Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In this new episode, Nick Hopwood and Jim Pilat of Peak Wealth Management discuss the importance of a good personality fit when it comes to client/financial planner relationships. Learn more about other factors that should go into building a strong financial foundation as a team.
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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 253: Inspiring the Next Generation: Olivia Olson’s Path to Michigan Basketball
EP 252: From Olympic Court to College Spotlight: Syla Swords on Her Journey
EP 251: Navigating Financial Pressure: A Guide for Parents
EP 250: Separate Accounts vs. Joint Goals: What Works Best?
EP 249: Health Accounts and Heirs: What You Need to Know
EP 248: Behind the Mic: Steve Gruber's Path to Success
EP 247: The Financial Rollercoaster: Five Years of Bank Account Medians
EP 246: Inflation Resilience: Why Ferrari Thrives While Dollar General Struggles
EP 245: Rate Cuts and Market Moves: What’s Next?
EP 244: From Peaks to Pits: The Full Picture of the Magnificent Seven Stocks
EP 243: Retirement Riches: How an Ex from 1989 is Cashing In
EP 242: Aligning Goals: What Makes Someone an Ideal Client for Peak Wealth?
EP 241: Consumer Confidence by Political Affiliation
EP 240: Financial Literacy & Family Legacy at the Dinner Table with Scott Donnell
EP 239: Beyond the Linear Path: How Monte Carlo Models Reflect Reality
EP 238: Exploring Retirement Readiness: A Peak Wealth Case Study
EP 237: Preparing for Financial Peaks: What New Clients Need to Know
EP 236: Market Reaction: Stocks and the Ripple Effect of Major Events
EP 235: Buyer Beware: Avoiding Common Annuity Mistakes
EP 234: Planning for Longevity: Strategies from Successful Retirees
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