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Podcast: Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Episode: EP 071: Nick Hopwood’s Top 10 Things to Do Before 2020
Description: Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth discusses his top 10 things to do before the new year. As 2019 wraps up, consider evaluating your decisions over the past year and make sure you're taking full advantage of tax incentives, which are increasing for 2020.Â
Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire Confidently.Â