In this episode of the Trust the Plan Podcast, Jim Pilat, CFP & Preston Gee, CFP delve into the advantages of transitioning into part-time work during your retirement years, exploring how it can

In this episode, Jim Pilat, CFP and Preston Gee, CFP of the Trust The Plan Podcast tackles the topic of maximizing your inheritance by discussing the question of whether or not you should take out y

Join hosts Jim Pilat, CFP, and Preston Gee, CFP, on the Trust the Plan Podcast as they delve into the essential topic of retirement savings adequacy in their latest episode, "Is Your Retirement Saving

In this episode of the Trust the Plan Podcast, Jim Pilat, CFP and Preston, Gee, CFP of Peak Wealth Management take a deep dive into the highly-anticipated Preston Gee 2024 Financial Plan. Gain a per

Nick Hopwood, CFP of Peak Wealth sits down with Ben Knapp of Omnevo Performance Academy to dive deep into the world of health and wellness. Nick and Ben discuss the importance of understanding body c

In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management are debunking 10 money myths that broke people often believe.By dispelling these myths

In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management delve into the relationship between politics and the U.S. market. Join us as we explore

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 cha

In the Trust the Plan Podcast, hosts Nick Hopwood, CFP and Jim Pilat, CFP share valuable insights on the eight most important ages in retirement planning. They delve into the significance of each mi

Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management talk about how families who are saving for education in 529 plans are now allowed to roll over unused funds from those accounts into Ro