Nick Hopwood, CFP® of Peak Wealth Management speaks with Sheryl O'Connor of Income Conductor about next-gen retirement income planning. As a retirement income expert, Sheryl explains some of the various distribution strategies utilized by advisors and the pros and cons of each.
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 Confidence.