Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
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EP 211: 2024's Game-Changer: The 529 Rollover into IRA Explained
2024-01-15
146
EP 210: Maximizing Tax Benefits: How Donor-Advised Funds Can Help
2024-01-08
80
EP 209: Health Care Coverage for Retirees
2024-01-02
85
EP 208: Next Level Investing: Mega Backdoor Roths
2023-12-26
86
EP 207: Making Smart Housing Decisions in Retirement
2023-12-18
67
EP 206: Retirement Investing: Dave Ramsey’s 8% Withdrawal Rate
2023-12-11
90
EP 205: From Mine to Ours: The Ultimate Guide to Joint Bank Accounts in Marriage
2023-12-04
77
EP 204: Maximum Benefits and Contribution Limits for 2024
2023-11-27
76
EP 203: Mint Shutdown: What Should Mint Users Do Now?
2023-11-20
82
EP 202: What is a Money Date? & How Can It Help Your Financial Future?
2023-11-13
63
EP 201: Top 5 Careers of Millionaires (Results will SHOCK you!)
2023-11-06
75
EP 200: Exploring the Impact of the Israel-Palestine Conflict on the US Deficit
2023-10-30
72
EP 199: Tackling the Cost of College: A Guide to Saving for Higher Education
2023-10-23
82
EP 198: Managing Client Expectations: The Secret to Successful CFP-Client Relationships
2023-10-16
73
EP 197: The Cost of Risk: Why Some Homeowners Refuse to Buy Insurance
2023-10-09
65
EP 196: Rounding Up At The Register
2023-10-02
63
Don’t Retire...Graduate! feat. Eric Brotman, CFP®
2023-09-25
83
EP 195: Mastering the Withdrawal Phases of Retirement
2023-09-18
75
EP 194: Exploring September Economic Trends 2023
2023-09-11
56
EP 193: Do Young Americans Share Same Work Ethic & Goals as Boomers?
2023-08-28
70
