Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss the top 5 mistakes most people make with their money. Which one(s) do you relate to? They also talk about the difference between a scarcity and abundance mindset - and how the perspective you have impacts your finances.
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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. Visit our website at www.peakwm.com
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