EP 187: Mastering Your Wealth: The Power of Tracking Net Worth

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

English - July 17, 2023 20:21 - 10 minutes - 7.01 MB - ★★★★★ - 8 ratings
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Previous Episode: EP 186: The Wealth Illusion: More Likely to Misjudge Retirement Preparedness

Next Episode: EP 188: The Power of Multiple Revenue Streams: A Guide to Diversifying Your Income

In this episode, Nick Hopwood, CFP® and Preston Gee, CFP® of Peak Wealth Management shed light on the significance of understanding one's assets, liabilities, and overall financial health in order to make informed decisions and achieve long-term financial goals.

Listeners can expect to gain a comprehensive understanding of the different components that contribute to net worth, such as investments, real estate, savings, and debt.

By the end of this episode, listeners will have a clear understanding of why tracking net worth is crucial for financial success and will be equipped with practical tools and knowledge to effectively monitor and improve their own net worth. Whether you are just starting your financial journey or looking to optimize your existing wealth, this podcast episode will provide valuable insights and guidance.

Download your free Peak expense & net worth tracker here.

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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. Visit our website at www.peakwm.com