EP 145: Trust the Plan

EP 145: Trust the Plan

| September 19, 2022

EP 145: Trust the Plan

Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management join together this week to dive in on what the phrase "trust the plan" means - as it is said frequently during meetings with clients who are seeking to retire confidently. Learn more about what it means to build an investment foundation with a team you trust.

Listen to the podcast or watch our video below.