Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In this special episode, Nick Hopwood, CFP® of Peak Wealth Management chats with his 11-year-old son, Jack Hopwood on entrepreneurship. During the summer of 2020, Jack began first business called Jack's Services where he assists people in his community with yard work projects. Listen in as Jack shares what inspired him to start his own business — and what his goals are for the future.
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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.
EP 145: Trust the Plan
EP 144: Lump Sum Reduction
Episode 143: The Difference Between a Financial Advisor and a Wealth Manager
Episode 142: Qualified Charitable Distributions
Episode 138: Social Security Analyzer
Episode 137: Income Tax and Medicare Premiums in Retirement
Episode 136: Historic 2022 Bond Performance
EP 135: 2022 Hopwood Financial Plan
EP 134: Talking Real Estate with Jeff Packer of The Packer Group
EP 133: Capital Gains & Qualified Opportunity Zones
EP 132: IRS & Potential Tax Increases
EP 131: Death of the Balanced Portfolio
EP 130: Social Security Deficiency
EP 129: College Is A Business Decision
EP 128: The Value of Working With a Financial Planner
EP 127: Traditional Brokerage Fees
EP 126: Mr. Roth Part II
EP 125: Mr. Roth
EP 124: Real Estate Evictions
EP 123: Not Your Average Financial Plan
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