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Podcast: Trust the Plan Podcast with Nick Hopwood, CFPĀ® and Jim Pilat, CFPĀ®
Episode: EP 144: Lump Sum Reduction
Description: Join our Peak team - Nick Hopwood, Jim Pilat, and Preston Gee for a new episode of the Trust the Plan Podcast. The trio talks in depth on lump sum reduction - including the impact it has on retirement. You'll also learn more about the main points to focus on when deciding on when is the best time to retire- as discussed by Preston Gee. Learn all of this and so much more from this powerhouse financial trio!Ā
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by pro...