Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®


EP 213: Thriving Through Transitions: Post-Retirement Valleys Explored

January 29, 2024

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