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 180: The True Cost Per Boat Ride (2023 Version)
EP 179: How Rich Young Americans Reinvest Their Money
EP 178: Investing in Precious Metals
EP 177: Diversification Strategies for Your Investment Portfolio
EP 176: House Hacking
EP 175: The One Where Preston Becomes a CFP®
EP 174: Is it Too Late to Have Nothing Saved for Retirement?
EP 173: Who Do You Trust to Give You Financial Advice?
EP 172: Preparing for Tax Season
EP 171: Benefits of Working With a Fiduciary
EP 170: Keeping Up With The Joneses
EP 169: 2023 IRMAA Brackets
EP 168: Coronavirus Policy Fallout
EP 167: Talking with James Reid, Labor & Employment Attorney
EP 166: Peak State of the Union 2023
Journey to Franchise Success with Frank & Hillary Sanchez
EP 165: GoFundMe Financed Retirements
EP 164: Preston Gee’s 2023 Financial Plan
EP 163: Convert 529 Funds to Roth IRA
EP 162: Talking with Larry McDonald, founder of The Bear Traps Report
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