Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Recently, Suze Orman was interviewed on a podcast stating individuals need at least $5 million to retire. In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® sit down and take a deeper look at this statement in order to determine if she is correct.
Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.
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