EP 287: Unlocking the J.P. Morgan Guide to Retirement
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EP 287: Unlocking the J.P. Morgan Guide to Retirement
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À propos de cette écoute
On the Trust the Plan Podcast, Nick Hopwood, CFP®, and Preston Gee, CFP® of Peak Wealth dive into insights from the J.P. Morgan Guide to Retirement, offering practical ideas and concepts around getting started with saving, preparing for, and living in retirement.
They emphasize the importance of evaluating Roth contributions at various life stages, noting that younger investors often benefit most from Roth accounts due to lower current tax brackets, while those in peak earning years may need to weigh traditional vs. Roth options carefully.
The discussion encourages listeners to think strategically about retirement planning early on, adapting their approach as financial circumstances evolve.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.
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