Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Tune in for my take aways from Donald Miller's "Building a Story Brand." All great movies follow a traditional formula - we have a Hero, a Villain, and a Guide/Coach as three of the main characters in most cases. For Star Wars, author Miller argues Luke Skywalker is the Hero, Darth Vader is the Villain, and Yoda is the Coach/Guide. How can we relate this concept to our financial journey? Who is the Hero, Villain, and Coach/Guide?
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Peak Wealth Management helps people with their financial plans and investments and is based in Plymouth, MI. Nick Hopwood, CFP® has been in the financial advisory business since 1999 and a CERTIFIED FINANCIAL PLANNER since 2005.
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EP 178: Investing in Precious Metals
EP 177: Diversification Strategies for Your Investment Portfolio
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