Nick Hopwood | No Lazy Money: Social Security, Investments, and Retirement Planning
Update: 2025-11-04
Description
Nick Hopwood, CFP and founder of Peak Wealth Management, joins Steve Gruber to help Americans in the retirement “red zone” plan with confidence. Hopwood explains why getting a second opinion on your Social Security strategy can make a huge difference, and offers guidance on consolidating accounts, understanding the difference between investment advisors and wealth managers, and preparing for the best six months of the year for investing.
Visit PeakWM.com/GRUBER for a free social security strategy!
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