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

Episode 138: Social Security Analyzer

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

English - May 17, 2022 15:36 - 19 minutes - 16.2 MB - ★★★★★ - 8 ratings
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Previous Episode: Episode 137: Income Tax and Medicare Premiums in Retirement
Next Episode: Episode 142: Qualified Charitable Distributions

Join Nick Hopwood, CFP®, Jim Pilat, AIF®, and Preston Gee of Peak Wealth Management as they discuss their new Social Security Analysis tool. How can we find the optimal social security claiming strategy? They discuss this and more today.


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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.