• EP 255: The Freedom of Financial Clarity: Why Tracking Your Net Worth Matters

  • Nov 18 2024
  • Length: 16 mins
  • Podcast

EP 255: The Freedom of Financial Clarity: Why Tracking Your Net Worth Matters

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  • Summary

  • On this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® dive into the critical yet often overlooked aspects of personal finance: tracking expenses and calculating your net worth.

    They discuss how regularly monitoring where your money goes can lead to smarter spending decisions, and why understanding your net worth is a powerful tool in building long-term wealth.

    Whether you're just starting to get a handle on your finances or you're refining your approach, Nick and Jim offer practical tips and insights to help you stay on track, avoid common financial pitfalls, and ultimately trust the plan you've set for your financial future.

    Tune in for actionable advice and real-world strategies to make your money work for you.

    —

    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.

    Stay Connected With Us:

    Podbean: findingtruewealth.podbean.com

    YouTube: / @peakwealthmgmt

    Apple: rb.gy/1jqp6 (Trust the Plan Podcast)

    Facebook: Facebook.com/PeakWealthManagement

    Twitter: Twitter.com/nhopwood1

    www.peakwm.com
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