Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In this new episode, Nick Hopwood and Jim Pilat of Peak Wealth Management discuss the importance of a good personality fit when it comes to client/financial planner relationships. Learn more about other factors that should go into building a strong financial foundation as a team.
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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 Confidently.
EP 015 MIT Age Lab
EP 014 Halftime with Chip DeClue
EP 013 Track Your Expenses and Net Worth!
EP 012 Start with Why
EP 011 Tax Planning with John Dawson, CPA
EP 010 Your Retirement Quest - Conversation with Keith Lawrence
EP 009 The Original Peak Income 360 Formula
EP 008 Am I Ready to Retire?
EP 007 Blueprinting: Live Your Life By Design, Not By Default
EP 006 Peak Income 360: Building Income and Wealth through Real Estate
EP 005 Cathy Clough - Founder of New Hope
EP 004 Health Yields Wealth: Detox for Life
EP 003 The 5 Tenets...
EP 002 Are you at your best today?
EP 001 - PILOT
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