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.
Journey to Franchise Success with Frank & Hillary Sanchez
EP 165: GoFundMe Financed Retirements
EP 164: Preston Gee’s 2023 Financial Plan
EP 163: Convert 529 Funds to Roth IRA
EP 162: Talking with Larry McDonald, founder of The Bear Traps Report
EP 161: January 2023 Market Update
EP 160: Pilat Family 2023 Financial Plan
EP 159: Hopwood Family 2023 Financial Plan
EP 158: Second Opinion on Retirement
EP 157: Social Security Optimization
EP 156: 401(k) Fees
EP 155: The Biggest No-Brainer: Money Markets
EP 154: Be (Money) Smart
EP 153: How to Use Airbnb to Generate Income
EP152: 2023 Contribution Limits
EP 151: Evaluating Life Insurance Coverage
EP 150: No Lazy Money
EP 149: Treating College as a Business Decision
EP 148: Social Security Breaking Point
EP 147: Retiring in a Down Market
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