Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Join Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management for this special annual episode. Nick digs deeper into the plans his family has when it comes to their financial goals for the new year. From shifting his mindset on debt to maxing out Roths and more- This is an episode you have to listen to as you start off 2023!
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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 With Peace of Mind.
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EP 174: Is it Too Late to Have Nothing Saved for Retirement?
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EP 173: Who Do You Trust to Give You Financial Advice?
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EP 172: Preparing for Tax Season
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EP 171: Benefits of Working With a Fiduciary
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EP 170: Keeping Up With The Joneses
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EP 169: 2023 IRMAA Brackets
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EP 168: Coronavirus Policy Fallout
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EP 166: Peak State of the Union 2023
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EP 165: GoFundMe Financed Retirements
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EP 164: Preston Gee’s 2023 Financial Plan
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EP 163: Convert 529 Funds to Roth IRA
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EP 161: January 2023 Market Update
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EP 160: Pilat Family 2023 Financial Plan
2023-01-23
115
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EP 158: Second Opinion on Retirement
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EP 157: Social Security Optimization
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