Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth speaks with Associate Editor Seth Fisher of MGoBlog on his transition to and success within the sports blog industry, as well as how transitioning from traditional publisher to blogger has affected his family's lifestyle.
Peak Wealth Management is a comprehensive financial planning firm located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions helping them Retire Confidently.
EP 215: 10 Money Myths Broke People Believe
EP 214: The Election Effect: How Politics Influences the Market
EP 213: Thriving Through Transitions: Post-Retirement Valleys Explored
EP 212: Mastering Retirement: The 8 Essential Ages for Financial Success
EP 211: 2024's Game-Changer: The 529 Rollover into IRA Explained
EP 210: Maximizing Tax Benefits: How Donor-Advised Funds Can Help
EP 209: Health Care Coverage for Retirees
EP 208: Next Level Investing: Mega Backdoor Roths
EP 207: Making Smart Housing Decisions in Retirement
EP 206: Retirement Investing: Dave Ramsey’s 8% Withdrawal Rate
EP 205: From Mine to Ours: The Ultimate Guide to Joint Bank Accounts in Marriage
EP 204: Maximum Benefits and Contribution Limits for 2024
EP 203: Mint Shutdown: What Should Mint Users Do Now?
EP 202: What is a Money Date? & How Can It Help Your Financial Future?
EP 201: Top 5 Careers of Millionaires (Results will SHOCK you!)
EP 200: Exploring the Impact of the Israel-Palestine Conflict on the US Deficit
EP 199: Tackling the Cost of College: A Guide to Saving for Higher Education
EP 198: Managing Client Expectations: The Secret to Successful CFP-Client Relationships
EP 197: The Cost of Risk: Why Some Homeowners Refuse to Buy Insurance
EP 196: Rounding Up At The Register
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