Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Nick Hopwood, CFP® and Jim Pilat, CFP® talk about how people can get caught up in living a higher lifestyle to keep up with others around them. They discuss how important it is for us to think about how our spending choices impact our long-term financial goals.
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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.
More Episodes
EP 133: Capital Gains & Qualified Opportunity Zones
2021-11-29
150
2021-11-29
150
EP 132: IRS & Potential Tax Increases
2021-11-08
141
2021-11-08
141
EP 131: Death of the Balanced Portfolio
2021-10-04
122
2021-10-04
122
EP 130: Social Security Deficiency
2021-09-27
113
2021-09-27
113
EP 129: College Is A Business Decision
2021-09-20
105
2021-09-20
105
EP 128: The Value of Working With a Financial Planner
2021-09-13
120
2021-09-13
120
EP 127: Traditional Brokerage Fees
2021-09-07
93
2021-09-07
93
EP 126: Mr. Roth Part II
2021-08-30
126
2021-08-30
126
EP 125: Mr. Roth
2021-08-16
142
2021-08-16
142
EP 124: Real Estate Evictions
2021-08-10
108
2021-08-10
108
EP 123: Not Your Average Financial Plan
2021-06-28
133
2021-06-28
133
EP 122: Chatting with New Peak Intern, Adam Roberts
2021-06-21
109
2021-06-21
109
EP 120: Getting a Job in Retirement
2021-06-09
91
2021-06-09
91
EP 119: Realistic Retirement Expectations
2021-05-17
112
2021-05-17
112
EP 118: Backdoor Roths & Roth Conversions
2021-05-11
123
2021-05-11
123
EP 117: Our Thoughts on Bitcoin
2021-05-03
125
2021-05-03
125
EP 116: 9 Categories of Martin Short
2021-04-27
93
2021-04-27
93
EP 115: What to Expect: Second House & Moving Expenses
2021-04-19
76
2021-04-19
76
EP 114: Stock Trading & Investing with Robinhood
2021-04-12
90
2021-04-12
90
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