Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In this new episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about a self-growth exercise created by the actor/comedian, Martin Short. In a recent podcast, Martin shared how he reflects on and analyzes these areas of his life regularly to see where he is excelling and which ones could use some work. Listen to learn more about how this could be beneficial for your life!
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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.
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