Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about the stock trading and investing app Robinhood. They dive in on recent news about a user's giant tax bill and share their thoughts about the recent "short squeeze" phenomenon and compare and contrast to the market of 1999.
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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 Confidently.
EP 133: Capital Gains & Qualified Opportunity Zones
EP 132: IRS & Potential Tax Increases
EP 131: Death of the Balanced Portfolio
EP 130: Social Security Deficiency
EP 129: College Is A Business Decision
EP 128: The Value of Working With a Financial Planner
EP 127: Traditional Brokerage Fees
EP 126: Mr. Roth Part II
EP 125: Mr. Roth
EP 124: Real Estate Evictions
EP 123: Not Your Average Financial Plan
EP 122: Chatting with New Peak Intern, Adam Roberts
EP 121: Getting to Know Preston Gee: Client Relationship Manager
EP 120: Getting a Job in Retirement
EP 119: Realistic Retirement Expectations
EP 118: Backdoor Roths & Roth Conversions
EP 117: Our Thoughts on Bitcoin
EP 116: 9 Categories of Martin Short
EP 115: What to Expect: Second House & Moving Expenses
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