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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 Jul 01, 2024
Monday Jul 01, 2024
Welcome to the Trust the Plan Podcast with hosts Nick Hopwood, CFP® and Jim Pilat, CFP® where we delve into real-life case studies and expert insights on preparing for retirement and navigating the uncertainties of the future.
Join us as we explore success stories and lessons learned from individuals who have achieved peak wealth sharing, offering actionable strategies for financial preparedness and resilience.
Whether you're looking to secure your retirement, plan for the unknown, or simply gain a deeper understanding of wealth management, our podcast aims to equip you with the knowledge and confidence to trust your plan for a prosperous future.
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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.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
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