EP 164: Preston Gee’s 2023 Financial Plan
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
English - February 14, 2023 00:33 - 14 minutes - 17.1 MB - ★★★★★ - 8 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: EP 163: Convert 529 Funds to Roth IRA
Next Episode: EP 165: GoFundMe Financed Retirements
As a recent college graduate, Preston Gee of Peak Wealth Management is sharing his financial goals with us on the Trust the Plan Podcast. Preston joins Nick Hopwood, CFP® to talk finances on everything from his upcoming August wedding to how he's paying off his student loans — and so much more! This is an excellent episode for college students and recent graduates — If you have a child or grandchild who'll benefit from these tips coming straight from our Wealth Advisor, share with them to learn more.
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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.