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Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
NIck Hopwood, CFP and Jim Pilat, CFP
293 episodes
6 days ago
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Investing
Business
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Investing
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EP 291: What’s Your Number? How to Retire Guilt-Free
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
8 minutes
2 weeks ago
EP 291: What’s Your Number? How to Retire Guilt-Free
On the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® explore the concept of "What's your number?" This refers to the specific amount of money you need to feel comfortable retiring. They explain how identifying this number brings clarity to your financial planning and helps you focus on what truly matters to achieve your goals. It's about understanding what you need to live the life you want and being able to enjoy it guilt-free once you've reached that point. Nick and Jim outline practical steps to reach your number, including intentional saving, investing, and aligning your plan with your values and vision for retirement. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind. Stay Connected With Us: Podbean: findingtruewealth.podbean.com YouTube: / @peakwealthmgmt Apple: rb.gy/1jqp6 (Trust the Plan Podcast) Facebook: Facebook.com/PeakWealthManagement Twitter: Twitter.com/nhopwood1 www.peakwm.com  
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®