This Retirement Mistake Could Cost Your Family
On No Lazy Money on WJR, host Ryan Ermanni sits down with Nick Hopwood, CFP®, and Jim Pilat, CFP®, of Peak Wealth Management to discuss important retirement and financial planning topics. Nick and Jim explain key rules surrounding retirement accounts, including the 10-year withdrawal requirement that many families need to understand.
They also share a compelling client story about an 82-year-old woman who sought a second opinion on her finances, highlighting why regular financial reviews are so important.
This conversation is a valuable reminder for families to have open discussions about money, retirement planning, estate planning, and long-term financial security.
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