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Podcast: Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Episode: EP 173: Who Do You Trust to Give You Financial Advice?
Description: Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how in a recent article on MarketWatch, a study said 50 percent of people are more likely to trust a family member or friend with their finances over an expert. Listen to Nick and Jim talk about why talking to a CFP® is much more beneficial for financial success.
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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...