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!
-
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 161: January 2023 Market Update
EP 160: Pilat Family 2023 Financial Plan
EP 159: Hopwood Family 2023 Financial Plan
EP 158: Second Opinion on Retirement
EP 157: Social Security Optimization
EP 156: 401(k) Fees
EP 155: The Biggest No-Brainer: Money Markets
EP 154: Be (Money) Smart
EP 153: How to Use Airbnb to Generate Income
EP152: 2023 Contribution Limits
EP 151: Evaluating Life Insurance Coverage
EP 150: No Lazy Money
EP 149: Treating College as a Business Decision
EP 148: Social Security Breaking Point
EP 147: Retiring in a Down Market
EP 146: Mortgage in Retirement | Trust the Plan Podcast
EP 145: Trust the Plan
EP 144: Lump Sum Reduction
Episode 143: The Difference Between a Financial Advisor and a Wealth Manager
Episode 142: Qualified Charitable Distributions
Create your
podcast in
minutes
It is Free
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast