Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Too often we see people have large balances in accounts with low bank rates - In this episode, we are encouraging you to have your money work for you! We shouldn't leave our money sitting in an account doing nothing. Nick Hopwood, CFP® and Jim Pilat, CFP® discuss the topic of bank rates and how money markets work.
As a bonus, you'll hear Nick and Jim recap the Michigan vs. Michigan State Football game. (Go Blue!)
Join us to learn more about how to make your money work in your favor.
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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.
EP 012 Start with Why
EP 011 Tax Planning with John Dawson, CPA
EP 010 Your Retirement Quest - Conversation with Keith Lawrence
EP 009 The Original Peak Income 360 Formula
EP 008 Am I Ready to Retire?
EP 007 Blueprinting: Live Your Life By Design, Not By Default
EP 006 Peak Income 360: Building Income and Wealth through Real Estate
EP 005 Cathy Clough - Founder of New Hope
EP 004 Health Yields Wealth: Detox for Life
EP 003 The 5 Tenets...
EP 002 Are you at your best today?
EP 001 - PILOT
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