EP 226: The Retirement Blueprint: A Checklist for Every Age

Welcome to the Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management.

In this episode, we delve into the essential topic of retirement planning with a comprehensive checklist. Join us as we guide you through the crucial tasks to tackle at various stages of your life leading up to retirement. Whether you're in your 20s, 30s, 40s, or beyond, we've got you covered with expert insights and actionable advice to help you secure your financial future.

Tune in now and take control of your retirement journey!

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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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