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Join Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.
Episodes
Monday Feb 26, 2024
Monday Feb 26, 2024
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss the meaning of obtaining the $1 million status- and how its meaning has evolved over time.
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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.
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Podbean: findingtruewealth.podbean.com
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Twitter: Twitter.com/nhopwood1
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