EP 164: Preston Gee's 2023 Financial Plan

EP 164: Preston Gee's 2023 Financial Plan

| February 14, 2023

EP 164: Preston Gee's 2023 Financial Plan

As a recent college graduate, Preston Gee of Peak Wealth Management is sharing his financial goals with us on the Trust the Plan Podcast. Preston joins Nick Hopwood, CFP® to talk finances on everything from his upcoming August wedding to how he's paying off his student loans — and so much more! This is an excellent episode for college students and recent graduates — If you have a child or grandchild who'll benefit from these tips coming straight from our Wealth Advisor, Preston, share with them to learn more.

Catch the full podcast or watch our video below.