EP 220: Elevate Your Finances: Inside the Preston Gee Financial Plan 2024
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
English - March 19, 2024 17:05 - 14 minutes - 12.4 MB - ★★★★★ - 8 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode of the Trust the Plan Podcast, Jim Pilat, CFP® and Preston, Gee, CFP® of Peak Wealth Management take a deep dive into the highly-anticipated Preston Gee 2024 Financial Plan. Gain a perspective from a younger generation — as Preston discusses changes from 2023 to 2024- including marriage, buying his first new home, and paying off student loans. Learn how Preston's financial plan can guide you on the path to your own financial success – tune in now and start building your brighter tomorrow. Share this episode with your child, grandchild, or someone you know who could benefit from developing healthy money habits!
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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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