On this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Preston Gee, CFP® of Peak Wealth discussed a Schwab survey that asked people how much money it takes to feel wealthy. They explored how people's perceptions of wealth are often tied to specific financial milestones, reflecting what they believe would provide comfort, security, and a sense of 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 of Mind.
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