Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Nick Hopwood, CFP of Peak Wealth Management, host of Finding True Wealth discusses his top 10 things to do before the new year. As 2019 wraps up, consider evaluating your decisions over the past year and make sure you're taking full advantage of tax incentives, which are increasing for 2020.
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 helping them Retire Confidently.
EP 253: Inspiring the Next Generation: Olivia Olson’s Path to Michigan Basketball
EP 252: From Olympic Court to College Spotlight: Syla Swords on Her Journey
EP 251: Navigating Financial Pressure: A Guide for Parents
EP 250: Separate Accounts vs. Joint Goals: What Works Best?
EP 249: Health Accounts and Heirs: What You Need to Know
EP 248: Behind the Mic: Steve Gruber's Path to Success
EP 247: The Financial Rollercoaster: Five Years of Bank Account Medians
EP 246: Inflation Resilience: Why Ferrari Thrives While Dollar General Struggles
EP 245: Rate Cuts and Market Moves: What’s Next?
EP 244: From Peaks to Pits: The Full Picture of the Magnificent Seven Stocks
EP 243: Retirement Riches: How an Ex from 1989 is Cashing In
EP 242: Aligning Goals: What Makes Someone an Ideal Client for Peak Wealth?
EP 241: Consumer Confidence by Political Affiliation
EP 240: Financial Literacy & Family Legacy at the Dinner Table with Scott Donnell
EP 239: Beyond the Linear Path: How Monte Carlo Models Reflect Reality
EP 238: Exploring Retirement Readiness: A Peak Wealth Case Study
EP 237: Preparing for Financial Peaks: What New Clients Need to Know
EP 236: Market Reaction: Stocks and the Ripple Effect of Major Events
EP 235: Buyer Beware: Avoiding Common Annuity Mistakes
EP 234: Planning for Longevity: Strategies from Successful Retirees
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