Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Nick Hopwood, CFP® and Jim Pilat, AIF® circle back to EP 013 - Track Your Expenses and Net Worth Redux! We believe understanding your cost of living is one of the most important details in a healthy financial plan or #retirement plan. As a result, we strongly recommend tracking your expenses each month in a spreadsheet in the cloud. Click Here for our simple Template.
Peak Wealth Management is a full-service Registered Investment Advisor and comprehensive financial planning firm 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 015 MIT Age Lab
EP 014 Halftime with Chip DeClue
EP 013 Track Your Expenses and Net Worth!
EP 012 Start with Why
EP 011 Tax Planning with John Dawson, CPA
EP 010 Your Retirement Quest - Conversation with Keith Lawrence
EP 009 The Original Peak Income 360 Formula
EP 008 Am I Ready to Retire?
EP 007 Blueprinting: Live Your Life By Design, Not By Default
EP 006 Peak Income 360: Building Income and Wealth through Real Estate
EP 005 Cathy Clough - Founder of New Hope
EP 004 Health Yields Wealth: Detox for Life
EP 003 The 5 Tenets...
EP 002 Are you at your best today?
EP 001 - PILOT
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