions ensures that retirees can enjoy their golden years with comfort, security, and overall well-being.
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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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
www.peakwm.com
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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