Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Nick Hopwood, CFP® and Jim Pilat, AIF® talk about employee buyouts and pension lump sums. They also chat about the announcement of Charles Schwab completing its acquisition of TD Ameritrade — and what it means for investors.
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
Your Guide to Medicare Enrollment
EP 094: How to Navigate Finances During a Life Transition
EP 093: Socially Responsible Investing
Ep 092: Retirement Illiteracy
EP 090: Mortgages: It’s the Payoff, Not the Payment
EP 089: How Many Banks Do You Really Need?
EP 088: If I Had A Million Dollars...
EP 087: Rethinking Retirement
Ep 086: Our Peak Investment Management Process
EP 085: Where does our market currently stand?
EP 084: U.S. Presidential Election Various Outcomes & Market Results
EP 083: Catching Up With Peak Wealth
EP 082: Nick Hopwood Celebrates 20 Years in Finance Industry
EP 081: Market Update on March 27, 2020
EP 080: Retirement Income Planning with Sheryl O’Connor, CEO and Co-Founder of Income Conductor
EP 079: Coronavirus Market Update March 15, 2020
EP 078: The 2020 Market Correction is Here
EP 077: How to Choose a Financial Advisor
EP 076: Live Broadcast from Peak Global HQ on WTKA
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