EP 220: Elevate Your Finances: Inside the Preston Gee Financial Plan 2024

EP 220: Elevate Your Finances: Inside the Preston Gee Financial Plan 2024

| March 19, 2024

EP 220: Elevate Your Finances: Inside the Preston Gee Financial Plan 2024

In this episode of the Trust the Plan Podcast, Jim Pilat, CFP® and Preston, Gee, CFP® of Peak Wealth Management take a deep dive into the highly-anticipated Preston Gee 2024 Financial Plan. Gain a perspective from a younger generation — as Preston discusses changes from 2023 to 2024- including marriage, buying his first new home, and paying off student loans.

Learn how Preston's financial plan can guide you on the path to your own financial success – tune in now and start building your brighter tomorrow.

Share this episode with your child, grandchild, or someone you know who could benefit from developing healthy money habits! 

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