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 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
EP 114: Stock Trading & Investing with Robinhood
EP 113: Where’s Your Money Going?
EP 112: Real Estate Investing With Katie Nolff
EP 110: Financial Teamwork at Peak Wealth Management
EP 109: What Does it Mean to Retire Confidently?
EP 108: Healing of the Body with Aaron Li
EP 107: Jack Hopwood, 11, Shares His Entrepreneurial Story
Ep 106: Team Highlight: Patti Wojcik - Peak’s Operations Manager
EP 105: Team Highlight: Gwen Smith - Peak’s Operations Associate
EP 104: Peak State of the Union
EP 103: College Savings Plans
EP 102: History and Culture of Michigan Athletics with Greg Dooley of MVictors
EP 101: Income Segmentation and Bucket Investing
EP 100: Pilat Family 2021 Financial Plan
EP 099: Mr. Wonderful
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