Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
EP 220: Elevate Your Finances: Inside the Preston Gee Financial Plan 2024
March 19, 2024
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
Join Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.
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