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 128: The Value of Working With a Financial Planner
EP 127: Traditional Brokerage Fees
EP 126: Mr. Roth Part II
EP 125: Mr. Roth
EP 124: Real Estate Evictions
EP 123: Not Your Average Financial Plan
EP 122: Chatting with New Peak Intern, Adam Roberts
EP 121: Getting to Know Preston Gee: Client Relationship Manager
EP 120: Getting a Job in Retirement
EP 119: Realistic Retirement Expectations
EP 118: Backdoor Roths & Roth Conversions
EP 117: Our Thoughts on Bitcoin
EP 116: 9 Categories of Martin Short
EP 115: What to Expect: Second House & Moving Expenses
EP 114: Stock Trading & Investing with Robinhood
EP 113: Where’s Your Money Going?
EP 112: Real Estate Investing With Katie Nolff
EP 111: Low Interest Rates
EP 110: Financial Teamwork at Peak Wealth Management
EP 109: What Does it Mean to Retire Confidently?
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