Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Join hosts Jim Pilat, CFP, and Preston Gee, CFP, on the Trust the Plan Podcast as they delve into the essential topic of retirement savings adequacy in their latest episode, "Is Your Retirement Savings Enough? Signs You Might Be Falling Short."
With their combined expertise, Jim and Preston provide valuable insights and practical tips to help listeners assess their current financial situation and navigate the complexities of retirement planning.
Tune in to gain a deeper understanding of the warning signs that your nest egg may be inadequate and discover actionable strategies to ensure a secure retirement. Trust the Plan Podcast - guiding you towards a prosperous financial future.
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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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Twitter: Twitter.com/nhopwood1
www.peakwm.com
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