Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Nick Hopwood, CFP is joined by Shawn and Sarah Hillard, who are in-studio talking about "No-Spend September." The Hillards are here to educate us on what it means, what the challenges were, and what they learned as a result of going a full month eliminating all unnecessary expenses. If you've tried "Frugal February" or "No-Spend September," please share your experience with us via email nick@peakwm.com!
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 198: Managing Client Expectations: The Secret to Successful CFP-Client Relationships
EP 197: The Cost of Risk: Why Some Homeowners Refuse to Buy Insurance
EP 196: Rounding Up At The Register
Don’t Retire...Graduate! feat. Eric Brotman, CFP®
EP 195: Mastering the Withdrawal Phases of Retirement
EP 194: Exploring September Economic Trends 2023
EP 193: Do Young Americans Share Same Work Ethic & Goals as Boomers?
Michigan Football Through the Eyes of Chris Duprey
EP 192: The Risks of Owning Rental Properties
EP 191: Back to Reality: The Impending Resumption of Student Loan Payments
EP 190: The U.S. Government Debt Has Been Downgraded
EP 189: The Keys to Olivia Atkin’s Success in Podcasting, Writing, and Entrepreneurship
EP 188: The Power of Multiple Revenue Streams: A Guide to Diversifying Your Income
EP 187: Mastering Your Wealth: The Power of Tracking Net Worth
EP 186: The Wealth Illusion: More Likely to Misjudge Retirement Preparedness
EP 185: Mid-Year Tax Checkup
The Surprising Investment Habits of Gen Z
EP 183: Is Tipping Getting Out of Control?
EP 182: Top 5 Mistakes Most People Make With Their Money
EP 181: Hope, Healing & New Beginnings with Jennifer Frush
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