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Nick Hopwood | IRA, 401(k), and HSA Updates: What You Need to Know

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Manage episode 518909411 series 2504297
Content provided by Steve Gruber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Gruber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

388 episodes

Artwork
iconShare
 
Manage episode 518909411 series 2504297
Content provided by Steve Gruber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Gruber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

388 episodes

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