Preston Gee’s 2025 Financial Playbook: A Look Ahead

In this episode of the Trust the Plan Podcast, Preston Gee, CFP® sits down with Nick Hopwood, CFP® to discuss his financial plan for 2025, reflecting on the lessons he's learned from the challenges and successes of 2024.
Preston opens up about how his approach to investing, budgeting, and wealth-building has evolved over the past year, highlighting key adjustments he's making to better navigate the shifting economic landscape.
With a focus on adapting to both market uncertainties and personal growth, Preston shares actionable insights on how he plans to stay ahead in 2025, while avoiding the pitfalls that held back some investors in 2024.
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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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