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Podcast: Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Episode: EP 207: Making Smart Housing Decisions in Retirement
Description: 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 Ply...