Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they talk about what we are seeing in the low interest rate environment — and what could happen next in the market. They also share a case study where they worked with clients who have differing parental beliefs when it comes to how to pay for the college education of their children. Learn more about this and more in our latest episode!
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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 068: Christmas Bonus Fun
EP 067: Disability and Medicare with Brian Vincent
EP 066: F.I.R.E. Part 3 A Cautionary Tale
EP 065: Michael Spath has Your Dream Job
EP 064: ”No-Spend September” with Shawn and Sarah Hillard
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EP 059: Talking Taxes with JJ Sovinsky, CPA
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EP 057: Suze Orman Says You Need $5M to Retire. Our Thoughts.
EP 056: Making $500k Feel Average
EP 055: Expense Tracking Redux
EP 054: 401k's Are Not Fair
EP 053: You are the Hero
EP 052: Nick's Personal Financial Plan for 2019
EP 051: NYT: Think Your Retirement Plan is Bad? Talk to a Teacher
EP 050: Facebook Guy
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