EP 154: Be (Money) Smart

Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss a recent article talking about a person who makes $350K a year - and yet is still living paycheck to paycheck. Bad money habits and living cash rich, house poor are contributing factors to the position they are in. Nick and Jim share their insight on what needs to be done in order for this person to take hold of their 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.