Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Nick sits down with Dr John Mlinarcik talking personality styles. Understanding your own personality style helps you understand your own needs and why you do what you do. The same can be said about the other people in your life- understanding their personalities and how to interact with them are just as important as understanding your own! This truth can be applied to all relationships in your life – personal and professional. Learn more about Dr John at pcs-global.com or pcs-counseling.com. Learn more about Peak at peakwm.com
EP 227: Empowering Your Finances: What a Financial Planner Can Do for You
EP 226: The Retirement Blueprint: A Checklist for Every Age
EP 225: Navigating the Mortgage Maze: Pay Off or Invest?
EP 224: Why Presidential Elections Shouldn't Dictate Your Investment Decisions
EP 223: Finding Meaning in Semi-Retirement: The Benefits of Gradual Retirement
EP 222: Maximizing Your Inheritance: Should You Take Out Your Beneficiary IRA Funds?
EP 221: Is Your Retirement Savings Enough? Signs You Might Be Falling Short
EP 220: Elevate Your Finances: Inside the Preston Gee Financial Plan 2024
EP 219: Financial Foundations for Kids: A Guide for Parents
EP 218: Cracking the Longevity Code: Secrets to a Longer, Healthier Life
EP 217: The Millionaire Definition Hasn't Changed, But Its Meaning Has
EP 216: Unlocking Your Potential: A Conversation with Ben Knapp on Healthier Living
EP 215: 10 Money Myths Broke People Believe
EP 214: The Election Effect: How Politics Influences the Market
EP 213: Thriving Through Transitions: Post-Retirement Valleys Explored
EP 212: Mastering Retirement: The 8 Essential Ages for Financial Success
EP 211: 2024's Game-Changer: The 529 Rollover into IRA Explained
EP 210: Maximizing Tax Benefits: How Donor-Advised Funds Can Help
EP 209: Health Care Coverage for Retirees
EP 208: Next Level Investing: Mega Backdoor Roths
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