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w/True Money Mindset Creator Erkki Peippo
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Manage episode 281174253 series 2808611
Вміст надано Richard Walsh. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Richard Walsh або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Awesome guest Erkki Peippo on money mindset and how to make it work for you. We go into an interesting look at what true money mindset is and I think you'll be surprised what it actually constitutes to become successful in this area.
Erkki Peippo, is an Independent Financial Advocate for his clients. He is knowledgeable in the areas of Estate Planning, Tax Planning, Risk Management and Investment Planning. He specializes in tax reduction strategies and retirement income planning.
Throughout his career, Erik has served in a variety of positions and provided leadership and strategic direction as a Principal with the regional accounting firm of Anderson, Tackman & Company PLLC. He became securities licensed in 2002 and in 2011 sold his ownership position in the firm to focus exclusively on advising his affluent clients. Erik is a 1996 graduate of Aurora University, where he majored in Accounting. Erik is a founding member of the Academy of Preferred Financial Advisors. He holds a CPA license and also has been awarded the PFS credential, which is an exclusive financial planning designation only awarded to CPA’s who have met the experience requirement and pass an intensive exam. Erik also has the following securities registrations: Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), 65 (Uniform Investment Adviser Law), and 24 (General Securities Principal) as well as multiple state registrations. He also holds life insurance and annuity licenses in multiple states.
Erik is married with four children and lives in Escanaba, MI. Currently he is an active member of the Grace Baptist Church, and sits on the Escanaba Youth Wrestling Club board of directors. He is actively involved in his children’s sports activities which include soccer, softball, gymnastics, wrestling and competing in horse shows. In whatever time is left over, he enjoys farming and most outdoor activities.
www.TrueMoneyMindset.com
www.facebook.com/groups/TrueMoneyMindset
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