EP 170: Keeping Up With The Joneses
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
English - March 21, 2023 14:35 - 13 minutes - 11.4 MB - ★★★★★ - 8 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: EP 169: 2023 IRMAA Brackets
Next Episode: EP 171: Benefits of Working With a Fiduciary
Nick Hopwood, CFP® and Jim Pilat, CFP® talk about how people can get caught up in living a higher lifestyle to keep up with others around them. They discuss how important it is for us to think about how our spending choices impact our long-term financial goals.
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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.