EP 158: Second Opinion on Retirement

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

English - January 09, 2023 16:37 - 7 minutes - 9.36 MB - ★★★★★ - 8 ratings
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Previous Episode: EP 157: Social Security Optimization

Next Episode: EP 159: Hopwood Family 2023 Financial Plan

In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® discuss a case study where the person was seeking a second opinion on retirement. Learn more about why it is beneficial to get a full, balanced analysis so you have peace of mind in retirement decision making.

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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.