Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Nick Hopwood and Jim Pilat of Peak Wealth Management talk about a recent article featured in the Barron's finance publication — where they reported 81 percent of people failed a retirement literacy quiz.
Nick and Jim are here to educate you on what you need to know to build a stronger financial foundation — by talking more about retirement withdrawals, health care expenses, and more.
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.
www.peakwm.com
EP 168: Coronavirus Policy Fallout
EP 167: Talking with James Reid, Labor & Employment Attorney
EP 166: Peak State of the Union 2023
Journey to Franchise Success with Frank & Hillary Sanchez
EP 165: GoFundMe Financed Retirements
EP 164: Preston Gee’s 2023 Financial Plan
EP 163: Convert 529 Funds to Roth IRA
EP 162: Talking with Larry McDonald, founder of The Bear Traps Report
EP 161: January 2023 Market Update
EP 160: Pilat Family 2023 Financial Plan
EP 159: Hopwood Family 2023 Financial Plan
EP 158: Second Opinion on Retirement
EP 157: Social Security Optimization
EP 156: 401(k) Fees
EP 155: The Biggest No-Brainer: Money Markets
EP 154: Be (Money) Smart
EP 153: How to Use Airbnb to Generate Income
EP152: 2023 Contribution Limits
EP 151: Evaluating Life Insurance Coverage
EP 150: No Lazy Money
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