EP 146: Mortgage in Retirement | Trust the Plan Podcast

Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

English - September 27, 2022 13:29 - 11 minutes - 14.9 MB - ★★★★★ - 8 ratings
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Previous Episode: EP 145: Trust the Plan

Next Episode: EP 147: Retiring in a Down Market

In a recent study, 38% of people said they have a mortgage payment to take care of after they've retired. In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss the importance of paying it off as soon as possible to open up more cash flow. Learn tips and gain insight from this financial powerhouse duo!

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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.