Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Joining Nick Hopwood, CFP® of Peak Wealth Management this week is Aaron "Lucky" Li, acupuncturist and owner of Livonia Acupuncture. In this special episode, Aaron shares his journey — beginning with his move to the United States from China at the age of 13.
After graduating from the University of Michigan with an economics degree, he talks about how his mother's influence in the work of acupuncture influenced his shift of direction.
He also highlights main points of acupuncture and how it can heal our body and manage our levels of stress. To fully enjoy our retirement, it is important to take care of our body and health — Learn how these correlate together in this episode.
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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.
EP 170: Keeping Up With The Joneses
EP 169: 2023 IRMAA Brackets
EP 168: Coronavirus Policy Fallout
EP 167: Talking with James Reid, Labor & Employment Attorney
EP 166: Peak State of the Union 2023
Journey to Franchise Success with Frank & Hillary Sanchez
EP 165: GoFundMe Financed Retirements
EP 164: Preston Gee’s 2023 Financial Plan
EP 163: Convert 529 Funds to Roth IRA
EP 162: Talking with Larry McDonald, founder of The Bear Traps Report
EP 161: January 2023 Market Update
EP 160: Pilat Family 2023 Financial Plan
EP 159: Hopwood Family 2023 Financial Plan
EP 158: Second Opinion on Retirement
EP 157: Social Security Optimization
EP 156: 401(k) Fees
EP 155: The Biggest No-Brainer: Money Markets
EP 154: Be (Money) Smart
EP 153: How to Use Airbnb to Generate Income
EP152: 2023 Contribution Limits
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