Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In this episode, Coach Ben and Coach Kevin, from the InFlow Wellness Academy, sit down with Nick Hopwood, CFP and chat about "How much is enough?"
Learn more about InFlow.
Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.
EP 113: Where’s Your Money Going?
EP 112: Real Estate Investing With Katie Nolff
EP 111: Low Interest Rates
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
EP 098: Disorganized People
EP 097: Don’t Be A Jerk
EP 096: Important Interview Questions to Ask a Financial Advisor
E 095: Lifestyle Creep: What It Is and How to Avoid It
Your Guide to Medicare Enrollment
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