Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Financial Planning expert Nick Hopwood, CFP® and Jim Pilat, AIF® talk about the 403b investment landscape, focusing on a NYT article from a few years back. Fortunately we have arrangements with non-profit institutions such as Universities, school districts, and hospitals which all us to represent employees such as teachers, professors, doctors, and nurses with their 403b accounts at investment companies such as Fidelity and TIAA-CREF. If you're looking for a second opinion on your workplace 403b account, please give us a call at 734-681-7575.
Peak Wealth Management is not affiliated with any non-profit or Fidelity or TIAA-CREF.
Peak Wealth Management is a financial advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.
EP 235: Buyer Beware: Avoiding Common Annuity Mistakes
EP 234: Planning for Longevity: Strategies from Successful Retirees
EP 233: Beware the Cash Trap: High Interest Rate Hazards
EP 232: Maximize Your Miles: Insider Tips with Evan Chopp
EP 231: The Brokerage Blueprint: Key Steps to Early Retirement Success
EP 230: Adapting Your FIRE Strategy for Economic Uncertainty
EP 229: Maximizing Wealth: Strategies for Inherited IRAs
EP 228: Celebrating Success: Reflections on the No-Spend Month Journey
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
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