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 107: Jack Hopwood, 11, Shares His Entrepreneurial Story
Ep 106: Team Highlight: Patti Wojcik - Peak’s Operations Manager
EP 105: Team Highlight: Gwen Smith - Peak’s Operations Associate
EP 104: Peak State of the Union
EP 103: College Savings Plans
EP 102: History and Culture of Michigan Athletics with Greg Dooley of MVictors
EP 101: Income Segmentation and Bucket Investing
EP 100: Pilat Family 2021 Financial Plan
EP 099: Mr. Wonderful
EP 098: Disorganized People
EP 097: Don’t Be A Jerk
EP 096: Important Interview Questions to Ask a Financial Advisor
E 095: Lifestyle Creep: What It Is and How to Avoid It
Your Guide to Medicare Enrollment
EP 094: How to Navigate Finances During a Life Transition
EP 093: Socially Responsible Investing
Ep 092: Retirement Illiteracy
EP 091: Buyout Offer: Do the Math
EP 090: Mortgages: It’s the Payoff, Not the Payment
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