EP 026 Nick's Personal 2018 Financial Plan
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
English - January 13, 2018 15:14 - 13 minutes - 12.4 MB - ★★★★★ - 8 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: EP 025 Your Second Home: The Anti-Dividend
Next Episode: EP 027 Peak Wealth 2017 Year in Review
Ever wonder how a CFP manages their own money? Listen as Nick talks about his personal financial plan for 2018. Everything from cash flow, investments, debt, and real estate. January is the perfect time of year to evaluate and update your own financial plan. Let's get started!
Book an appointment with Nick here.
Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.