The July Financial Check-In Every Investor Needs
Nick Hopwood, CFP®, and Jim Pilat, CFP® of Peak Wealth Management join Ryan Ermanni on WJR's No Lazy Money for an essential midyear financial check-in.
As we move through July, they discuss the key financial moves investors and retirees should be making now - including reviewing your investment portfolio, rebalancing where needed, checking beneficiary designations, evaluating retirement accounts, Roth conversion opportunities, taxes, and making sure your financial plan is still aligned with your long-term goals.
If you've been wondering whether you're on the right track, now is the perfect time to get a second opinion from the Peak Wealth team. Visit peakwm.com, to schedule your complimentary consultation.
–
✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here
-------------------------------
Stay Connected With Us: