Download - EP 100: Pilat Family 2021 Financial Plan

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Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

Business:Investing

EP 100: Pilat Family 2021 Financial Plan

2020-12-28

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This week we are heading into 2021 — and before we do, Nick Hopwood talks with Jim Pilat about the financial plan he has for his family in the New Year. From expense tracking to debt management and more, listen to learn more about what our Peak Vice President has planned financially.

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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. www.peakwm.com