Benefits of Tax Planning on The Steve Gruber Show
Nick Hopwood, CFP® of Peak Wealth Management joins The Steve Gruber Show to talk about the importance of tax planning. It is beneficial for us to revisit how our finances are set up — from power of attorney to ensuring all of our accounts have updated beneficiaries. Grab a pen and notepad - because this episode is filled with takeaways you'll want to remember!
Watch our video below to learn more.