Don’t Retire Until You Check These Boxes
Want to know when you can retire? CFP® professionals Nick Hopwood, and Jim Pilat of Peak Wealth join Ryan Ermanni on the No Lazy Money Show (WJR) to break down a smart pre-retirement checklist.
In this episode, they cover key retirement planning strategies, including how financial advisors help clients evaluate retirement readiness, build income plans, and avoid costly mistakes before leaving the workforce.
If you’re asking “Am I ready to retire?” or looking for expert financial planning advice, this episode provides a practical guide from experienced CFP® advisors.
🔔 Subscribe for more retirement planning tips and financial advice.
–
✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here
------------------------------
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: https://findingtruewealth.podbean.com/
YouTube: / https://www.youtube.com/@peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: https://www.facebook.com/PeakWealthManagement/
X: https://x.com/nhopwood1
https://www.peakwm.com/
Full podcast episode: