EP 207: Making Smart Housing Decisions in Retirement
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
English - December 18, 2023 18:57 - 9 minutes - 6.73 MB - ★★★★★ - 8 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Making smart housing decisions in retirement is a crucial part of planning for this new chapter in life.
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss various factors to consider while planning — such as evaluating affordability (and unexpected items not accounted for such as increase in taxes) & exploring options like downsizing or renting.
Making informed and thoughtful housing decisions ensures that retirees can enjoy their golden years with comfort, security, and overall well-being.
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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.
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