Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In a recent article, Nick Hopwood, CFP® and Jim Pilat, CFP® read that 1 in 4 boomers said they didn't start saving for retirement until they turned 50 — and over a third of them still say they have no retirement savings at all, according to a 2022 survey from mortgage information website Anytime Estimate.
Even if you are one of the many Americans falling short of what they expected to have stashed away for retirement by now, you still have options — so get moving toward your retirement goals now.
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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 091: Buyout Offer: Do the Math
EP 090: Mortgages: It’s the Payoff, Not the Payment
EP 089: How Many Banks Do You Really Need?
EP 088: If I Had A Million Dollars...
EP 087: Rethinking Retirement
Ep 086: Our Peak Investment Management Process
EP 085: Where does our market currently stand?
EP 084: U.S. Presidential Election Various Outcomes & Market Results
EP 083: Catching Up With Peak Wealth
EP 082: Nick Hopwood Celebrates 20 Years in Finance Industry
EP 081: Market Update on March 27, 2020
EP 080: Retirement Income Planning with Sheryl O’Connor, CEO and Co-Founder of Income Conductor
EP 079: Coronavirus Market Update March 15, 2020
EP 078: The 2020 Market Correction is Here
EP 077: How to Choose a Financial Advisor
EP 076: Live Broadcast from Peak Global HQ on WTKA
EP 075: The SECURE Act
EP 074: Hopwood 2020 Financial Plan
EP 073: Special Guests Rich and Sue Allen
EP 072: Special Guest Seth Fisher from MGoBlog
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