Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
EP 240: Financial Literacy & Family Legacy at the Dinner Table with Scott Donnell
In this episode, Nick Hopwood, CFP® & Preston Gee, CFP® of Peak Wealth are joined by Scott Donnell, founder of GravyStack and DinnerTable.com. With over 7 million families served, Scott is the leading expert in financial literacy and building stronger families. In this episode, Scott will talk about how to teach your kids & grandkids about money, the basics of the Home Economy, and why allowances don't work. Peak Wealth is hosting a Dinner Table seminar to support local parents & grandparents at Peak HQ, 41011 Ann Arbor Road, Plymouth MI, on August 28 from 6 pm to 7:30 pm.
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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
www.peakwm.com
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