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Podcast: Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Episode: EP 213: Thriving Through Transitions: Post-Retirement Valleys Explored
Description: In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management delve into managing finances in the post-retirement valley. Nick and Jim uncover the challenges retirees face after leaving the workforce — while offering practical advice to overcome them. This dynamic financial duo aims to provide support and guidance for those in this transitional phase.
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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...