Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Get to know Jim Pilat, AIF® our newest team member at Peak Wealth Management! Jim shares with Nick his background and story as to how he became an advisor, and why joining the firm is a "Nash Equilibrium."
Peak Wealth Management is a full-service Registered Investment 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.
More Episodes
EP 157: Social Security Optimization
2023-01-03
129
2023-01-03
129
EP 156: 401(k) Fees
2022-12-28
100
2022-12-28
100
EP 155: The Biggest No-Brainer: Money Markets
2022-12-19
108
2022-12-19
108
EP 154: Be (Money) Smart
2022-12-12
100
2022-12-12
100
EP 153: How to Use Airbnb to Generate Income
2022-11-21
115
2022-11-21
115
EP152: 2023 Contribution Limits
2022-11-14
106
2022-11-14
106
EP 151: Evaluating Life Insurance Coverage
2022-11-07
147
2022-11-07
147
EP 150: No Lazy Money
2022-11-01
104
2022-11-01
104
EP 149: Treating College as a Business Decision
2022-10-18
87
2022-10-18
87
EP 148: Social Security Breaking Point
2022-10-11
93
2022-10-11
93
EP 147: Retiring in a Down Market
2022-10-03
110
2022-10-03
110
EP 146: Mortgage in Retirement | Trust the Plan Podcast
2022-09-27
110
2022-09-27
110
EP 145: Trust the Plan
2022-09-19
147
2022-09-19
147
EP 144: Lump Sum Reduction
2022-09-08
102
2022-09-08
102
Episode 142: Qualified Charitable Distributions
2022-07-07
114
2022-07-07
114
Episode 138: Social Security Analyzer
2022-05-17
103
2022-05-17
103
Episode 137: Income Tax and Medicare Premiums in Retirement
2022-05-05
111
2022-05-05
111
Episode 136: Historic 2022 Bond Performance
2022-04-28
88
2022-04-28
88
EP 135: 2022 Hopwood Financial Plan
2022-03-07
138
2022-03-07
138
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