Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In a recent survey, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management read that 65 percent of people had no idea how much they spent last month. This episode serves as a reminder on the importance of tracking our expenses so we can reach our financial and retirement goals. Join us to learn more about how you can get on the right track today!
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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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