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Nick Hopwood | IRA, 401(k), and HSA Updates: What You Need to Know
Manage episode 518909411 series 2504297
Nick Hopwood, Certified Financial Planner and Founder of Peak Wealth Management, joins Steve Gruber to break down smart strategies for your retirement and investments. From new IRA, 401(k), and HSA contribution limits to catch-up rules for those over 50, Nick explains how to make the most of your money. He also compares Wirehouse advisors to RIAs, discusses the impact of the government shutdown on retirement planning, and weighs in on the latest mortgage trends.
To get a free Social Security analysis and a second opinion with Nick and his team of CFPs to retire with confidence, visit peakwm.com/gruber.
388 episodes
Manage episode 518909411 series 2504297
Nick Hopwood, Certified Financial Planner and Founder of Peak Wealth Management, joins Steve Gruber to break down smart strategies for your retirement and investments. From new IRA, 401(k), and HSA contribution limits to catch-up rules for those over 50, Nick explains how to make the most of your money. He also compares Wirehouse advisors to RIAs, discusses the impact of the government shutdown on retirement planning, and weighs in on the latest mortgage trends.
To get a free Social Security analysis and a second opinion with Nick and his team of CFPs to retire with confidence, visit peakwm.com/gruber.
388 episodes
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